Summary
Overview
Work History
Education
Skills
Roles And Responsibilities
Technical Skills
Achievements Awards
Trainings Attended
Birthplace
Personal Information
Permanent Address
Contact No
Disclaimer
Accomplishments
Interests
Timeline
Generic
SUMIT DAS

SUMIT DAS

Assistant Manager - Finance

Summary

To work for a progressive service-based organization, where I can utilize my education, training, organizational and communication skills to provide mutual benefit to the company and myself. Proactive manager with demonstrated leadership abilities, strategic planning expertise and problem-solving acumen. Assists senior managers with accomplishing demanding targets by encouraging staff and coordinating resources. Methodical and well-organized in optimizing coverage to meet operational demands.

Overview

11
11
years of professional experience
3
3
Languages

Work History

Assistant Manager

Deloitte Support Services India Pvt. LTD
- Current
  • Managing a team of 10 professionals supporting collections and billing activities for UK region
  • Oversaw hiring and training of new professionals
  • Coordinated with various departments and stakeholders for dispute resolution
  • Quality improvement measures adopted to reduce team errors and increased efficiency.

Senior Analyst

Deloitte Support Services India Pvt. LTD
10.2020 - 05.2023
  • Responsible for processing billing and CES (Client Engagement Support) related requests for Deloitte Memberfirm maintaining TAT and accuracy percentage
  • Raising invoices/ credit notes in SAP & SWIFT per the details received in Service Now tool
  • CES requests relates to processing Live to Date adjustments in client WBS codes, changing discount rates, closing/re-instating WBS codes etc
  • Handling generic mailboxes and providing resolution to complex disputes/queries related to billing via email or call
  • Handling invoice uploads via various third-party portals such as Ariba, Coupa, Taulia, Thomson Reuters and client portals such as MS portal (Microsoft)
  • Auditing billing and CES requests for team members on a daily basis ensuring accuracy is achieved as expected
  • Raising IT tickets for process related issues ensuring resolution is sought to close the requests within agreed TAT.

Financial Accounting Advisory Analyst

ACCENTURE SOLUTIONS PVT LTD
- 09.2020
  • Accounts Receivable (OTC Collections, Cash Apps, Reporting)
  • System Transformation – Feb'18 – July'18
  • Maintenance of Portfolio (Portfolio consists of Ledgers/Accounts for which dunning responsibility is given)
  • Handling dunning of entire UK&I region (B2B) – Preparing Statement of Accounts, pulling overdue invoices and sending to clients via email
  • 4 dunning to be done every month on each account assigned meeting SLA of 100% accuracy and 81% of total debt collection
  • Sending Pre-dunning emails (Reminder about future dated invoices) – One email compulsorily to be sent
  • Working on customer query and providing resolution via email
  • Maintenance of Customer Query Tracker and following up twice a week to resolve the complex disputes
  • Attending debt review call every month (Client conference call)
  • Attending operations call every week (Client conference call)
  • Solving unallocated items
  • Credit card reconciliation activity every week
  • Raising Ad hoc invoices and credit notes as and when requests received
  • Maintenance of process related trackers e.g., Invoice tracker, Productivity tracker, Dunning tracker etc
  • Working on “Operational Excellence” – Preparing docs related to high and detailed level process maps in order to identify possible automation and reducing extra steps in performing an activity
  • Month end reports/ SLA preparation
  • Regular review of existing DTP's and training new joiners
  • Assisting peers during shortage of staff within the team
  • Creating back up of existing activities handled by myself and being back up to others' activities
  • Handling responsibility of Transport SPOC within the team
  • New KT acquired from the client and helped in transition of a new process within OTC.

General Accounting Ops Associate

ACCENTURE SOLUTIONS PVT LTD
07.2015 - 09.2020
  • Maintenance of Portfolio (Portfolio consists of Ledgers/Accounts for which dunning responsibility is given)
  • Handling dunning of entire UK&I region (B2B) – Preparing Statement of Accounts, pulling overdue invoices and sending to clients via email
  • 4 dunning to be done every month on each account assigned meeting SLA of 100% accuracy and 81% of total debt collection
  • Sending Pre-dunning emails (Reminder about future dated invoices) – One email compulsorily to be sent
  • Working on customer query and providing resolution via email
  • Maintenance of Customer Query Tracker and following up twice a week to resolve the complex disputes
  • Attending debt review call every month (Client conference call)
  • Attending operations call every week (Client conference call)
  • Solving unallocated items
  • Credit card reconciliation activity every week
  • Raising Ad hoc invoices and credit notes as and when requests received
  • Maintenance of process related trackers e.g., Invoice tracker, Productivity tracker, Dunning tracker etc
  • Working on “Operational Excellence” – Preparing docs related to high and detailed level process maps in order to identify possible automation and reducing extra steps in performing an activity
  • Month end reports/ SLA preparation
  • Regular review of existing DTP's and training new joiners
  • Assisting peers during shortage of staff within the team
  • Creating back up of existing activities handled by myself and being back up to others' activities
  • Handling responsibility of Transport SPOC within the team
  • New KT acquired from the client and helped in transition of a new process within OTC.

