Raghuram Iyer R
Finance Executive
Bengaluru
Summary
Results-driven Accounts Receivable and Billing Associate with 5+ years of experience driving financial efficiency. Proven track record of reducing past-due accounts, improving cash flow, and resolving billing discrepancies. With adaptability and prioritization expertise, I thrive in fast-paced environments and consistently meet deadlines. Delivering exceptional customer service and accurate financial management are hallmarks of my professional approach.
Overview
7
7
years of professional experience
3
3
years of post-secondary education
Work History
Finance Executive
Exotel
11.2024 - Current
- Prepared reconciliation of bank accounts and took corrective actions on deviations.
- Collaborated with external and internal auditors to ensure the timely and accurate completion of annual audits, minimizing potential risks and maintaining a strong reputation for financial integrity.
Senior Associate Order Management
PowerSchool
12.2023 - 11.2024
- Executed and processed sales orders, invoices, and credit memos with precision, ensuring accuracy and compliance with contractual terms
- Coordinated revenue recognition and billing schedules, guaranteeing timely and complete financial transactions
- Ensured data integrity across SalesForce and NetSuite, maintaining up-to-date and accurate customer information, orders, and invoicing details
- Resolved internal and external inquiries related to orders and invoicing, delivering exceptional customer service through proactive cross-functional collaboration
- Developed, maintained, and refined departmental processes and standard operating procedures, streamlining operations and ensuring seamless onboarding and training of new team members
- Conducted peer audits and quality assessments, ensuring adherence to standards and identifying opportunities for performance enhancement
Senior Associate Accounts Receivable
PowerSchool
01.2020 - 12.2023
- Proactively managed accounts receivable portfolios, making strategic outreach to customers, resolving inquiries, and reducing delinquency for assigned accounts, which improved cash flow
- Spearheaded accounts receivable efforts for a diverse portfolio of 500+ enterprise customers, with ARR ranging from $90k to $7 million, achieving exceptional collection rates and resolving complex account issues
- Fostered strong relationships with customers, providing exceptional customer service via phone, email, and correspondence, ensuring prompt issue resolution and negligible levels of CSAT issues
- Researched, resolved, and responded to customer inquiries and issues in a timely and professional manner, ensuring excellent customer service and satisfaction and escalating critical matters to management
- Trained and mentored team members, sharing expertise and best practices to enhance team performance
Junior Accountant
CA Sowmya & Associates
07.2018 - 11.2019
- Prepared and reviewed financial statements, including Balance Sheets and Profit & Loss Accounts, ensuring accuracy and compliance with accounting standards
- Maintained accurate and up-to-date accounting records, journals, and ledgers, ensuring seamless financial management
- Assisted in conducting audits and reviews
- Prepared and reviewed tax returns, including Income Tax, VAT, and GST filings, ensuring timely submission and compliance
- Developed strong relationships with clients, providing excellent service and addressing queries in a professional and timely manner
Education
Bachelor’s Degree - Accounting
Bangalore University
06.2015 - 06.2018
Skills
- Salesforce
- NetSuite
- Smartsheet
- Microsoft Excel,Word,PowerPoint
- Lucid Charts
Projects and Achievements
- Designed and implemented a daily cash collection tracker, enhancing transparency and accountability for the team and Executive Leadership.
- Collaborated on the Time Study Log project, a key FinOps initiative analyzing employee productivity and streamlining the collections process.
- Spearheaded Salesforce migration testing, verifying data accuracy and system compatibility in new instance environment.
- Executed thorough NetSuite regression testing, detecting and resolving software defects to ensure high-quality delivery.
- Top performer for Q3 -2020 | Q1 – 2021 | Q4-2021
- Won collection bonus five times for reducing, through collections, 35% of individual > 90 days past due amount and 40% of individual > 30 days past due amount.
- Contributed and achieved the short-term goal of collecting <$9M aged receivables, that were 90DPD.
- Awarded Rising Star in Q1 2024 for my exceptional performance within the first 3 months of joining Order Management team.
Timeline
Finance Executive
Exotel
11.2024 - Current
Senior Associate Order Management
PowerSchool
12.2023 - 11.2024
Senior Associate Accounts Receivable
PowerSchool
01.2020 - 12.2023
Junior Accountant
CA Sowmya & Associates
07.2018 - 11.2019
Bachelor’s Degree - Accounting
Bangalore University
06.2015 - 06.2018
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