Dec 2024 – Oct 2025 · 10 mos · Greater Bengaluru Area · Hybrid

• Business Control and Financial Advisory: Delivered end-to-end Engagement Lifecycle Management for Tax and Accounting practices - acting as the Single Point of Contact (SPOC) for client teams, ensuring timely SOW signoffs, managing escalations, coordinating with Senior Managers, Leadership, and onshore teams, and ensuring seamless execution across complex regulatory and compliance engagements spanning multiple jurisdictions and geographies.
• AML Risk Assessment & Compliance Framework Development: Led end-to-end Anti-Money Laundering (AML) risk assessments and compliance framework development - designing and implementing internal AML policies, procedures, and controls aligned with local country laws, encompassing Customer Due Diligence (CDD), ongoing transaction monitoring, suspicious activity reporting (SAR), and record-keeping across diverse customer segments, product lines, delivery channels, and geographic locations.
• Reporting, Metrics & Stakeholder Management: Tracked, analysed, and reported engagement metrics, KPI dashboards, monthly MIS reports, and variance analysis to senior leadership and cross-functional teams - maintaining high-quality reporting standards aligned with internal governance frameworks, delivering real-time visibility into financial performance across the engagement portfolio, and enabling evidence-based decision-making through proactive identification of financial risks and opportunities across the project lifecycle.
• Invoicing and Revenue Management: Raised and issued client invoices aligned with engagement scope and delivery milestones and tracking outstanding receivables, conducting regular follow-ups with client teams, and ensuring timely collections to minimize aged receivables and maintain healthy revenue flow across the engagement portfolio.