Summary
Overview
Work History
Education
Skills
Accomplishments
Personal Information
Additional Qualifications
Disclaimer
Timeline
Generic

Sowmya Shree PT

Lead accountant -Team leader at Planning & assurance
Mysore,Karanataka

Summary

To obtain a challenging and rewarding career in an organization that provides ample opportunity for career advancement, and to pursue a challenging career, development by being associated with a progressive organization and by keeping up pace with the latest trends, apply knowledge, working dynamically with all sincerity and Commitment to the assigned job.

Exceptional ability to work under stress with accuracy and commitment. Excellent leadership qualities. Widely recognized as a very good team player with positive, can-do attitude. Good communication skill. Mentoring & training the team members on new process, policies etc., conducting their test and evaluation of the same and reporting to the top management about their credit ability Handling and resolving process related Escalations, and took necessary steps to prevent their occurrence in the future.

Overview

17
17
years of professional experience
8
8
years of post-secondary education

Work History

Finance Team Leader

Infosys BPM Ltd
12.2018 - Current
  • Execute transaction as per prescribed guidelines and timelines to meet SLA targets
  • Participate or support TL in daily huddles, provides training/ inputs on process Execute transaction processing to meet quality standards
  • Conduct QC programs as part of the quality plan to ensure adherence to the process steps
  • Handles escalations at the process level to ensure high customer satisfaction Review and validate the inputs from Pes and create FAQs to capture knowledge
  • Participate in the ideation process and process the documentation
  • Analyzed trends in key performance metrics to identify opportunities for continuous improvement within the finance department.
  • Increased team productivity with clear communication, goal-setting, and regular performance evaluations.
  • Maintained accurate records of all transactions for audit purposes while adhering to strict confidentiality standards.
  • Advised senior leadership on strategic financial decisions using data-driven insights from detailed analyses of company performance indicators.
  • Developed comprehensive financial reports to inform management decisions on cost reduction and revenue growth strategies.
  • Improved cash flow management by closely tracking receivables and payables, optimizing working capital levels.
  • Reduced financial discrepancies by implementing efficient monitoring and reporting systems.
  • Identified areas of potential risk by conducting thorough financial analysis of proposed investments or acquisitions.
  • Developed and maintained database of financial records for clients.

Accountant

Infosys BPM Ltd
06.2013 - 01.2017
  • Creation of sales opportunities in CRM (Customer Relationship Management) tool: Opportunities are the sales and pending deals that a business wants to track
  • By adding opportunities we are building our “pipeline,” which will contribute to business forecast
  • Opportunity can also link to campaigns to help measure the ROI of our marketing programs
  • Creation of project codes Creation of letter of engagement (LOE): LOE states the terms and conditions of the engagement, principally addressing the scope of the engagement and the terms of compensation for the firm
  • Preparation of SOW (Client Specific) that captures and defines the work activities, deliverables, and timeline a vendor must execute in performance of specified work for a client with the help of template
  • The SOW usually includes detailed requirements and pricing, with standard regulatory and governance terms and conditions Deal pricing system for Fixed Project codes: it is done to reduce the revenue in systems Preparation of Revenue at risk (RAR Report) report: Tracking of revenues which are at risk and regular follow up with Project manager and Financial Analyst to clear the same and move to the next level
  • Accounts Receivable Report: The Accounts Receivable Aging report lists all the customers who have unpaid (or partially paid) invoices and it organizes their balances according to how many days their invoices are past-due and regular follow up with the clients for missed ETA cases
  • Tracking remittance details in AP file whenever payment received and updating collection details to client on daily basis
  • Preparation of revenue to be recognized report (RTBR): Tracking of present fiscal year and future fiscal year revenue data Preparation of PBS (Project Budgeting System)- Alcon comparison report .Project Budgeting System (PBS) helps to keep a track of the Budgeted and the Actual Billing/Expenses of a Project
  • Generation of invoice- An invoice or bill is a commercial document issued by a seller to a buyer, indicating the products, quantities, and agreed prices for products or services the seller has provided the buyer Reconciliation of payments: Comparing the payment received from customers for the invoice raised and reconciling the payment with the corresponding invoice
  • To follow process guidelines as per prescribed SOP's and also being responsible for process documentation and updating them
  • Conducted Knowledge Sharing Sessions and mentored team-members for an observed increase in performance
  • Creating cross training plan in the team to ensure better back up planning and management client communication and servicing Responded efficiently and proactively to all client queries and issues
  • Flexible at work always and was able to manage team in the absence of my manager
  • Mapped client's requirements and coordinated implementing processes in line with the guidelines specified by the client, on Operations Floor
  • Identified improvement areas and implemented measures to maximize client satisfaction levels
  • Ensured continuous interaction with the client to make sure the area of concern can be worked upon for improved service levels.

