PREETI BHAT

Financial & Accounting Management

• Managed finance, accounting, and taxation-related routine business accounting and reporting systems.
• Developed and reviewed control frameworks within accounting processes, ensuring effective control monitoring.
• Assisted in the preparation of internal management and ad hoc reporting requests.
• Managed accounts receivables and accounts payable processes.
• Used Tally and Zoho Books for monthly reconciliation of bank accounts and corrective actions.
• Prepared and maintained statutory books of accounts, along with ledgers, journal entries, and reconciliations.
• Worked with auditors to ensure proper closure of the books.
• Researched and integrated Zoho Books to improve efficiency in accounting systems.
• Processed customer payments and generated monthly statements.

Business & Operational Strategy

• Mitigated process gaps and managed financial operational functions.
• Assessed expansion plans, presented costs, and forecasted trends for strategic recommendations.
• Spearheaded expansion strategies to increase market share, drive growth, and acquire new customers.
• Developed and implemented financial strategies to maximize profits and reduce costs.
• Increased revenue by supporting operations management, sales, and marketing efforts.
• Worked with team members to identify and develop process improvements.

Team Leadership and Process Enhancement

• Led reporting, planning, and analysis teams.
• Provided strategic planning, motivation, and supervision of team members.
• Organized workshops to enhance system and team performance.
• Conducted routine process knowledge tests and refresher sessions with team members.
• Addressed customer concerns and identified errors in refund processing.
• Conducted forensic investigations into process failures to prevent recurrence.
• Communicated regularly with vendors regarding invoice processing updates.
• Resolved customer inquiries regarding billing discrepancies.
• Coordinated with the collections department to resolve overdue payments promptly.
• Provided audit support for internal and external billing processes.