Process Associate

GENPACT INDIA PVT LTD
06.2013 - 06.2015
  • Accounts Receivable (OTC Collections)
  • Payroll
  • Collections (B2C) - Outbound calls, emails, fax and mail to collect on overdue accounts and meeting weekly target of 93%
  • Solving Disputes & Queries – Inbound calls to assist clients with their queries and solving disputes over the phone
  • Charging Credit Cards - Charging credit cards on a daily basis maintaining 100% accuracy
  • I&L Spoc – Handled the responsibility of Information & Logistics Spoc in the process
  • Processing New Orders – Processing new orders of the customers daily maintaining 100% accuracy
  • Refunds- Processing refund requests of customers (Check & Credit Card)
  • Write-off & Account Reconciliation – Processing Write off of bad debts and reconciliation of accounts
  • Managing Process Trackers – Maintaining various process related trackers updated e.g.; Refunds tracker, QC (order) tracker & weekly dashboard on a regular basis
  • Payroll
  • Salary Processing – Processing of salary of 350 employees on a weekly basis and 50 employees on semi monthly basis
  • HR Updates – Processing of various HR updates on a regular basis, e.g.; New Hire, Termination, Wage increase, Position Change etc
  • In ORACLE
  • Managing Process Trackers – Keeping Process trackers updated with every HR update processed on a daily basis
  • Inquiries – Solving inquiries of employees via email and over the phone.

Education

Bachelor of Commerce -

Vidyasagar Evening College
Kolkata, West Bengal

Higher Secondary - undefined

Tantia High School
Kolkata, West Bengal

Secondary Examination - undefined

New National High School
Kolkata, West Bengal

Skills

Team management

Roles And Responsibilities

Responsible for processing billing and CES (Client Engagement Support) related requests for Deloitte Memberfirm maintaining TAT and accuracy percentage, Raising invoices/ credit notes in SAP & SWIFT per the details received in Service Now tool, CES requests relates to processing Live to Date adjustments in client WBS codes, changing discount rates, closing/re-instating WBS codes etc., Handling generic mailboxes and providing resolution to complex disputes/queries related to billing via email or call, Handling invoice uploads via various third-party portals such as Ariba, Coupa, Taulia, Thomson Reuters and client portals such as MS portal (Microsoft), Auditing billing and CES requests for team members on a daily basis ensuring accuracy is achieved as expected, Raising IT tickets for process related issues ensuring resolution is sought to close the requests within agreed TAT, Managing a team of 10 professionals supporting collections and billing activities for UK region, Oversaw hiring and training of new professionals, Coordinated with various departments and stakeholders for dispute resolution, Quality improvement measures adopted to reduce team errors and increased efficiency, Maintenance of Portfolio (Portfolio consists of Ledgers/Accounts for which dunning responsibility is given), Handling dunning of entire UK&I region (B2B) – Preparing Statement of Accounts, pulling overdue invoices and sending to clients via email. 4 dunning to be done every month on each account assigned meeting SLA of 100% accuracy and 81% of total debt collection, Sending Pre-dunning emails (Reminder about future dated invoices) – One email compulsorily to be sent, Working on customer query and providing resolution via email, Maintenance of Customer Query Tracker and following up twice a week to resolve the complex disputes, Attending debt review call every month (Client conference call), Attending operations call every week (Client conference call), Solving unallocated items, Credit card reconciliation activity every week, Raising Ad hoc invoices and credit notes as and when requests received, Maintenance of process related trackers e.g., Invoice tracker, Productivity tracker, Dunning tracker etc., Working on “Operational Excellence” – Preparing docs related to high and detailed level process maps in order to identify possible automation and reducing extra steps in performing an activity, Month end reports/ SLA preparation, Regular review of existing DTP's and training new joiners, Assisting peers during shortage of staff within the team, Creating back up of existing activities handled by myself and being back up to others' activities, Handling responsibility of Transport SPOC within the team, New KT acquired from the client and helped in transition of a new process within OTC, Maintenance of Portfolio (Portfolio consists of Ledgers/Accounts for which dunning responsibility is given), Handling dunning of entire UK&I region (B2B) – Preparing Statement of Accounts, pulling overdue invoices and sending to clients via email. 4 dunning to be done every month on each account assigned meeting SLA of 100% accuracy and 81% of total debt collection, Sending Pre-dunning emails (Reminder about future dated invoices) – One email compulsorily to be sent, Working on customer query and providing resolution via email, Maintenance of Customer Query Tracker and following up twice a week to resolve the complex disputes, Attending debt review call every month (Client conference call), Attending operations call every week (Client conference call), Solving unallocated items, Credit card reconciliation activity every week, Raising Ad hoc invoices and credit notes as and when requests received, Maintenance of process related trackers e.g., Invoice tracker, Productivity tracker, Dunning tracker etc., Working on “Operational Excellence” – Preparing docs related to high and detailed level process maps in order to identify possible automation and reducing extra steps in performing an activity, Month end reports/ SLA preparation, Regular review of existing DTP's and training new joiners, Assisting peers during shortage of staff within the team, Creating back up of existing activities handled by myself and being back up to others' activities, Handling responsibility of Transport SPOC within the team, New KT acquired from the client and helped in transition of a new process within OTC, Retained by Accenture to be a part of system transformation of a fortune 500 client where they decided to decommission legacy systems and move to SAP (S4 HANA), Actively participated in the workshops and trainings held in London head office of the client, Actively participated in the designing phase of the OTC processes to advise and suggest areas of improvement, Actively participated in TTT (Train the Trainer) Programme held at the head office, I was also part of the UAT (User Acceptance Testing) for OTC process, Helped team in terms of smooth transition from legacy to SAP, Salary Processing – Processing of salary of 350 employees on a weekly basis and 50 employees on semi monthly basis., HR Updates – Processing of various HR updates on a regular basis, e.g.; New Hire, Termination, Wage increase, Position Change etc. in ORACLE., Managing Process Trackers – Keeping Process trackers updated with every HR update processed on a daily basis, Inquiries – Solving inquiries of employees via email and over the phone

