Overview
Work History
Education
Skills
Accomplishments
Contact
Languages
Pronouns
Personal Information
Timeline
Generic
AFREEN SADAT

AFREEN SADAT

Overview

17
17
years of professional experience

Work History

Senior analyst

EPIQ
08.2022 - Current
  • Company Overview: Currently working in Epiq systems india pvt limited as Senior analyst
  • Performing activities in SR Task like (Void check with Bank, Confirm Voids & Create Batch, Create Payment file, Provide check PDF’s & Chk Approval Packet, Transmit Po’pay file to Bank, Confirm Mailing damages)
  • Worked on Critical Activities like T-Recs (Reconciliations), Import Errors, 1099’s and mailing Batches and expecting more upcoming projects on current profile
  • Worked on multiple processes in CMBS domain – Financial Statement Analysis, Reporting and Oversight Setup, Financial Statement Analysis Underwriting entry and Rent Roll Analysis
  • I will monitor the metrics on weekly basis to ensure there are no misses on the process
  • Preparing Forecasts on a daily basis internally within the team which includes the forecasts related to work
  • Performing detailed variance analysis explaining the reasons for increase or decrease in revenue/expenditure
  • Financial Statement Analysis is done to determine the performance of mortgaged commercial and Multifamily properties
  • Analysis is done on a Quarterly basis in an application
  • Analysis includes coding, Adjustments, and variance analysis
  • Finding out the Debt service Coverage Ratio by doing the comparative study of previous year analysis and the Variances
  • The final report projects the DSCR (Debt service coverage ratio) of the collateral and gives necessary and timely inputs in order to get the property to normal position and input final note on performance of the collateral and the same report will be sent to investors
  • Currently working in Epiq systems india pvt limited as Senior analyst

Senior tax consultant

Deloitte Tax Services
05.2012 - 03.2020
  • Client Management Support – As a part of engagement management team, we support the global lead offices (Deloitte office based on client) with the Global mobility services which includes service initiations, scheduling tax briefings, maintaining confidentiality, chasers for outstanding tasks, global networking, global compliance assistance and assignee satisfaction surveys
  • Global Compliance and Reporting – Supported the Global outsourcing (Governance) team for a short duration of 3 months
  • Role required Tracking and recording of upcoming due bills, tracking performance indicators for global teams, supported in RFP renewal and review, governance - document tracking, invoicing and obligation management, feedback surveys
  • Global Billing - Prepare and review internal (global teams) and external (client) bills
  • Additionally, validate and approve invoices
  • Internal bills – Invoices raised by global countries for various services provided (tax briefings, tax returns preparations, amendments, and special requests from clients) to clients raised to the lead office (US, UK and Denmark lead offices)
  • External bills – Once lead office approves invoices, we prepare a single bill which is prepared as per client requirement, which includes all the invoices raised from various teams
  • Team Management - Training new hires
  • Allocating daily tasks, review of tasks completed by team member as a quality check, collaborating and cross training other teams in case of availability to support and divide overall team responsibility
  • Operations - Preparing reports and gathering budgets for event activities, planning and organizing
  • Part of Member Firm committee for Inclusion (LGBTQ and Diversity) initiative
  • Impact day support thread lead for contacting institutions and managing procurement in given budget
  • Supporting senior and leads in preparation of presentation materials in ALL hands meet
  • End of busy season – actively organizing and arranging performances and events, coordinating with members and vendors for smooth execution
  • Celebrating festivals and initiating team competitions like bay decorations and best dressed member
  • Planning and scheduling fun activities on monthly basis by brainstorming and selecting suitable ideas feasible for both management and team members
  • Newsletters – Collection of articles, editing and sorting for review
  • Once approved, shared to the internal team network
  • Scheduling calendar invites and sending emails to upcoming events/ competitions
  • On site visit (vendor location) for team parties and support lead with negotiating
  • Other Roles and Responsibilities- Managing daily activities of team by monitoring, reviewing and validating daily activities to ensure accuracy and quality
  • Responsible for delivering overall client, team and stake holder’s expectations
  • (SLAs, review and feedback)
  • Participated in ad-hoc projects when assistance was required as directed
  • (Internal team or other work stream)
  • Assisted with workflow management and technology enhancements (part of testing tools or macro upgrade)
  • Providing timely accurate management reporting (timesheets and performance feedback)
  • Oversee adherence to standard Operating Procedures
  • Specific point of contact for queries for resolving queries by researching exceptional cases
  • (Process related queries from internal teams and the global counterparts)
  • Escalating unresolved issues to management
  • Assisted management in documentation when new staff was interviewed by senior management
  • Documentation of any process updates and shared with team
  • Resolved discrepancies with other shared service teams or client operations if needed
  • Managing project contract and Service Level Agreements Conducting reviews and status update meetings
  • Demonstrated ability to work across teams in multiple locations and time zones
  • Provide reports for feedbacks and weekly status to stakeholders (KPI reporting) and chase teams for outstanding or missing information
  • Trained developed and motivated new staff and provided performance feedbacks
  • Gave yearly refresher trainings for existing team and new hires for the engagement standard processes
  • Nominated team members for awards

