Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Work Availability
Languages
Timeline
Hi, I’m

Sujit Athwani

Financial Operations Analyst (Financial Planning & Analysis)
Mumbai,Maharashtra
Sujit Athwani

Summary

Experienced and reliable Financial Operations Analyst specializing in Financial Planning and Analysis. Demonstrated ability to effectively manage multiple priorities while maintaining a positive attitude. Proven track record of taking on additional responsibilities to ensure team goals are met. With over 12 years of experience in the IT industry, brings a wealth of knowledge and expertise to drive financial success for organizations.

Overview

12
years of professional experience
1
Certification

Work History

Teradata

Financial Operations Analyst
7 2023 - Current

Job overview

  • Review of Billable projects & activate orders in ERP system for the resources against the project & allocate revenue in project via workday application.
  • Review & activate project in Financial Force & link all the resources, expenses, Misc adjustment to the ERP order booked for the resources to book time against the project.
  • Updating the documents & submitting Quote in WOT (Web Ordering Tool) system & getting the ERP booked upon receiving signed supporting documents, performing Final Validation of project & setting the project to In-Progress Stage.
  • Managing the team & teamwork & providing timely updates & reports to Management.
  • Analyzing & maintaining the revenue report on weekly basis to make sure revenue is getting recognized & summarized on timely basis on active projects.
  • Review of Financial Budget Change Request such as (BCR Uplift BCR backlog reduction) which occur during the tenure of active project & taking appropriate decisions
  • Review of the project which have reached at completed stage & cross checking if all pending invoices have been collected & move the project to closed stage.
  • Provided training and guidance to junior analysts, enhancing their understanding of complex financial concepts and tools used in daily operations.
  • Coordinate with various stakeholders in organization on day to day basis.
  • Managing Central EMEA region which has an active project count of around 150-175
  • Served as a subject matter expert on company software systems, assisting colleagues with troubleshooting issues as they arose.
  • Assisted in the preparation of quarterly reports, ensuring timely delivery and accurate information.
  • Promoted a culture of continuous improvement within the financial operations team, actively seeking out ways to optimize processes and enhance overall productivity.
  • Enhanced financial reporting accuracy by streamlining data collection and analysis processes.

Teradata

Finance Operations Coordinator
10.2020 - 06.2023

Job overview

  • Reviewing the Opportunity & creating Billable Project shell setup as per the information provided in the Opportunity with supporting documents such as P&L statement, SOW (Statement of work)
  • Having sound knowledge of reviewing supporting documents
  • Monitoring Ongoing active Billable projects to review smooth function of projects such as (reviewing Billing event request, Internal Budget Change Request, Project end date Extension request)
  • Providing guidance & coordinating with Project Managers & Engagement Managers on weekly, bi-weekly & monthly basis to get Milestones/Timecard billed on timely basis to avoid delinquency in the projects
  • Sharing knowledge transfer with new resources & mentoring them with the process & workflow know how unless colleagues are confident to work independently
  • Updated SOPs (Standard Operating Procedures) on timely basis to avoid gap in the process
  • Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting such as Project Hygiene, WIP Report, Revenue Recognition, etc.
  • Monitoring the Project hygiene & WIP report on weekly basis to avoid any delinquency in the projects Milestones/Timecard approvals & get them Billed
  • Proved successful working within tight deadlines and fast-paced atmosphere.
  • Taking calibration calls with Project Managers to bridge gap in the process on monthly basis
  • Accomplished additional responsibilities such as assigning tasks/reports to team members.
  • Identified issues, analyzed information and provided solutions
  • Validating the projects, where the project life cycle is under completed stage & post validation moving the project to Analyst to perform closing activity.
  • Got an opportunity to be trained on Finance Operations Analyst tasks & responsibilities.
  • Designated as Subject Matter Expert {SME}
  • Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
  • Having diversified knowledge of working for projects across various regions.

Teradata

Finance Operations Consultant
02.2020 - 10.2020

Job overview

  • Reviewing Opportunities which are eligible for project creation & working on Billable project creation
  • Worked on Internal projects such as Non-Billable Projects, COQ project, Presales projects
  • Reviewed incidents such as (timecard missed greater than 30 days, assignment of the resources in the project, replacing the resource with a new resource in the system)
  • Monitored Service Hub (SNOW tickets) on daily basis & assigned the tickets to team members as per their respective region
  • Assessing & submitting various reports to Manager on weekly & monthly basis.

