Neha Singh
Senior Financial Analyst
Bengaluru
Summary
Analytical Finance Professional with 8 years of experience specializing in financial operations, investment research, and the US real estate sector. Proven track record in conducting investment research to support strategic financial objectives and managing complex revenue cycles. Adept at leveraging Excel for detailed financial reporting and performance analysis, with a strong foundation in property-related financial processes and stakeholder communication. Strong expertise in the Order-to-Cash (O2C) cycle, including sales order processing, billing, credit checks, accounts receivable management, cash application, collections follow-up, dispute resolution, and customer communication. Skilled in overseeing administrative functions such as vendor coordination and office operations. Extensive experience in the US healthcare sector, specializing in medical billing, insurance claims, and revenue cycle management. Strong organizational and multitasking abilities have contributed to streamlined workflows, improved accuracy, and enhanced operational efficiency.
Overview
10
10
years of professional experience
2
2
Languages
Work History
Sr. Client Associate
Virtual Employee
12.2021 - Current
- Investment Insight: Partnered with clients to build robust financial plans and conduct deep-dive investment research to drive strategic growth.
- Strategic Reporting: Translated complex financial data into clear monthly and annual statements to help stakeholders make informed management decisions.
- Operational Excellence: Modernized day-to-day accounting and payroll for multiple clients, ensuring 100% compliance with regulatory standards.+1
- Audit Stewardship: Served as the primary point of contact for internal/external audits by providing detailed documentation and precise reconciliations
- Handled end-to-end Order-to-Cash (O2C) activities, including sales order processing, billing, credit checks, accounts receivable monitoring, cash application, collections follow-up, and customer dispute resolution.
- Processed accounts payable and accounts receivable, prepared journal entries, and performed accurate monthly bank reconciliations.
- Oversaw payroll processing while maintaining complete and updated employee and financial records.
- Prepared monthly, quarterly, and annual financial statements and reports for stakeholder review and management decision-making.
- Supported internal and external audits by providing precise documentation, reconciliations, and detailed financial records.
- Consolidated timely vendor and client payments to ensure smooth financial operations and prevent delays.
- Maintained organized administrative, financial, and operational records to enhance workflow efficiency and office management.
- Enhanced client satisfaction by providing exceptional service and addressing concerns promptly.
Sr. Process Associate
Nobroker.com
11.2019 - 11.2021
- Market Growth: Acted as a trusted advisor for clients on an online real estate platform, using negotiation and communication to close high-value deals.+1
- Data-Driven Solutions: Designed weekly sales reports in Excel, suggesting workflow enhancements that directly improved team problem-solving.
- Client Relationship Management: Resolved intricate customer concerns promptly, focusing on long-term satisfaction and relationship retention
- Managed customer email inquiries with timely and professional communication.
- Scheduled client site visits, demos, and meetings to support sales conversion.
- Conducted follow-ups for feedback, requirements, and deal closure.
- Used strong communication and negotiation skills to close sales opportunities.
- Generated leads through calls, referrals, and online inquiry follow-ups.
- Resolved customer issues promptly, improving satisfaction and relationship retention.
- Delivered high-quality service by addressing concerns and providing clear solutions.
- Prepared daily, weekly, and monthly sales reports using MS Excel.
- An online real estate platform assisting users in finding properties without broker involvement
Process Associate
KPL International
01.2018 - 04.2019
- Quality Assurance: Led rigorous QA checks on O2C transactions to maintain accuracy and strict adherence to company standards.
- Financial Health: Strengthened regional operations through consistent bank reconciliations and detailed accounts receivable aging analysis.+1
- Confidentiality: Upheld the highest standards of client data privacy in all professional documentation and email communicationsManaged end-to-end O2C activities, including sales order verification, invoice generation, accounts receivable monitoring, and customer payment follow-ups.
- Maintained client confidentiality in all email communications and documentation to meet regulatory and organizational policies.
- Reviewed and reconciled customer checks monthly, ensuring accurate cash application and proper alignment with customer accounts.
- Strengthened financial operations through timely bank reconciliations, accounts receivable aging analysis, and detailed financial reporting for management decision-making.
- Maintained client confidentiality in email communications to uphold regulatory standards
- Reviewed and reconciled checks monthly, ensuring account accuracy
- Strengthened financial operations through bank reconciliations and detailed financial reporting
Intern
Thomas Cook
07.2016 - 08.2016
- Coordinated accommodations, transportation, and travel arrangements for seamless travel experiences
- Managed ticket bookings, reservations, and itinerary planning to meet client needs
- Handled customer queries efficiently while maintaining accurate booking records
- Supported vendors and clients to ensure smooth execution of travel operations
- A leading global travel services company
Education
Bachelor of Commerce (B.Com) -
Jyoti Nivas College Automonous
Bangalore06-2017
Skills
Payroll
Advanced Financial Modeling
Real Estate Valuation
Argus Enterprise Mastery
Market Analysis & Research
Microsoft Office
Order to Cash
Accounting operations
Order Management
Sales Order Processing
Accounts Receivable Management
Problem solving
Timeline
Sr. Client Associate
Virtual Employee
12.2021 - Current
Sr. Process Associate
Nobroker.com
11.2019 - 11.2021
Process Associate
KPL International
01.2018 - 04.2019
Intern
Thomas Cook
07.2016 - 08.2016
Bachelor of Commerce (B.Com) -
Jyoti Nivas College Automonous