Mobile : +91-988*******
Email : email@example.com
Express Entry Profile Number : E000447862
IELTS Overall Band Score : 6.5
Seeking challenging career in Financial Accounting & Reporting sector to get a position of responsibility, using my skills and efficiency to communicate my ideas and views and commit myself for achieving organizational objectives with the team effort and my positive attitude and performance.
Participative management professional, with more than 7 years of experience in Finance domain. Which results focused, entrepreneurial and practical. Progressive leadership experiences have created a well defined understanding of business objectives and clients’ needs and aligned them with a combination of high quality service delivery, lean operating methods and innovative directions for team achievement.
Strong background in MI Reporting, Analytical and Logical Skills.
Value Offered - Team Management, Operational/Service Delivery, Leadership, Business Documentation, Process Analysis & Redesign, Consulting, Relationship Management and Strong Work Ethic.
Acquired good knowledge of SAP, Oracle, Tally ERP Modules, AR & GL Journal.
Gained significant exposure in MIS, monthly books closing and preparing debtors ageing & collection reports.
Adept in coordinating with auditors, finalizing audits and evaluating internal control systems.
Expertise in devising MIS and showcase the business go ahead and proficiency in streamlining the work procedures and formulating cost effective solutions for enhancing the Finance and Distribution operations.
Ensure optimum utilization of funds and budget with minimal variance.
Skilled in managing daily cash flows and MIS reports for generating necessary financial information to determine profitability.
Possess sound communication, analytical, planning & team management skills.
Present monthly dashboards to ITRM's for their monthly reviews and decision making.
Master of Commerce (Finance) Osmania University, India. 2006
Bachelor Of Commerce (Commerce) Osmania University, India. 2003
Process Analysis & Redesign
Strong Work Ethic
Oral & Written Communication
MI Reporting, Analytical and Logical Skills
MS Access (Design Queries& Databases)
Hands-on experience with - Finance Systems and Reporting Applications (PeopleSoft, Hyperion, Cognos. Databases (OLAP Cubes)).
Assistant Manager United Health Group, Inida. Nov 2014 – Till date
Description: Handling a team of 8 members who are responsible for Financial Reporting, Journal posting, Balance Sheet Reconciliations, completing Audit requirements. A summary of the activities are as below.
Preparation of Pre-close templates to estimate the financial of the plan before the start of a close.
Booking necessary journals for Revenue, Medical expenses and SG&A.
Preparation of Close Summary files and presentation thereof to the Accounting controllers and Plan CFOs.
Reviewing the P/L and B/S of the Plan at the end of each period close.
Building and reviewing Management Fee rate models of inter segment capitation accruals.
Monitoring the variances in P&L and BS accounts (DoD, MoM, QoQ &YoY) internally and also for Regulatory Reporting.
Supporting LE & Health Plan internal reporting and Certifying the Blackline Reconciliations and admin support.
Quarterly, Half yearly and Yearly Performance Appraisal for the team also involved in Adhering to the Audit Requests by the auditors, Deloitte.
In depth knowledge on Medicare and Medicaid and providing information related to these to the auditors and higher management.
Assistant Manager Genpact India Pvt. Ltd., India. May 2013 - Nov 2014
Description: Working in FAPR (Financial Analysis, Planning and Reporting) Team responsible for MI Reporting, Financial Planning, Cost and Revenue Analysis, Variance Analysis, Trending and Yearly and Quarterly Budgeting and Forecasting.
Preparing Budget/Forecast reports and support business through Variance Analysis, Trending and posting commentary.
Responsible for P&L Analysis, Accruals review and reporting on billing, Fixed Assets, Cost analysis and revenue analysis.
Responsible for Management Information Reporting and Analysis.
Handling Debt Reporting and Ageing Review and follow up on invoicing from the parties owing to the business.
Responsible for Monthly Reconciliation between JD Edwards and Unison through Oracle reporting database.
Preparing Cash Flow reports for the month to analyze the Cash in Hand and the Cash to be received from Debtors.