Senior Process Associate

GENPACT
07.2007 - 09.2010
  • Performing Activities like automatic payments, correction payments & manual payments, Manual Billing and bank reconciliation Day end activities by using tools like AGM, Opus capita
  • Worked In MIS Used to prepare Reports to assess the performance of the organization assisting teams with finance guidelines budgeting and monthly close performing research and analysis
  • Worked in OTC, P2P & RTR Process is finance and management process (F&A) where cycle involves collecting, processing and delivering relevant, timely and accurate information data extraction, data collection & data validation, voucher posting etc and in OTC Receiving and processing customer order & P2P we research on purchase and raw material and services need to do business
  • Performing monthly & Qt rly reconciliations related to Balance sheet category and intercompany accounts with Zero open items and closing in the given TATs
  • Secondary Account reconciliation reviewer & sign off authority for US & EMEA regions for all high-risk accounts
  • Preparation of Inter Co
  • Close reporting, Trial balance, Purchase service and Purchase material reporting, along with variance & trend analysis
  • Responsible for preparation and posting of month end journal entries like cash pool, Intercompany, Cap /Amortization, Inventory/Obsolesce Reserves, Transfer price margins, liabilities & unbilled charges
  • Preparing balance sheet review schedule, confirming balances for all high-risk accounts which are required for BS rep letter signoff by global controller for submission to SEC
  • Fixed Assets capitalization, depreciation run & sub-ledger close

Education

M.B. A - Finance, HR

Osmania University
01.2017

B.Com - Computers specialization

Osmania University
01.2010

M.E.C -

St. Ann's Junior College
01.2007

ICSE -

St. Joseph's Public School
01.2005

Skills

  • Data and Project Management Tools
  • Global Advantage
  • Assignment Pro
  • SharePoint-office 365
  • Neptune
  • Claims Matrix
  • Microsoft Smartsheet
  • Microsoft Dynamics CRM
  • Microsoft Power BI
  • Microsoft Word
  • Microsoft Excel
  • Microsoft PowerPoint
  • Microsoft Outlook
  • Microsoft OneNote
  • Adobe Learning Management Tool
  • Workday Learning Management Tools
  • Articulate 360
  • Excellent Verbal and written communication skills
  • Ability to work independently
  • Decision making
  • Multi-tasking
  • Team player
  • Quick learning
  • Sound business ethics
  • Collaboration
  • Planning
  • Confident
  • Stress management
  • Open to feedback
  • Performance monitoring
  • Client management
  • Technical understanding
  • Portfolio valuation
  • Financial Modeling
  • Metric tracking
  • Stakeholder Communication
  • Business Intelligence

Accomplishments

  • Awarded with SPOT award 4 times - Deloitte
  • Awarded with APPLAUSE award - Deloitte
  • Zero Defect Award for outstanding delivery of services to customers - Genpact
  • Top Performer of the month (9 times) - Genpact

Contact

+91 9676514602, +91 9989310017

Languages

  • English - Read, Write, Speak and Understand
  • Hindi - Read, Write, Speak and Understand
  • Telugu - Read, Write, Speak and Understand
  • Urdu - Read, Write, Speak and Understand
  • Arabic – Read
  • Korean – Understand and Speak

Pronouns

She/her

Personal Information

  • Father's Name: Sadat Ali Khan
  • Date of Birth: 06/03/89
  • Nationality: Indian
  • Marital Status: Divorced

Timeline

Senior analyst

EPIQ
08.2022 - Current

Senior tax consultant

Deloitte Tax Services
05.2012 - 03.2020

Senior Process Associate

GENPACT
07.2007 - 09.2010

M.B. A - Finance, HR

Osmania University

B.Com - Computers specialization

Osmania University

M.E.C -

St. Ann's Junior College

ICSE -

St. Joseph's Public School

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