Pushpalatha M
Bangalore
Summary
As a Business analyst representative with 4+ years and Finance reporting and analysis with 5+ years of experience working on leading to be associated with an organization that gives scope of continues learning and provides application of knowledge and skills that can be aligned to the latest trends and to be part of a team that dynamically works towards the growth of the organization.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Business Finance Analyst
JHONSON CONTROLS
12.2022 - 11.2023
- Developed financial models to analyze and forecast cash flow, revenue and expenditure trends.
- Conducted detailed analysis of business performance to identify areas for improvement.
- Prepared monthly management reports outlining the performance of key business metrics.
- Developed strategies to optimize capital structure, reduce costs and increase profitability.
- Analyzed financial data from multiple sources to identify discrepancies and errors in reporting.
- Performed sensitivity analyses on various scenarios to assess potential risks and opportunities.
- Reviewed contracts with vendors to ensure compliance with company policies and procedures.
- Created ad-hoc reports as requested by upper management team members.
- Collaboration with cross-functional teams including various departments to understand their data needs and deliver insights to drive decision making.
- Led project teams focused on improving internal controls over financial reporting processes.
- Facilitated communication between IT personnel, accounting staff, auditors, lenders and other stakeholders.
- Managed projects and served as primary liaison between client and multiple internal groups to clarify goals and meet standards and deadlines.
- Create and maintain regular reports and dashboards to track KPI and provide insights to stakeholders.
Senior Finance Associate
SYCOMP TECHNOLOGIES INDIA PVT LTD
12.2020 - 07.2022
- Prepare the month-end closing process for A/R and billing, including completing journal entries and performing monthly reconciliations and analyses on receivables and client retainers
- Prepare Purchase orders, Sales orders, and Invoices in Oracle financial 12 ERP
- Accounts receivable: Invoice Verification, payment follow up with the customer, and prepare age wise receivable outstanding
- Accounts payable: Accounting of supplier and sub-contractor bills, Expenses bills, vendor payments and Employee reimbursement verification in Concur same upload in ERP tool
- Reconciliation: Bank accounts, customer accounts, vendor accounts and Inter-company
- Responsible for Annual filings and assessments and support the financial internal control procedure
- Manage high volume and on time processing of vendor invoices for the business globally.
Senior Business Analyst
DXC Technology
04.2018 - 06.2020
- Performing monthly close activities such as preparing journal entries, reconciling balance sheet and profit and loss account
- Daily, monthly, and quarterly EOD sweep structure in Netsuite Preparation of monthly cash remittance targets of units of monitoring actual
- Difference between GL and bank are mostly relating to Non executed payments, cash in transit, reconciliation items and others
- Investigated and resolved discrepancies during the Treasury bank reconciliation process
- Analyzed and audited cash receipts and updated customers' accounts accordingly by posting cash receipts, checks, and bank deposits in relevant database systems
- Researched payment issues and outstanding checks
- Performed basic accounting tasks, including accounts payable, accounts receivable, preparation of financial statements, and cash flow analysis
- Used tools such as Excel, Workbooks, and Access to submit reports to corporate office as appropriate
- Use Power BI for developing reports and dynamic dashboards, and any additional BI tools
- Create informative dashboards and analytic’s for various departments of theoperations team using advanced excel skill and extracting the data by self and publishing the same into database
- Perform quality checks for data correctness and prepare data with fine attention to details.
Senior Associate
BHARTI AIRTEL
07.2016 - 04.2018
- Daily basis application for fund vs Invoice of respective distributor Answer phones and help customers with questions that they may have
- Monitoring daily billing system sales order vs Payment received by Distributor
- Prepare the bad debts computation monthly and book the provision
- Review of open reconciliation items and coordinating with all the stake holders for closure
- Timely & accurate AR closure and handling all audits in the O2C vertical
- Analytical Review, Variance's analysis on Fund not uploaded in server
- Co-ordination with IT team/Bank and Circle SPOC for smooth operations Reduction of TAT by implementing automation in the process
- Reconciliations of Hourly Bank Fund and Code Creations in billing software Credit memo and debit memo uploading in billing system and doing the reconciliation of the same
- Prepare and posts general journal entry any incorrect and unrecorded item.
