Pradeep Chitriki
Finance Manager
Bengaluru
Summary
With over 10plus years of progressive experience in Delivery and Operations, I specialize in leading and managing complex multi-client processes and global teams. I possess superior leadership skills, honed through the implementation of world-class practices to standardize the Order to Cash process across our global locations. Additionally, I have successfully instilled a continuous improvement mindset among individuals working on these processes globally. As an accomplished speaker and author, I exhibit excellent interpersonal and communication skills.
Overview
10
10
years of professional experience
1
1
Certification
4
4
Languages
Work History
Finance Manager
EXL Service
09.2022 - 11.2023
- Successfully transitioned Cash Applications, Portal Uploads, and Billing for Americas and Europe regions in a remote setting
- Managed a team of over 30 Accounts Receivable personnel, overseeing work allocations, training, problem-solving, performance evaluations, and making recommendations
- Coordinated with internal business partners and customers to ensure smooth operations and resolved routine and complex problems
- Led a team responsible for documenting detailed end-to-end AR processes, covering current working methods and specific step-by-step details on control compliance requirements
- Handled various responsibilities including Order Management, Dispute Management, Cash Applications, AR Billing, Quote to Cash, and Client Setup
- Aimed to process incoming payments accurately and efficiently, reconcile accounts, maintain proper documentation, address customer inquiries, improve process efficiency, and ensure compliance
- Responsible for supporting the team in bank payment activities, ensuring the integrity and effectiveness of accounting policy application
- Built strong partnerships with business and senior finance leaders, representing the global finance operations organization in regional or global leadership business meetings to create transparency, resolve critical escalations, and plan improvement projects on key initiatives
- Developed strategies, plans, and processes to effectively deliver operational excellence in key accounting activities
- Strong experience in working on centralized processes, transformation projects, and process optimization
- Managed large change initiatives with direct and indirect influence at multiple levels of the organization
- Implemented and monitored process improvements
- Provided adequate feedback to both upstream and downstream processes to improve the Order to Cash cycle
- Prepared audit schedules, handled audit queries, and met internal and external auditor's requirements.
Team Lead
TSI
09.2022 - 11.2023
- In charge of monitoring the daily operations of an O2C and a portion of P2P (VMDM)
- Assigning tasks according to team duties
- Ensuring that proper personnel levels are always maintained and that a certain degree of slack is available in the system to accommodate hectic periods
- Examining comprehensive reports like SLA, and KPI
- In addition, audits of allocated job
- In addition, I participated in monthly governance review meetings and led weekly and biweekly conversations with customers and counterparts
- Oversee a team of 10 or more AR employees, including hiring, training, development, employee write-ups, performance evaluations, and monthly statistics
- Furthermore, investigated the possibilities of automation and performed a new transition of current company
- Managing the activities of credit approval and credit collection
- Developed, implemented, and maintained systems, procedures, and policies to enhance the credit and collections process
- Coordinate with internal departments on credit policies
- Oversee analysis of accounts receivable, aging of accounts to determine overdue accounts, and collections procedures
- Partnered with different geographical (APAC & EMEA) leaders who locally manages the different functions within the entire Order to Cash
- Taken ownership to create, maintain and publish consistent worldwide processes related to Cash process related to Credit & Collections, Billing Support, Master Data, Dispute Management and Cash Applications Operations.
Process Lead
Capgemini
05.2017 - 02.2021
- Daily Operations Oversight: Monitor the daily operations of O2C and VMDM in P2P
- Assign tasks based on team duties: Maintain proper personnel levels and allow for system slack during peak periods
- Performance Evaluation and Reporting: Examine comprehensive reports such as SLA and KPI
- Conduct audits of allocated jobs: Participate in monthly governance review meetings
- Lead weekly and biweekly conversations with customers and counterparts
- Team Management: Oversee a team of 10 or more Accounts Receivable (AR) employees
- Handle hiring, training, development, employee write-ups, and performance evaluations
- Monitor and report monthly statistics
- Automation and Company Transition: Investigate automation possibilities
- Lead the transition process for the current company
- Credit Approval and Collections: Manage credit approval and credit collection activities
- Develop, implement, and maintain systems, procedures, and policies for credit and collections
- Coordinate with internal departments on credit policies
- Oversee the analysis of accounts receivable and aging of accounts
- Global Process Management: Partner with leaders in different geographical regions (APAC & EMEA) managing various functions within the Order to Cash process
- Take ownership of creating, maintaining, and publishing consistent worldwide processes for Cash processes, including Credit & Collections, Billing Support, Master Data, Dispute Management, and Cash Applications Operations.
