Finance and compliance professional with 8+ years of experience in U.S. Gross-to-Net (GTN), Order-to-Cash (OTC), and compliance. Specialized in Commercial Rebates, SSA's, Chargebacks, Medicaid, Failure to Supply, and Returns. Proficient in SOX compliance, revenue analysis, risk mitigation, and cross-functional collaboration.
Eager to leverage analytical capabilities, leadership skills, and a commitment to operational excellence to drive meaningful contributions in a dynamic organization.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Associate
PricewaterhouseCoopers (PwC)
Mumbai
09.2023 - Current
As a Senior Associate in Risk Consulting, I successfully led the transition of key components of the Gross-to-Net (GTN) process, including Government and Commercial Rebates, Chargebacks, and Returns.
Enhanced accuracy by implementing advanced data analytics to support GTN analysis and revenue recognition validations, ensuring alignment with regulatory standards and business objectives.
Conducted rigorous SOX compliance and control testing to maintain adherence to regulatory standards.
Identified control gaps and implemented corrective actions, achieving a high standard of compliance and reducing potential risks.
Reviewed customer service policies on an ongoing basis to ensure compliance with company standards.
Provided comprehensive training and mentorship to team members on technical GTN functions and compliance processes, fostering a cohesive team environment. To strengthen our overall knowledge of new processes.
Initiated process re-engineering for GTN components, delivering a standardized solution that enhanced operational consistency.
Executive
Amneal Pharmaceuticals Pvt. Ltd.
Ahmedabad
07.2021 - 09.2023
Achieved efficient stabilization of the Chargeback order management process early in tenure.
Handling all the Chargeback processing and also accounted for processing critical accounts
Rebate processing of Admin Fees, Rebates, Stocking Allowance, Shelf Stock, and other fees/Rebates to the customers.
Training and mentoring team members on technical and process skills, conducting a domain-related session for team members, and cross-training team members on new processes.
Review and update the Standard Operating Procedure (SOP)
Minimizing processing errors and maintaining high accuracy to avoid re-work.
Providing solutions to remove redundant steps in the process
Review accounts receivable reports to ascertain the status of collections and outstanding balances.
Drive process improvement and re-engineer Chargeback processes toward a standard solution
Successful track record of leading projects and delivering superior results
Work directly with the Accounts Receivable Supervisor on the process of chargeback to ensure both departments are complementing each other.
Motivate and influence operational teams to achieve results
Rewarded Employee of the Month twice in just 6 months of joining the company.
Part of Team of the Quarter and Team of the Year for 2021 & 2022 twice
Received recognition from the US team for successful transition and training team members for the same process quickly for production
Management Trainee
Genpact India Private Limited
09.2016 - 07.2021
Working as Management Trainee in the Chargeback order management process and 2 off-shore transitions
Handling a team of 15 members in an effective and efficient manner
Training and mentoring team members on technical and process skills and conducting a domain related session for team members
Measure, monitor and improve client service by guiding team members
Preparing the SLA & KPI Metrics reporting
Monthly review with On Shore & Off Shore leadership
Review and update the Standard Operating Procedure (SOP)
Providing solutions to the client to remove redundant steps in the process
Review accounts receivable reports to ascertain status of collections and balances outstanding
Oversee the day to day activities performed by the team
Drive process improvement and re-engineer Chargeback processes toward a standard solution
Responsible for daily allocation of work
Responsible for meeting SLA and TAT on daily and monthly basis
Successful track record of leading projects and delivering superior results
Work directly with Accounts Receivable Supervisor on process of chargeback to ensure both departments are complimenting each other
Motivate and influence operational teams to achieve results
Worked and have good Knowledge in other segments of OTC such as, Billings, Rebates, Cash Application, Order management, and Reporting
3 Lean ideas for process improvement
DIP award
Cheers points
Spot award
Recognition for driving RPA project
Received quarter award throughout my working period
Administrator Officer
J B BODA INSURANCE BROKERS PVT. LTD
07.2014 - 05.2016
Procure custom made quotes from various general/life insurers for client’s assigned
Compare and present the coverage features/benefits/premium of various insurers
Place the insurance on confirmation from the client
Insurance placement for new and renewal policies with respect to the client
Interaction with the client on a periodic basis for specific requests/ claims processes and procedures
Create and maintain a database of prospective clients from EPFO website
Contact clients to enquire about their insurance needs
Meet clients and hold presentations to explain about various services offered by J.B.Boda Group in order to source insurance business
Co-coordinating activities of Insurers and third party intermediaries to meet the requirements of client
Maintain monthly Account for insurance business (new/renewals) placed
Maintain monthly account of insurance processes followed for each corporate client i.e
Minutes of Meetings, Presentations, and Endorsements
Education
Bachelor of Commerce (Regular) -
University of Goa
01.2014
10+2 (State board) -
State Board – Goa
01.2011
10 -
State Board – Goa
01.2009
Skills
Comprehensive problem-solving abilities
Strong verbal and written communication skills
Experience in team supervision
Proficient in project management
Account Reconciliation
Expertise in data analytics
Leadership experience in team settings
Technical skills: Oracle, JDE, Flex, SAP, Vistex, and AS400
Proficient in MS Office Suite: Word, Excel (Advanced, Pivot Tables, & Power Query), PowerPoint, and Power BI
Basic knowledge of MySQL
Hobbies and Interests
Listening to Music
Reading Books & Interacting with people
Playing Cricket
Personal Information
Date of Birth: 05/06/93
Accomplishments
Amneal: Twice named "Employee of the Month"; recognized as part of "Team of the Year" for exemplary contributions and process innovation.
Genpact: Led RPA initiatives that reduced manual effort in chargebacks and earned quarterly performance awards for service excellence and compliance.
Languages
Hindi
First Language
English
Proficient (C2)
C2
Certification
Basic to Advance Microsoft Power BI (https://excel.jatanshah.in/your-certificate/2D0B0B2070AD-2D0B0B1FD4D9-83AD7EF8B6/)