Summary
Overview
Work History
Education
Skills
Technical Skills
Timeline
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Shrishti Shukla

Accountant and Billing Specialist
Pune

Summary


Accomplished Billing Specialist at Infosys, awarded by Lloyd’s Register for outstanding performance and rapid learning. Former Investment Banking Analyst at HDFC Bank and HDFC Life, experienced in financial analysis, accounts payable, and investment services. Skilled in managing investment portfolios, optimizing billing processes, and ensuring regulatory compliance.

Overview

5
5
years of professional experience

Work History

Billing Specialist

Infosys BPM
11.2023 - Current
  • Efficiently managed the full-cycle accounts payable process, including invoice verification, approval, and payment processing.
  • Processed high volumes of invoices with accuracy and efficiency, utilizing accounting software , ERP systems and SAP By Design.
    - Reviewed and resolved discrepancies or issues related to invoices, ensuring compliance with company policies and procedures.
  • Managed and maintained positive relationships with vendors, addressing inquiries and resolving payment issues promptly.
  • Improved billing accuracy by implementing a streamlined invoicing process.
  • Contributed to the successful execution of the Lloyd's Register Project by managing accounts payable functions efficiently.

Process Specialist

Infosys BPM
12.2022 - 11.2023
  • Successfully handled key clients such as Littelfuse, Aimtec, Delta, Qualcomm, and Nvidia.
  • Coordinated and managed various aspects of the Arrow Electronics Project, ensuring timely and successful execution.
  • Monitored process performance and key performance indicators (KPIs) to track progress and achieve targets

Investment Banking Analyst

HDFC Life
06.2021 - 12.2022
  • Provided expert advice on mutual funds, Systematic Investment Plans (SIPs), and life insurance products to clients.
  • Successfully managed a diverse portfolio of investment products, ensuring optimal performance and client satisfaction.
  • Built and maintained strong relationships with clients, understanding their financial goals and offering tailored investment solutions.
  • Conducted regular client meetings to review investment portfolios and provide strategic recommendations.
  • Managed day-to-day banking operations at the assigned HDFC Bank branch, ensuring smooth and efficient service delivery.
  • Maintained accurate and up-to-date documentation & KYC of client interactions, investment transactions, and financial reports.
  • Monitored the performance of investment portfolios and made adjustments as needed to maximize returns.

Account and Audit Assistant

Chartered Accountant Firm
08.2019 - 02.2021
  • Maintained accurate fixed asset records by tracking additions, disposals, depreciation schedules, and reconciliation adjustments as necessary.
  • Prepared detailed cash flow projections to support management''s assessment of future liquidity requirements.

Education

MBA - Accounting And Finance

Bhilai Institute of Technology
Durg, India
04.2001 -

Bachelor of Commerce - Accounting And Finance

St.Thomas College
Bhilai, India
04.2001 -

Skills

  • Invoice Processing

  • Financial Analysis

  • Portfolio Management

  • Client Relationship Management

  • Accounts Payable/Receivable Management

  • Financial Reporting

  • Data Analysis

  • Compliance and Audit

  • Problem Solving

Technical Skills

Software Proficiency:

  • Experience with accounting software (e.g., QuickBooks, SAP, Oracle)
  • Proficient in Microsoft Office Suite (Excel, Word, PowerPoint)
  • Familiarity with CRM systems and financial analysis tools

Timeline

Billing Specialist

Infosys BPM
11.2023 - Current

Process Specialist

Infosys BPM
12.2022 - 11.2023

Investment Banking Analyst

HDFC Life
06.2021 - 12.2022

Account and Audit Assistant

Chartered Accountant Firm
08.2019 - 02.2021

MBA - Accounting And Finance

Bhilai Institute of Technology
04.2001 -

Bachelor of Commerce - Accounting And Finance

St.Thomas College
04.2001 -

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Shrishti Shukla Accountant and Billing Specialist