Summary
Overview
Work History
Education
Skills
Websites
Languages
Timeline
Generic
Rahul Vashist

Rahul Vashist

Bengaluru

Summary

Implementation Specialist / Senior Financial Analyst with 4 years of experience in configuring use cases in "Simetrik No Code/Low code" in-house reconciliation and accounting tool. Skilled in Operational/Accounting/Financial Reconciliations, ensuring successful implementations and meeting customer needs through scalable configuration practices. Experienced in building and scaling processes in Lending and Payment Gateway verticals.

Overview

4
4
years of professional experience

Work History

Implementation Specialist

Simetrik
05.2024 - Current
  • Successfully implemented efficient and scalable use case solutions
  • Successfully implemented the project scope within agreed timelines
  • Ensured stabilization of implementation logic
  • Implemented customizations according to customer specifications while adhering to established coding standards.
  • Established communication protocols with customers related to implementation timeline expectations.
  • Provided pre-project implementation and post-project implementation support
  • Maintained detailed records of all changes made during the implementation process.
  • Assisted in resolving escalated customer issues related to software implementations.
  • Monitored progress of implementations in order to meet deadlines set by clients.
  • Tested various scenarios to ensure accuracy of data entry into the system.
  • Conducted training sessions for users on how to use the newly implemented software program.
  • Created comprehensive user documentation outlining processes, procedures, and troubleshooting techniques.

Senior Financial Analyst

Curlec by Razorpay – International Payment Gateway
11.2023 - 05.2024
  • Setting up of the Reconciliation process from scratch – Currently 4 gateways are being handled manually by me which bring in International Payments from Malaysian Merchants
  • Prevention of money leaks right from a nascent stage by identifying system bugs and file errors which might impact on a large scale
  • Settlements push to the merchants according to their preset schedules
  • Refunds processing and validation
  • Chargeback checks and control on the card’s payment gateway
  • Nodal reconciliation – to keep the bank accounts in sync that the money incoming is matching with the expected amount
  • Setting up of automation on the reconciliation side

Senior Financial Analyst

Razorpay - Payment Gateway
04.2023 - 10.2023
  • Handling Critical Payment Gateway reconciliations – end to end money movement for Cards and UPI Terminals
  • Process restructuring – simplification of reconciliation process for better visibility to stakeholders and enhanced user visibility
  • Reconciliation Automation – Setting up of ART (automated reconciliation tool) with the help of tech folks, to reduce manual effort and to bring in precision to the reconciliation
  • Creation of a unilateral communication structure to bring in banks and other external folks on a common ground to ensure process sanity
  • Handling BO complaints – escalations from RBI handled while adhering to timelines and compliance
  • Chargeback processing and validation
  • Money leak prevention - Constant monitoring and closure of open items and unreconciled items as this is the most common and easy way to lose money causing loss and money leaks
  • Team Management - Being a Senior, overseeing the analyst’s and assisting them in their BAU activities along with critical escalations
  • Month end closures – Gateway Overall Reconciliation where in previous month spillovers are taken into consideration and a report is prepared to showcase the performance of the gateway to analyze the profit and loss on a particular gateway.

Financial Analyst

Razorpay Capital
08.2021 - 03.2023
  • Creation and monitoring of the Daily, Monthly and weekly financial trackers
  • Collaborating across function areas (Sales, Analytics, Credit, Risk-Underwriting, Strategy) to ensure smooth functioning of processes
  • Reviewing and validating the integrity and reliability of monthly financial inputs at regular intervals to ensure the credit line is in sync with the offered limits
  • Developing processes from scratch based on inputs derived from strategy, marketing plans and business assumptions, as well as tracking movements of various merchants across products
  • Developing and managing sophisticated financial trackers to track the momentum of the financial products being offered
  • (LOC and Non FLDG Loans)
  • Driving continuous improvement in the process by highlighting key critical flaws and bugs which can hamper the process and at the same time disrupt customer experience
  • Working harmoniously with tech team to bring in various levels of automation to increase speed and reliability of the process to depend less on manual effort and more on checks to ensure seamless experience
  • Working heavily with the Capital Team and holding complete ownership of LOC Process and Non FLDG Loans, improving and creating new trackers to simplify and understand the data being held.

Management Trainee

A.K. Capital Services Ltd
12.2020 - 07.2021
  • Dealing with brokers/ Corporate Clients/ IFA / HNI
  • Client & Branch Support: Supporting Branch teams in dealing and settlement of Trades
  • Updating clients with upcoming issues, current prices, and yield of securities in the market also while providing daily market updates
  • Providing product details and Quotes/debt portfolio restructuring to the corporates
  • Regular meetings and new product discussion and revenue generation
  • Managing portfolio of the clients
  • KYC, Screen Trade Initiation, Bidding of applications, Settlement of transactions

Education

PGDM in Finance and Digital Business -

Jagdish Sheth School of Management (formerly IFIM Business School)
05-2021

BBA - Finance -

Sindhi College
05-2019

Skills

  • Process Restructure
  • Data Analysis
  • Reconciliation
  • Fraud Analysis
  • Consumer Lending
  • Payment Gateway
  • Process Automation
  • Financial Operations
  • Operations Management
  • Project Ownership
  • Teamwork
  • Communication
  • Microsoft Excel
  • Stakeholder Management
  • Cross Team Collaboration
  • Escalations Management
  • Software Implementation
  • Project scope assessment
  • Reporting and documentation
  • Customer Support

Languages

English
First Language
Hindi
Proficient (C2)
C2
Spanish
Beginner (A1)
A1

Timeline

Implementation Specialist

Simetrik
05.2024 - Current

Senior Financial Analyst

Curlec by Razorpay – International Payment Gateway
11.2023 - 05.2024

Senior Financial Analyst

Razorpay - Payment Gateway
04.2023 - 10.2023

Financial Analyst

Razorpay Capital
08.2021 - 03.2023

Management Trainee

A.K. Capital Services Ltd
12.2020 - 07.2021

PGDM in Finance and Digital Business -

Jagdish Sheth School of Management (formerly IFIM Business School)

BBA - Finance -

Sindhi College
Rahul Vashist