Raksha Trivedi
Jaipur
Summary
Finance Operations and Shared Services Leader with 8.5 years of experience managing global Order-to-Cash, Treasury & Banking Operations, Financial Close, Governance, and Process Excellence functions. Proven expertise in leading large teams, driving automation initiatives, strengthening internal controls, supporting audits, and delivering operational transformation across the Public Sector, Energy, and Media industries. Experienced in managing global stakeholders, leading cross-functional teams of 25+ members, and delivering measurable efficiency gains through SAP, VBA, Power BI, and Power Automate.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Assistant Manager
INFOSYS BPM LIMITED
07.2024 - Current
- Lead O2C, Treasury, and Banking Operations for global clients, ensuring service delivery, governance compliance, and operational excellence.
- Selected for multiple onsite engagements in Australia to support knowledge transition, process stabilization, governance enhancement, and stakeholder management initiatives.
- Developed VBA-SAP integrated automation solutions, reducing bank clearing processing time by 60% and delivering productivity gains equivalent to 2 FTEs.
- Strengthened internal controls, audit readiness, and compliance frameworks supporting high-value banking and financial transactions.
- Lead and mentor a team of 25 professionals, driving performance management, capability development, and continuous improvement initiatives.
- Partner with senior client stakeholders, finance leaders, and business teams to ensure SLA achievement, risk mitigation, and service excellence.
Team Lead
INFOSYS BPM LIMITED
09.2022 - 06.2024
- Led end-to-end Accounts Receivable operations including invoicing, cash application, collections, credit management, customer master maintenance, aged debt management , and month-end close activities.
- Managed Treasury and Banking Operations including reconciliations, local and Overseas payment processing, cashflow monitoring and forecasting.
- Successfully completed a 3-month onsite engagement in Australia, delivering Lean Capacity Modeling initiatives resulting in productivity improvements equivalent to 4 FTEs.
- Automated SAP cash application activities, reducing processing effort by 45% and improving operational accuracy.
- Developed Power Automate solutions for debtor follow-ups, enhancing collection effectiveness and customer communication.
- Supported external audits through reconciliations, audit evidence preparation, control validation, and issue resolution.
- Managed operational KPIs, stakeholder reporting, governance reviews, and continuous improvement programs.
Process Specialist
INFOSYS BPM LIMITED
01.2021 - 08.2022
- Led the transaction monitoring team across Accounts Receivable and Accounts Payable processes, ensuring SLA compliance and control effectiveness.
- Conducted Root Cause Analysis (RCA) and implemented Corrective and Preventive Actions (CAPA) to mitigate risks, improve process accuracy, and prevent the recurrence of issues.
- Managed the vendor master data team.
- Performed aging analysis of customer and vendor balances, supporting timely resolution of outstanding items and risk mitigation.
Accountant
INFOSYS BPM LIMITED
01.2018 - 12.2020
- Managed Accounts Receivable operations for a U.S.-based media organization including invoicing, cash application, collections, payment allocation, and reconciliations.
- Supported month-end close activities, audit requirements, customer issue resolution, and aged receivables management.
Education
Master of Commerce -
Maharani Girls College
Jaipur, Rajasthan, India06-2019
Post Graduate Program - Finance & Accounts
NIIT
Jaipur, Rajasthan, India03-2018
Bachelor of Commerce -
Alankar PG Girls College
Jaipur, Rajasthan, India06-2017
Skills
- Accounts Receivable Management
- Treasury & Banking Operations
- Financial Close & Reconciliations
- Internal Controls & Governance
- Audit Support & Compliance
- Process Automation & Continuous Improvement
- Stakeholder Management
- Shared Services Operations
- Team Leadership & People Management
- Knowledge Transfer & Transition Management
- KPI & SLA Management
- Process Documentation & SOP Development
- SAP S/4HANA
- Power BI
- Power Automate
- Advanced Excel
- VBA
- BlackLine
- ServiceNow
- Microsoft Office Suite
Certification
• SAP FI/ O2C Functional Training
• Lean Six Sigma Green Belt
• BPO-Certified Transaction Monitor
• Generative AI Fundamentals Training & Certification
• Lean Six Sigma Green Belt
• BPO-Certified Transaction Monitor
• Generative AI Fundamentals Training & Certification
Accomplishments
- Delivered automation initiatives generating productivity savings equivalent to 7+ FTEs.
- Selected for multiple onsite assignments in Australia based on leadership performance and stakeholder confidence.
- Led teams of 25+ professionals supporting global finance operations.
- Reduced bank clearing effort by 60% through VBA-SAP automation.
- Improved cash application efficiency by 45% through process automation.
- Supported finance operations across Public Sector, Energy, and Media sectors.
Awards Recognition
- CEO's High Performer Award
- Star Award
- Process Improvement Award
- Selected for Overseas Client Engagements (Australia)
- Infosys SOAR Program Participant
Timeline
Assistant Manager
INFOSYS BPM LIMITED
07.2024 - Current
Team Lead
INFOSYS BPM LIMITED
09.2022 - 06.2024
Process Specialist
INFOSYS BPM LIMITED
01.2021 - 08.2022
Accountant
INFOSYS BPM LIMITED
01.2018 - 12.2020
Master of Commerce -
Maharani Girls College
Post Graduate Program - Finance & Accounts
NIIT
Bachelor of Commerce -
Alankar PG Girls College