Tata Consultancy Services (Thomson Reuters)

PMO Analyst
09.2017 - 02.2020

Job overview

  • Providing guidance and working with project and programme managers with outcome-based performance reporting for programme boards
  • Coordinated with several teams and provided update on projects in weekly meetings to cut down project risks
  • Analyzing on several tools to ensure the smooth functioning of the project
  • Dealing with the project management and project funding is majorly to the business side
  • Taking necessary decisions while analyzing the project workflow
  • Coordinating with onshore Project Managers to seek approval for invoicing of the on-going projects
  • Identify and alert any service/process gaps that needs to be updated/changed
  • Assigning bill rates to associates and also allocating the associates in the projects & taking care of billing and invoicing of the on-going projects
  • Made automated tool to update the login/logout tracker automatically & also to update the name of the Project Managers in Master Demand Tracker
  • Highlighting the revenue report to the project Managers informing about the pending invoices to be billed in the client's system
  • Working on the Unbilled Milestone Report & reducing the unbilled amounts on monthly basis
  • Keeping a track on the latest Training highlights, updates and process changes and informing the team members with the help of system
  • Following up with the backend team to activate the Work Order Number which have been created, so as to allocate the associates with the correct Bill rates accurately

Tata Consultancy Services (Credit Card Operations Citibank)

Quality Analyst
06.2016 - 08.2017

Job overview

  • Being the Subject Matter Expert for the process, assisting new associates & auditing team understand the process
  • Taking necessary decisions while analyzing the credit card applications, credit line increase/decrease
  • Assessing earning and spending capacity of Credit Card applicants, including asset and liabilities
  • Taking calibration calls to bridge gap in the process
  • Mentoring new hires in team and screening them through the workflow
  • Checking credit worthiness and financial conditions of Credit Card applicants and performing underwriting analysis
  • Identify and alert any service/process gaps that needs to be updated/changed
  • Doing quality checks on credit card applications/account
  • Preparing Daily activity reports & MIS.

Tata Consultancy Services

Dismissal/Discharge/Relief Auditor CitiMortgage
09.2015 - 05.2016

Job overview

  • Strategizing effective management of accounts of CitiMortgage on which bankruptcy has been filed
  • Handling mortgage for Chapter 11 and Chapter 13 Bankruptcy
  • Keeping track on latest Training highlights, updates and process changes and informing team members with the help of system
  • Started handling the audit procedure for chapter 13 discharge, dismissal & relief, performing entire audit on the account including all transactions from bankruptcy filing till discharge date,
  • Accessing on-going bankruptcy mortgage loans to check credit worthiness of the borrower
  • Assisting Unit Managers with preparing daily weekly & monthly reports.

Tata Consultancy Services

Mortgage Bankruptcy Specialist CitiMortgage
06.2012 - 08.2015

Job overview

  • To minimize losses by taking necessary steps to cure delinquencies, mitigate losses through various workout alternatives, employ preventive measures against litigation and complete bankruptcy process within required timeframes
  • Updating and maintaining checklists, policy and procedures, various department database
  • Ability to review matters and make appropriate business decisions
  • Participation in efforts to improve accuracy, operating efficiency, and expense reduction within Bankruptcy Department
  • Bankruptcy Portfolio involves monitoring and research on delinquent accounts, follow-up with Attorneys/Trustees and takes necessary action steps to move accounts out of Bankruptcy code
  • Adhering Quality and Productivity SLA (Service Level Agreement)
  • Liaising with CitiMortgage Attorneys and Trustees for settlement of different kinds of Mortgage.

Education

Institute of Technology & Management
Mumbai

MBA from Finance
12.2015

Skills

  • Operations monitoring
  • Technical Proficiency
  • Time Management
  • Task Prioritization
  • Adaptability and Flexibility
  • Prioritization & Multi Tasking Abilities
  • Interpersonal Skills & Effective Communication

Accomplishments

    Announced as Champ of the year in Shout out in Year (October 2021) - Teradata

    Awarded as Champ of the Month (January 2019; September 2018; April 2018) - TCS

    Awarded as Champ of the Month for Highest Productivity (December 2017) - TCS

Certification

  • Scrum: The Basics, Teradata

  • Six Sigma: Green Belt, Teradata

  • Project Management Foundations, Teradata

  • Power BI Desktop, Teradata

  • Project Management Tips, Teradata

Availability
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Languages

English
Advanced (C1)

Timeline

Finance Operations Coordinator

Teradata
10.2020 - 06.2023

Finance Operations Consultant

Teradata
02.2020 - 10.2020

PMO Analyst

Tata Consultancy Services (Thomson Reuters)
09.2017 - 02.2020

Quality Analyst

Tata Consultancy Services (Credit Card Operations Citibank)
06.2016 - 08.2017

Dismissal/Discharge/Relief Auditor CitiMortgage

Tata Consultancy Services
09.2015 - 05.2016

Mortgage Bankruptcy Specialist CitiMortgage

Tata Consultancy Services
06.2012 - 08.2015

Financial Operations Analyst

Teradata
7 2023 - Current

Institute of Technology & Management

MBA from Finance

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Sujit AthwaniFinancial Operations Analyst (Financial Planning & Analysis)