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Financial Analyst Senior

Location:
Charlotte, NC
Posted:
May 12, 2025

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Resume:

VIDYA.B

Results-driven Senior Financial Analyst with 5+ years of experience in conducting complex financial analyses, data modeling, and strategic forecasting. Proven expertise in financial reporting, compliance, and delivering actionable insights to achieve organizational goals. Adept at working on diverse financial projects, interpreting data, and evaluating business opportunities to support growth and decision-making.

PROFESSIONAL EXPERIENCE

Senior Finance and Operations Analyst

Amazon Web Services (AWS), Hyderabad, India May 2020 - April 2023

●Led and mentored a team of five financial analysts, overseeing sprint planning, performance monitoring, and strategic process improvements to enhance receivables management.

●Managed and reconciled a global portfolio of 400+ accounts, conducting risk assessments to ensure financial stability and optimize cash flow management.

●Mitigated financial risks in high-risk customer accounts, working cross-functionally with business units to resolve payment delays, disputes, and receivables-related challenges.

●Facilitated timely revenue recognition and collections by processing invoices through Ariba and Tungsten, aligning with client-specific payment requirements.

●Worked cross-functionally with cash application, billing, and accounting teams to ensure accurate payment allocation, resolve account discrepancies, and troubleshoot payment issues and rejections—maintaining financial integrity in reporting.

●Processed refunds and managed financial adjustments, coordinating with billing and accounts payable teams to ensure compliance with organizational policies and accurate fund disbursement.

●Recommended and implemented process enhancements to improve data accuracy, reporting efficiency, and support budget planning and financial forecasting.

●Implemented financial controls using PEGA and SIM ticketing tools to track transactions, ensure compliance, and facilitate seamless collaboration across departments.

●Utilized financial systems such as Oracle r12, Salesforce, and Customer Workbench (CWB) to automate reporting, optimize billing workflows, and drive financial process efficiencies.

●Utilized Microsoft Excel (Pivot Tables, VLOOKUP, Macros) for complex data analysis, including financial reconciliation, customer account reviews, and reporting to support strategic decision-making.

Lean Ideas:

Standardization AWS PMT Credit & Rebill (LATAM & Israel Regions):

Reduced credit and rebill processing time from 15 days to 2 days with Oracle integration and proactive information sharing.

Enhanced operational efficiency and compliance through cross-team collaboration.

Inclusion of Time-Card Details on Invoices:

Implemented Salesforce automation to incorporate time-card details, cutting invoice processing time by over 10 minutes per invoice.

Achieved a productivity increase of 126 hours per year by automating invoice validation, improving payment speed and reducing errors.

AWARDS & RECOGNITION:

●Awarded for exceptional performance in managing high-risk accounts and significantly improving cash flow.

●Recognized for successfully processing refunds for over 200 accounts within one month due to AWS service cancellations caused by the impact of COVID-19.

●Awarded for closely reviewing 100+ accounts with incorrect net terms, preventing potential cash flow disruption of approximately $200 million.

Process Developer

Genpact, Hyderabad, India March 2018 - April 2020

●Managed a portfolio of 250+ accounts, ensuring timely collections through proactive accounts receivable follow-ups via email and phone, including processing credit card payments.

●Developed and maintained account reconciliation schedules, ensuring accuracy in financial reporting and alignment with company policies.

●Executed financial adjustments, including refund processing, write-offs, and credit holds, while resolving payment disputes through case escalation and collaboration with regional branches.

●Optimized invoice processing and financial transactions by leveraging Coupa, Ariba, IPP (for Federal accounts), and WAWF (for DFAS accounts), ensuring seamless integration with financial systems.

●Mitigated credit risk by issuing demand letters and coordinating with the legal team to address delinquent accounts and enforce collection policies.

●Performed financial analysis and transaction validation using Oracle, ensuring accurate invoice tracking, payment applications, and outstanding balance reconciliation.

●Enhanced financial operations and reporting efficiencies by leveraging Oracle r12, Salesforce, and Excel to streamline receivables management and improve data accuracy.

Lean Ideas:

Proposed Automation for Financial Data Efficiency:

Reduced data processing time from 1 hour to 5 minutes per task through macro automation, enhancing accuracy and efficiency.

Streamlined Backup Preparation for Payment Deductions:

Automated document creation for payment deductions, cutting preparation time from hours to seconds, ensuring consistency and operational efficiency.

AWARDS & RECOGNITION:

●Awarded for identifying and preventing a fraudulent email attempt requesting payment of $1.3 million, safeguarding the company and its customers.

●Recognized for consistently achieving targets.

Senior Associate

Wipro, Hyderabad, India September 2016 - November 2017

●Provided troubleshooting for financial systems and resolved network-related issues to ensure seamless operations.

●Streamlined customer issue resolution processes, enhancing efficiency and satisfaction.

Senior Customer Service Associate

Country Club, Hyderabad, India March 2014 - August 2016

●Supervised staff operations and implemented improvements in customer service strategies.

●Resolved complex financial inquiries, driving customer satisfaction and operational improvements.

38452 Lynwood Ct, Farmington Hills, MI 48331

+1-734-***-****

********************@*****.***

Technical Proficiency

●Oracle

●Salesforce

●Customer Workbench (CWB)

●Clipper

●Workday Finance Management

●Workday Human Capital Management

●WAWF

●IPP Portals

●Microsoft Excel (Pivot Tables, VLOOKUP, etc.)

●Scrum Board

Financial Expertise

●Risk Assessment & Mitigation

●Cash Flow Optimization

●Account Reconciliation

●Invoice Management & Payment Processing

●Accounts Receivables & Collections Management

Leadership

●Team Mentoring

●Performance Feedback

●Process Improvement

Soft Skills

●Critical Thinking

●Problem-Solving

●Multitasking

●Time Management

●Customer Service Excellence

●Cross-functional Collaboration

VOLUNTEER EXPERIENCE

Soul Child Animal Rescue

●Advocated for stray animal adoption, feeding, rescue, sterilization, and vaccination, contributing to community welfare.

EDUCATION

Master’s in Project Management

Central Michigan University, Mount Pleasant, MI, USA 2023 - 2024

●Focused on Financial Fluency, Strategic Planning, Organizational Behavior, and Project Management Principles.

Bachelor of Commerce

Mahatma Gandhi University, India 2014 - 2017

●Specialized in Economics, Accounting, Finance, and Business Management.



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