PURVA JAISANI
Accounting & Finance Professional
Udaipur
Summary
Accomplished finance professional with +5 years of experience in financial management, analysis, and reporting. Possess a solid understanding of accounting principles, financial regulations, and best practices in the field. Competence in performing financial analysis, forecasting, and budgeting to support strategic decision-making. Skilled at evaluating financial data, identifying trends, and providing actionable recommendations to improve financial performance and efficiency. Capabilities to streamline financial processes and implement cost-saving measures. Successfully identifies inefficiencies, implements process improvements, and enhances reporting accuracy, for significant time and cost savings for the organization. Remarkably prepares comprehensive financial reports, including balance sheets, income and cash flow statements, to support accurate financial planning and budget allocation. Demonstrated ability to translate complex financial concepts into clear and concise presentations, facilitating informed decision-making. Well-versed in utilizing financial software and tools, including advanced proficiency in Excel and financial management systems like SAP, Quickbooks and Bill.com.
Overview
8
8
years of professional experience
1
1
Certification
3
3
Languages
Work History
Financial Assistant
JoVE
04.2024 - Current
Managing end-to-end accounting and financial operations in a remote work environment with a focus on accuracy, compliance, and timely execution.
• Processing and verifying high-volume invoices using Bill.com
• Handling vendor onboarding, payment coordination, and resolving invoice discrepancies
• Performing account reconciliations and maintaining accurate financial records
• Supporting month-end closing activities and ensuring timely reporting
• Coordinating with cross-functional teams across time zones for smooth financial operations
• Maintaining documentation and ensuring compliance with internal accounting policies
- Minimized financial discrepancies, resulting in increased efficiency and accuracy in financial transactions.
- Managed accounts payable processes, ensuring prompt payment of invoices while avoiding duplicate payments or late fees.
Operations Assistant
Spring Works
10.2022 - 04.2024
- Oversee and conduct comprehensive quality checks on products/services to ensure compliance with established standards and specifications.
- Develop and implement quality control processes, procedures, and guidelines to improve the efficiency and effectiveness of the team.
- Train and mentor team members of five on quality control techniques, methodologies, and best practices to enhance their skills and performance.
- Provided administrative support with accurate document preparation and data entry.
- Assisted in the development of standard operating procedures to maintain consistency and accuracy across all tasks.
Finance and Business Administration
IBM, Bangalore
12.2020 - 10.2021
- Reviewed and processed invoices within the Service Level Agreement (SLA), ensuring accuracy & timeliness while adhering to company policies and procedures.
- Utilized SAP to generate quick reports, enabling efficient data analysis and facilitating effective decision-making processes.
- Cleared open Goods Receipt/Invoice Receipt (GR/IR) items to ensure accurate accounting & financial reconciliation, contributing to integrity of financial records.
- Collaborated with cross-functional teams, such as procurement & accounts payable, to resolve invoice discrepancies and address payment issues promptly & accurately.
- Streamlined administrative processes by implementing efficient systems and procedures, resulting in improved productivity and cost savings.
- Conducted research and analysis to support decision-making processes and provide insights for business planning.
Senior Finance Executive
Accenture, Bangalore
03.2018 - 10.2020
- Reviewed and processed invoices, ensuring accuracy, completeness, and adherence to established procedures and timelines.
- Conducted quality checks on invoices and supporting documentation to identify discrepancies, errors, or missing information.
- Handled customer queries and concerns regarding invoices, providing prompt and accurate resolution to ensure client satisfaction.
- Managed a high volume of client calls, effectively addressing inquiries, providing product or service information, resolving issues in professional & courteous manner.
- Identified trends or patterns in client queries and feedback, providing insights to the team for process improvement and customer experience enhancement.
- Assisted in the development and implementation of standardized procedures for invoice processing, quality checks, and query handling, improving efficiency and reducing errors.
- Growth Path: Senior Finance Executive | Nov. 2019 – Oct. 2020
- Transaction Processing Associate | Mar. 2018 – Nov. 2019
Education
BBA - Finance
Acharya Institutes
Bangalore01.2017
Skills
Financial Analysis & Reporting
Budget Management
Risk Assessment
Process Improvement
Vendor Management
Invoice processing
SAP
QuickBooks experience
Accounts payable management
Teamwork and collaboration
Accomplishments
- Successfully processed over 7000 invoices per month, ensuring accuracy and efficiency in the payment cycle.
- Trained new employees on invoice processing procedures, enabling them to quickly adapt to their roles and contribute to the team's success.
- Followed up with banks to resolve payment-related issues on priority, ensuring timely payments within 3 working days and maintaining strong financial relationships.
- Managed country-specific regions, such as the Australian region, overseeing reporting requirements and month-end activities.
- Worked with a Singapore client for 3 years, building strong relationships and meeting their specific needs and expectations.
- Received the Star Performer Award in recognition of outstanding performance and contributions to the team and organization.
- Received multiple appreciation and awards from clients and the leadership team, highlighting exceptional performance and client satisfaction.
Certification
SAP
Timeline
Financial Assistant
JoVE
04.2024 - Current
Operations Assistant
Spring Works
10.2022 - 04.2024
Finance and Business Administration
IBM, Bangalore
12.2020 - 10.2021
Senior Finance Executive
Accenture, Bangalore
03.2018 - 10.2020
BBA - Finance
Acharya Institutes