Surbhi Patil
Pune
Summary
- Total 9 years of industrial experience, of which 5 years of experience in O2C Management, Billing and Collection Management.
- Expertise of Order to Cash Management (Accounts Receivable) & Collections (B2B & B2C).
- Distinctive customer orientation, able to drive independent dialogue with customer.
- Working as a lead and trainer for others
- Ability to work under pressure managing daily reporting to Company CFO & Leaders
Overview
9
9
years of professional experience
Work History
Business Coordinator
Tech Mahindra Ltd
Pune
09.2021 - Current
- Reconciling the statutory revenue shared by the portfolio companies along with the management revenue and sharing the accurate data to the management.
- To calculate the variance if any in the revenue & connect with the portfolio company to understand the same.
- Compiled financial reports from various sources and provided analysis of trends.
- Developed and disseminated daily, monthly, and quarterly collection reports to company executives, enhancing strategic financial planning
- Conducted trend analysis on past collections to forecast future revenue recovery of the company, informing decision-making processes
- Provided ad hoc billed reports to support team efficiency and meet critical deadlines
- Liaised with designated points of contact to expedite billing of unbilled debtors, contributing to reduced Days Sales Outstanding (DSO)
- Generated comprehensive DSO reports, highlighting financial impacts and informing management of potential cash flow improvements
- Crafted detailed collection analytics for individual Strategic Business Units (SBUs), offering clear insights into potential revenue generation for executive review.
Accounts Officer B1
Aakash Exploration Services Ltd
Ahmedabad
12.2018 - 01.2021
- Ensured accurate verification of employee work hours and payroll processing
- Managed timely issuance of deductions and employee earnings statements
- Reviewed and reconciled accounts receivable records.
- Resolved payment discrepancies with vendors and suppliers.
- Maintained up-to-date payroll records with a high level of precision.
Associate
Jardine Llyod Thompson
Pune
03.2017 - 11.2018
- Worked for UK clients pension benefits.
- Analyzed and evaluated existing compensation and benefits programs and recommended improvements.
- Drafted reports & communicated relevant information to customers.
Customer Support Executive (Operations)
EXL Pvt. Ltd.
Pune
08.2016 - 03.2017
- Delivered comprehensive insurance information to Australian clientele, ensuring clarity and understanding
- Surpassed monthly productivity benchmarks by delivering efficient and effective customer support
- Maintained exceptional customer service standards through proactive engagement via live chat.
Lecturer
KDM College
Nagpur
07.2015 - 01.2016
- Delivered engaging Commerce lectures to Senior College students, fostering a dynamic learning environment
- Crafted and assigned tailored homework to reinforce lesson concepts and support student progression
- Created evaluative materials and tests aligned with learning objectives to measure and enhance student performance also conducted regular one-on-one meetings to provide personalized feedback and strategies for academic improvement.
Education
Pursuing CS Executive -
Institute Of Company Secretary
01.2015
M.Com -
Nagpur University
01.2014
B.Com -
Nagpur University
01.2012
H.S.C -
Maharashtra Board
01.2009
S.S.C -
Maharashtra Board
01.2007
Skills
- Key Skills:
- Soft Skills:
-Finance & Accounts
-Accounts Receivables Process
-Process Mapping as in and to be
-Identifying scope & risk
-Process Improvement/ Optimization
- IT Skills:
-Communicator
-Collaborator
-Planner
-Thinker
-MS Office (Word, PowerPoint, Excel, Visio) People soft
Certifications/ Achievements
- Bravo Award from organization & customer (Tech- M) (2023)
- Bravo Award for excellence work. (Tech-M) (2022)
- Excellence award for excellent performance at Jardine Llyod Thompson.
- University Exam: Pursued 8th position in M-com in University.
- Inter Collegiate Event: Participated in presentation on Company Analysis and won 2nd Prize.
Language Proficiency
English, Hindi, Gujarati, Marathi
Personal Information
- Date of Birth: 07/02/1991
- Marital Status: Married
Timeline
Business Coordinator
Tech Mahindra Ltd
09.2021 - Current
Accounts Officer B1
Aakash Exploration Services Ltd
12.2018 - 01.2021
Associate
Jardine Llyod Thompson
03.2017 - 11.2018
Customer Support Executive (Operations)
EXL Pvt. Ltd.
08.2016 - 03.2017
Lecturer
KDM College
07.2015 - 01.2016
Pursuing CS Executive -
Institute Of Company Secretary
M.Com -
Nagpur University
B.Com -
Nagpur University
H.S.C -
Maharashtra Board
S.S.C -
Maharashtra Board
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