Summary
Overview
Work History
Education
Skills
Languages
Certification
Additional Information
Timeline
Generic

SHRUTI KUNDAN

Senior Analyst
Noida

Summary

To secure a responsible position in an organization, wherein I will employ financial skills developed through education and work experience effecting mutual growth and success.

Overview

7
7
years of professional experience
3
3
years of post-secondary education
2
2
Certifications

Work History

Senior Executive Analyst

Planetcast Media Service
02.2024 - Current
  • Rendering support to COS/CEO office in stakeholder management which would include – Progress Tracking & Reporting.
  • Designing and developing MIS reports for management reviews.
  • Tracking Financial Activities in respect to investor reporting, valuation management and prediction through state of art tools.
  • Tracking & reporting progress of strategic programs.
  • Provide analytics from MIS/Database.
  • Handling inflow/outflow of communication for CEO office.
  • Help senior leadership clearly visualize Financial Roadmap while ensuring clear understanding of ongoing expenditure and current runway.
  • Render support to CoS in project management.
  • Prepared and presented financial reports to senior management and external stakeholder

Financial Analyst

Accenture
07.2022 - 08.2023
  • My day to day job involves verifying client’s big transactions by complying with applicable laws, regulations, policies and procedures.
  • The roles requires me to understand the process end-to-end and preparation of readable Standard Operating Procedures as per the Information Sharing.
  • I am well trained to providing end to end support to RPA (Robotic Process Automation) Team.
  • As an SME, leading and managing the team in the absence of the Team Lead by ensuring that the deliverables are met as per the TAT.
  • I am actively helping my team with handling all the queries related to transactions & providing support during Internal and External Audit based on requirement.
  • My role involves ensuring that all insurances like health, term or life are matched against the cash transactions.
  • Taking all steps required by departmental policies to process transactions that do not automatically process including, but not limited to, updating customer accounts, updating client systems and triggering customer communication.
  • Ensuring all transaction are reconciled with payment gateways at the transaction level and accounting level.
  • Ensuring all transaction is reconciled with clients at the transaction level and accounting level.
  • An out of–the box thinker with proven track record of establishing process and streamline the SOPs. Identifying areas of process improvement and implement & well versed with Accounts receivable.

Process Associate

Tata Consultancy Service
10.2019 - 06.2022
  • I have more than 2 years of experience as Cashiering with TCS providing excellent customer & client service, handling daily transactions
  • Builds customer loyalty by resolving problems and quickly processing transactions
  • An out of–the box thinker with proven track record of establishing process and streamline the SOPs
  • Identifying areas of process improvement and implement & well versed with Accounts receivable
  • Process daily debit and credit bank transactions
  • Chargeback posting
  • Doing Reconciliation & Payroll processing
  • Doing VAT & Rebate Processing
  • Providing support during Internal and External Audit based on requirement
  • Handling all the queries related to transactions
  • Preparing daily status report and send those reports with Client
  • Handling escalations emails from client
  • Processing Journal entries transactions
  • Preparing credit control file for remittance
  • Verifying client’s big transactions by complying with applicable laws, regulations, policies and procedures
  • Resolve customer credit issues
  • Understanding the process end-to-end and preparation of readable Standard Operating Procedures as per the Information Sharing.
  • Providing end to end support to RPA (Robotic Process Automation) Team
  • Providing process training to team or New Joiners.
  • Leading and managing the team in the absence of the Team Lead by ensuring that the deliverables are met as per the TAT.

Process Associate

Genpact
03.2017 - 09.2019
  • I have more than 2.5 Years of experience as Accounts Receivable
  • Knowledge of Accounts Receivables (Cash application) and Order to Cash cycle
  • Prepare a process SOPs, Production report and Audit report
  • Work in Helpdesk, Lockbox, DRR (Daily receipts reconciliation)
  • Handling Customers query and solve their problem regarding customer creditworthiness, extends and revokes credit line or limits
  • Posting cash into customer’s account
  • Researching critical remits and applying according for sensitive clients
  • Adhered to all deadlines, managing time effectively to complete tasks within designated timeframes
  • Communicated effectively with colleagues and supervisors to resolve issues promptly and accurately
  • Developed strong working relationships with cross-functional teams for seamless collaboration on projects
  • Collaborated with team members for enhanced process efficiency and productivity
  • Managed multiple tasks simultaneously, ensuring timely completion of all assignments
  • Reduced processing times for key tasks, enabling team to handle higher volumes without compromising quality
  • Independent problem solver who took initiative in researching solutions without needing excessive supervision

Education

B.com Honours - Finance & Accounts

Calcutta University
Kolkata
07.2011 - 08.2014

Skills

Computer course under ICWA

MS-Excel, MS-Word, MS-PowerPoint

Accounts Receivables

Credit Management

Cash Application

Cash Reconciliation

Mainframe

SOP Development

AWD

Citrix

Recon

Languages

English, Hindi, Bengali.

Certification

Financial Analyst, Udemy

Additional Information

  • Individual Excellence Award in Dec 2022 (Accenture) for dedication and efforts that have contributed to the success of the organization.
  • Awards & Recognitions , Star Performer Award from TCS management & Client in Dec 2019 for dedication and efforts that have contributed to the success of the organization.
  • Star Performer Award in Sep 2020 for dedication and efforts that have contributed to the success of the organization.
  • BPS Champions League Award in Apr 2021 for dedication and efforts that have contributed to the success of the organization.
  • Appreciated by eBPS Senior Leadership team for working at the time of my Covid Period.
  • Star Performer Award in Oct 2021 for dedication and efforts that have contributed to the success of the organization.
  • Star Team Award from Client dedication and efforts that have contributed to the success of the organization.
  • Bronze Award in 2017 & 2018 for exemplary performance and demonstration of Genpact Value Client Appreciation for outstanding performance

Timeline

Senior Executive Analyst

Planetcast Media Service
02.2024 - Current

JP MORGAN Investment Banking Job Simulation Certification , Forage

10-2023

Financial Analyst

Accenture
07.2022 - 08.2023

Financial Analyst, Udemy

07-2021

Process Associate

Tata Consultancy Service
10.2019 - 06.2022

Process Associate

Genpact
03.2017 - 09.2019

B.com Honours - Finance & Accounts

Calcutta University
07.2011 - 08.2014
SHRUTI KUNDANSenior Analyst