Process Specialist Supervisor

Infosys BPM
09.2009 - 05.2013
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Coached team members to deliver hospitable, professional service while adhering to set service models.
  • Managed escalated calls with diplomacy, successfully deescalating situations while ensuring satisfactory resolutions for both parties involved.
  • Evaluated individual performance metrics to identify areas of improvement, providing targeted coaching to boost results.
  • Enhanced team productivity through regular coaching, feedback, and performance evaluations.
  • Maintained up-to-date knowledge of company products and services, effectively communicating changes to team for seamless customer support.
  • Coached employees through day-to-day work and complex problems.
  • Created, prepared, and delivered reports to various departments.
  • Demonstrated exceptional problem-solving abilities in navigating challenging customer scenarios and finding solutions that met their needs as well as aligned with company policies.
  • Actively supported service associates by quickly responding to questions via phone and email and finding appropriate solutions to customer issues.
  • Streamlined workflow processes for increased efficiency in handling customer inquiries and complaints.
  • Created customer support strategies to increase customer retention.
  • Assessed team performance through regular reporting, identifying opportunities for further skill development and training initiatives.
  • Reduced employee turnover by cultivating a supportive culture focused on professional growth opportunities and recognition of achievements.
  • Resolved issues through active listening and open-ended questioning, escalating major problems to manager.

Process Executive

Infosys BPM
09.2007 - 08.2009
    • Maintained strict adherence to quality standards by conducting regular audits, resulting in reduced error rates.
    • Answered telephone or online requests and completed interactions quickly to meet productivity goals.
    • Investigated basic issues and escalated more complicated concerns.
    • Collaborated with peers to measure ongoing process performance, enacting changes based on historical data.
    • Implemented continuous improvement initiatives that led to significant time savings and resource optimization.
    • Evaluated ongoing processes for possible enhancements and beneficial changes to best practices.
    • Managed cross-functional teams in order to achieve project goals within deadlines.
    • Established a culture of continuous improvement by fostering open communication, encouraging feedback, and implementing employee suggestions for process enhancements.
    • Improved process efficiency by analyzing, identifying bottlenecks, and implementing corrective actions.
    • Developed strong relationships with stakeholders by ensuring clear communication and timely delivery of results.
    • Led successful change management efforts that resulted from major organizational restructuring or process overhauls.

Education

S.S.L.C -

SMS Convent & High School Mysore., KARNATAKA SECONDARY EDUCATION EXAMINATION BOARD
Mysore
06.2001 - 06.2002

P.U.C -

Sri Cauvery Composite PU College, Mysore, DEPARTMENT OF PRE UNIVERSITY EDUCATION,KARNATAKA
Mysore
01.2002 - 06.2004

B.B.M -

JSS College For Women's, Mysore., MYSORE UNIVERSITY
Mysore
07.2004 - 06.2007

JMLP -

JMLP Batch-16, Welingkar Institute of Management Development And Research (WeSchool)
Mysore
11.2021 - 07.2023

Skills

  • Very much exposed to MS Excel, MS word and PowerPoint

  • Bank Reconciliation

  • Accounts receivable management

  • Have exhibited effective oral and written communication during internal and client communications

  • Ability to be the primary contact for new joiners for their daily operations performed Proactively reported operational risks at the start of the day to avoid last minute scramble Ability to train new joiners and ensure their tasks is audited at the end of the day

  • Documentation skills - drafted multiple Sop’s which have helped new joiners to scale up to speed on delivering reconciliations

  • Very much exposed to MS Excel, MS word and PowerPoint

Accomplishments

  • Won EXTRA MILLER ” award Twice in completing and exceeding SLA and driving various initiatives
  • Received “BOB” {Best of Breed} for 2009 consistency in productivity and quality scores
  • OPI Winner in 2010 for receiving the highest customer satisfaction score
  • RFT Winner {Right First Time} for solving the quires of the customer in one go.
  • Best Team coach award in 2010 for driving the team towards meeting the targets and meet the client expectation
  • Extra miler in 2019

Personal Information

  • Passport Number: H2149781
  • Date of Birth: 12/07/1985
  • Marital Status: Married

Additional Qualifications

DIPLOMA COURSE [3YRS], JSS College for women's, MYSORE UNIVERSITY

Disclaimer

I hereby certify that the information furnished above is true to the best of my knowledge and belief.

Timeline

JMLP -

JMLP Batch-16, Welingkar Institute of Management Development And Research (WeSchool)
11.2021 - 07.2023

Finance Team Leader

Infosys BPM Ltd
12.2018 - Current

Accountant

Infosys BPM Ltd
06.2013 - 01.2017

Process Specialist Supervisor

Infosys BPM
09.2009 - 05.2013

Process Executive

Infosys BPM
09.2007 - 08.2009

B.B.M -

JSS College For Women's, Mysore., MYSORE UNIVERSITY
07.2004 - 06.2007

P.U.C -

Sri Cauvery Composite PU College, Mysore, DEPARTMENT OF PRE UNIVERSITY EDUCATION,KARNATAKA
01.2002 - 06.2004

S.S.L.C -

SMS Convent & High School Mysore., KARNATAKA SECONDARY EDUCATION EXAMINATION BOARD
06.2001 - 06.2002

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Sowmya Shree PTLead accountant -Team leader at Planning & assurance