RICHA ASATI

+1-919-***-**** Morrisville, nc ***** ad29jk@r.postjobfree.com

PROFILE

Results-driven Transformational Leader with broad-based experience within technical and non-technical team environments. Experienced in strategic planning, customer experience management, financial analysis, and operational administration cross functionally. Accomplished professional who has earned a reputation for streamlining operating models and increasing efficiencies through well-executed staffing & tooling strategies. Collaborative leader with the ability to build, train, motivate, and mentor highly successful teams to outstanding performance. Effective communicator possessing excellent relationship-building, interpersonal, and presentation skills.

Expertise includes:

Sales Operations

Team development

Strategic planning

Program execution

Finance/ Accounting

Case management

Business Analytics

Financial Modeling

Process transformation

IT system Improvements

Partner Enablement

Experience Management

EXPERIENCE

CISCO Systems, RTP, NC May 2019 - Current

Manager - SaaS Revenue Compliance 2021-Present

Part of Webex (Cisco’s #1 SaaS business) team responsible for delivering the first automated Enterprise Agreement True Forward capability with the goal of increasing recurring revenue (ARR). Managing software buying programs across multiple routes to market with a focus on simplicity, partner enablement, and positive customer experience. Continue important improvements partnering with customer success & IT development teams to ensure value realization across the lifecycle.

Increased annual recurring revenue by $41M in 8 quarters

Expanded scope and learned the commercial model to operationalize True Forward for Video Integration product

Worked with collaboration and Cisco Legal to simplify the Enterprise Agreement program terms and conditions and added

details to support True Forward, Growth Cap and Downturn rules

Worked closely with the sales operations team to provide compliance letters where needed for finance deal approval

Developed and launched revenue management operating model with a focus on current and future initiatives.

Implemented partner and customer ticketing support for revenue management including obtaining and training

Level 1- 4 subject matter experts

Cross functional work to create/publish customer and partner go-to-market revenue management guides

Hosted 3x weekly standups to ensure remote team building and support of revenue management goals

data analyst – sales / field operations 2019-2021

Part of Cisco’s Sales/Field Operations team responsible for analyzing SaaS, Services, Products and licenses related Sales data (Enterprise, Federal, Commercial and Service Provider segments):

Resolved 1600+ cases in 16 months by processing & manipulating data for sales crediting, customer validation & territory management using advanced Excel e.g. Pivot tables, vLookups as well as SFDC, Tableau etc.

Identified & corrected inaccuracies in sales credits assignments and executed measures to update the data sets.

Analyzed/Reconciled large sales data (2000+ direct/1-tier and partner/2-tier sales orders) using 10+ cloud software/tools such as SFDC, CCW, NGCT etc. and adjusted sales commissions.

Diagnosed 190+ issues involving negative transactions (debooks) using root cause analysis and created reports.

Ensured Compliance with Cisco’s sales & finance Business Rules and achieved 95% claim approval rate.

Boosted 100% positive reviews in 12 months by presenting the case outcomes to sales account managers.

Drafted 4 productivity improvement items and got trained in Six sigma for improved Project management.

Recognized as the top Analyst for timely case resolution and customer service over 12 months.

Accountant, Disabled American Veterans (DAV), Raleigh, NC Aug 2016-May 2019

Held a versatile leadership role in NC Chapter of DAV, which is one of the largest non-profit organizations focused on helping (1M+) U.S. Veterans receive benefits (exceeding $20B per year):

Organized monthly executive-level meetings that sped up decision-making on financial matters by 18%.

Developed, analyzed and summarized financial statements with reporting & flux analysis every 3 months.

Prioritized month-end activities, including financial accounts reconciliation & Journal Entries approval.

Accounted for 100% compliance with federal/state laws, local ordinances and organizational policies for 61 branches across NC over 12 months.

Slashed customer issues resolution time by 28% in 6 months by partnering with cross-functional teams in root cause analysis, process mapping and flow diagrams.

Reached 0 payment issues weekly by handling Accounts Receivable & Accounts Payable along with 3+ vendors.

Executed Bookkeeping activities in General Ledger using QuickBooks etc. and researched Bank Statements. (200+ Bank Deposits/Withdrawals per month).

Managed accurate / timely processing of 100+ monthly invoices and 50+ monthly transactions of 3 corp accounts.

Reduced late fee charges to zero over 12 months by ensuring on-time Electronic Payments of bills.

Shrank admin expenses by 23% by consolidating & analyzing budgets, and reporting variance to executives.

Created bi-weekly Payroll, time-cards and PTO for 4 employees (full-time/part-time, $10,000+).

Facilitated timely preparation, analysis, and review of all quarterly & annual Payroll Tax filings for 4 employees.

Supported Audits, reports, approvals and SOX walkthrough by collaborating with external auditors every 3 months.

Sr. Operations Executive, ICICI Bank, Bareilly, India Apr 2005 – Jan 2007

Held a multi-faceted position with the 2nd largest bank (~$160B assets), involving rotation into various departments with focus on operations and loan processing.

Defined, Implemented and Maintained Management Information System for branch operations & decision-making

Analyzed loan documentation completeness and accuracy per company guidelines.

Executed the governance process to efficiently resolve the customer issues (inc. loan related) through CRM software; Also handled controversial situations, customer/client negotiations etc.

Collaborated to define the strategy relevant to the operations by directly working with the Operations head.

Ensured successful corporate Audits communication and change management every 6 months.

Realized 100% compliance by standardizing & documenting the processes and reviewing through periodic audits.

Customer Support Executive, ING BANK, Varanasi, India August 2004 – March 2005

Worked with the Indian subsidiary VYSYA bank of the global financial powerhouse ING, and managed the day-to-day branch operations and customer relations:

Increased customer satisfaction by 8% by reducing the problem resolution time and attending 1-on-1s

Collaborated with sales managers and team to increase the sales by 5%

Managed 50+ new customers and Cash account openings each week

Helped Digitizing 70% of the records of various customer deliverables and debit cards processing

Coordinated with the branch operations and Regional-operations Integration

EDUCATION

Masters in Finance and Control (1st Class) BHU University, India June 2004

Bachelor of Commerce (1st Class) MJP Rohilkhand University, India June 2002

Associate in Accounting (GPA 3.8) Wake Technical College, NC, USA April 2016

PROFESSIONAL DEVELOPMENT AND VOLUNTEER WORK:

Certifications - Income Tax preparer, Accounting Core; “Programming in C”, Certificate in Computing (CIC)

Volunteer for Gurukul Academy and Boy Scouts of America

Software / Cloud Tools Expertise -

Industry: SalesForce CRM (SFDC), ServiceNow CR Hub, Agent Workbench (PEGA), Sales Account View Mgr (SAVM), Tableau, ADP, Quickbooks, Microsoft Office (Word, Excel, Outlook, PowerPoint), Power BI

Cisco: My Business Reports (MBR), Sales Business Objects (BO), Next Gen Global Claiming Tool (NGCT), Commerce Workspace (CCW), Adjustment tool (OneCAT), Deal Checkpoint (DCP), uCRM, SubUI.

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