Applications used are MS Access, Excel, Cognos, Hyperion Essbase and JDE Edwards.
Finance Executive HSBC Electronic Data Processing India Pvt. Ltd, India. Jan 2008 - Apr 2013
1. Project : GBM Operational Risk Reporting
Description: Working in GBM Operational Risk Reporting Team, which is responsible for preparing the various MIS reports for enabling the Senior Management in controlling the Global Banking & Markets Business (which is primarily into investment banking involving trading of various financial products inter alia cross-business and cross-border financial products across the globe) and achieving the Risk minimization goals.
Analyzing data, issues and thresholds impacting the Operational Risk Profile of each product.
Creating Product-wise Monthly Global Packs & Heat maps along with commentary for the breaches impacting the Risk profile of the product.
Extracting the Data from Oracle DB and preparing the KRI & performance dashboard for all products under EMEA sites.
Liaising with each Regional GB&M teams (Singapore, HK, NY, PR and UK) and collating the region’s trading and operational data for Global Consolidation.
Coordinating with trading operations analytics teams & support functional teams for seeking commentaries on the Threshold breaches and action plans for the same.
Preparing Global & Regional Risk Control Reports on each product with RCA & RAG status and presenting the same for the Global & Regional PCC (Product Control Committees) meetings held every month.
Collate and analyze incidents from various support functions (Credit Risk, Market Risk, IT Front Office & IT Post Trade teams &Operations) and prepare loss control sheets.
2. Project : NA IT Planning & Finance
Description: Worked as a Finance Executive for NA IT Planning & Finance Team. It is a team of cross-functional professionals from across the organization that collaborate with customers, partners, and regional IT staff on the local level to provide centralized support for the HSBC Group with effective management of the IT costs.
Creating, Revising &Uploading expense templates into Access and Essbase as well as populating them on HNAH Cognos Cubes with consolidated information.
Creating & revising templates for cost allocation based on previous consumption& service / project agreements.
Liaising with other P&F teams across the globe to seek clarifications on commentary and providing explanations for NA Budgeted numbers when needed.
Performing reconciliations of all the receivable accounts and maintaining a transaction history for each account and preparing aging analysis of receivables for each Legal Entity.
Creating reports for the baseline plan, current plan and monthly actual consumption with trend analysis on a month-on month basis and commenting on the ups and downs of the volume.
Actual vs. Budget Analysis explaining major business drivers backed with commentary.
Generating monthly dashboards in excel and ppt to showcase the monthly consumption for each Business vertical and Core systems (Group System).
Ad-hoc reports for the Business and other P&F entities which require flexible and informative reporting design.
Technologies Used: Hyperion Essbase, IBM Cognos, MS-Excel & Access and VBA Macros.
Best Trainee of the Month for July 2013.
3 Process Improvement Ideas implemented till now.
Received Quarterly Silver Award for the Process Improvements in Dec 2013.
Received Star Award for December from the Business for the Process Improvements implemented.
Received Monthly Star Award for January and March 2014 for 3 Improvements in the process.
Travelled to London in August 2012 for two months to transition 2013 Plan related and Cash and Debtor related Activities.
Ensured smooth Migration of the process from Canada through WebEx Training and received appreciation from Business Area for learning the End-to-End process quickly during 3 months training which enabled to achieve Business As Usual (BAU) status before schedule.
Developed an Access database for Automating Plan reconciliations &excel applications to extract data from Ms-Access database which resulted in a 0.8 FTE saving.
Appreciated by Business Partners on various occasions for designing and automating reports and templates using Macros. Also, introduced various controls and checks in the process to increase quality& reduce errors.
Initiated Excel workshop in GFO for sharing the VBA programming basics to motivate team members to generate process improvement ideas and help them achieve ‘Yellow Belt Certifications’ by assisting them.
Deputized Assistant Manager in his absence and shared the responsibilities of making the process presentations, monthly dashboards, updating the PLA trackers and other MIs.