Application Packages: MS – Office
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
Preparing financial statements
Financial reviews
Budgeting and Forecasting
Experience in financial projections
Financial research
Risk mitigation
Financial Reporting
Project Management
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
SAP BW/BI
Operating Systems: Windows
MS Analysis for office
Tableau
Powe BI
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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