Shreyas Nagar
Indore
Summary
Dynamic Finance and Project Manager with a proven track record at HCL Tech, Allianz Tech and FIS Global excelling in project and budget management. Skilled in advanced MS Excel and contract management, I drive project success through strategic planning and effective communication, ensuring compliance and optimizing financial performance. Committed to delivering results and enhancing operational efficiency.
Overview
15
15
years of professional experience
Work History
Technical Manager, PMO
HCL Tech
Pune
11.2023 - Current
- Supported budget tracking and resource allocation throughout project lifecycle.
- Developed reports summarizing project updates for leadership review.
- Developed and maintained project plans, schedules, budgets, resource plans and status reports.
- Tracked project costs including labor hours spent by team members on assigned tasks.
- Coordinated project schedules and timelines for multiple client engagements.
- Managed project documentation, ensuring accuracy and accessibility for team members.
- Organized regular status meetings to monitor project progress and address concerns.
- Performed regular audits on existing processes to ensure compliance with organizational standards.
Finance Manager
Allianz Technology
Pune
04.2020 - 04.2021
- Analyzed revenue reports to identify trends and optimize pricing strategies.
- Coordinated with finance department to ensure accurate financial reporting and compliance.
- Managed the forecasting of monthly, quarterly and yearly revenues.
- Maintained up-to-date knowledge of relevant legal regulations impacting revenue operations.
- Assisted with budgeting activities by providing accurate forecasts of expected income streams.
- Performed regular audits of invoices, contracts, orders. in order to ensure compliance with established policies.
- Managed relationships with tax authorities, bankers and auditors.
- Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
Assistant Finance Manager
FIS Global
Pune
05.2010 - 04.2020
- Coordinated with legal teams to finalize contractual agreements and amendments.
- Reviewed contract terms to identify risks and recommend adjustments.
- Maintained contract databases for efficient tracking and retrieval of documents.
- Attended meetings between clients and contractors to provide support during negotiations.
- Drafted and prepared contractual documents such as NDAs, service agreements, and purchase orders.
- Managed accounts receivable aging reports to ensure timely follow-up.
- Maintained accurate customer account records in financial databases.
- Reviewed and reconciled accounts to ensure accuracy of transactions.
- Provided support to other departments in resolving financial disputes or discrepancies between their records and the accounting system's records.
- Processed credit memos and refunds as needed for customers.
- Identified opportunities for improvement within the Accounts Receivable department's processes.
- Responded promptly to customer inquiries regarding billings and account statuses.
- Performed reconciliations on accounts receivable ledgers to identify any issues or inconsistencies.
- Reviewed and processed invoices for accuracy, completeness and compliance with company policies.
- Assisted with month-end closing processes by preparing journal entries related to billing activity.
Education
B. Com. - Accounting And Finance
MAIPS
Ujjain06-2006
Higher Secondary - Math, Physics, Chemistry
Lokmanya Tilak School
Ujjain06-2003
Skills
- Project management
- Budgeting and forecasting
- ServiceNow SPM tool
- Revenue analysis
- Contract management
- Client invoicing
- Advanced MS Excel
- Financial reporting
Accomplishments
- Awarded the Star of the Quarter and Best Performer awards in all organizations with which I was associated, including my current employment with HCL
Languages
Hindi
First Language
English
Proficient (C2)
C2
Timeline
Technical Manager, PMO
HCL Tech
11.2023 - Current
Finance Manager
Allianz Technology
04.2020 - 04.2021
Assistant Finance Manager
FIS Global
05.2010 - 04.2020
B. Com. - Accounting And Finance
MAIPS
Higher Secondary - Math, Physics, Chemistry
Lokmanya Tilak School