Sumit Dave
Bangalore
Summary
An enthusiastic Finance and Accounting professional, aspiring to establish a career in a growth oriented organization by utilizing acquired skills and knowledge in achieving organizational goals, while
attaining personal and professional growth. progressive experience of over 5+ years in a consulting firm with a specialized core. domain expertise in Project Life Cycle Management, Project Set up and
Maintenance, Financial Reporting andBudgeting, Reconciliation, AR and AP transactions.
Overview
7
7
years of professional experience
Work History
Senior Analyst
Oracle India PVT.LTD
03.2023 - Current
- Budget Preparation: Preparing annual budgets, including revenues, expenses, and headcount, to
support effective financial planning and resource allocation. - Budget Analysis and Presentation: Performing and presenting actual vs. budget analysis for the
Division’s revenue and expenses, facilitating informed decision-making and strategic planning - Utilization of Project Pricing Tools: Utilizing project pricing tools to support accurate pricing and
costing of projects, ensuring profitability and cost-effectiveness - Client-Facing Role: Engaging in an end-to-end client-facing role, handling entire divisional projects, and
ensuring client satisfaction and project success. - Conducted ageing analysis and diligently followed up on past due Invoices
- expertly handles the Bank reconciliation
- oversaw month-end and year end financial close Processes
- Managed the preparation of the Invoice master file for the department
Account Analyst
Artech Infosystem PVT LTD. (Oracle India Private)
05.2022 - 03.2023
- Customer agreement team is responsible in creation and maintenance for customer agreement
- Calculation, reporting and filling the Document as per standard version with help of the DM help in FEC&GSI analysis of available report, handling mail box and addressing the clients query related to issues and maintaining SLA
- Maintains a clean and clear customer agreement in the FEC and P&E Tool.
- Worked on tools of Tally 9, Tally ERP9, SAP CRM, Service Now
- Part of Robotic Process Automation Team (RPA).
Assistant Accountant
Infosys BPM
05.2019 - 05.2022
- Analysis of the details pertaining to close an engagement on SAP
- Responsible for engagement Releases status to Completed status
- Provide advised to MBA and Requestor for the pertaining cause of not completed the project
- Total contract value exceeds the threshold 50k USD, asking to provide opportunity ID and
- connecting them Via Microsoft Team/Mail and resolved their issue with the 40% more satisfactory rate than colleagues
- Handle 550+ accounts i.e
- AMERICAN EXPRESS, NOVARTIS, SPA, DS ACCOUNT
- Being point of contact for MBA(Mercury Business advisory), Internal issue related to
- process and as well Point of contact for US, EYC, BBC & Canada closing process
- Addressing adhoc request and handling queries
- Created 3+ financial reports per week with the help of POWER BI and support all areas of
- responsibility within a 5-person finance team
- Sound knowledge of backend operations and other general administration activities of the organization
- Initiate billings and collections based on project agreement and following up regarding the same with internal clients
- Monitoring and validating the inventory - billable and non-billable; factoring adjustments for foreseen unbillable risks, advising on-shore counterparts on potential risks and inventory status
- Processing Invoices and Attachments out of Billing Analyzer Managing the monitoring of work assigned to the team and recommending process changes to increase efficiency
- Core Business Services: Part of Global Engagement Management
Account Process Executive (For Tally Solutions)
Greet Technologies
09.2017 - 05.2019
- Maintaining Books of Accounts for Day to Day Business Transactions on Tally ERP9 Software
which effect on Trial Balance, P & L Account, Balance sheet, Receipt & Payments and Payroll
Recorded, transcribed, and distributed minutes of meeting - Calculation, reporting and filling part (e filling) of TDS, VAT and GST.
Education
Generative AI, Ms Excel With Vlookup, Xlookup, -
Linkdein Learning
BangaloreCMA - Financial Planning And Services
MILES Education
Bangalore03.2023
Accounting Fundamental Programmer -
Infosys
Bangalore01.2020
B.COM -
Jay Narayan Vyas Univercity
Jodhpur05.2016
Skills
- Budgeting & Research
- Data Analysis & Visualization
- Reporting and Documentation
- Client Relationship Management
- Budgeting
- Variance Analysis
- Business Operations
- Account Management
- Account Receivable
Accomplishments
- Extra Miller Awards - 4 times in a span of 3 years.
- Received Spot award 2 times. (100% Quality & 251% production)
- Received I-Star award for being an extraordinary performer in the financial year and Special incentive for being a valued performer.
- Provided 2 Successful Turbo Ideas which helped process and reduce productive time more
than 80 Hours in a year. - Received multiple Appreciation from US clients for having good quality, reliable, flexible
- work and being innovative within the work environment.
- Awarded best Employee of the FY 2023-24 in ORACLE
Timeline
Senior Analyst
Oracle India PVT.LTD
03.2023 - Current
Account Analyst
Artech Infosystem PVT LTD. (Oracle India Private)
05.2022 - 03.2023
Assistant Accountant
Infosys BPM
05.2019 - 05.2022
Account Process Executive (For Tally Solutions)
Greet Technologies
09.2017 - 05.2019
Generative AI, Ms Excel With Vlookup, Xlookup, -
Linkdein Learning
CMA - Financial Planning And Services
MILES Education
Accounting Fundamental Programmer -
Infosys
B.COM -
Jay Narayan Vyas Univercity
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