Preethi Shetty

Process Associate

Bangalore

Summary

Detailed – oriented Finance professional with 3+ years of experience supporting end-to-end Order to Cash (O2C) and Cash application. Strong expertise in processing high-volume payments, account reconciliation, invoice matching, and resolving unapplied cash. Proficient in Oracle ERP, banking portals, and Excel functions and cross-functional collaboration. Known for accuracy, compliance, and meeting tight deadlines in fast-paced finance environments.

Overview

years of professional experience

Work History

Process Associate – Order to Cash

Genpact India

03.2025 - Current

Process and apply high volume lockbox, ACH, and wire payments accurately within defined SLAs.
Perform detailed customer account reconciliation to ensure accurate and timely posting of payments.
Matching invoices with remittance advice and processing credit memos and customer refunds.
Investigate and resolve unapplied and unidentified cash through payment research and cross-teams coordination. Support month-end close activities and ensure compliance with internal controls.

Associate Financial Executive

OTIS Elevator company

11.2022 - 02.2025

Managed end-to-end cash application with high volume transactions in compliance with company policies. Processed lockbox, ACH, and wire payments with high accuracy and efficiency.
Resolved unapplied cash and short payments by coordinating with customers, collections and billing teams.
Performed account reconciliation to maintain accurate AR balances.
Contributed to process efficiency and quality improvement initiatives within O2C.

Education

Master of Business Administration -

St. Joseph College

06-2025

Skills

ERP/ Systems: Oracle and JD Edwards

Tools: MS Power Point, MS Excel (VLOOKUP, pivot tables, basic formulas)

Platforms: Mainframe, CRM, CMD, Textura

Bank portals: JP Morgan, BNY and BMO

Tools : Highradius

Timeline