Sanjeev S Shettar

• Led Financial Planning and Analysis process teams, with prior management experience and exceptional interpersonal skills.
• Managed the due diligence of new client transition process and ensured FTE alignment with external and internal hiring.
• Coordinated with various parties to complete Solution Matrix and SOW
• Managed Knowledge Transfer lead role from TCS and completed overall client process transition, including process documentation, and Job Aid sign-off.
• Executed process enhancements and standardization efforts.
• Facilitated Client Governance calls and managed internal and external stakeholders.
• Conducted Audit Management and provided team leadership, supervision, and mentorship while conducting performance reviews.
• Provided guidance to team members, addressed performance issues, and participated in integrations of acquired companies to drive financial reporting and consolidation process improvements.
• Directed team of 55 members, ensuring effective supervision
• Optimized team efficiency and utilization, finalized SLA and KPI reports for all stakeholders.

• Managed team responsible for Record to Report processes in the Oil and Gas sector, insurance.
• Taken care of bigger team with daily operations for General Ledger process, month-end close, and reconciliations.
• Oversaw monthly, quarterly, and annual general ledger close activities.
• Demonstrated expertise in global accounting activities and balance sheet reconciliations.
• Implemented process transformations to enhance efficiency and accuracy.
• Prepared internal management reports and process-related reporting.
• Provided compliance and audit support, including managing Governance Calls with internal and external stakeholders.
• Led a team of 45 people, providing supervision, mentorship, and conducting performance reviews.
• Participated in integrations of acquired companies and drove process improvements in financial reporting and consolidation.
• Finalized SLA and KPI reporting for all stakeholders, and ensured team efficiency and utilization.
• Implemented new technologies to streamline operations, reduce costs, and improve customer service.
• Developed annual goals for each department based on market trends and competitor analysis.
• Enhanced team member performance through use of strategic and tactical approaches, motivational coaching and training.

Managed the Account payable team role

• Executed daily operational tasks with precision and attention to detail, ensuring compliance with company standards and regulations.
• Trained and mentored junior team members on best practices for effective operations management, leading to improved performance and job satisfaction.

Managed a customer relationship manager role.

• Managed high volume of customer inquiries via phone, email, and live chat, consistently achieving a 100% customer satisfaction rating.
• Resolved customer complaints in a professional and timely manner, resulting in a decrease in escalated issues.
• Implemented new customer service procedures to streamline processes and improve efficiency.
• Collaborated with cross-functional teams to identify and address customer issues, resulting in an increase in customer retention rates.

• Oversaw comprehensive banking transactions
• Built relationships with key clients through regular contact.
• Identified customer needs and developed customized solutions.
• Analyzed customer feedback to improve product offerings.
• Created presentations for potential customers outlining product benefits.