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Shikhar Bhatnagar
Gurgaon
Summary
AI enabled dynamic operations professional with over six years of experience in project management and finance and accounting operations within global SaaS and BPM environments. Expertise in leveraging AI tools and data-driven insights to lead cross-functional teams, manage multi-regional stakeholders, and spearhead digital transformation initiatives. Demonstrated success in implementing scalable, AI-powered process improvements that enhance efficiency, ensure compliance, and support business continuity. Strong track record of optimizing operations, reducing inefficiencies, and driving revenue growth while fostering innovation in fast-paced, technology-driven settings.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Sr. Associate (PMO to Managing Director)
Publicis Re:Sources
Gurgaon, India (Remote)
05.2025 - Current
- Leveraged AI tools such as Microsoft Copilot to lead cross-functional teams, streamlining project workflows and enhancing collaboration across departments
- Utilized AI-driven insights and automation to design and deliver monthly executive presentations for MD & CO, enabling data-driven strategic frameworks across Pan-India operations
- Applied AI-powered analysis to identify process gaps and implement improvements, significantly enhancing operational efficiency across functions
- Integrated AI-assisted learning and knowledge tools to mentor team members, promoting best practices and accelerating professional development
- Used AI-based data analytics to evaluate project performance, identify trends, and ensure timely delivery aligned with client specifications
- Employed AI-supported compliance tracking and documentation tools to manage CMMI audit processes, ensuring adherence and continuous improvement
Manager Operations
Valethi Technologies
12.2023 - 04.2024
- Directed end-to-end operations and resource planning across four live global accounts (US, APAC, EMEA) ensuring SLA adherence.
- Conducted regular 1:1s and performance coaching for 15+ client operations executives, cultivating a high-performance culture.
- Applied Kanban boards and Lean Six Sigma to re-engineer workflows, reducing redundancy and enhancing throughput.
- Owned stakeholder engagement for 5 key clients (Director-level and above), facilitating business reviews and governance.
- Developed and tracked project KPIs via a centralized dashboard for leadership visibility and alignment.
- Led audit readiness and QA protocols ensuring compliance with SOPs and risk frameworks.
- Championed recruitment strategy and onboarding for new hires; contributed to succession planning and team scaling.
Team Lead (F&A Operation)
GENPACT, Gurugram
Gurugram
03.2021 - 02.2023
- Managed a 12-member team responsible for end-to-end AR/AP operations across EMEA, LATAM, and APAC.
- Spearheaded the development and implementation of 40+ SOPs; integrated Lean practices to drive process efficiency.
- Monitored and reconciled $100M+ in monthly invoices and sales reports with 99%+ ticket resolution accuracy.
- Facilitated talent reviews, identified upskilling opportunities, and guided onboarding for new team members.
- Ensured team compliance with risk mitigation, audit trails, and client contract obligations.
- Supported Tableau-based analytics for performance reporting and decision support.
- Mentored 10+ FTE’s and reduced customer complaints by 20% and increased on-time payments.
- Oversaw the entire O2C process, starting from sales order creation, invoicing, and payment collection, to managing customer disputes and ensuring timely revenue recognition. This included integration with ERP systems (e.g., SAP, Oracle) to streamline data flow and enhance accuracy.
Process Developer
Genpact
Gurgaon, India
12.2016 - 04.2018
- Streamlined financial reporting processes, resulting in a significant reduction of billing discrepancies and improved days sales outstanding metrics.
- Oversaw accounts receivable and payment reconciliation processes, ensuring transaction accuracy and reducing manual intervention.
- Analyzed banking workflows to identify inefficiencies and implemented streamlined procedures.
- Refined financial reporting procedures to achieve faster processing times without compromising accuracy or regulatory adherence.
Sr. Executive (CRM Operations)
WNS, Gurugram
Gurugram
08.2014 - 12.2015
- Performed and assisted end-to-end invoicing and payment processes within the ERP system, ensuring compliance with legal and regulatory billing standard.
- Managed customer interactions focused on AHT, CST, and payment collections; tracked 250+ outstanding payments weekly.
- Enhanced cash flow management by identifying and addressing issues in the invoicing cycle, contributing to a 15% reduction in outstanding payments.
- Contributed to internal/external audit success through meticulous documentation and control checks.
Education
Project Management Pro Certificate -
IBM
01-2024
MBA/PGP - Business Leadership
School Of Inspired Leadership
01-2019
B.A - Economics
Delhi University
01-2014
Higher Secondary - Commerce
01-2010
No Degree - AI Product Manager Professional Certificate
Microsoft
Online01-2026
Skills
- Business Skills: Process Optimization, Team management, Vendor Management, Project Management, Cross Functional, Risk Management, AR/AP, Dispute, Soft Skills, Client Reporting, Leadership Reporting, KPI Driver, Invoicing, MS Suite, Client Servicing
- Tools: Lean Sigma Certified, SAP Billing, SAP Payment, SAP20, Live Person (sales forecasting), StockOne, Enterprise Case Manager (Deloitte), Hubspot, Navision, Oracle, Belin, Blackline, Anaplan, PowerBI
- Soft Skills: Collaborative Leader, Strategic Planner, Change Agent, Critical Thinker, Excellent Communicator
Certification
Certification - Neuromarketing & Consumer Behavior, POLIMI, Italy, 2019 (Exchange Program in Milan, Italy)
Timeline
Sr. Associate (PMO to Managing Director)
Publicis Re:Sources
05.2025 - Current
Manager Operations
Valethi Technologies
12.2023 - 04.2024
Team Lead (F&A Operation)
GENPACT, Gurugram
03.2021 - 02.2023
Process Developer
Genpact
12.2016 - 04.2018
Sr. Executive (CRM Operations)
WNS, Gurugram
08.2014 - 12.2015
Higher Secondary - Commerce
Project Management Pro Certificate -
IBM
MBA/PGP - Business Leadership
School Of Inspired Leadership
B.A - Economics
Delhi University
No Degree - AI Product Manager Professional Certificate
Microsoft