Summary
Overview
Work History
Education
Skills
Accomplishments
Hobbies and Interests
Timeline
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Suman Samaiya

Pune

Summary

Results-driven finance professional with six years of experience, including four years in financial planning and analysis at Principal Global Services, and two years in accounts payable, accounts receivable, reconciliation, and payment processes at gallagher Shared services. Proven expertise in budgeting, forecasting, and actuals vs. Plan analysis. Skilled in partnering with cross-functional teams, preparing detailed profitability and expense reports, and providing actionable insights to senior stakeholders. Adept at managing large data sets, enhancing financial processes, and contributing to system transformation initiatives, including experience with Salesforce, and exposure to Workday. Recognized for strong analytical skills, process improvements, and commitment to delivering accurate, timely reporting in fast-paced, deadline-driven environments.

Overview

6
6
years of professional experience

Work History

Senior Process Specialist (FP&A)

PRINCIPAL GLOBAL SERVICES
Pune
08.2020 - 08.2024
  • Business Unit Management - Looking after actuals, forecasts, and budget processes of Principal Global Services.
  • Prepared and analyzed monthly, quarterly, and annual financial statements, including Actual vs Plan and provide detailed commentary for leadership and global stakeholders.
  • Looking after the monthly actuals, forecast, and yearly budgeting process for various client-sized businesses.
  • Cost Center Review - Prepare and track expenses hitting the business periodically to provide financial analysis to senior management, and other stakeholders, and flag issues/concerns.
  • Debtors Age Analysis - Looking after aged past dues, and creating an aged debtor report to provide insights to stakeholders for arranging the settlement of payments.
  • Collaborated in the preparation of dashboards and reports on profitability, revenue growth, and trend analytics for senior management.
  • Strategic Decision-Making - Contribute to strategic decision-making processes by providing data-driven insights and recommendations related to expense management and financial performance.
  • Created and maintained SOPs and process documentation to strengthen internal controls and the team knowledge base.
  • Engaged in process improvement initiatives and system transformation projects aimed at enhancing financial control, analysis, and efficiency.
  • Acted as a point of contact for resolving queries from clients and leadership, ensuring prompt and accurate responses.
  • Performed a number of ad hoc reports, such as mentoring reports, training reports, and SOP updates, directly to the Assistant Manager.
  • Handled a team of 13 members, responsible for handling their escalations, queries, and training related to new updates, and reviewed the productivity report and quality check.

Process Analyst (FP&A)

GALLAGHER SHARED SERVICES
Pune
06.2018 - 08.2020
  • Managed end-to-end accounts payable, accounts receivable, reconciliation, and payment processes, ensuring 100% accuracy and compliance with corporate policies.
  • Reconciled large-volume accounts and payments, identifying discrepancies, and working cross-functionally to resolve them promptly.
  • Aged creditors: handle aged data and make sure payments are received on time.
  • Supported audits and compliance reviews by providing reconciliations and documentation, ensuring smooth audit cycles, and regulatory compliance.
  • Collaborated with finance and cross-functional teams to streamline payment processes and enhance financial controls.
  • Client Payment Handling - Dealt with multiple payments, like ACH, BACS, CHAPS, FASTER, WIRE, and CHECK-DIRECT, and sent remittances.
  • Daily or weekly calls with the onshore team in order to resolve the queries or any doubt.

Education

MBA - Finance

University of Pune
05-2018

Skills

  • Microsoft Office - Excel
  • Microsoft Office - Word
  • Basics of Power BI
  • Financial analysis
  • Time management
  • Salesforce: Service Cloud, Sales Cloud, Reporting
  • Workday
  • Stakeholder / controller management
  • Hyperion Financial Reporting Tool/SMARTVIEW
  • Payments - ACH, wire, BACS, CHAPS, FASTER, check-direct
  • Reconciliation

Accomplishments

  • Numero Uno Award
  • Ace of Initiative
  • Gem of the month
  • Gallagher, Employee of the Month

Hobbies and Interests

  • Photography
  • Travelling

Timeline

Senior Process Specialist (FP&A)

PRINCIPAL GLOBAL SERVICES
08.2020 - 08.2024

Process Analyst (FP&A)

GALLAGHER SHARED SERVICES
06.2018 - 08.2020

MBA - Finance

University of Pune

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Suman Samaiya