Technical Skills

PeopleSoft, COPS & ORACLE 11i, OLAS, E-Siba, Simba, SAP S4 HANA, SERVICE NOW, SWIFT, MS-Office, Office 365

Achievements Awards

  • 2014 - BRONZE Award – For exemplary performance
  • 2015 - Hi Flyer Award for contribution towards the month of October 2015
  • 2016 - Hi Flyer Award for contribution towards the month of March 2016
  • 2016 - Recognized by client for outstanding performance and contribution for the month of Aug'16
  • 2017 - Promoted to next level (Analyst) as distinct achiever in December 2017
  • 2018 - Successful transition of new processes in April and May 2018
  • 2019 - Recognized by client and Accenture for contribution in system transformation
  • 2021 - Applause award for the month of October 2021
  • 2022 - Applause award for the month of March 2022
  • 2023 - Promoted to Assistant Manager in June 2023
  • 2023 - Spot award for the month of October 2023
  • 2024 - Spot award for the month of May 2024

Trainings Attended

  • 2014 - Lean Training
  • 2014 - Lean Test
  • 2014 - Difficult Interactions
  • 2014 - Customer Focus
  • 2014 - Writing Skills
  • 2014 - Negotiating
  • 2015 - Customer wow experience
  • 2016 - Assertive communication
  • 2016 - Time and stress management
  • 2017 - Hacker land (Identification and prevention of possible scam)
  • 2018 - SAP S4 HANA FSCM for AR
  • 2021 - Analyze data for insights
  • 2021 - Building Story with Data Analytics
  • Various firm sponsored trainings related to team building, coaching, leadership development

Birthplace

Kolkata, West Bengal, India

Personal Information

  • Father's Name: Late Suresh Kumar Das
  • Date of Birth: 02/04/1991
  • Nationality: Indian
  • Marital Status: Married
  • Religion: Hinduism

Permanent Address

94/H/16, N. M Road, Kolkata- 700054

Contact No

9007749242 / 8608747388

Disclaimer

I hereby declare that information furnished above is complete & true to the best my knowledge.

Accomplishments

  • Achieved improved quality through effectively tracking process requests on a regularly basis in SNOW (Service Now)
  • Resolved clearing aged requests by coordinating with team members and business
  • Supervised team of 10 staff members
  • Documented and resolved team collaboration issues which led to great team engagement and bonding

Interests

Sports

Books

Travel

Timeline

Senior Analyst

Deloitte Support Services India Pvt. LTD
10.2020 - 05.2023

General Accounting Ops Associate

ACCENTURE SOLUTIONS PVT LTD
07.2015 - 09.2020

Process Associate

GENPACT INDIA PVT LTD
06.2013 - 06.2015

Assistant Manager

Deloitte Support Services India Pvt. LTD
- Current

Financial Accounting Advisory Analyst

ACCENTURE SOLUTIONS PVT LTD
- 09.2020

Bachelor of Commerce -

Vidyasagar Evening College

Higher Secondary - undefined

Tantia High School

Secondary Examination - undefined

New National High School

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SUMIT DASAssistant Manager - Finance