Finance officer
AMICORP MANAGEMENT PVTLTD
08.2014 - 07.2016
- Responsible for preparing bank reconciliation statements monthly
- Handles the tasks of preparing accurate details of monthly suppliers as well as inter-company accounts payable reconciliation statements
- Clears outstanding reconciliation items within two months if any
- Performs other accounting tasks under the instructions of Finance Manager
- Reviews bank accounts, checks balances against ledger amounts and verifies that the amounts match with the financial statement like asset, liability, expenses, and revenues
- Prepares file forgery claims, journal entries, and reorder copies of cleared checks
- Maintains proper record of file bank statements, notices, reports, and other supporting documentation
- Supported and reported prior/current period adjustments and maintained bank reconciliations
- Checked the accuracy of monthly accruals, revenue close, variance analysis, and performed inter-company reconciliations to ensure volume allocations and prices were correct
- Monitored and reviewed accounting and system generated reports for accuracy and completeness
- Adhered to the month end close checklist to ensure all month end procedures were fully completed under the strict time schedule
- Responsible for the timely and accurate preparation and distribution of monthly, quarterly & annual internal financial statements and reports to management
Process executive
ACCENTURE INDIA PVT LTD
01.2013 - 07.2014
- Responsible for providing entitlement of contracts to customers by creating contracts, renewing the contracts, making any changes to the customer database, and involving the customers in oracle 12i(ERP)
- Credit validation and reconciliation, ensuring that customers are involved on regular basis for the services rendered
- Delivering the invoices to customers through consolidation and distribution track report, renewing the invoices request manually, electronically and processing as per account profile
- AR and Financial adjustments to the invoices in ERP, validating the customer store list and generating invoices as per store list, errors free processing of all billing transactions in oracle
- Processing transactions within service and operation level agreement
- Validating customers signed legal agreement and purchase orders, approving hardware and annual annuity orders to recognize sales credit
- Analyzing and reconciliation of customer database with the contracts maintained in oracle
- Handling the customer disputes related to the invoices and Serves as the single point of contact for customer's service entitlement and billing.
Education
Python and R programming Languages -
05.2024
MBA -
VTU University, India
03.2012
Bachelor of Commerce -
Bangalore University, India
03.2007
Skills
- Forecasting and planning
- Data Analysis
- KPI Tracking
- Agile Methodology
- Process Development
- Cost-benefit analysis
- SAP Knowledge
- Tableau Experience
- Internal Auditing
- Strategic Planning
- Gap analysis
- Operations Management
- Documentation
- Variance Analysis
- Cash Flow Management
- Financial statement preparation
- Financial Modeling
- Budgeting and financial management
- ERP systems knowledge
- Oracle
- Bank Reconciliation
Certification
- Certified Business Intelligence Specialist, 06/2023
- Oracle ERP End-user, 06/2020
- SQL, 09/2022
- Oracle Net Suite, 12/2020
Accomplishments
- Featured Presenter, in management meets conducted by other universities and institutions.
- Single handedly managed a team of 8 accounting and finance employees,meeting all deadlines perfectly.
- Successfully lead a team in conducting a financial audit, ensuring compliance with regulatory standards, and identifying areas for process improvement.
Hobbies and Interests
- Reading Books
- Yoga
- Cooking
- Outdoor games
- Gardening
Languages
Kannada
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Telugu
Proficient (C2)
C2
Tamil
Upper Intermediate (B2)
B2
Timeline
Senior Business Finance Analyst
JHONSON CONTROLS
12.2022 - 11.2023
Senior Finance Associate
SYCOMP TECHNOLOGIES INDIA PVT LTD
12.2020 - 07.2022
Senior Business Analyst
DXC Technology
04.2018 - 06.2020
Senior Associate
BHARTI AIRTEL
07.2016 - 04.2018
Finance officer
AMICORP MANAGEMENT PVTLTD
08.2014 - 07.2016
Process executive
ACCENTURE INDIA PVT LTD
01.2013 - 07.2014
Python and R programming Languages -
MBA -
VTU University, India
Bachelor of Commerce -
Bangalore University, India
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