Yash Gandhi

-Monthly cash collection forecasting, updating actual collections and reconciliation

-Revenue forecasting and reconciliation

-Handling AR related tasks and AP matters

-Working with IT team to improvise Finance related tabs on internal software

-Making SOPs for various process and documenting them for future purposes

-Handling projects related to Capex (Vendor Mapping, Expense Listing)

-Prepared Financial models and Pitch Deck required for the fund raising

-Working with auditors on a regular basis and have assisted a re-audit of our organization

-Making payment to Experts and Vendors

-Responsible for handling customers enquiries and deal with overdue customers

-Liaise with other departments for disputed billings and outstanding accounts

-Preparing Invoices and updating client usage wallet

-Execute transactions as per the guidelines and timeliness in order to meet SLA targets

-Managing invoices/expense report and completing general book-keeping activities

-Maintain client relationship through periodic governance calls

-Ensure appropriate documentation of the upshot from the last transaction as per the prescribed format in order to meet quality standards

-Handles/helps resolve escalation at process level in order to ensure high customer satisfaction

-Identification and sourcing of Start-Up opportunities

-Undertake financial assessment to recommend best suited asset classes

-Work towards raising debt or equity through banks, NBFCs, ARCs, HNIs and Private Equity

-Supervised and concurrently managed a team of 2 Management Trainees

-Preparation of financial statements, cash flows, and other financial reports

-Creation of Information Memorandum for mandated relationships acquired by Monal Capital

-Involved in all aspects of a transaction process, from drafting the initial pitch through development of financial models and preparing management presentation and interacting with clients and lenders