Tableau
RAJESH KUMAR
TEAM LEAD
Bengaluru
Summary
Multi-tasking Team Leader well-known for executing successful, new Process initiatives. Creates dynamic and positive workplace culture to align with organizational mission and values. Trains new hires and mentors struggling workers to achieve overall team success.
Overview
10
10
years of professional experience
7
7
years of post-secondary education
3
3
Certifications
Work History
Team Lead
DXC Technology
Bengaluru
01.2019 - Current
- Managed time efficiently in order to complete all tasks within deadlines.
- Reviewing and maintaining work instructions/ Standard operating procedures for the team.
- Preparing and reporting SLAs to clients.
- Built strong relationships with customers through positive attitude and attentive response.
- Trained new personnel regarding company operations, policies and services.
- Conducted training and mentored team members to promote productivity and commitment to friendly service .
- IT Spoc – Domain account creation, access creation, access deletion and resolving day to day technical issues.
- Reporting team performance and discussing issues on weekly ops call.
- Reduced process inconsistencies and effectively trained team members on best practices and protocols.
- Monitored and analyzed customer feedback to track patterns in feedback and report areas for improvement to management.
- Reviewing and updating the regular strong backup line plan for all the areas.
- Accurate and timely allocation of rejected checks for various banks.
- Working on Outstanding exceptions and providing the results to the Clients.
- Reviewing Lockbox batches and providing sign off for posting in the system.
- Performing Lockbox reconciliation and report shared to the System recon team.
- Performing Quality check on Payment processed by new joiners.
- Month-end reporting with unapplied and unidentified payments.
- Reviewing and performing Loan audit for 630 banks.
- Boarding New loans in the system as per the request.
- Performing daily activities like Payoff, SCRA, Non-sufficient funds, Speed pay, Due dates, Waives and Po exceptions.
Senior Process Associate
DXC Technology
Bengaluru
01.2013 - 01.2019
- Met month-end reporting objectives and deadlines.
- Identified modifications to processes and procedures that would promote better efficiency.
- Performed quality assurance checks on transactions and account actions to assess compliance with state and federal regulations.
- Checking Bank statements on daily basis daily basis and sharing with the clients.
- Accurate and timely allocation of payments received based on remittance details and bank statement
- Timely running Direct Debit Run for all applicable entities.
- Preparing Daily workloads for Collection Clerks & Coordinating the daily allocation of work.
- Daily AR decks reporting – Unapplied, Cash Metrics, AR Consolidated reports etc
- Preparing and sharing weekly DSO report with management
- Allocating all the payments received on time
- Chasing the client for remittance copy for unallocated payments
- Taking approvals for write –offs from the clients
- Passing contra –entries and inter-company transactions
- Reporting SLAs weekly status to have a track on month close.
- Sharing updated statement of accounts with clients on regular basis.
- Reporting regular status on unapplied payments and credit notes to clients.
- Prioritizing the tasks and workloads as per importance and priorities
- Attending Conference and Clients calls to understand the Client requirements and keep them abreast of the status of the activities and tasks on weekly and monthly basis.
- Review and Update of Process flows and documents for Client sign-off every quarterly.
- Reporting regular status on unapplied payments and credit notes to clients.
- Month –end reporting with Applied, unapplied and unidentified payments
- Reconciliation of report (Like Bank statement and payment receipt ledger)
Education
MBA - Finance
Visvesvaraya Technological University
Bengaluru 01.2009 - 01.2012
Bachelor of Commerce - Finance
BEL First Grade College
Bengaluru 01.2005 - 12.2008
Skills
Quality control
Key performance indicators
Client Service
Teamwork and Collaboration
Excel expertise
Microsoft PowerPoint, Excel and Word
Account management
Software
Oracle
SAP
PeopleSoft
Payment allocation system
Adramatch
Basware
Certification
Certified Business Analysis Profession (CBAP) IIBA
Accomplishments
- Champ and Collaboration Award.
- Awarded as the ‘Star Performer' of the team for multiple times, being the ‘Backbone' of the team and assisting the team leader.
- SME (Subject matter expert certified).
- Received HP rewards multiple times for “Living Our HP Values” and “You Made a Difference”.
- Part of Best team award for multiple times.
Timeline
Certified Business Analysis Profession (CBAP) IIBA
01-2023
Tableau
01-2023
Lean Six sigma -Yellow Belt
11-2022
Team Lead
DXC Technology
01.2019 - Current
Senior Process Associate
DXC Technology
01.2013 - 01.2019
MBA - Finance
Visvesvaraya Technological University
01.2009 - 01.2012
Bachelor of Commerce - Finance
BEL First Grade College
01.2005 - 12.2008