UJJWAL MAITY
Team Leader (Record To Report)
Kolkata
Summary
Team Leader (Record to Report) leading 3–5 business day month-end close, reconciliations, journal entries, and accruals for shared services finance operations. Drives process improvements through VBA automation, checklist design, and control-focused documentation, including 9+ packs per year, that improves accuracy and audit readiness. Manages team performance, dashboards, and transition support for global finance processes.
Overview
1
1
Language
20
20
years of professional experience
Work History
Team Leader (Record to Report)
Tata Consultancy Service
07.2018 - Current
- Maintained reporting procedures to uphold internal control requirements and compliance. Performed ongoing evaluations of closing processes, reducing time needed for financial period closures. Assisted in month-end and year-end closings to increase efficiency and accuracy. Engaged in additional project tasks as necessary, enhancing team collaboration.
- Maintained reporting procedures to uphold internal control requirements and compliance. Performed ongoing evaluations of closing processes, reducing time needed for financial period closures. Assisted in month-end and year-end closings to increase efficiency and accuracy. Completed additional project tasks to enhance team collaboration.
- Managed month-end accrual preparation as subject matter expert, overseeing entire cost accrual process and journal entries.
- team management: experienced in leading and coordinating successful process operations and proficiency in deploying standard operating procedures and service standards for business excellence.
- Gather individual feedback from associates during monthly performance calls, constructing an informative performance dashboard underscoring team success and outlining next steps for client.
- Gather individual feedback from associates during monthly performance calls, constructing an informative performance dashboard underscoring team success and outlining next steps for clients.
- Established and executed process enhancements that optimized operational efficiency across diverse projects.
- month-end accrual preparation: exclusive accountability and SME for entire cost accrual preparation and associated journal entry for business.
- Executed process enhancements that improved operational efficiency across various projects.
Process Developer (Record to Report)
Genpact, Kolkata
08.2015 - 07.2018
- Bank Reconciliation: Monthly/ quarterly bank reconciliation including balance matching, monitoring and ensuring daily reconciliations of bank transactions.
- Managed open item tracking, investigation, and resolution by collaborating with PtP and OTC teams to ensure timely closure of daily posted items.
- Open Item Management: Monitoring, investigation, clearing and tracking of open items posted on daily basis. Follow ups with the respective teams like PtP, OTC & advised to close the open items.
- Prepared monthly OC deck for performance review and updated visual management board to maintain transparency and accountability within the team.
- Coordinated mandatory training modules and Process Knowledge Tests as SPOC, arranged refresher training for new team members, and facilitated peer-to-peer reviews of month-end bank reconciliations.
Process Associates (Record to Report)
Genpact, Kolkata
09.2013 - 08.2015
- Job Description: Fixed asset accounting, JE Posting, Reconciliations, Month- end close and reporting.
- Reconciliation: Ledger to Sub ledger reconciliation for FA, AP & AR.
- Fixed Asset Management: Asset creation, capitalization, sale, transfer, disposal, monthly depreciation run, reporting of fixed assets in SAP including settlement of projects and internal orders.
- Reporting: Monthly/ quarterly various fixed asset reporting.
Assistant Accounts officer (Accounts Payable)
India Infoline Finance Limited, Kolkata
02.2011 - 09.2013
- Job Description: Worked as an Accounts Payable Processor for the Branch Operations of West Bengal, Assam region & Petty Cashier of the Kolkata zonal office.
- Processed and released all capital expenditure payments related to branch expansion, ensuring timely completion of financial obligations.
- Tracked and resolved queries related to employee reimbursement claims for Kolkata zonal office, facilitating prompt processing and support.
- Served as SPOC for petty cash training of branch’s assistant accounts, enhancing understanding of day-to-day expense management and query resolution.
Accounts Officer
Brainware Consultancy Pvt. Ltd., Kolkata
08.2006 - 06.2010
- Job Description: Worked as an Accounts Executive to ensure smooth payment process of Branch, EMI collection, creating collection report and handling student’s information system (SIS).
- Managed accounts payable and receivable processes to ensure timely transactions.
- Reconciled financial discrepancies through detailed analysis of account statements.
- Implemented effective budgeting strategies, enhancing financial planning accuracy.
Education
B. Com (H - Finance & Accounts
University of Calcutta
Kolkata01-2006
Higher Secondary -
W.B.C.H.S.E
Kolkata, India01-2003
10th Standard - undefined
W.B.D.S.E
Kolkata01-2001
Skills
Finance shared service operations
Record to report
Finance process automations
Stakeholder management
Finance process transition
Bank reconciliation
Month-end close
Financial reporting & controls
Journal entry preparation
Balance sheet reconciliation
BlackLine
Oracle Fusion Cloud
IFRS reporting
Variance analysis
Service level agreement management
Process standardization
KPI reporting
ACHIEVEMENTS & AWARDS
Supported the setup of a shared services center for Finance with the transition of work from onshore to offshore and create SOPs as required., Facilitated the setup of Kolkata location as the Centre of excellence (COE) for Banking activities and reconciliations., Efficiency delivered in terms of FTE and cost by way of supporting completion of multiple projects applying Lean methodology as the Continuous Improvement Lead for SBS at Kolkata location., Part of Expansion of SBS team from 8 to 58 members within a 1-year timeframe and maintained an attrition of less than 6% thereafter., Implemented Succession Planning initiatives and streamlined Job Descriptions across the SBS function., Recognized as a Star Performer on multiple occasions across various assignments., 30+ Process Improvement delivered through Point automation of the various SBS process via Microsoft VBA for excel., Service Commitment award from TATA Consultancy Services on Aug 2025., 27 Payroll GL’s reconciliations’ Standardization through effective calculation and new template implementation., Hands-on experience of Point automation (using VBA) in various finance activities including process MAP design and preparation of Development documents. Also performed as a Business Analyst to create bridge between developer and finance analyst.
Timeline
Team Leader (Record to Report)
Tata Consultancy Service
07.2018 - Current
Process Developer (Record to Report)
Genpact, Kolkata
08.2015 - 07.2018
Process Associates (Record to Report)
Genpact, Kolkata
09.2013 - 08.2015
Assistant Accounts officer (Accounts Payable)
India Infoline Finance Limited, Kolkata
02.2011 - 09.2013
Accounts Officer
Brainware Consultancy Pvt. Ltd., Kolkata
08.2006 - 06.2010
10th Standard - undefined
W.B.D.S.E
B. Com (H - Finance & Accounts
University of Calcutta
Higher Secondary -
W.B.C.H.S.E