Summary
Overview
Work History
Education
Skills
Accomplishments
Software
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Timeline
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Theresa Ambrose

Theresa Ambrose

Senior Engagement Financial Advisor
Anandbagh, Hyderabad,Telangana

Summary

Multi Skilled professional with 1+ years of experience in Customer Chat Support. 3+ years of experience in supporting US Taxation and 3+ years of experience in Financial Planning and Analysis
which includes projecting metrics, tracking project financials and working on development of optimal budgeting and financial forecasting. Acting as a financial advisor to the leadership.

Overview

11
11
years of professional experience
3
3
years of post-secondary education

Work History

Engagement Financial Consultant

Deloitte Consulting India Pvt Ltd
Hyderabad , Telengana
01.2017 - Current
  • Demonstrate understanding of importance of working with diverse teams and individuals with different ideas or perspectives.
  • Dedicated Financial Advisor for various Large & Medium Advisory projects.
  • Leverage financial management through pricing models, staffing mix, cost estimation to achieve stipulated project margins, ensuring legal and quality compliance.
  • Develop financial plans for clients covering cost and revenue management to have margin as per initial budget.
  • Act as financial advisor to leadership by provide suggestion to expand business and attract new clients.
  • Performing forecast vs actual vs plan analysis, proactively flagging potential risks, and recommending mitigation plans to leadership.
  • Regularly interaction with various Project Teams to present various financial analysis, discuss recommendations and provide project financial advice as and when required.
  • Monitor both unbilled & billed receivables to ensure timely billing/collections, as well as track & monitor the financial impact of Account Receivables on financial performance.
  • Regularly interaction with various Firm Partners, Directors and Managers to present various financial analysis, discuss recommendations and provide project financial advice as and when required to achieve financial goals.
  • Prepare budgets and forecasts to plan and track financial metrics such as revenue, expenses, labor cost and engagement margin.
  • Establish strong working relationship by networking with clients and peer to achieve professional and organizational goals.

Tax Consultant II

Deloitte US Tax – GES
Hyderabad, Telengana
06.2013 - 01.2017
  • Direct interaction with the Inpat and expat assignees to obtain the basic information regarding their travel and tax implications.
  • Working closely with the Partner / Principal / Director directly for various projects.
  • Work on Billing on the client assigned to me – Nike Inc.
  • Helped in preparing and calculation the unpaid bill amount by the client for Global Rewards.
  • Worked on preparing a budget tool for the various clients during the year end (West Region).
  • Worked on preparing the Pricing Tool for the tax year-end for various clients. (West Region).
  • Setup new WBS codes and provided the team with the same after the approval from the tax client partner/director and financial team. Acted as a sole lead for this project for 3 years.
  • Created and processed new invoices in DPS and got them approved for various clients.

Team Member

Bank Of America
Hyderabad, Telengana
12.2011 - 06.2013
  • Handle customer inquiries, complaints, account and other requests through chat.
  • Manage a high-volume workload within a deadline-driven environment.
  • Resolve an average of 100-120 inquiries through chat in a day and consistently meet performance matrices set in all areas.
  • Achieve and maintain the targets like Resolved per Hour, Quality and Customer Satisfaction.
  • Worked as an E-mail Customer Service Executive and Text chat Customer Service Executive.
  • Interact with Level 2 and Sales through emails and calls seeking for call backs updates and make sure customers get update on time.
  • Take charge of completing my chat in time with complete customer satisfaction. As they are considered as high priority to bank.
  • Helping customers with new account opening inquires.
  • Interact with business leads globally through Pulse Pace passion session, chatter for upcoming updates, process changes and improvement

Education

MBA - Business Administration

Sikkim Manipal University
Hyderabad
Jun 2016 - May 2018

High School Diploma -

Bachelor of Commerce
Raichur, KA
06.2007 - 06.2010

Skills

Financial Planning and Analysis

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Accomplishments

  • Two Spot Awards for acting on Financial Advisor for Deloitte Tax and Advisory projects - Deloitte Consulting India Pvt Ltd.
  • Recognized with Spot Award – Deloitte US Tax.
  • Global Recognition Awards Silver from Line of Business – Bank of America.
  • Topped in Graduation 2010 batch.
  • Scored Cent percent in Accountancy in Graduation.
  • Recognized as Best outgoing student during graduation.
  • Shared best practices with the team and work group to enable optimum performance across peers in my group.

Software

Application Packages: MS – Office

SAP BW/BI

Operating Systems: Windows

MS Analysis for office

Tableau

Powe BI

WES digital badge

This badge: Indicates that World Education Services (WES) has evaluated the associated credential on behalf of the holder. Verifies the authenticity of the claimed credential. Provides assurance that the awarding institution and/or program was accredited at the point that the credential was issued Indicates that the associated credential has been assessed for its Canadian equivalency.

Timeline

Engagement Financial Consultant

Deloitte Consulting India Pvt Ltd
01.2017 - Current

Tax Consultant II

Deloitte US Tax – GES
06.2013 - 01.2017

Team Member

Bank Of America
12.2011 - 06.2013

High School Diploma -

Bachelor of Commerce
06.2007 - 06.2010

MBA - Business Administration

Sikkim Manipal University
Jun 2016 - May 2018

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Theresa AmbroseSenior Engagement Financial Advisor