UMANG AGARWAL

Results-oriented Travel & Expense (T&E) Manager with experience leading end-to-end expense management operations for global clients. Skilled in managing multiple client portfolios, driving process excellence, ensuring policy compliance, and leading high-performing teams. Proven ability to improve operational efficiency, meet service level agreements (SLAs), enhance stakeholder relationships, and deliver continuous process improvements while managing cross-functional teams.

• Managed end-to-end Travel & Expense operations for three global client accounts, ensuring compliance with client policies, company guidelines, and regulatory requirements.
• Successfully managed three client accounts while consistently achieving SLA and quality targets.
• Monitored daily operations to achieve Service Level Agreements (SLAs), Key Performance Indicators (KPIs), and quality targets, enhancing overall operational performance.
• Led and mentored a team of 12 associates, providing coaching, performance management, training, and career development.
• Managed workload planning, resource allocation, and capacity forecasting, optimizing team productivity and ensuring alignment with operational goals.
• Conducted root cause analysis for operational issues, implementing corrective and preventive actions that improved service delivery and reduced recurrence of issues.
• Collaborated with cross-functional teams including Finance, HR, Payroll, Procurement, and Compliance to resolve complex employee expense issues.
• Reviewed operational metrics and dashboards to identify trends and drive continuous process improvements.
• Ensured adherence to audit requirements, internal controls, and expense policy compliance.
• Drove continuous improvement initiatives that enhanced operational efficiency and customer satisfaction.
• Supported transition activities, knowledge transfer, and process standardization for new business initiatives.

• Led employee engagement initiatives, performance reviews, and succession planning within the team.
• Improved team productivity through effective resource planning and performance monitoring.
• Reduced process exceptions by implementing process improvements and strengthening compliance controls.
• Built strong client relationships, resulting in consistently positive stakeholder feedback.
• Developed team capability through structured coaching, resulting in improved individual performance and reduced attrition.
• Stakeholder Management

• SLA & KPI Management
• Process Improvement
• Operational Excellence
• Team Leadership
• Performance Management
• Root Cause Analysis
• Quality Management
• Compliance & Audit
• Capacity Planning
• MIS Reporting & Dashboard Analysis
• Risk Management
• Cross-functional Collaboration
• Escalation Management
• Continuous Improvement
• Continuous Improvement

• Detail-oriented and results-driven Travel and Expense Audit experience in auditing travel and expense reports, ensuring compliance with company policies and regulations. Skilled in using financial software, leading audit teams, and identifying discrepancies and areas for improvement. Adept at providing actionable insights to improve processes and enhance cost efficiency. Proven track record of fostering cross-functional collaboration and delivering accurate and timely reports.
• Lead a team of 14 auditors in reviewing and reconciling employee travel and expense reports, ensuring compliance with company policies and local regulations.
• Developed comprehensive understanding of travel & expense (T&E) policies across geographies, educated team on policy implications, and drove consistent operations.
• Act as an escalation point in resolving complex issues with stakeholders.
• Ensure all processes are documented and harmonized in collaboration with team members, peers, and stakeholders.
• Supported transition of processes from markets, ensuring successful knowledge transfer to T&E team within agreed timelines.
• Lead continuous improvement of services in quality and effectiveness in close collaboration with stakeholders, ensuring that troubleshooting efforts are completed for recurring problems until permanent solutions are found.
• Ensure delivery of an effective, efficient, and compliant travel and expense audit process in accordance with agreed procedures and policies.
• Assisted with cross-functional projects related to travel, coordinating efforts between departments.
• Initiated and led process improvements and system enhancements to simplify processes, resulting in improved cost savings and operational efficiencies.
• Support implementation of integrated workflow-based T&E platform and other technology & automation initiatives.
• Proactively identify and support real-time issues and trends as well as continuous improvement initiatives for Ericsson T&E program and corporate strategies.
• Lead team-wise meetings, assign tasks and workloads to team members, and foster collaboration among team and across departments.
• Monthly review of SOX for MANA, MMEA & MOAI regions and upload the final report on GRC PC portal.

• Managed expenses for over 19,000 PwC India employees, overseeing travel and expense activities, ensuring timely payments for submitted reports, and leading a team of 18 members to achieve 100% audit-quality data.
• Ensured timely payment of expense reports for cash and card according to the firm's payment cycle and reconciled payments with the Treasury team.
• Prepared payment reconciliation after each payment cycle and shared it with the manager within three days.
• Developed and revised standard operating procedures, enhancing process clarity and efficiency for expense management.
• Closed open commitments associated with specific project codes, ensuring accurate project tracking and accountability.
• Recorded and controlled bank reconciliation entries, ensuring all payment, recovery, and refund entries were posted in the same accounting period.
• Followed up with payroll on recovery and entered journal entries into the system.
• Provided accurate and timely inputs to internal and external audit teams.
• Managed escalations through the service management system and email, providing prompt resolutions.

• Audited and tracked T&E expenses for Accretive Health employees based in the US office (Chicago, USA). Analyzed and ensured compliance with guidelines and policies for the T&E reimbursement process.
• Achieved several monthly and quarterly 'Exemplary Service and Successful Performance' awards for demonstrating a strong learning curve within the Expense Audit function, completing the highest number of audits with high accuracy.
• Developed and presented monthly and quarterly dashboards to track T&E audit performance and compliance.
• Performing audits of Travel & Expenses and prepare Audit Reports.
• Coordinated activities and managed communications for Expense Audit Team to streamline processes.
• Engaged in client calls to gather updates and feedback, enhancing collaboration with onshore team.
• Analyzed reports for compliance with IFRS standards.

• Worked as a Process Associate (F&A) in Genpact in a segment of Accounts Payable and looked at below mentioned activities:
• Processed invoices and managed travel and expense activities, ensuring timely resolution of related email correspondence.
• Detailed audit of expense forms and ensured expense reimbursements comply with US expense policy and guidelines (adhering to both Global and Local standards).
• Ensure coding of expenses is in line with US local and global policies.
• Conducted follow-ups and communicated with employees for expense clarifications, facilitating prompt reimbursements.
• Collaborated with US Coordinator to resolve complex expense situations, ensuring adherence to policy and client expectations.
• Maintained vendor records by creating new vendor profiles and updating existing ones.
• Perform weekly duplicate expense checks prior to expenses run for the US coordinator and Senior Management Accountant to review.
• Received Silver awards for Q4’12 & Q2’13 for meeting SLA’s, TAT on time and zero escalation from client & 100% accuracy.

• Supported credit risk modeling projects, contributing to risk assessment and decision-making processes.
• Assisted in processing customer transactions and maintaining accurate records.
• Supported team with document preparation for loan applications and account openings.
• Engaged with customers to address inquiries and provide product information.