Summary
Overview
Work History
Education
Skills
Residential Address
Languages
Websites
Affiliations
Date of Birth
Accomplishments
References
Timeline
Generic

Surojit Das

Bangalore

Summary

Dynamic financial professional with extensive experience at Oracle India Pvt. Ltd., excelling in expense forecasting and dispute resolution. Proven track record in optimizing invoicing processes and enhancing team collaboration. Adept at analyzing trends and implementing effective collection strategies, while demonstrating strong problem-solving abilities and emotional intelligence.

Overview

11
11
years of professional experience

Work History

Lead Collection Dispute Analyst

Oracle India Pvt. Ltd.
Bangalore
09.2023 - Current
  • Enhanced productivity by collaborating with members from various lines of business.
  • Analyzed quality trends to reduce defects and take corrective measures.
  • Ensured compliance with specifications in dispute analyst production processes.
  • Motivated team members through coaching, mentoring, and support to achieve deadlines.
  • Executed risk management initiatives to uncover deficiencies and propose solutions.
  • Gathered dispute-related information via calls or emails for effective resolution.
  • Resolved billing discrepancies while processing payments and managing customer accounts.
  • Reviewed contracts as part of the early identification process to improve overall contract quality.
  • Conducted credit card chargeback investigations and prepared detailed reports.
  • Generated reports on dispute status, disputed items, and resolutions.
  • Responded to customer inquiries regarding billing issues or other concerns.
  • Ensured compliance with applicable laws, regulations, policies and procedures when resolving disputes.
  • Developed strategies to resolve disputes in a timely manner.
  • Collaborated with internal teams such as sales, finance, and legal departments.
  • Facilitated communication and collaboration among disputants using mediation methods.

Lead Customer Success Operation Analyst

Oracle India Pvt. Ltd.
Bangalore
04.2021 - 08.2023
  • Executed root cause analysis on cloud billing issues, delivering preventive solutions for stakeholder notification.
  • Facilitated customer support concerning cloud billing and contracts, enabling efficient resource redirection.
  • Ensured accuracy of records by collecting and confirming essential customer data.
  • Participated in testing initiatives aimed at improving customer engagement and retention rates.
  • Communicated effectively with customers and internal teams to resolve issues in real-time.
  • Analyzed credit memos and rebilling cases to uncover discrepancies efficiently.
  • Oversaw processing of global cloud service requests, aligning operations with client specifications.
  • Conducted regular audits to uphold established protocol adherence across processes.

Lead Financial Analyst

Oracle India Pvt. Ltd.
Bangalore
11.2019 - 03.2021
  • Forecasted expenses based on headcount and historical data analysis for Oracle IT and Managed Cloud Service.
  • Prepared monthly and quarterly financial reports for Oracle Global Finance updates.
  • Managed key activities as part of Global Finance Process to ensure efficiency.
  • Developed weekly forecast models and submitted them to Oracle FPA Tools.
  • Executed month-end tasks, including estimated daily finish analysis and depreciation waterfall report.
  • Completed quarter-end responsibilities, such as tax forecasts and submission of restatement fees.
  • Monitored daily forecast numbers against prior projections for accuracy.
  • Conducted month-on-month variance analysis of actual expenses versus forecasts.
  • Led a team of analysts in creating quarterly presentations highlighting performance metrics and KPIs.
  • Provided timely and accurate analysis of budgets, financial trends, and forecasts.

Accounts Receivable Lead Analyst

Oracle India Pvt. Ltd.
Bangalore
07.2016 - 10.2019
  • Executed preparation of manual invoices, credit memos, and chargebacks to maintain accounting accuracy.
  • Compiled daily financial reports for Oracle updates to support decision-making.
  • Facilitated Order-to-Cash process activities as a pivotal component of operations.
  • Handled customer emails and service requests daily to resolve issues efficiently.
  • Carried out month-end tasks, ensuring inter-company transaction accuracy and account reconciliation.
  • Led cross-training initiatives and provided training for new team members on processes.
  • Prepared internal training documentation and mentored new employees in AR operations.
  • Conducted transaction audits for internal AR processes to ensure compliance.
  • Managed accounts receivable processes to ensure timely collections and accurate reporting.
  • Oversaw team performance and provided training on accounts reconciliation procedures.
  • Collaborated with cross-functional teams to resolve customer billing inquiries efficiently.
  • Developed and implemented streamlined invoicing procedures using Oracle financial systems.
  • Analyzed aging reports to identify overdue accounts and strategize collection efforts.
  • Led monthly meetings to review outstanding invoices and set collection goals.
  • Coordinated with external auditors during the annual financial review process.
  • Prepared weekly and monthly AR reports for management review highlighting key metrics such as days outstanding by customer segment.
  • Analyzed customer payment patterns to identify potential collection issues and develop solutions.
  • Researched complex billing issues in order to provide accurate resolution within set timelines.
  • Implemented best practices for efficient processing of accounts receivable transactions.
  • Actively collaborated with other departments within the organization as needed.
  • Managed account reconciliations and resolved any discrepancies in a timely manner.
  • Reviewed monthly aging reports to ensure accurate balances were reported and followed up with customers as needed.
  • Performed credit analysis on new or existing customers prior to extending terms or setting credit limits.
  • Monitored customer payments against contractual agreements to ensure compliance with payment terms.

