Validation of Change request based on MSA terms and Conditions.
Preparing the pricing details based on sizing for T&M and Fixed Bid. Optimizing cost and improving the margin of the deal. Taking necessary approval from PM or Management for low Margin deals. Validating the staffing requests and approving in system.
Bill rates updating and entering timecard on behalf of employee, who missed to submit the timecard. Project creation and Contract creation in Oracle R12 and also in Sales force.
Preparing function reports on monthly basis. Updating of details related to contract like start date, location, billing and shipping address and duration of deals in system. Regularly connecting with PM's, Delivery team and Sales team for updates on ongoing projects.
Tagging and de-tagging the resources based on requirement for projects.
Weekly review with management on upcoming deals and highlighting the cost, revenue and Margin of the deals.
Avoiding escalations from team by taking actions on timely basis. . Regularly following up on mail chains on required details to close the pending tasks in bucket.
Overview
5
5
years of professional experience
Work History
Associate Team Member- Business Finance for US
JP Morgan and Chase
Bengaluru
05.2022 - Current
Preparing pricing and cost sheet for Fixed Bid projects
Rate card preparation for T&M projects
Analysis of Planned Vs Actual Vs forecast impacts of the projects
Creation of EPID in sales force
Coverting EPID to project PID
Extending the projects based on Documents
Validating SOW and CR's based on MSA
Reviewing and Approving the Staffing request based on approved cost sheet
Connecting with sales team and Delivery team to know the upcoming deals for the month
Preparing customer templates based on requirement
Tracking revenue details based on IND AS 115 for revenue from contracts with customers
Supporting for RFI'S, RFP's and BAFO Pricing for deals
Optimizing the cost and increasing the program margin
Regularly connecting with Delivery Spoc's and Project manager for maintaining proper margin and optimizing the cost
Weekly twice connecting with sales team to know the upcoming Pipelines deals for the month and Quarter
Weekly connect with management on forecast revenue numbers and Margin discussion for the month
Closely working with revenue and Legal team
Preparing Budget details for various functions and Billable projects for upcoming FY.
Validating the documents which includes Contract, quote -Output Document, Purchase order and necessary approval if required to book the deal
Contract creation, transfer of funds to another protects and De-booking of funds
Supporting operations for APAC, EMEA and AMER across all Fixed Price and Time & Material projects
Supporting during the Quarter end to close the deals in system
Regularly connecting with Sales line and also Business analyst to know the pending deals yet to come for the quarter
Generation of Invoices for Prepaid projects and Fixed scope projects based in Milestones and deliverables
Working actively with team members along with sales team by tracking and resolving issues related to booking and other process
Supporting EY audit samples
Manually updating the timecard for the resource and processing T&E in case of any wrong entries.
Analysis for Input quality issues
Preparing Dashboard report
Senior Associate
Thomson Reuters (London Stock exchange).
Bengaluru
03.2020 - 05.2022
Responsibility to handle pricing, Contract review, Order booking, revenue closure
Analyzing deals in terms of margin maximization and cost optimization in co-ordination with business teams
Handling one of the largest portfolios for my sector which is having annual business value of around 9Mn USD
Working on RFP deals with proper cost and parameters to avoid the cost impact
Handled multiple haunting account deals from pricing stage which includes multiple pricing rounds and contract review discussion with sales and delivery team
Preparing the Rate cards based on Band and Country wise
Updating timecards on behalf of employees
Handling revenue analysis and recognition for 24 accounts for Nordics region
Reviewing the document's before getting the customer signature to avoid the issues in future
Providing extended support during the Month end and quarter end to close the revenue activities
Providing Various views of pricing details based on customer requirement
Connecting with Account delivery head, business partner, Delivery team and also sales team to close the pending activities like: -order booking, invoice generation, efforts approval, tracking the Milestones and revenue of the accounts
Reviewing manual JV's based on nature of the contracts
Maintaining proper details of the contract in system, like:- Start and End date, Shipping and Billing address, bill to customer, type of contract (T&M, Fixed price)
Providing KT to team members on ongoing deals and process based on desk manual.
Leading, monitoring workload and delegation of requests to the team members
Responded quickly to meet customer needs and resolving invoice related Issues
Creating CMRB invoices by rejecting the existing invoices
Validating the contract with Projects
Education
Master of Business Administration - Finance
Community Institute of Management Studies
Bengaluru
05-2020
B.Com - Accounting and Finance
Gnanadri College
Kolar
01-2018
Skills
Pricing
Revenue Recognition
Contract Review
Budget and Forecast
Taking ownership at work
Ability to work Independently or as part of team
Confidence and Positive Attitude
Enjoying new challenges and willing to learn
Strong computer skills
Microsoft Excel
Oracle R12
Salesforce
Analysis of planned Vs Actuals
Preparing variance analysis
Transfer of incorrect entries into particular cost center