Mohini Murthy N

1) Finance Admin / Project Management Responsibilities

Budget Management

• Collaborate closely with the finance team to support streamlined processes and contribute to financial analysis and reporting efforts.
• Creating and presenting budget reports to management, including variance analysis.
• Monitoring actual spending against the budget and identifying areas of concern.
• Planning of the AB, RE2, LE and year end closures.
• Analyzing financial data to identify trends and areas for cost reduction and efficiency improvements.
• Collaborating with stakeholders, including executives, project managers, and other department heads, to ensure budgets are aligned with organizational goals.
• Communicating budget information clearly and concisely to various audiences. Providing training and support to team members on budget management practices.

Project Coordination:

• Lead and support key finance projects, orchestrating efforts across cross-functional teams, and ensuring successful implementation of strategic initiatives that further Wise’s mission.

PO Management:

• Oversee Purchase Order (PO) management, including creation, tracking, and processing of POs using COUPA.
• Ensure compliance with company policies and procedures related to PO issuance and approvals.
• Work closely with the finance and procurement teams to resolve PO-related issues and discrepancies.
• Maintain accurate records of all POs and provide regular updates on PO status to the Finance Executives.

2) EA Responsibilities : -

Administrative Support

• Manage and maintain the Finance Executives' calendars, including scheduling meetings, appointments, and travel arrangements.
• Prepare, review, and track expense reports.

Meeting Coordination

• Organize and facilitate internal and external meetings, including preparing agendas, taking minutes, and following up on action items.
• Arrange logistics for meetings, conferences, and events, both on-site and off-site, across multiple time zones.
• Collaborate with other Executive Assistants across the company to organize critical meetings.

Travel and Expense Management

• Thoroughly understand and ensure compliance with the travel and expense policies and procedures.
• Arrange travel itineraries and accommodations for Finance Executives and support team members as needed.
• Ensure timely and accurate submission and processing of expense reports.
• Review expense reports on behalf of Finance Executives, ensuring adherence to company policies.

Team Support

• Provide administrative support to the leadership team, assisting with various tasks and projects as needed.
• Help coordinate team events, meetings, and activities.
• Coordination with Other Executive Assistants.
• Collaborate with other executive assistants to coordinate cross-departmental activities and meetings.
• Share best practices and provide backup support as needed.
• Foster a collaborative environment among the executive support staff to ensure smooth operations and communication across the organization.

• Execution of daily tasks related to training administration.
• Timely creation and management of new courses and schedules.
• Coordinating with Stakeholders and trainers in assisting the training activities for the respective business area.
• Execute the back end administrative tasks. Working on the Success Factors LMS (LearnIT).
• Worked on monthly reports and dashboards related to trainings.