Sumit N Maheshwari
New Delhi
Summary
MBA in Finance with over 13 years of experience in finance roles across various companies. Expertise in vendor reconciliation and invoice processing, leading to improved accuracy and efficiency. Strong ability to manage client relationships and drive operational improvements in Financial Services, Banking, IT, and KPO sectors.
Overview
2026
2026
years of professional experience
Work History
Management Trainee
Genpact India
Noida
2020 - Current
- Managed a team of 15 users performing vendor reconciliation and postings for North America and Canada.
- Published daily productivity reports and process health metrics for internal review.
- Led invoice and payment processing activities, including checks and EFT/ACH transactions.
- Processed vendor PO-based and non-PO-based invoices within established timelines.
- Resolved client discrepancies and queries through email and phone communication.
- Conducted monthly reconciliations for critical import and export vendors.
- Assisted in developing onboarding training programs for new employees.
- Collaborated with various departments to enhance operational efficiency.
Senior Associate, RBC Banking
Capgemini Pvt Ltd
Noida
2012 - 2020
- Prepared profile letters detailing RBC client assets and liabilities for CRA taxation purposes.
Monitored account transactions for unemployment benefit recipients and tax-defaulting companies.
Reported unusual banking activities to onshore team for further investigation.
Conducted regular quality checks as a tenured resource, ensuring data accuracy.
Utilized software tools: Sales platform, TPD, CART, DDA, and ON DEMAND.
Associate
Fidelity Investment Ltd.
Gurgaon
2009 - 2012
- Handled vendor PO invoice processing along with non-invoice management tasks.
- Performed vendor reconciliation and implemented quality controls for accurate balance updates.
- Ensured timely payments to maintain positive vendor relationships.
- Facilitated client relationship management, swiftly resolving escalations as needed.
- Met operational efficiency goals while achieving set performance targets.
Education
MBA - Banking And Finance
IBMR, Pune University
Pune01-2007
B.Com ( Pass) - Commerce
Deshbandhu College
New Delhi01-2004
10th And 12th - Commerce
South Delhi Public School
01-2001
Skills
- Ability to handle multiple tasks simultaneously
- Experience in handling financial documents
- Vendor reconciliation
- Invoice processing
- Client relationship management
- Employee engagement
- Problem solving
- Working on SAP ERP HANA, Oracle,
Accomplishments
• Recently received DIP from the Client of Rs 2 lac for the Best Employed in Genpact.
• Won Silver Award as a Client appreciation in Accounts Payable in Genpact.
•6 Times won Bronze Award for excellent work in Accounts Payable in Genpact.
• Won Rising Star in the year 2008 for excellent work in Fidelity Investment
• Won Silver Award as a Client appreciation in Accounts Payable in Genpact.
•6 Times won Bronze Award for excellent work in Accounts Payable in Genpact.
• Won Rising Star in the year 2008 for excellent work in Fidelity Investment
Personal Profile
· Father’s Name : N .K Maheshwari
· Date of Birth : 22 Jan, 1986
· Nationality : INDIAN
· Languages known : ENGLISH, HINDI,
· Marital Status : Married
Timeline
Management Trainee
Genpact India
2020 - Current
Senior Associate, RBC Banking
Capgemini Pvt Ltd
2012 - 2020
Associate
Fidelity Investment Ltd.
2009 - 2012
MBA - Banking And Finance
IBMR, Pune University
B.Com ( Pass) - Commerce
Deshbandhu College
10th And 12th - Commerce
South Delhi Public School