Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Shyam Sharma

Summary

Results-orientated financial project management associate with 5 years of experience in financial planning & analysis related
settings. Quick and eager learner with acute attention to detail and consistent track record of identifying process improvements to drive quality, accuracy and efficiency

Overview

5
5
years of professional experience

Work History

Senior Quality Analyst

TIAA Global Business Services Pvt Ltd
11.2019 - Current
  • Supporting in budgeting, forecasting and conducting variance analysis to explain discrepancies.
  • Continuously monitoring unbilled WIP and proactively invoicing to avoid working capital charges and better cash inflow
  • Communicated project financial results, insights, and recommendations to Business partnership teams to uphold the financial well-being of projects.
  • Oversaw revenue, estimations, write-offs and profit margins, ensuring punctuality of financials.
  • Prepared various reports like Working capital, AR aging, invoicing, pipeline etc. for finance leadership.
  • Compared actual financial results to forecast & budgets and helped the project leaders to understand the reasons of deviations. Contributed to project initiation and conclusion, interpreted billing guidelines, and supervised client purchase orders. Maintained digital records of invoices and associated details
  • Performed complex financial and budget analyses to determine requirements and justify requested funding.
  • Initiated process improvements that increased the efficiency of budgeting cycles while maintaining accuracy standards.
  • Leveraged strong analytical skills in monitoring performance statistics against established benchmarks, identifying opportunities for targeted improvements in specific areas.
  • Conducted regular audits of internal processes, identifying opportunities to enhance overall quality and consistency.
  • Reduced production errors by training team members on best practices in quality control and continuous improvement techniques.
  • Researched and determined scope and complexity of issues.

Senior Tax Advisor

H&r Block
05.2019 - 10.2019
  • Facilitated integration of modern tax software with client accounting software.
  • Researched tax implications for various deductions and credits.
  • Identified potential tax savings through diligent review of business operations, offering strategic recommendations for improvement.
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.
  • Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
  • Analyzed financial statements to identify discrepancies in reported income or expenses, safeguarding against potential audit risks.

Education

PGDM-Finance - Accounting And Finance

Lexicon MILE
Pune, India
2020

Bachelor of Commerce - Finance

S S Jain Subodh College
Jaipur, India
2018

Skills

  • Financial data analysis
  • Financial reporting
  • Budget & Financial forecasting
  • Variance analysis
  • Invoicing & working capital management
  • Microsoft office
  • Decision Making
  • Quality Evaluation

Accomplishments

  • July 2022, Silver Award, TIAA, achieve 100% work quality against target 98% and 120% productivity in the year 2022
  • 2021, TITANS Annual Achiever Awards, TIAA
  • Q4, Star of the Quarter Award, TIAA
  • 2019, Certificate of Appreciation and Outstanding contribution and performance from client, H&R block India
  • Best Performance awards, H&R block India
  • Received a professional excellence award from the Financial Management Association.

Timeline

Senior Quality Analyst

TIAA Global Business Services Pvt Ltd
11.2019 - Current

Senior Tax Advisor

H&r Block
05.2019 - 10.2019

PGDM-Finance - Accounting And Finance

Lexicon MILE

Bachelor of Commerce - Finance

S S Jain Subodh College

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Shyam Sharma