Summary
Overview
Work History
Education
Skills
Websites
Internship
Technology Skills
Achievements And Awards
References
Projects
Accomplishments
Certification
Timeline
Generic
Tom Jose

Tom Jose

Financial Controller (FPNA)
Bangalore

Summary

Determined Business Manager adept at assigning tasks to team members based on individual strengths. Communicated with key project stakeholders to ascertain project requirements. Professional Project Management Specialist with experience working with teams to accomplish short- and long-term project goals. Managed budgets and monitored project costs.

Overview

9
9
years of professional experience
3
3
Certification

Work History

Supervising Associate (Business Finance Manager)

EYGBS (India) LLP
08.2022 - Current
  • Assists in the cleanup of various reports due to the merger of different line of businesses
  • WBS codes and maintenance of project support materials, such as project plans, tracking documents and status reports
  • Managing $300M (IBM-kyndryl) vendor contract single-handedly
  • Exposure to domains of Financial Planning, Budgeting, Forecasting, Revenue Assurance and Management Reporting
  • Preparing business finance reports like vendor spend summary, headcount report, invoice trend analysis
  • Part of EYTS Business Office team who are responsible for the headcount management, commercial pipeline tracker, invoice processing, monthly forecasting, etc.
  • Increased financial efficiency by streamlining and automating financial reporting processes.
  • Negotiated favorable terms with vendors, resulting in significant cost savings for the company.
  • Reduced reliance on external consultants by developing an in-house finance expertise center.
  • Mentored junior finance staff, fostering professional development and strong team dynamics.
  • Increased profitability by identifying underperforming investments, reallocating resources accordingly.
  • Facilitated effective financial decision-making by presenting complex data in simple visualizations.

Project Controller (Consultant)

Deloitte Consulting India Pvt Ltd
02.2017 - 07.2022
  • Assists in the creation of WBS codes and maintenance of project support materials, such as project plans, tracking documents, meeting notes and status reports
  • Analysis of complex Statement of Work, Contracts, Change requests, POs for the creation of codes
  • Exposure to domains of Financial Planning, Budgeting, Forecasting, Revenue Assurance and Management Reporting
  • Analysis of Budgeting and Variance analysis
  • Working closely with the Partners and Senior Managers and have received many appreciation mails for improving the project margins
  • Worked with big clients of the firm such as CIBC, S&N, Roger’s, ATB, BMO, Canada Federal projects, etc
  • Handling a team of 8, responsible for creation and approval of engagements
  • Responsible for the day-to-day management of assigned budgets, including reviewing and coding individual expenses/billings, transaction flow and account reconciliation to ledger
  • Coordinate monthly reporting responsibilities, such as Time & Expense reporting, headcount reporting, etc., and support on an as-needed basis varying request to Controllers/Finance Managers over and above the day-to-day reporting needs
  • Develop expertise using DTTL reporting tools and systems, such as SAP HANA, Concur, Citrix, Flex track, etc
  • Helped in process improvements such as time transfer form and expense transfer form which enabled easiness of processing any such request.
  • Managed budgets effectively, ensuring all projects were completed within financial constraints.
  • Optimized resource allocation by closely monitoring team capacity and adjusting assignments as needed.
  • Conducted comprehensive reviews of project performance, identifying areas for improvement and implementing changes accordingly.
  • Cultivated a positive work environment that fostered collaboration, teamwork, and high levels of productivity among team members.
  • Integrated new technology tools into workflows to improve efficiency in data management and analysis tasks related to projec.
  • Controlled project quality by establishing clear expectations, conducting regular reviews, and enforcing adherence to standards.

Project Accounting Senior Analyst

Oracle India Pvt Ltd
11.2014 - 01.2017
  • Rapidly assigned a series of increasingly responsible management positions based on strong financial, operating, team building, and team performance
  • Project accounting deals with the management of Global Business Unit (GBU) and Consulting Projects
  • Worked directly with the VP of Oracle (Carole McCluskey) for some of the critical projects
  • Assigning Cost-rates and Bill-rates for the resources to accrue revenue on the project
  • Generating the invoice and make sure it is interfaced, so that the invoice can be sent to the customer
  • Clients were US Army Airforce, Oncur Energy, US Federal projects, etc
  • Analyzing the interface process where Revenue and Invoice are interfaced so that they hit the right GL and AR Accounts
  • Validating the OD (ordering document), BPW (Bid profitability worksheet) and drafting the contract and uploading in IPM (Image process management) tool
  • Generate invoices and revenue recognition for Time and Materials, Pre-paid & Fixed price Projects and Approve & Release the same
  • Closing the project if it is expired/ completed or if no more used by the customer
  • Funding and base lining the projects for the amount specified in the contracts.
  • Mentored junior analysts, fostering professional development while enhancing overall team performance.
  • Nurtured strong working relationships with clients, ensuring their needs were met while exceeding expectations on deliverables.
  • Enhanced team productivity by streamlining workflow processes and implementing time-saving strategies.
  • Collaborated with cross-functional teams to identify areas of improvement, leading to increased operational effectiveness.

Education

Master’s in Business Administration -

Kristu Jayanti College

Bachelor of Commerce - undefined

Kristu Jayanti College

Skills

Project Management

Internship

07/29/13 - 08/29/13, Rashtra Deepika News, Kottayam, Organizational Study

Technology Skills

  • Excel
  • SAP HANA
  • Word
  • Oracle R12
  • Oracle Fusion application

Achievements And Awards

  • Promoted as Senior Analyst within a short span of time.
  • Won many “Best performer of Month” (Got first award from the very first month of production).
  • Implemented 5 ideas, which includes the new training style for new comers. Also, developed many process improvements.
  • Always been invited to the elite leadership meetings and took my advises on crucial management decisions.

References

Ashka Shah, Assistant Manager, Deloitte CONS US-India Pvt. Ltd, ashkashah@deloitte.com, +91 72595 33495

Projects

A study on Brand Preference of Fast Food restaurants in Bangalore, Dissertation, 03/13 - 06/13

Accomplishments

  • Supervised team of 8 staff members.
  • Achieved many performance awards by completing the tasks with accuracy and efficiency.

Certification

  • EY Cybersecurity - Bronze Learning (2023)
  • Lean Six Sigma Green Belt Certification
  • Commodity - Currency Markets and Derivatives Trading

Timeline

Supervising Associate (Business Finance Manager)

EYGBS (India) LLP
08.2022 - Current

Project Controller (Consultant)

Deloitte Consulting India Pvt Ltd
02.2017 - 07.2022

Project Accounting Senior Analyst

Oracle India Pvt Ltd
11.2014 - 01.2017

Master’s in Business Administration -

Kristu Jayanti College

Bachelor of Commerce - undefined

Kristu Jayanti College
Tom JoseFinancial Controller (FPNA)