Result-driven leader with 7+ years of experience in finance and accounting. Skilled in managing financial discrepancies, streamlining reconciliation processes, and ensuring fiscal accuracy. Recognized for leadership, strategic thinking, and problem-solving abilities. Strong track record of enhancing operational efficiency. Certified in Lean Six Sigma with a passion for team mentoring.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Lead - Payment Reconciliation, Treasury
Avalara Technologies Private Ltd
Pune
06.2021 - Current
Empowered a diverse team to excel in payment reconciliation and treasury operations by setting explicit targets, offering consistent feedback, and cultivating an environment of collaboration for professional growth.
Monitored daily workflow to ensure adherence to established policies and procedures.
Held meetings to review project updates, discuss issues, and brainstorm solutions.
Spearheaded process improvement initiatives, resulting in streamlined operations through automation and facilitated the successful rollout of new solutions across BUs, reducing error rates, and enhancing data accuracy.
Developed and maintained strong relationships with stakeholders, driving effective communication and issue resolution across departments to meet operational and strategic goals.
Provided coaching and feedback on employee performance, encouraging professional development.
Oversaw escalations and incidents, partnered with leadership for swift problem-solving and upheld exceptional service levels.
Identified trends in reconciliation errors and recommended corrective action plans, proactively implementing preventive measures.
Financial Analyst (Reconciliation)
Gallagher Service Center LLP
Pune
04.2019 - 05.2021
Reconciled daily cash activities, researched discrepancies, and resolved issues accurately and promptly.
Worked closely with internal and external clients to communicate and address issues efficiently.
Developed reports on aging of outstanding issues and worked closely with credit control, product control, and operations to address queries.
Recommended process improvements through Kaizens, ensuring compliance with established SLAs and audit standards.
Analyzed trends in financial performance to identify areas for improvement.
Business Associate
TATA Consultancy Services
Pune
12.2017 - 03.2019
Performed daily reconciliations of cash positions and other assets held in the mutual fund portfolio.
Liaised with internal clients to report and resolve queries, and executed ad-hoc management tasks.
Investigated any discrepancies or irregularities identified during the reconciliation process.
Education
Master of Commerce - Accounting And Finance
Modern College
Pune
09-2021
Bachelor of Commerce - Accounting And Finance
Modern College
Pune
08-2017
Skills
Strategic Planning
Team Building
Conflict Resolution
Coaching and Mentoring
Performance Improvement
People Management
Performance Evaluations
Employee Development
Languages
English
Hindi
Marathi
Certification
Lean Six Sigma Yellow Belt
Data Science Bootcamp (UpGrad)
Leadership, Emotional Intelligence, Change Management, and Conflict Resolution courses on Udemy
Accomplishments
Successfully completed multiple key projects involving process automation, streamlining, and standardization.
Received several "Star of the Month", "Spot", and "Innovation" awards for outstanding performance.
Participated and won several state-level elocution, debate, and poetry competitions.
Two bronze medals in state and national level karate championship (2009)
Customer Excellence Program Specialist at Avalara Technologies Private LimitedCustomer Excellence Program Specialist at Avalara Technologies Private Limited