Senior Associate
Accenture
02.2016 - 02.2017
- Successfully accomplished responsibility for remote transactions from clients, stabilizing critical revenue and Intercompany processes within a span of 2-3 months
- Executed month-end activities, including the generation of reports and posting journal entries
- Prepared and posted month-end accruals in SAP to ensure accurate financial reporting
- Analyzed and prepared key performance indicators (KPIs) for General Ledger (GL) accounts, offering insights into financial performance
- Conducted monthly GL reconciliations to ensure the accuracy and completeness of financial records
- Managed month-end activities such as preliminary reconciliations, accrual postings, and reconciliations
- Generated invoices to clear balances in both books and facilitated communication with internal stakeholders, including Accounts Payable, Accounts Receivable, and General Ledger teams
- Identified key process issues, reporting them to immediate supervisors for resolution and improvement
- Cleared open items in the General Ledger, ensuring accurate and up-to-date financial information
- Prepared Daily Activity Guide (DAG) reports and established recurring entry setups to streamline repetitive accounting tasks.
Associate
Ocwen
04.2014 - 08.2015
- In my role, I have engaged in various aspects of Accounts Receivable, Accounts Payable, and Invoicing
- Some of my tasks and responsibilities include: Utilizing Excel functionalities such as VLOOKUP, HLOOKUP, and Pivot tables to perform data analysis and reporting
- Working with software tools like SAP, Real Servicing, and lockbox to track and reconcile funds posted
- Posting funds received from customers or clients and ensuring their accuracy and validity
- Validating and verifying client details associated with the funds received
- Handling the process of returning funds to clients' bank accounts and mailing addresses if there is an excess payment
- Conducting research on client loans and providing updates on loan status through drafted emails
- Disbursing bulk funds to appropriate recipients according to established procedures
- Creating and generating invoices for billing purposes, ensuring accurate and complete information is included
- Overall, my experience includes a comprehensive understanding of Accounts Receivable, Accounts Payable, and Invoicing processes, as well as proficiency in using tools like Excel, SAP, Real Servicing, and lockbox for efficient and accurate financial management.
Audit Associate
BPSSY & Co.
07.2013 - 03.2014
- In my role as an Audit Assistant at BPSSY & Co, I have undertaken various responsibilities and gained valuable experience, including: Working with large accounts to conduct audits, involving the examination of financial records, transactions, and processes to ensure compliance with relevant regulations and internal controls
- Hands-on experience in conducting analytical and financial audits, encompassing the analysis of financial statements, substantive testing, and assessing the overall financial health of audited entities
- Preparation of comprehensive audit reports, involving the documentation of audit findings, observations, and recommendations for improvements or corrective actions
- Familiarity with applied audit methodologies, demonstrating proficiency in utilizing established audit frameworks and standards to guide the audit process, ensuring thoroughness and accuracy in the examination of financial information
- Demonstrating excellent presentation skills when conveying audit findings and recommendations to clients or internal stakeholders, effectively communicating complex financial concepts in a clear and concise manner
- Possessing strong report writing skills, capable of preparing well-structured, organized, and articulate audit reports that provide a comprehensive overview of audit procedures, findings, and recommendations
- Overall, my role as an Audit Assistant has allowed me to develop expertise in conducting analytical and financial audits, preparing audit reports, and applying sound audit methodologies
- I have honed my presentation and report writing skills to effectively communicate audit findings and recommendations to clients and stakeholders.
Education
MBA - Accounting And Finance
SBRR Mahajana, Mysore University
Mysore 2013.01 -
Bachelor of Commerce -
Veerasaiva College Bellary, Gulbarga University, Bellary
01.2011 -
Skills
Automation Projects
- Capgemini, 06/2020, 12/2020, Customer master data maintenance, The robot will identify new requests. Opens the request and attaches any attachments. Checks to see whether the customer already exists, and if so, returns the value already exists. If the customer is new, the robot will enter the necessary information and create the customer. To determine the successful completion and fallouts, the robot will deliver an output file including transaction data.
- Capgemini, 02/2019, 04/2019, Auto-mailer, Designed a successful auto-mailer for the F&A process, which aided the AR collection team in sending dunning letters to consumers. It facilitated the process and lowered FTE.
- Capgemini, 01/2019, 03/2019, Billing Process, The robot will identify the customer number that has been updated in the spreadsheet. It will determine whether the invoice has been produced. It will enter all the information and produce the invoice. To determine the successful completion and fallouts, the robot will deliver an output file including transaction data.
- Capgemini, 06/2018, 10/2018, Automation of Cash App Automation of Payment Receipts and allocation to Invoices, Indexing will be performed by the robot by detecting invoice numbers on bank statements. It will use invoice numbers to identify the relevant payer. A receipt will be generated, and money will be distributed. To determine the successful completion and fallouts, the robot will deliver an output file including transaction data.
Certification
PMP, Preparing for exam, 2024
Timeline
Finance Manager
EXL Service
09.2022 - 11.2023
Team Lead
TSI
09.2022 - 11.2023
Process Lead
Capgemini
05.2017 - 02.2021
Senior Associate
Accenture
02.2016 - 02.2017
Associate
Ocwen
04.2014 - 08.2015
Audit Associate
BPSSY & Co.
07.2013 - 03.2014
Bachelor of Commerce -
Veerasaiva College Bellary, Gulbarga University, Bellary
01.2011 -
MBA - Accounting And Finance
SBRR Mahajana, Mysore University
2013.01 -