Accounts Receivable Analyst

IKya Human Capital Solution Pvt. Ltd.
Bangalore
02.2013 - 11.2013
  • Generated daily auto and web invoices in customer portal while adhering to quality standards.
  • Maintained records of daily rejections and resolved issues on a weekly basis.
  • Collaborated with collections to rectify discrepancies in web invoicing processes.
  • Managed transaction records within Oracle Beehive Central, ensuring accuracy.
  • Responded to customer inquiries via email daily, resolving issues promptly.
  • Prepared performance analysis reports for management review and strategic planning.
  • Recorded critical information to support onboarding of new team members.
  • Assumed team management responsibilities during absence of manager.

Senior Accountant

M/S. Shree Ganapati International
Kolkata
06.2006 - 02.2012
  • Generated general ledgers, party ledgers, and sales and purchase ledgers for thorough documentation.
  • Produced biweekly MIS reports encompassing sales, purchase, and transportation data.
  • Oversaw daily banking operations, ensuring accuracy in cash disbursement and reconciliation statements.
  • Facilitated collection of funds from debtors to enhance liquidity.
  • Administered attendance register for effective workforce management.
  • Entered vouchers systematically to uphold financial integrity.
  • Collaborated with auditors during audits for transparent evaluations.
  • Conducted balance sheet reconciliations, addressing necessary journal entry reversals.
  • Prepared tax returns and ensured adherence to local regulations and deadlines.
  • Mentored junior accountants on best practices for financial analysis and reporting.
  • Managed daily closing, reporting and reconciliation functions.
  • Reconciled bank statements to general ledgers on a monthly basis.
  • Performed general ledger account reconciliations and generated updated financial documents.
  • Managed financial operations, month-end reporting, financial schedules and reconciliations.
  • Monitored accounts payable activity to ensure accuracy and timeliness of payment processing.
  • Assisted in preparing tax returns for filing with government authorities.
  • Managed accounting department staff members and workload.

Education

Graduation - Finance

Calcutta University
Kolkata
01.2006

Higher Secondary -

Swamy Vivekananda Institution
Kolkata
01.2003

Senior Secondary -

Swamy Vivekananda Institution
Kolkata
01.2001

Skills

  • Expense forecasting and analysis
  • Invoicing processes
  • Reporting and tracking transactions
  • Cash application management
  • Intercompany reconciliations
  • Collection strategies
  • Audit of transactions
  • Customer success initiatives
  • Cloud transaction analytics
  • Dispute resolution
  • Risk management
  • Compliance analysis
  • Data reporting
  • Chargeback investigations
  • Contract review
  • Trend analysis
  • Team collaboration
  • Effective communication
  • Problem solving
  • Coaching and mentoring
  • Conflict de-escalation
  • Credit card operations
  • Microsoft office
  • Conflict resolution
  • Adaptability
  • Situational awareness
  • Professional ethics
  • Confidentiality maintenance
  • Emotional intelligence
  • Teamwork and collaboration
  • Proficient in Microsoft Office Suite
  • Oracle 11i and Tally ERP 9 knowledge

Residential Address

Flat C-602, Saiven Siesta,

Chambennahali Village, Sarjapur, 

Bangalore, Karnataka

India 562125

Languages

Bengali
First Language
English
Proficient (C2)
C2

Websites

Affiliations

  • Engaged as an Oracle Volunteer for Social Work

Date of Birth

July 18th, 1985

Accomplishments

I received numerous awards for my exceptional work, support, and bandwidth allocation I have won the R&R Quarterly Award twice and have been recognized for my performance in various quarters, and I have also received service awards after five years of employment with Oracle I have maintained a TAT of over 90% during the process transition for the LAD region in FY 2020, and I have also been awarded CARE Awards, AWARE Awards, Extra-Miler Awards, and Service Awards for my 11 years at Oracle

References

References available upon request.

Timeline

Lead Collection Dispute Analyst

Oracle India Pvt. Ltd.
09.2023 - Current

Lead Customer Success Operation Analyst

Oracle India Pvt. Ltd.
04.2021 - 08.2023

Lead Financial Analyst

Oracle India Pvt. Ltd.
11.2019 - 03.2021

Accounts Receivable Lead Analyst

Oracle India Pvt. Ltd.
07.2016 - 10.2019

Accounts Receivable Analyst

IKya Human Capital Solution Pvt. Ltd.
02.2013 - 11.2013

Senior Accountant

M/S. Shree Ganapati International
06.2006 - 02.2012

Graduation - Finance

Calcutta University

Higher Secondary -

Swamy Vivekananda Institution

Senior Secondary -

Swamy Vivekananda Institution

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