Nagaraja Anand
Financial Analyst
Bengaluru
Summary
Results-driven Financial Analyst with 8+ years of experience delivering strategic financial insights and proven problem-solving skills to enhance operational efficiency and business growth. strategic financial insights to enhance operational efficiency and business growth. Proven expertise in streamlining accounting processes, optimizing financial operations, and ensuring accurate, compliant reporting across global markets.
Overview
8
8
years of professional experience
Work History
Financial Analyst
Trellix Software India Pvt Ltd
10.2022 - Current
- Execute global vendor, employee, and AMEX payments across EMEA, APAC, US, and LATAM (45 countries).
- Process manual payments (GST, WHT, Boleto) and manage India A1 & A2 payments.
- Develop and maintain Forecast Reports, Citi Balance Reports, AP Payout Reports, Payment Rejections & Exceptions Reports, Dual Books Reports, AP Volume Reports.
- AP Deck Reporting: Prepare & present monthly, quarterly & yearly AP Deck reports using Excel, incorporating graphical insights to analyze global payment trends and inform management decisions.
- Conduct weekly meetings with US teams to address LATAM process queries.
- Acquired knowledge of Form 1099 preparation through training, understanding reporting guidelines and compliance requirements.
- Prepare DOPs for new processes and provide team training to ensure efficiency and compliance.
Senior Process Associate
Capgemini India Pvt Ltd
06.2021 - 10.2022
- Managed EMEA & APAC payment file preparations using VLOOKUP, Pivot Tables.
- Created DESPP payment proposals, processed manual payments in SAP Fiori, and handled bank reconciliations (DNZ WHT).
- Generated TDS challans, prepared quarterly reports for tax & payroll teams, and handled AP wire payment accruals.
- Implemented an automation project for duplicate payment prevention in SAP, increasing efficiency.
- Reduced month-end closing time by 20% using Blackline to automate close and reconciliation.
- Developed DTPs/SOPs and trained new hires.
Accounts Associate
Unisys India Pvt Ltd
12.2019 - 06.2021
- Processed LATAM PO and Non-PO invoices using Kofax, OnBase, Oracle R12.
- Managed two-way & three-way invoice matching, AMEX/Citi statement processing.
- Performed vendor reconciliations and resolved payment holds in Oracle & JPM portals.
- Conducted intercompany listings & aged invoice reports for month-end closing.
Accounts Associate
First American India Pvt Ltd
06.2016 - 12.2018
- Indexed and processed Non-PO invoices using Lexmark and Oracle R12.
- Processed check requests and manual postings to ensure timely payments.
- Calculated and allocated GST, HST, PST, and QST taxes based on Canadian provincial tax rates.
- Performed batch invoice uploads into Oracle Payables using MS Excel and WinSCP interface.
- Managed Care uploads – downloading Care files from the Care website.
- Uploaded payment verification documents to maintain accurate financial records.
- Sent claims and care reports to respective managers on a daily basis.
- Conducted quality checks for the team to ensure accuracy and eliminate internal errors.
- Provided training to new joiners, helping them adapt quickly to the process.
- Handled email queries, ensuring timely resolution and stakeholder satisfaction.
Education
Bachelor of Commerce (B. Com) - Finance
Bangalore University
Bangalore, KASkills
● Invoice Processing
Skills
📚 ERP Systems: SAP (SAP 800, SAP ECC, SAP Fiori), Oracle R12, Oracle NetSuite, Blackline.
📚 Banking Platforms: Bank of America, Citibank, HSBC, SEB, JPM.
📚 Tools: Microsoft Office (Excel, Word & Power point), Lexmark, OnBase, Kofax, WinSCP.
📚 Data Analytics: Excel, Tableau, Power BI (Pivot Tables, VLOOKUP, Graphs & Charts, Trends & Patterns, Key insights).
Awards
🏆 Bravo Points - Trellix
🏆 Rising Star Award - Capgemini
🏆 XtraMile Awards - Capgemini
🏆 Honeybees Award - FAI
🏆 Brainwave Award - FAI
Certifications & Trainings
🎖️ Lean Six Sigma White Belt
🎖️ Excel Lookup Function in Depth
🎖️ SAP Accounts Payable Bootcamp
🎖️ SAP Material Management
🎖️ Accounting Foundation: GAAP
🎖️ Power BI
🎖️ Data Analytics: Foundations
🎖️ Data Analytics for Business Professionals
Timeline
Financial Analyst
Trellix Software India Pvt Ltd
10.2022 - Current
Senior Process Associate
Capgemini India Pvt Ltd
06.2021 - 10.2022
Accounts Associate
Unisys India Pvt Ltd
12.2019 - 06.2021
Accounts Associate
First American India Pvt Ltd
06.2016 - 12.2018
Bachelor of Commerce (B. Com) - Finance
Bangalore University
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