Shivali Sharma — CEO
Building The Credix — transforming receivables, collections, and Order-to-Cash with AI-driven finance operations. I operate at the intersection of finance, systems, and execution helping businesses turn revenue into actual cash, faster and more predictably. Currently part of the core team building The Credix, where I lead and design end-to-end receivables and collections workflows from invoicing and reconciliation to follow-ups, dispute handling, and cash realization. Beyond execution, I focus on building structured, scalable systems that bring discipline, visibility, and accountability to revenue operations. My experience spans accounts receivable, fund accounting, taxation, and financial reporting but my strength lies in turning fragmented finance processes into efficient, outcome-driven systems. ▸ At SGGG Fund Services, delivered 50+ accurate fund reports annually and handled NAVPU calculations with precision. ▸ At Lotus Design Labs, improved financial efficiency by 10% through insights-led reporting using QuickBooks and NetSuite. ▸ Started at M. Mahajan & Associates, building a strong foundation in audit, taxation, and financial analysis. What I bring: Strong ownership and execution in high-pressure environments Ability to simplify complex financial workflows Sharp eye for discrepancies, leakages, and process gaps Clear communication across finance, operations, and clients I'm particularly interested in solving problems around: → Broken collections processes → Poor receivables visibility → Inefficient Order-to-Cash cycles → Lack of financial discipline in growing companies 💼 Open to the right opportunity a role where I can own and transform revenue operations, collections, or O2C for a company that's serious about financial discipline and growth. If you're a founder facing challenges in cash flow or collections, or a hiring manager looking for someone who brings both strategic thinking and hands-on execution happy to connect.
Stackforce AI infers this person is a Fintech professional specializing in accounts receivable and financial operations.
Location: Bengaluru, Karnataka, India
Experience: 7 yrs 10 mos
Skills
- Accounts Receivable (ar)
- Cash Management
- Financial Reporting
- Portfolio Management
- Financial Management
- Efficiency Improvement
- Tax Audits
- Compliance
Career Highlights
- Led end-to-end receivables and collections workflows.
- Improved financial efficiency by 10% through insights-led reporting.
- Delivered over 50 accurate fund reports annually.
Work Experience
The Credix
Building (3 mos)
BiteSpeed
Accounts Receivable Specialist (1 yr 1 mo)
Career Break
Health and well-being (1 mo)
SGGG Fund Services Inc.
Fund Valuations (1 yr 8 mos)
lotus design labs
Finance Executive (2 yrs 1 mo)
M. Mahajan & Associates
Accountant (3 yrs)
Education
Accounting and Finance at ACCA
Accounting and Finance at The Institute of Chartered Accountants of India
Bachelor of Commerce - BCom at Mehar Chand Mahajan (MCM) DAV College for Women
school at Kendriya Vidyalaya
