Workday FINS/PSA Consultant

Pratik Jitendra Parte

***, *****, **** *******, ****** Road,

Dattanagar, Dombivli(E), 421201

Mobile: +91-932*******

Email: **********@*****.***

Objective:

To be a part of a dynamic organization with greater opportunities & responsibilities that provides good learning & growth to my career. Eventually I aspire to successfully contribute towards the upliftment of the organization with all my expertise to achieve professional growth.

Personal Information:

Date of Birth : 10th Nov 1992 Sex : Male

Nationality : Indian Marital Status : Single/Unmarried

Work Experience:

Total Experience (Till Date): 7 Years 11 Months (May 2016 - Present)

Teradata Pvt Ltd. (Current Employer):

Finance Operations Analyst (Nov 2023 – Current)

Finance Operations Co-ordinator (Apr 2022-Nov 2023)

1.Performing the end-to-end billable project setups defined with reference to the SOW/Contract and profit & Loss sheet(P&L) on Salesforce Lightning platform.

2.Reviewing all financial elements of the customer contracts for setting up the billable projects in Salesforce Lightning.

3.Validating and finalizing the project setup in Salesforce Lightning in accordance with Finance Governance Policy.

4.Review & Approve the Budget Change Requests (BCRs)with reference to the resource allocation for the project or to change billing schedules.

5.Manage new customer order bookings and backlogs.

6.Update Opportunities details in Salesforce Lightning based on order booking in CPQ tool and move them to Closed-Won, once the contract is signed by the customer & Teradata.

7.Communicate with internal stakeholders to setup and track Work at Risk projects.

8.Reconcile revenue, billing, and order attributes across Workday, ERP & Salesforce Lightning/FinancialForce. Coordinate updates and fixes when reconciliation items are found.

9.Review and summarize weekly revenue in FFDC.

10.Analyse discrepancies in project financials and system issues if found and implement a solution.

11.Build relationships with cross-functional teams(Order Management, Revenue Management, Project Delivery Ops) to ensure accuracy and completeness of the information needed in Salesforce.

12.Doing project hygiene on by weekly/monthly basis as necessary (e.g., Checking the projects schedule, draft Billing Events/BCRs, billing schedules, dormant projects, revenue remaining on the projects, unapproved expenses.)

13.Setup/Update resource contact cards in FinancialForce PSA during onboarding & offboarding activities.

Finance Operations Associate, Global Shared Services Centre (Dec 2020 – Apr 2022)

Support for FinancialForce system tasks through tickets on ServiceNow platform which include but not limited to:

1.Setting up non-Billable projects in FinancialForce PSA, including the projects to track the time for Sales resources for related activities that include product presentations to the customer etc., Internal R&D projects with strong attention to detail, monitoring/reporting on project financials, project budget management and resource allocation/assignments.

2.Administer Project Analysis, Setup, Maintenance, Revenue analysis and closing the projects.

3.On/Offboarding or resource in FinancialForce.

4.Ensure the integrity of details for both resources & projects.

5.Generate FinancialForce PSA reports proactively to monitor and maintain data compliance and accuracy.

6.Prepare Standard Weekly/Monthly Reports across regions as necessary.

HERE Technologies India Pvt Ltd.(Previous Employer):

Spatial Data Specialist II (Apr 2018 - Dec 2020)

Spatial Data Specialist I (May 2016 - Apr 2018)

1.Handled various projects consisting of more than 20 members.

2.Trainer for project specific information for in-house coding projects.

3.Mentored new team members and ensured they are aware about project processes well as corporate etiquettes and achieve their targets.

4.Always met deadlines provided by stakeholders for delivery.

5.Proactively ensured that project should work without any non-compliance.

6.Reviewed budget status on workstream level and shared efficiency report on regular basis to ensure workstream is working as per planning.

7.Played key role in communication with Clients and customer, providing them project status and updates, also sharing information with team members if any updates provided by clients.

8.Received felicitation from client for good conduct and project deliverables.

9.Also, worked on problem management by identifying the issues occurring repeatedly and raising them as problems and hence working on them proactively to identify solution and drive them to closure using problem solving techniques.

Education:

Bachelor Of Information Technology with aggregate of 69% from V.G. Vaze - Kelkar College, Mulund.

Higher Secondary Education with aggregate of 78% from K. V. Pendharkar College, Dombivli.

Secondary School Education with aggregate of 91% from SVVM School, Dombivli.

Tools Used:

MS Office

Salesforce Lightning/Financial Force PSA

ServiceNow

Web Ordering Tool (WOT)

Workday

Invoice Engine

Salesforce CPQ

Strengths:

Multitasking

Forward looking attitude

Willingness to learn.

Good communication skill

Team player

I hereby declare that the above-mentioned information is correct up to my knowledge and I bear the responsibility for the correctness of the above-mentioned particulars.

Place: Mumbai. Yours Sincerely,

Date: Pratik Jitendra Parte.

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