Nitin Vishwanath Patil

Promotions:

• Promoted to Senior Business Analyst (April 2024): Recognized for leadership, process optimization, and significant contributions to the Portfolio Management team. I have focused on driving key financial projects, improving reporting processes, and collaborating with cross-functional teams to enhance efficiency.
• Promoted to Business Analyst (April 2020): Led the Billing team, where I significantly improved financial tracking and reporting processes.

Key Responsibilities & Achievements:

Leadership & Team Development:

• Collaborate closely with the team lead and senior management, driving key financial operations such as budgeting, forecasting, and accruals.
• Supported and mentored junior team members, fostering their growth in financial operations and best practices.
• Led the Billing team to ensure timely, accurate billing, implementing process improvements to enhance operational efficiency.
• Automated financial reporting processes, reducing manual interventions and improving data accuracy.

Project Management & Process Optimization:

• Spearheaded the automation of the Non-Finmar Renewal Pipeline, resulting in significant reductions in manual work and enhanced data accuracy.
• Managed the Client Debt Dashboard project, improving visibility into client debt and facilitating better financial decision-making.
• Led the automation of key reporting functions using advanced Excel features, streamlining workflows and enhancing operational efficiency.

Financial Operations & Continuous Improvement:

• Acted as a Subject Matter Expert (SME) for billing and financial operations, identifying and troubleshooting complex issues while ensuring process improvements.
• Played a pivotal role in streamlining billing processes, ensuring compliance, and optimizing workflows for improved team performance.

Awards & Recognition:

• Received 4 Spot Awards and 1 R&R Award for leadership, operational excellence, and successful project execution.
• Acknowledged for a 0.2 FTE gain and cost savings through process improvements and the elimination of non-value-added activities.

Key Responsibilities & Achievements:

• Managed invoicing, fee audits, and ensured compliance with NMS and Citi guidelines, maintaining operational accuracy and efficiency.
• Implemented process improvements by automating manual tasks, significantly improving operational performance.
• Trained and mentored junior team members, resulting in improved team consistency and output.

Key Responsibilities:

• Managed financial transactions, including salary processing and petty cash management.
• Supported general administrative tasks to ensure smooth office operations.

Key Responsibilities:

• Coordinated international shipments and ensured compliance with global shipping protocols.
• Managed Cargo Arrival Notices and Credit Notes, ensuring smooth operational flow.