RAMALAKSHMI PALLA Louisville, KY ***** 309-***-**** ad3zw1@r.postjobfree.com

SUMMARY

Financial Analyst and Data Specialist certified in SAP ERP, and SAP S4 HANA in Financial Accounting. Specialize in analyzing customer requirements and recommending solutions customized to account needs. Proficiency at problem solving and critical thinking in preparing financial models. Experience in developing dashboards in Excel and Power BI.

SKILLS

SAP ERP Financial Models Customer Support

Financial Analysis Data Analytics & Dashboard Forecasting

Billing & Collections Finance & Operations Project Planning & Budget

PROFESSIONAL EXPERIENCE

Financial & Data Analyst, Valeo June 2022 – Present

●Developed Multiple analytical dashboards- Daily, weekly and Monthly in Power BI to provide analytical data to help business decision.

●Worked closely with cross functional team to understand business requirements and problems and provided daily customized Ad Hoc excel reports.

●Gather, analyze, prepare and summarize recommendations for financial plans, acquisition activity, trended future requirements and operating forecasts and budgeting.

●Track revenue and expenses on a monthly basis, comparing actual to forecasted figures and make necessary adjustments.

●Ensure accuracy of management control and costing information in the ERP system of the site.

●Ensure reliability of site gross margin and site below gross margin expenses during closing process.

●Manages the activity of the controlling department so that it can control if the company’s activity is performed by the most efficient and most profitable way and suits the local laws and Group Valeo standards (especially MAF and LSF)

●Preparing journal entries for month end closing, assist has need in P&L and cash flows.

Financial & Billing analyst, Cintas May 2021 – June 2022

Coordinate with other departments to ensure all sales and orders are accurately billed for, setting clients up for billing, issuing invoices, and ensuring invoices correspond with balance sheet reports.

●Managed 35+ accounts,1000+location including USA and Canada.

●Developed Daily, Weekly and Monthly Dashboards of Billing Health for MOS review including Payable Outstanding, Invoice Status and Sales outstanding using Tableau report.

●Provided Manual ad hoc reports for cross functional departments to provide solution for the business problem.

●Subject matter expert for Billing and collection disputes and work closely with IT partners to implement the enhancements and test in SAP.

Academic Certifications and Experiential Learning & Leadership, 2018 – 2021

Customer Solutions Financial Representative, CBE Companies Jan 2018 – May 2018

Recruited to the team to support over 100 customer accounts monthly, leveraging strong communications skills, finance, and technical acumen. Providing payment resolution, payment processing and financial account support.

●Pioneered a new process that increased speed of processing and collection of bills; ranked number 1 on a team of 15 for highest collection rate month-to-month.

●Analyzed customer data sets; compile and evaluate findings to provide suggestions and solutions for better support of client accounts and financial decisions.

●Provided documentation of processes, services, and projections on each account.

●Consulted with current accounts to problem solve and negotiate better outcomes for their financial impact.

●Prepared financial plans based on customer requirements; meeting deadlines and customer expectations; worked hand-in-hand with clients for successful relationship management.

Customer Service Sales Representative, Ibex Global Sep 2017 – Dec 2017

Oversaw roughly 5 client relationships, supporting service and product implementations were streamlined and documentation was in place to ensure customer experience was top-tier.

●Identify paperwork needed to maintain compliance in accounts; update legal disclosures and notifications within financial systems.

●Provide billing transaction support to customers, utilizing internal billing systems.

●Inform clients on product and service offerings and solutions customized to their specific requirements and financial needs.

●Compute and tally customer monthly charges, non-recurring charges, adjustments and balances.

●Update customer information and service order requests and changes; oversaw proper data was in place to begin services and installation.

Financial Analyst, Intern, Indo-US MIM Tec Sep 2010 – Feb 2011

Worked with senior stakeholders across multiple teams. Focused on standardizing and improving reporting templates, systems implementations and integrations, and data analysis.

●Participated in financial forecasts and budget for multiple departments, including monthly reporting of business outcomes and projects.

●Oversaw data integrity initiatives to ensure analytical accuracy across 3 shared systems.

Accounting Intern, Karnataka Soaps & Detergents Sep 2009 – Dec 2009

Worked directly with senior accounting team to support special projects, process improvements, and system implementations. Provided support with research, filing, and data entry on accounts. Recorded and maintained detailed financial records for reporting and documentation.

●Prepared year-end close schedule paperwork for client accounts.

●Integrated data imports into accounting financial systems, aligning data to match account.

EDUCATION

Master of Business Administration, Finance, Visveswaraya Technological University

Bachelor of Business Management Commerce, Bengaluru University

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