PATRICK JOSHUA.A

• Assured smooth functioning of the all the processes of Project by preparing and controlling budgets, schedule, and timeline, gathering resource requirement, and managing invoicing activities of Business group involving Invoice generations and Submissions to the client and raising Credit and Debit Notes in the system.

• Creating project structure to ensure projects are progressing within the budget and timeline, resource utilization is done efficiently with proper risk assessment across the projects.

• Administering invoice feed from TCS to client's Procurement Team during testing & production phase while leveraging ongoing support for tool from client end (Automation initiatives) to reduce errors through manual tracking.

• Documenting and presenting various MIS reports pertaining to project status, contractual requirements, financial budgets, revenue, P&L and operational metrics and recommending further actions to improve progress.

• Developing resource plan, tracking, and controlling efficient resource utilization across all activities; assuring proper staffing levels to meet business demands and publishing dashboard/reports.

• Streamlining and evaluating processes and workflows and recommending adjustments/improvements, as needed.

• Fostering collaborative and mutually supportive relationships with Deliver Excellence Team and senior stakeholders, ensuring Project workbench, and grouping with CSI is being tracked and responded timely.

• Managing Project and Client Finance related task including Billing, Invoices submission & Collection, Account Receivables and Payables

• Leading, mentoring & monitoring the performance of the Project Team to ensure efficiency in operations backed by meeting of individual & project objectives while addressing and resolving all the urgent/important issues or conflicts on time.

• Facilitating firm's training and knowledge sharing sessions on a variety of topics and methodologies to train new hires on specific Projects; conducted quality reviews and provided feedback on the performance of junior resources.

• Managed Contracts and WON creation for the accounts including allocation movements and de-allocation – contract, whenever required.

• Prepared various reports for MIS and responded promptly to the to the queries raised by the Head of Finance and the Finance Team

· Provide support and maintenance to existing management information systems (MIS) by using MS Excel.

· Generate and distribute management reports in accurate and timely manner.

· Provide recommendations to update current MIS to improve reporting efficiency and consistency.

· Perform data analysis for generating reports on a periodic basis (Daily, Weekly, Monthly).

· Managing the Monthly, Weekly & Daily Report Creating in MS-Excel and MS-Access through in depth analysis and producing the actionable information.

· Extensive usage of MS Excel (Vlookup, Pivot table).

· Generating & maintaining day to day MIS Data and updating the management.

· Participate in cross-functional meetings to resolve recurring management issues.

· 1st level control for ORF.

· Monthly manual nesting review for 7 currencies and generating final report

· Handling Corporate and individual Clients.

· Doing Reconciliation for the outstanding payments.

· Dealing with internal queries about payments.

· Ensuring customers pay on time.

· Accepting or rejecting credit applications from individuals.

· Ensuring that financial contracts are signed by appropriate parties.

· Keeping employees in other departments in a company aware of financial matters.

· Initiating legal procedures if debts are still not paid following initial action.

· Resolve all problems for clients, copy invoices, proof of delivery, credit notes, and liaise internally to progress any problems that are being handled in any other department.

· Processing the refinance Loan Document.

· Doing Pre Registration and Registration.

· Doing Auditing for the loan.

· Pre-Closing & Closing.

· Managing Debt management agencies & imparting training to the associates about the Bank processes, accompanying the associates/agents for field calls on priority basis. Monitoring implementation of debt management strategies/action-plans for the team by driving agency to achieve periodic desired targets of the management.

· Personal Field visits on high value cases.

· Managing the Citi and Icici(recovery portfolio for cards and PL) Card collection business for Chennai, with 2 Agencies having manpower strength of 25 people.

· Ensuring achievement of 100% of the assigned targets including backflow, and normalization.

· Resolving customer issues, negotiating settlements as per the guidelines of the bank policy.

· Tracing customers Like Not Contactable, Skip & Fraud customers by using good tracing tools and arranging field visits.

· Alert superiors of debtors unwilling or unable to pay when necessary.

· Periodic Auditing of payment receipts issued to FOS.

· Responsible for performance of support mechanism like Tele callers / Back end. Preparing MIS and DRR for the bucket performance.

· Review performance of vendors / outsourced / support staffs and validation of Team feedback & support to achieve desired result as per the assigned targets.

· Monitoring Payment Process to ensure collected amount is deposited in time by the agency & maintaining nil operational error.

· Managing Debt management agencies & imparting training to the associates about the Bank processes, accompanying the associates/agents for field calls on priority basis. Monitoring implementation of debt management strategies/action-plans for the team by driving agency to achieve periodic desired targets of the management.

· Managing the FUTURE MONEY money recovery portfolio for PL collection business for Chennai, with 1 Agencies having manpower strength of 15 people.

· Responsible for performance of support mechanism like Tele callers / Back end. Preparing MIS and DRR for the bucket performance.

· Alert superiors of debtors unwilling or unable to pay when necessary

· Review performance of vendors / outsourced / support staffs and validation of Team feedback & support to achieve desired result as per the assigned targets.

· Monitoring Payment Process to ensure collected amount is deposited in time by the agency & maintaining nil operational error.

· Managing Debt management agencies & imparting training to the associates about the Bank processes, accompanying the associates/agents for field calls on priority basis. Monitoring implementation of debt management strategies/action-plans for the team by driving agency to achieve periodic desired targets of the management.

· Personal Field visits on high value cases.

· Managing the Citi and Icici(recovery portfolio for cards and PL) Card collection business for Chennai, with 2 Agencies having manpower strength of 25 people.

· Ensuring achievement of 100% of the assigned targets including backflow, and normalization.

· Resolving customer issues, negotiating settlements as per the guidelines of the bank policy.

· Tracing customers Like Not Contactable, Skip & Fraud customers by using good tracing tools and arranging field visits.

· Alert superiors of debtors unwilling or unable to pay when necessary.

· Periodic Auditing of payment receipts issued to FOS.

· Responsible for performance of support mechanism like Tele callers / Back end. Preparing MIS and DRR for the bucket performance.

· Review performance of vendors / outsourced / support staffs and validation of Team feedback & support to achieve desired result as per the assigned targets.

· Monitoring Payment Process to ensure collected amount is deposited in time by the agency & maintaining nil operational error.

· Sourcing Saving account / Senior citizen account / kids account and Fixed Deposits.

· Maintaining records of the Savings account customer.

· Maintaining reports on daily basis about the sales.

· Customer Relationship (Handling Telephonic and Direct Enquires Related with accounts)

· Attending all queries of the customer directly to their Door-Step.

· April 2007 to Nov 2007 as senior sales officer.

· To source data & Convince Individuals & Corporate clients

· To achieve a minimum target of 30 Cards per month

· Managing the recovery portfolio of GE-SBI Card collection businesses for Chennai ROTN, Bangalore, and Hyderabad with Agencies having manpower strength of 55 people.

· Responsible for performance of support mechanism like Tele callers / Back end. Preparing MIS and DRR for the bucket performance.