Naresh C Upadhyay
Greater Noida
Summary
with over 20 years of rich experience in managing Finance and Accounting Operations, Transitions and Transformation Projects Management for multiple industry verticals/clients. Presently leading Finance Operations for a global shared services center as Vice President for an American Diversified Global Insurer and managing finance operations, transformation and transitions for LATAM, Asia-Pacific and Western European markets. Instrumental in setting up Global Shared Service (GSS) center with overall current scope of 650 FTE transitioned from across geographies. Results-oriented professional offering extensive background paired with significant achievements. Polished in developing and implementing QA protocols and leading and motivating large team in time sensitive and demanding environment. Proficient in QuickBooks and NetSuite.
Overview
26
26
years of professional experience
Work History
Operating Lead
EXL Services India Private Limited
NOIDA
12.2011 - Current
- Currently managing Global Shared Service -Finance operations
- Key responsibilities include leading operations and strategic direction, managing transformation initiatives, conducting project staff and management training programs, implementing employee retention programs, improving finance operations, and maintaining account P&L and margin targets.
Client Account Manager
TMF India Private Limited
12.2008 - 12.2011
- Managed transitions and service delivery for various service lines including Accounting and Reporting, Accounts Payable, Credit management, and Corporate Secretarial Services
- Responsible for transition activities, process re-engineering, pilot management, budgeting, and business continuity planning.
Manager-Financial Control
India Bulls Financial Services Limited
02.2006 - 12.2008
- Led a team responsible for managing finance and accounting functions, loan securitization deals, reporting to regulators, fund management, and preparation of profitability reports
- Also involved in software development projects and maintaining client relationships.
Accounting Management Trainee
GE Capital International Services
- 02.2006
- Worked for the Financial Planning and Analysis division, handling FP&A activities, OPEX review, variance analysis, budget preparation, reporting, and training coordination
- Also involved in remote transitioning of processes and software migration.
Finance Executive
Vipra securities private limited
06.1998 - 06.2002
- Handled bank reconciliation, accounting, regulatory reporting, credit appraisal, customer support, and deposit mobilization.
Academics
Masters in Commerce and Accounting, Osmania University, 1998, Bachelors in Commerce and Accounting, Osmania University, 1995, US taxation, Devry University, US
Itskillsandtraining
Oracle Financial 11i, Oracle Discoverer, Microsoft Dynamics, SAP, MS-office, Six Sigma GB Trained and Certified, LEAN Training, PMP Trained
Personal Information
- Passport Number: K0140255
- Date of Birth: 12/04/73
Languages
- Hindi
- English
Projects
EXL Service.com, Leading American Global Insurer - 650 FTE End to End Transitions of language dependent F & A processes and solution implementation which includes Accounts Payable, Broker Commission, Accounts Receivable, Treasury and Investment, Bank Reconciliation, Closing & Reporting and S4 HANA Global Implementation support for Latin America, US and Western European Countries - Mar 18 - Feb 2021 EXL Service.com, Leading Global Insurance Company (Europe /US Region) - 300 FTE - End to End Transition from incumbent vendor based out of Warsaw- Poland and Chennai- India. Scope included Credit Management, R2R and Accounts Payable- Apr 17 to Feb 18 EXL Service.com, Leading Global Media Company (Europe/US Region) - 450 FTE - End to End Transitions of F & A processes which includes Accounts Payable, Commercial Analyst, Treasury, Closing and Reporting and Accounts Receivables - May 15 - Mar 17 EXL Service.com, European Insurance company - 150 FTE - Lead Transitions and upfront Transformation of Finance Control (Insurance and Non-Insurance Accounting), Accounts Payable, Procurement, Bank Reconciliation, Account Receivables, Business Applications Nov 14 - Apr 15 EXL Service.com, One of the largest US commercial property and casualty insurers- 165 FTE - Responsible for Transitions of Accounts Payable and T & E processes, Investment Accounting and Investment Operations (Mar 14- Oct 14) EXL Service.com, Second largest personal lines insurer in US - 105 FTE processes - Responsible for knowledge transfer with upfront transformation implementation in Accounts Payable, Accounts Receivable and Bank Reconciliation (Aug 13 - Feb 14) EXL Service.com, Fortune 100 US Health Care Insurance Company - 85 FTE processes - Responsible for Transitions of US Federal and State Tax, Accounts Payable, Accounts Receivable, Business Application, HRSS (Payroll and Recruitment) processes (Jan 12 - Jun 13) TMF Group, TMF Group, one of the largest and most experienced administrators of structured finance entities in the world and corporate secretarial services provider- 250 FTE - Responsible in setting up a captive center and transition of Accounts Payable, Structured finance management of 500+ CLO/CDO portfolios and corporate secretarial services from Europe and Australia onshore locations India bulls Financial Services, Lead the in-house software development project I-SECURE as functional consultant, aimed for providing solutions in MIS generation for effective management decision making, asset securitization reporting and accounting and Investment management
Timeline
Operating Lead
EXL Services India Private Limited
12.2011 - Current
Client Account Manager
TMF India Private Limited
12.2008 - 12.2011
Manager-Financial Control
India Bulls Financial Services Limited
02.2006 - 12.2008
Finance Executive
Vipra securities private limited
06.1998 - 06.2002
Accounting Management Trainee
GE Capital International Services
- 02.2006
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