Sep 2019 – Apr 2024 · 4 yrs 7 mos

•  Process Improvements while ensuring:
• Periodic performance review, Data reconciliation and analysis to highlight data discrepancy and actionable areas that affects sales process quality, delivery TAT, highlight fluctuation in #s and it’s impacted areas.
• Weekly review with Business Leaders to help them gauge the improvement areas and implementation of new projects to improve sales, delivery process quality and CSM workflow.
• Engagement of functional leaders to obtain resources, influence outcomes, address conflict, and ensure alignment with company’s policies and business line objectives.
•  Reporting and Data Analysis: -
• Supervise L2C management reporting project Teams for various business verticals implementing tools, such as Power BI, QlikSense, Salesforce etc.:
• Service Delivery [Delivery Trend Analysis, WIP/Backlog Analysis, Forecast Analysis, Terminations/Cancellation review],
• Finance (Capacity Planning and Expanse Management)
• Sales Support [Inside Sales Reporting E.g. Order Booking and Funnel Analysis, forecast],
• Customer Success Manager [Ticketing, Escalation, CSAT] Reporting],
•  Project Management: -
• Managing critical cross functional Project Teams to enable various business units (Finance, Service Delivery, Sales, CSM, Products) to have a structured process.
• Continuous monitoring being in collaboration with Business Leads to improve efficiencies and design & develop processes to simplify operations and improve customer experience via various programs.
• Plan, facilitate, and communicate project scoping, execution, issue tracking, solution implementation and customer adoption:
• Requirement Gathering, creating a detailed Business Plan, User Story and Sprint Planning, Solutions Wireframes, Documentation, Output Evaluation and UAT and Data Governance.
• Closely coordinated with various backend technical support teams to maintain data hygiene and smooth flow of business deliverables.

Jun 2016 – Jun 2019 · 3 yrs · Noida Area, India

•  Financial Planning and Analysis: -
• Leading Global Revenue Operations process for Revenue Submission, invoicing, timecard reporting, Credit Card Analysis, Timecards Reversals and Expiring Revenue Forecast.
• Supervising Budget preparation for expense at product level and coordination with the stakeholders for their input and its submission into system.
• Pre-close Analysis at various levels ensuring appropriate categorization of postings based on Purchase Orders, Nature/ Purpose of expense.
• Review of PO reports for missing GRs and POs to close and highlight the same to the process owner for necessary actions.
• Identified and implemented Standardization & Automation opportunities in Reporting & Analysis to achieve synergies, eliminate duplication of work and value addition to existing deliverables & models.
• Work cohesively with Product and Sales Teams to optimize process, capacity planning, and maximize revenue within contractual guidelines.
• Consolidation and Preparation of Functional deck showcasing variance (Actual vs Budget / Actual vs Forecast) for each area by function to facilitate Global Management review.
•  Data Reporting and Analysis: -
• Ensure Inside sales data hygiene by periodic data Reporting and Analysis for various stakeholders, i.e., Account managers, Sales leads, Engagement Managers and CSM to Identify, analyze, and interpret trends/patterns in data sets and make recommendations by various data Visualization.
• Develop Inside Sales reports, dashboards, and processes to continuously monitor sales data quality and integrity.
• Execute and drive Professional Services KPI metrics for business and operation performance.
• QBR Analysis for Bookings, Consumption and Revenue for all territories which facilitate the business reviews and follow through with business leaders on actionable items for improving business metrics over a period of time.

Nov 2013 – May 2016 · 2 yrs 6 mos · Noida Area, India

•  Order to Cash: -
• Serves as a point of coordination for contract Review and setup, uploading hours/count (T&M/Volume) for billing, Invoice processing on a weekly/monthly/quarterly basis per agreement (ASA/SOW/MSA) and company policies.
• Variance analysis for Revenue and Billing through various reconciliation reporting and highlight actionable items with project Managers.
• Own and ensure execution of SLAs, customer satisfaction and metrics for supported processes.
• Help prepare operational/executive weekly/monthly/ad-hoc reports e.g., Prepaid reconciliations, AR Reconciliations, and outstanding billing report (WIP) and Invoice Aging Analysis along with handling day-to-day escalation point for all supported business units.
• Analyze/Identify past trends to keep a track of revenue actual for accurately forecast revenue and various types of costs.
• Prepare Monthly Reports comparing the actual revenue with forecasted and share with leaders for Preparing commentary for budgeting and forecasting to support management decision making.
• Audit processes and reporting to ensure compliance and identify process and performance defects.
• Setting up calls with end Client and AR and Collections teams to reducing Invoice aging and evaluate risk linked to specific client and provide data for PDD Analysis.
• Advance Balance and WIP reconciliation on client level.
• Critically evaluate information gathered from multiple sources and reconcile conflicts.
• Work on invoice rejections and coordinates to close the issue and to reduce the aged invoices and pending bills.

Oct 2010 – Nov 2013 · 3 yrs 1 mo · Noida Area, India

• Accountabilities: -
•  Cash and Bank Reconciliations: -
•  Processing of the day-to-day Cash Management
• operations, comprises incoming, outgoing transfers, deposit
• placements, cheques and SD transactions
•  Payment investigation & reconciliation.
•  Daily/Week reconciliations to clear open items.
•  Daily/Weekly interactions over calls/emails and set up
• meetings with respective bank reps and customer for any
• discrepancy occurs.
•  Report creation through Recon, PeopleSoft and Frontier,
• format reports and reconcile also share findings to stateside
• business leaders
•  Preparation of month end and weekly analytical reports for
• update to clients regarding reconciliation of accounts and
• open & outstanding items based on daily Reconciliation of
• Cash Receipts and Disbursement