Nixon Lopes

KEY RESPONSIBILITIES HANDLED

Manage and develop teams to optimize productivity:

• Managed team of accounting specialists overseeing R2R, P2P, and AR functions.
• Collaborated with governance team to strategically plan staffing and client allocation, successfully managing restructuring and growth.
• Streamlined the recruitment and training of new production team members.
• Goal Setting.
• Provided effective feedback to team members in a timely manner, fostering growth and productivity.
• Implemented an organized approach to handle employee time off.
• Conducted monthly performance reviews and annual appraisals to assess individual and team performance.
• Organized and implemented training programs based on identified needs.
• Conducted FTE analysis to assess team's workload allocation.

Manage and optimize client processes for optimal productivity and efficiency:

• Manage the timely and accurate delivery of financial statements to all clients, adhering strictly to the defined SLA for turnaround time and quality.
• Review monthly delivery schedule and take necessary actions.
• Execute troubleshooting of clients' issues, queries, escalations, and team problems.
• Communicate with US leads / Clients through calls and emails as needed.
• Guided team as needed to ensure timely and successful project completion.
• Evaluate opportunities for streamlining processes
• Develop improvement project plan in collaboration with project team.
• Monitor projects and ensured their successful completion.
• Achieved direct delivery of financials in India, reducing reliance on US CAM.
• Ensured the precise coding and inputting of all AR/AP invoices into the GL, backed by relevant document verification.
• Review accruals, prepaid schedules, and other month end activities following month-end checklist.
• Reviewed financial statements at a high level
• Skilled in the creation and maintenance of standard operating procedures (SOP's).
• Maintain regular communication with clients to actively resolve issues and enhance service delivery.

Transition and onboarding of New Client:

• Played an active role in the transition process of new clients.
• Facilitated smooth transition phase by engaging directly with clients.
• Provided guidance and established processes for new client setup.
• Streamlined processes by creating Activity checklists, Process Maps and SOPs.

MIS & Logs

• Prepared and presented monthly dashboards with KPIs to the leadership team.
• Ensured timely updates of delivery trackers.
• Handled client escalations and provided prompt responses.
• Finalized Root Cause analysis (RCA) for team errors in client deliverable execution, ensuring error calibration.
• Prepare the monthly dashboards.

PROJECTS:

• Managed the transfer of GL activities from US to India during an onsite visit in Feb’2011.
• Implemented standard format for monthly balance sheet account reconciliations across all not-for-profit (NFP) clients.
• Developed an efficient system for tracking voucher expenses.
• Led successful system migration projects from other ERP systems to GP and Freshbooks to Quickbooks Online.
• Established the bank reconciliation process within the ERP platform.
• Conducted monthly review checklist for financial statements.
• Continuously worked on migrating work from the US to India.
• Played key role in restructuring and setting up sub-vertical.
• Effectively managed the integration of operations from a newly acquired company.