Priyadarsini

UK Financial Management & Billing Services:

Financial Management Billing plays important role in the process life cycle of EY services provided to various clients as this determines the revenue made by EY

• Dealt with end-to-end transition of UK billing from London and managed to complete operations, people, stakeholder, and client management
• Navigated operational excellence set as standard by clients and adhering standard operating procedures for transition process from UK
• Led daily service delivery, continuous improvement of services in accordance with targeted objectives
• Direct interactions with clients to understand requirements and provide best solution possible
• Discovered additional billing opportunities of GBP 300,000, of which billings completed surpassed GBP 200,000.
• Presented executive reports to management on way of improving margin for accounts without impacting client’s expectation
• Designed and streamlined process to smooth functioning of business operations
• Expertise in billing, Debt Management, Code Management and reconciliations

UK Tax Mobility & Compliance Services:

• Global Coordination for mobility Services
• Primary UK tax contact for assisting Tax return preparation, review and filing with authorities
• Analysed and interpreted data into reports and chart
• Dealt with corporate client without intermediary on payment advises
• Dealt with UK tax authorities on behalf of client on all Tax services
• Identifying areas where manual task can be minimized, and suggestions provided to BOT team for automation

Key Activities and responsibilities

• Managed end to end billing process for focused clients which includes training and documentation
• Review and sign off of financial bills, invoices to Global coordinating offices
• Supervised portfolio of three tax managers, leading team towards achieving a successful conclusion to tax year.
• Teaming with preparers to get job completed
• Dealt with Global coordinating team to understand requirements of clients and Revenue status of clients handled by EY
• Efficient in handling large files with financial details and produce client ready documents inclusive of client bills preparation, reconciliation reports, pre-bill etc.,
• Played major role in transitioning billing process from UK to GDS
• Conducted trainings on financial managements & Compliance process on phase of transitions
• Expert in NUI adjustments, where tracking of unbilled inventory for any clients is essential. This follows proper tracking of TER adjustments and write off/up made wherever/ whenever possible
• Training new hires on mobility process
• Driving quality by reviewing work done by team and providing timely feedback.
• Answered questions from taxpayers and assisted individuals with completing tax forms.
• Set up and monitored payment plans and processed payments.
• Ensured confidentiality of taxpayer information at all times.
• Prepared detailed reports, documenting findings and recommendations.
• Utilized advanced software tools to analyse financial data effectively.
• Participated in professional development opportunities to enhance expertise.
• Served as liaison between taxpayers and UK tax authorities

• Analysed financial data to identify trends and areas for potential cost savings through strategic taxation approaches.
• Have hands-on in end-to-end financial management, which includes tasks such as budgeting, forecasting, reviewing PDRs, conducting reconciliations, and ensuring compliance with financial regulations
• Managed 40 accounts end-to-end with minimal interference from manager, demonstrating ability to work independently and efficiently
• Efficiently handled and responded to client and assignee queries over calls and emails, including technical queries, from all assigned mailboxes with minimal support from manager, demonstrating ability to work independently and provide excellent customer service.
• Conducted review of compensation details for client with minimal interference from core technical team, resulting in significant time savings for tax team

• Client coordination – Responding to client and assignee queries over call and emails (from all assigned mailboxes which also includes technical queries with minimal support from senior). This involves corporate client coordination.
• Tax code notice – coordinated with corporate client directly in order to fetch estimated income to change Tax code with UK tax authorities accordingly
• HMRC Notices – Call with HMRC on payroll queries if there is any discrepancy between P60 figures provided by UK payroll team and client/assignee and then worked on requesting missing payroll information from respective team (UK payroll/client/assignee); tax code amendment call, identified incorrect POAs and associated late payment interest on all clients returns and cancelled them on call/letter with HMRC upon OOS approvals

Season Set-up activities –
• Deployment
• Welcome Emails
• Prepared payment and refund trackers for all clients in BOB. Also, calculated Penalties &Interests

• Drafted various forms and letters in relation to assignee's self-assessment registration form, agent authorization form, bulk/single de-registration, penalty appeal letters, P85 forms and sent it to SDT team. Updated SDT tracker
• Drafted important documents to be posted to assignees via EYMP/EYGO
• Managed Shared Mailbox effectively