Sudheer Rao Lakunde

Roles and Responsibilities:

• As on offshore Finance Consultant Exposure in the areas of Billing, Revenue Recognition, AR Ageing Reports, Provision for Bad Debts, write off, AR payments clearing in SAP on daily basis.
• Responsible for approving the budgets and contracts in sales force tool, by thoroughly verifying the contract between IQVIA and the third party.
• Responsible for approving the Billing Notification Forms (BNF) and making necessary changes in SAP as per the BNF documents.
• Billing the customers on monthly and quarterly basis for the services provided.
• Responsible for collecting the payments by regular follow up with the customers for the billed invoices.
• Pulling the AR ageing report in SAP to check the open line items and sharing the report with business counterparts.
• Responsible for approving employee expenses submitted by employees for reimbursement in concur Tool.
• Responsible for following up with AP Team to check if any invoices are not posted.
• Involved in pulling open items for AP invoices and performing quality check on invoice posted.
• Sending email to payments team intimating to include the verified invoices in the payments batch.

Achievement:

• Awarded “Bronze IQVIA Impact program”, (best performer award) for the month of August’22. (IQVIA)
• Awarded “Silver” ( Best employee of Year 2023) And Areas which can be automated of Dec’23.

Roles and Responsibilities:

• Manage and Maintain tasks to minimize forex exposure.
• Recorded and reconciled all accounts receivables/payables, payroll, bookkeeping and multiple bank accounts in QuickBooks.
• Multiple process of invoices including PO, summary including verification and audit of approvals and supporting documentation.
• Processing invoices of payment through bank accounts and prepare daily, weekly and monthly dashboards.
• Matching PO's supporting documents according to department guidelines.
• Maintain vendor's and buyer's discrepancies for payment
• Ensure the preparation and maintenance of all financial records.
• Synthesizing and analyzing financial data (like budgets and income statement forecasts) with consideration for the company’s goals
• Created business intelligence and product portfolio analysis from monthly P&L reports
• Managed multiple client cases daily and handled all critical requests. Utilized a high attention to detail to analyze, calculate and minimize tax exposure for clients in Excel spreadsheets.
• Supervised office personnel including recruiting, hiring, counseling, & terminating and implementing company policies & procedures in addition to motivating team to achieve practice goals
• Keeping a great relationship with all the vendors that [Crayonte sdn bhd.] Aviation Services has business with.
• Liaise with Auditor/Tax and company sec on company statutory filing matters.
• Liaise with external parties - suppliers/Subcon/customers/Tenant etc.
• Oversee the preparation and roll-out of daily, weekly, and monthly reports and MIS.

Roles and Responsibilities:

• Taking care of all functional & procedural requirements of various functions under these operations.
• Reviewing and authenticating Invoices/Delivery notes/Bill of lading/Air waybills/Customs documents.
• Invoice processing & determining payment schedules with customers.
• Handling Supply Chain Finance activities of daily rate input, processing manual discounts & preparing EOD reports.
• Discrepancies analysis.
• Reconciliation of day to day works with onshore through management information system.
• Checking documents for UAE and other GCC regions and preparing discrepancy memo with the document.
• To ensure all trade transactions are accurately processed in accordance with customer’s instructions within the agreed SLA and in compliance with statutory, regulatory and internal operational instructions within the team on Global Trade Platform.
• Open Accounts settlements transactions on a day to day basis
• Regularly monitor the queues, mails to ensure the transactions have been completed for the day & mails.
• Analyses the Loan documents as per the guidelines and Bank policy.
• Re-Scheduling & Deferment of EMI based on Client requirement, Financing to small & middle scale companies.
• Tracking the funds till deal gets settled.
• Verifying customer documents which are required to process the transactions.
• Conducting Team Huddle every day based on process updated and Errors.
• Provide Effective training to new joiners.
• Issuing Manager Cheques, Clearance Letter, Final Offer Letter and Payment Schedule to the Customers.
• Handling all queries of the business lines through email & calls.

• Receive requests from internal and external clients for processing financial transactions
• Responsible for receiving and distributing incoming mails
• Verify documentation on file to ensure accuracy (e.g. fax agreement, signatures, and sign verification, sign date must be before 180 days special handling instructions, available funds)
• · Converting of securities from our client’s brokerage account to Individual account and joint tenant and trust accounts
• · Closing of individual accounts and joint tenant account and Trust account as per client request
• · Closing of Existing Accounts with full settlement if customer doesn’t want to continue with brokerage firm and collecting feedback from customer for finding Reasons to close Account.
• Worked on ACE, Client Central, applications in adjudication process.
• Handling queries of the agents and providing answers for solving Problems.
• Preparing and sending Daily MIS reports at the end of shift to management & clients as well.
• On boarding the users to the client platform

Achievement:

• I have been selected for judgment team. (Mphasis)
• Awarded “The Summit Individual Award”, (best performer award) for the month of January. 2016.(Mphasis)
• Star Performer Award for the month of August 2016 (Mphasis)
• Got certified for Center of excellence award in (Mphasis)