Pravin Gadgil

• Lead implementations or heavy participation in deployments and onboarding of Accrualify clients.

• Main line of support for several Accrualify customers, including ticket support.

• Act as a liaison between business operations and engineering to help problem solve and integrate customer recommendations.

• Work intimately on special projects for our customers and product development.

• Formulate responses to our clients on key issues and matters.

• Produce quarterly- and year-end reports for clients including reconciliations.

• Actively participate in setting internal processes.

• Use and develop communication skills to communicate project findings, conclusions, and recommendations with your peers and customers.

• Participate in new business development as needed in partnership with other team members.

• Participate in client meetings to review and present analytical approaches and interpret results.

• Apply logic and Accrualify methodologies to provide recommendations to customers.

• Advise on establishing or improving internal controls to assure proper compliance within the procure-to-pay process.

• Assist customers in performing key procure-to-pay tasks on a daily basis.

• Participate in further development of the Accrualify platform.

• Perform a key role in the overall growth, recruiting, and success of Accrualify.

• Answer Zendesk tickets and ensure they are assigned to the appropriate internal department.

• Write and refine the work program for implementations

• Review the implementation folders to ensure proper documentation

• Follow up with weekly biz ops meeting action items to ensure they were assigned and completed by appropriate staff

• Work with Indian operation to ensure all customer projects and processes are being coordinated timely.

• Understand service level for each customer and document clearly so internal personnel can understand what we are doing for each customer.

• Taking Training on complex customer processing with the team
• Develop overall team development programme through individual and team training.
• Handled a team of 30 individuals by weekly basis.
• Given one on one feedback for less performing individuals.
• Monitored overall team performance tries to overall improvement with team.
• Creating and editing processes to help businesses perform tasks consistently
• Supporting leadership in aligning company and personal values with a strategic vision
• Provided thought leadership on industry-specific topics, establishing a reputation as an authority within the field.
• Spearheaded internal training initiatives that led to increased employee proficiency in critical skills.
• Led instructional design efforts for high-impact training programs, resulting in enhanced workforce competencies.

• Reviewing invoices, checking purchase orders, coordinating with team members and managers, allocating work, providing solutions to queries, preparing reports, syncing invoices with external systems, creating vendors, etc.
• Mentored junior team members to develop their skills in various aspects of finance operations and analysis.
• Evaluated performance metrics to identify areas of improvement within finance operations, driving process enhancements.
• Improved financial reporting accuracy by streamlining data collection and analysis processes.
• Preparing excel worksheet for some customers from Accrualify software and also execute v- lookup in excel sheet to check that all invoices of particular week are in
• software and compares invoice count of excel sheet with invoice count sheet which entered on daily basis so that nothing is left. And sending of this excel sheet to customer through email. This activity is done on every Friday i.e. last working day of week
• Sometimes need to check that invoices are properly synced with customer external system. For example, with Net Suite or QuickBooks etc if any un sync issues coordinated with engineering team.

• Processing multiple customer invoices into the system as per the specific process into the System.
• Processing PO and Non PO invoices into system.
• Accurately processing invoices into system with regards to Date, invoice amount, vendor, payment terms, Tax as per specific customer.
• Prepare and calculate invoices and billings, and monitor payments
• Manage accounts receivable and payables
• Manage accounts payable for multiple customers.
• Perform general ledger, income statement, and balance sheet reconciliations
• Prepare and analyze financial reports based on project and company data
• Assist with audit and annual financial audits

• Handling cash and customer transactions, cash balancing, documentation, adherence to policies and guidelines, monitoring and updating asset leads, creating reports, etc.
• Cash Custodian, Cash and Customer Transactions, Handling the Banking System, Vault custodian, Cash Receipts, Deposits & Payments, Cash balancing, and Filing of End of day (EOD) Report.
• Non-Cash transactions (DD/MC/TC, Fund transfer), NEFT/RTGS, Error free Documentation for Customer Instructions (Stop Payment, Hot Listing etc).
• Adherence to policies and guidelines such as KYC & AML Guidelines.

• Performing accounting entries, TDS, PF, GST working, bank reconciliation, stock audit, preparation of reports, accounts payable and receivable management, etc.
• Preparation of TDS Chelan, PF, GST working on monthly basis for various companies. ⮚ Filing GST Returns.
• Monthly Bank reconciliation
• Knowledge of Stock Audit, Profit & Loss A/c and Balance Sheet.
• Working knowledge of GST Return and Registration.
• Maintaining Books of accounts in Tally ERP package

• Processing agency forms, new business proposals, license documents, follow-up with headquarters, maintaining MIS, resolving queries and complaints, coordinating with other teams, policy servicing, etc.
• Scrutiny and Processing of Agency forms for 2 HDFC branches of Nagpur.
• New business proposals scrutiny& processing
• Processing document for renewal of financial Advisor license.