Vaishali Sharma
Senior Process Analyst
Summary
Highly motivated professional with a proven track record in overseeing end-to-end order processing, invoicing, billing, and collections operations. Skilled in optimizing workflows to enhance operational efficiency and reduce errors, resulting in improved revenue generation and decreased Days Sales Outstanding (DSO). Strong interpersonal skills, adaptability, and a collaborative approach to achieving exceptional outcomes in dynamic work environments. Experienced Accounts Receivable Specialist adept at managing collections and resolving customer queries with precision. Proficient in preparing detailed reports within strict deadlines alongside coaching and mentoring associates with an exceptional track record of identifying and executing process improvement projects.
Overview
7
7
years of professional experience
6
6
Certifications
Work History
Senior Process Analyst AR
Broadridge Financial Services
12.2019 - 07.2024
- Handle and monitor $1.2B portfolio consisting of 1200 clients under GTO & BAMS spread across team of 5
- Cash Forecast, Cashflow optimization, Debt & liability reduction, Maintain healthy DSO
- Validating the disputes with the contract to resolve the customer concerns
- Monitor client accounts regularly and follow-up on outstanding account receivables
- Handle Credit holds & investigate historical data for debts and bills
- Take actions to encourage timely payments & reconcile receipt statements
- Negotiate a payment plan with client
- Research cash posted on Suspense
- Identifies ways to streamline and/or improve work processes
- Responsible for creating & updating standard operating procedures for work tasks
- Monthly/Yearly/Quarterly reporting and calls with managements account managements and business heads regarding the open AR
- Preparing reports like Hit-List, YOY Analysis, MOM Analysis, over 60, over 360 etc
- Credit Memo creation and Process refunds
- Conduct process trainings & provide guidance and assist junior associates
- Review, validate and ensure accuracy of the activities performed by Collections Team
- Prepare & maintain trackers, Head count utilization report and other management reports
- Collaborate with various stakeholders (Billing, Finance, Legal, Tax, Customer Service, sales) as an escalation point to resolve customer disputes and queries, to establish and maintain good client relationships, both internally and externally
- Maintain detailed post correspondence updates on accounts receivable records to ensure aging is up to date, credits and collections are applied, uncollectible amounts are accounted for, and miscellaneous differences are cleared
- Actively taking the new pilot projects & working towards to proper harmonization and transition of processes
- Resolves valid or authorized deductions by entering adjusting entries
- (TDS/Interco/VAT/GST/FX Variance)
- Proactively recognizes problems within scope of responsibilities, draws from appropriate resources to identify options and solutions based on the relative cost benefit, then implements solutions.
- Delivered timely project outcomes by effectively managing resources and prioritizing tasks based on business requirements.
- Improved transparency within the organization by creating detailed reports showcasing process performance metrics and progress towards goals.
Trainee - Article Trainee
SJH & CO (CA - FIRM)
11.2017 - 11.2019
- Experience in different areas during training of Statutory Audits and Internal Audit of Educational Institutions, Bank Audits and Mid-Size Clients
- Demonstrated a thorough understanding of Indian Taxation (Direct Tax & Indirect Tax) and Auditing concepts and applied to client and company situations
- Performed analytical review of Financial Statements and Internal Control Systems
- Opinions on various aspects of Income Tax
- Prepared Tax Audit Report and other documents relating the same
- Prepared Financial Statement, Audit Report and making recommendations to ensure that accounts are prepared and maintained with statutory obligations
- Filed ITR Returns and GST Tax Returns.
Education
B.COM -
Disha College
12th - undefined
O.P. Jindal School
10th - undefined
O.P. Jindal School
Skills
MS Office: Excel, Power point, Word
Oracle, SAP
WebGST
Saral TDS and Saral Tax Office
Excellent verbal communication and demonstrated ability to deal tactfully and diplomatically with customers and staff
Ability to build solid working relationships across functional areas
Ability to influence others while maintaining a working relationship
Strong interpersonal and negotiation skills
Able to establish and maintain cooperative relationships with customers and employees
Critical thinking abilities
Training and Mentoring Experience
Process improvement strategies
Business Process Design
Certification
Certification in Executive and Excellence Programme.
Skill Development Workshops
- Time management
- Personality Development Program
- Goal setting
- Entrepreneurship
- Certification in Leadership Program
Personal Information
Date of Birth: 05/09/97
Languages
Hindi & English
Accomplishments
- Achieved multiple Excellence Awards by successfully implementing numerous process improvements and automations , including automating 330 hours of MIS reporting, reducing 1.5 FTE in Collections follow-up, and saving 0.5 FTE through Dunning automation using UI Path Robotic Automation.
- Collaborated with business units to develop process automations for crucial manual workflows.
Software
Oracle ERP
SAP
Microsoft Office Suite : Word, Excel, PowerPoint, Outlook
Timeline
Senior Process Analyst AR
Broadridge Financial Services
12.2019 - 07.2024
Trainee - Article Trainee
SJH & CO (CA - FIRM)
11.2017 - 11.2019
B.COM -
Disha College
12th - undefined
O.P. Jindal School
10th - undefined
O.P. Jindal School