SANTHOSH KUMAR M
Summary
“To put my full potential to the growth of the organization that provides me with challenges and opportunities to learn and also which would help in translating my ideas, thoughts and experience into actions”.
Finance professional with 15+ years of experience with expertise in different F&A work streams (such as O2C, Project accounting, Operations) enabling better co-ordination, improved efficiency and streamlining the processes. Managing business operations, leading and upskilling talents and achieve Client & Organizational objectives.
Overview
18
18
years of professional experience
3
3
Languages
Work History
Specialist – AR Billing, Project Accounting & Revenue Management
CAPCO Technologies Pvt Ltd (Wipro Limited)
10.2020 - Current
- Experienced in AR activities, along with project accounting, Revenue management & Team management.
- Creation of Projects in the area of Fixed Price, Time & Material Contracts at PeopleSoft toll. Set up activities and project team contact details in the system.
- Project budget allocation and resource alignment under the respective project codes as per Project Manager advise.
- Process project amendments for updating new information to the existing projects.
- Setting up of bill rates for the resources working on the project by validating as per SOW.
- Time & Expense management, Transaction adjustments and movements internally.
- Expertise in AR Billing for APAC countries and Revenue management for India region.
- Supporting Operations in reviewing with the contracts/MSA/SOW to finalizing with the client after
- Point of contact for deal review check and along with validating document to check and project revenue and moving that to closing dairy and assistance to create the project codes.
- Assisting Project Managers, Client partners with identifying opportunities to maximize revenue and profit.
- Providing training, guiding and motivating team of professionals towards maximum Productivity with exceptional consensus building, negotiation and interpersonal skills, analytical mind and comprehensive problem detection/solving ability.
- Analyze review of periodic results to support decision-making.
- Variance analysis of actuals vs forecast vs plan.
- Cash Flow - This involves preparation of cash flow weekly basis which helps management to know the situation of the company’s cash transaction.
- Preparing revenue accruals and over/under revenue analysis report.
- Reporting to management on the Forecasts vs Actual comparison for the month (Revenue)
- Review Balance Sheet Reconciliation and prepare action plan to clear the open item with the help of the Business Units.
- Supporting in Audits and preparing the required reports to be given to Auditors for review (Statutory Audit, Tax Audit)
Assistant Manager(IC role)
EXL Services (Outsource Partners International)
07.2011 - 10.2020
- Job Profile -Playing vital role in transitioning the advisory billing process. Billing process includes timely and accurate invoice preparation, coordinating the business calls, and meeting all the critical AR billing deadlines within the stipulated timeframe.
- Reviewing engagement letters and scheduling Invoices as agreed between both parties Preparation of Invoices upon Project managers confirmation.
- Generating invoices for all the projects based on project types.
- Send the AR invoices to PM’s for approval & release the approved invoices under respective portals.
- Responsible for the billing corrections to be done on the draft invoices as per PM Responsible for cash application, apply cash to the open invoices.
- Process the credit memos for rejected invoices from the customers with necessary approvals. Working as acting Team Lead in a team of 10 members.
- Coordinating the weekly calls with the onshore team and providing the meeting of the Minutes to the team.
- Updates to the supervisor and onshore team on status weekly
- JobProfile -P laying vital roll in transitioning and advisory billing process which includes timely and accurate invoice preparation, co-ordinating with PMs on business calls, and meeting all the criticle AR billing with deadlines within stipulated timeframe.
- Reviewing unbilled report and drafting narrations explaining the nature of activity for every account.
- Organizing business calls by inviting heads of different departments and recording ‘Minutes Of the Meeting’.
- Reviewing engagement letters and scheduling pre-bill Invoices as agreed between both parties.
- Communicating with the project managers every week to ensure all open projects in the database are current.
Senior Associate
XCHANGING BROKERAGE SERVICES
10.2007 - 06.2011
- Working for Accounts and settlement department, where we maintain books of accounts of Underwriter and handle the Accounts Receivable and Accounts Payable that is settlement of premium and claim.
- Invoice processing and sending declaration statements to reinsurer.
- Processing the Bank to Bank Payment via Telegraphic Transfer (TT) with SWIFT terminal and receiving the funds & Allocating.
- Chasing the Underwriters for outstanding balances.
- Generating statement of account and sending to underwriter for agreement.
- Monitoring Client and Underwriter's books of accounts and reconciling their Ledger balance duly.
- Handling Underwriter's complaints and issues.
- Query Management: Analyzing and interpreting with an appropriate solution to the underwriter's queries.
- Ensuring service levels are met for production, quality and TAT (Turn around Time) as defined for the process.
- Reviewing the quality of work and implementing measures to standardize the process.
- Received Good Going award in the year 2010.
- Handling crucial process such as CAT LOSS (Catastrophe loss) report and Urgent Collection and received appreciation email from client for timely collection of funds from reinsurer with 100% quality.
- Maintaining good relationship with the clients.
Education
MBA - Finance
Vivekananda Management Institute, Bangalore University
01.2007
B.Com - undefined
Shanthi Collage, Malavally, Mysore University
01.2005
PUC - undefined
Shanthi Collage, Malavally
01.2001
SSLC - undefined
Sri Mahadeswara high school, Malavally
01.1999
Skills
AR Billing
Project Accounting
Revenue Management
Team Management
Financial Reporting
Operations
MS Office: EXCEL – With Macro basics
Knowledge about PeopleSoft, Sales app, Fieldglass, Salesforce, ATLAS& GRIDS
Flexible, self-confidence, result oriented with good communication skills, Good thinker and potential to work on individual and group assignments
Interests
Playing Cricket, Listening Music
Accomplishments
- Received Excellent Team Player appreciation mail from client.
- Received the good going and extra miler award from the project.
- Has got Overall Performance Rating Exceeds during Client Managerial Evaluation.
- Simplified the process and reduced the steps by applying macro function which results saved lot of processing time
PERSONAL
Date of Birth : 10th AUG 1982 Sex : Male. Languages Known : English, Kannada and Hindi. Hobbies & interests : Playing Cricket and Listening Music. The above-furnished information is true according to the best of my knowledge.
Timeline
Specialist – AR Billing, Project Accounting & Revenue Management
CAPCO Technologies Pvt Ltd (Wipro Limited)
10.2020 - Current
Assistant Manager(IC role)
EXL Services (Outsource Partners International)
07.2011 - 10.2020
Senior Associate
XCHANGING BROKERAGE SERVICES
10.2007 - 06.2011
MBA - Finance
Vivekananda Management Institute, Bangalore University
B.Com - undefined
Shanthi Collage, Malavally, Mysore University
PUC - undefined
Shanthi Collage, Malavally
SSLC - undefined
Sri Mahadeswara high school, Malavally