UMANG MAHESHWARI
Mumbai
Summary
Dynamic Operations Manager with a proven track record at Bajaj Finserv, excelling in process optimization and risk management. Expert in automating reconciliation processes, enhancing financial integrity, and fostering cross-functional collaboration. Strong analytical skills complemented by effective stakeholder communication, driving significant improvements in operational efficiency and accuracy.
Overview
5
5
years of professional experience
Work History
Operations Manager
Bajaj Finserv
Mumbai
08.2023 - Current
- Facilitated near real-time reconciliation of daily receipts and payments.
- Conducted day-to-day disbursement and refund reconciliation, analyzing open entries.
- Performed timely analysis of exceptional entries, ensuring prompt follow-up for resolution.
- Coordinated with internal stakeholders to clear open entries from bank reconciliation statements.
- Monitored processes and procedures to uphold integrity of internal controls.
Operations Manager
Fibe (Formerly Early salary)- BNPL
Pune
05.2022 - 08.2023
- Managed merchant settlement ensuring accurate billing and invoicing.
- Oversaw BNPL co-lending management to optimize lender migration processes.
- Coordinated with internal and external stakeholders to resolve raised queries efficiently.
- Identified and recovered double or wrong settlements to maintain financial integrity.
- Led efforts in unmatched reconciliation entries improvement and automation initiatives.
- Facilitated cross-functional collaboration to enhance merchant discipline and behavior.
- Streamlined portfolio management processes for better oversight of merchant performance.
Customer Success Manager
Financepeer
Pune
07.2020 - 05.2022
- Streamlined financial processes including payments, settlements, and reconciliations.
- Monitored daily operations to ensure seamless execution of financial transactions.
- Implemented automation tools to enhance efficiency and minimize manual errors.
- Created and analyzed operational reports for leadership review.
- Identified inefficiencies and recommended actionable improvements.
Education
MBA - Finance And Marketing
International School of Business & Media
PuneSkills
- Analytical & Problem-Solving Skills
- Process Optimization & Automation
- Risk & Compliance Management
- Cross-Functional Leadership
- Communication & Stakeholder Management
- Time & Crisis Management
Accomplishments
- Selected in the Regional Basketball Tournament under 19 in 2013 and 2014 (M.P)
- Badminton player at the district level (Bhopal)
- Best Performer of the Month (May-June 2020 in Financepeer): I got promoted within six months in the organization by proving my management skills
Timeline
Operations Manager
Bajaj Finserv
08.2023 - Current
Operations Manager
Fibe (Formerly Early salary)- BNPL
05.2022 - 08.2023
Customer Success Manager
Financepeer
07.2020 - 05.2022
MBA - Finance And Marketing
International School of Business & Media
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