Simson Joseph

• Project Name - Invoice Download, Upload and Reconciliation Process
• Tech Stack: UiPath
• The bot needs to download the invoice from the web application and upload it into the invoice extraction application to extract the details. These details will then be passed to the Xero application for reconciliation. The bot will reconcile the items based on their descriptions and account types.
• Project Name - LMS Training Allocation to Employees
• Training needs to be allocated to employees on a monthly basis. The bot will automate this process by creating new login credentials for each employee using their email ID. Based on instructions provided by their respective managers, the bot will assign specific training modules to individual employees through the Learning Management System (LMS).
• Project Name - Email Automation
• Tech Stack: UiPath
• We can retrieve each employee's leave balances, overtime records, and missing attendance details from Power BI reports. Based on this data, the bot will automatically send email notifications to the respective managers regarding approved leaves and overtime. If there is any missing attendance, the bot will notify the concerned employee to take appropriate action.
• Additionally, the bot can access employees' work permit and visa expiry dates from Power BI reports. It will then notify both the employee and their manager via email about any upcoming expirations or required actions.

Automation & Process Improvement:

• Streamlined automation processes to enhance operational efficiency across multiple departments.
• Collaborated with IT to ensure seamless integration of automation tools and software.
• Facilitated regular meetings to review project progress and address challenges proactively.
• Monitored system performance to ensure reliability and minimize downtime in operations.
• Analyzed data from automated systems to identify trends or issues that need attention.
• Collaborated with stakeholders to develop requirements for automation projects.
• Prepared reports summarizing progress on automation initiatives as required by management.
• Provided technical guidance to team members in the development of automated systems.
• Monitored and maintained automated systems, ensuring optimal performance and reliability.
• Developed and implemented automation strategies to improve production efficiency.
• Identified areas for improvement in existing automated processes and developed plans for optimization.
• Designed, tested, and deployed software solutions to automate business processes.
• Assisted in the evaluation of new technologies for potential application in automation projects.
• Coordinated with vendors regarding purchase orders, service contracts, warranty information.
• Created detailed documentation of process flows and system configurations.
• Conducted analysis of existing processes to identify opportunities for automation.
• Participated in project meetings providing input on timeline estimates, resource allocation, budgeting.
• Managed all aspects of automation projects including design, implementation, testing, deployment, and maintenance.
• Trained users on operating procedures for automated systems.
• Maintained up-to-date knowledge of industry standards and best practices related to automation.
• Remained calm and professional in stressful circumstances and effectively diffused tense situations.
• Delegated work to staff, setting priorities and goals.
• Resolved customer inquiries and complaints requiring management-level escalation.
• Reviewed completed work to verify consistency, quality, and conformance.
• Assigned work and monitored performance of project personnel.
• Implemented quality control measures to uphold company standards.

• Project Name - Invoice Extraction and Upload Process
• Tech Stack: UiPath
• This is an invoice process. We need to extract the following details from the invoice: Supplier Name, Supplier Number, Invoice Number, Invoice Date, PO Number, Quantity, Unit Price, Total Amount, Tax, etc. Once these details are extracted, they need to be updated in Oracle AP for the relevant supplier, and the invoice PDF needs be uploaded to Oracle.
• Project Name - Oracle Cash Application Process
• Tech Stack: BluePrism
• We need to create a receipt for each transaction on the bank statement. We require the statement site number, supplier name, LOC number, split details, receipt date, etc., from the collection team for each line item. Based on these details, the bot will create a receipt in Oracle AR, and the same receipt needs to be reconciled with the corresponding bank statement line in Oracle.
• Project Name - Mainframe Cash Application Process
• Tech Stack: BluePrism
• We can obtain bank statement transactions from the Mainframe on a daily basis. For each line, we can retrieve policy and claim reference details from various source files. The bot needs to update the relevant references for each statement line and match the transactions in the Abacus Mainframe application.
• Project Name - ME & MTD Report Preparation
• Tech Stack: BluePrism
• MTD (Month To Date) reports need to be generated daily from the B-One applications. ME (Month End) reports should be generated on the first and last four days of each month. Both reports need to be compared with various files and applications.
• Finance and Accounts in Oracle and Mainframe applications
• Preparation & submission of reports like, Unallocated Report and Investigation Report, SLA & performance reports to the management.
• Whenever Auditors request for any information taking responsibility to provide information and supporting documents.
• Validating bank reconciliation and clearing un-reconciled items.
• Weekly call with onshore team to discuss on process improvements, issues and about day to day, month end, quarter end and year end activities.
• Quality check for activities performed by the Team Members.
• Intercompany reconciliation and accounting for intercompany fund transfer.
• Processing outdated cheques within stipulated time and send information to bank to stop the cheques at their end.
• Review of month end reconciliations prepared by the team members and reporting the deviations to the manager.
• Securing reconciliation of Bank accounts on daily balances and reporting it on monthly basis.
• Preparing of Three-way reconciliation of the Bank statement, Cashbook and GL ledger on Monthly basis and reporting the same to the business for Control.
• Initiating Electronic Fund transfers to intercompany bank accounts to ensure the proper allocation of funds with the corporate partner in the business.
• Allocation of direct credit in the bank statement to the cashbook side after detailed investigation with the bank and the policyholders.

• Day Book maintenance
• Update daybook expenses and other details in the Tally
• Weekly and monthly report preparation of debtors and creditors
• Release fund to the vendors based on the approval from the management
• Maintenance of debtors and creditors records.

• Internal Auditing
• Preparation of Income and Expenditure Statements.
• Preparation of Profit and Loss Statements.
• Preparation of Balance Sheet.
• Maintenance of Day-to-Day transaction in Day Book and Tally.