Jun 2016 to Jul 2019
Project: Financial Reporting and HRIS reporting
- Analysed requirements and documented them using UX Design, Share-Point, MSOffice.
- Automated Financial reporting processes using complex SQL queries and Optymyze products.
- Analysed and Automated reports like Revenue Report, Future Forecast, Cash Balance, ARR (Annual Recurring Revenue), and Cash Collection.
- Built Financial reporting protypes in tools like SSRS, Qlik, Tableau to evaluate and select the best suitable tool for the company.
- Responsible for Data Visualization with SSRM product in Optymyze for various Financial reports.
- Prepared various reports for Due Diligence process as part of the investor meetings using SSRS, MS Excel, and Optymyze.
- Integrated Optymyze with Concur for expense data processing using REST APIs.
- Integrated Optymyze with “ExchangeRateAPI” for Currency Conversion and calculating Exchange Gain/Loss for Foreign Currency clients.
- Integrated Optymyze with Xero for posting invoices and prepare AP (Accounts Payable), JE (Journal Entry) files.
- Integrated Optymyze with Microsoft Teams via PowerShell Script to post AR collection information on MS Teams channel.
- Worked as a Project Manager, managed offshore team, evaluated their performance, managed the hiring process, and trained new recruits.
- Participated in configuration of Optymyze for sales compensation for internal Sales team. Researched on Territory and Quota Management
Nov 2014 to May 2016
Project: Billing Process Automation
- Learned the workflow of Financial data from Order to Cash.
- Analyzed requirements and documented them using MS Office, SharePoint, and UX Design.
- Data Modelling for mapping data in the non-relational database (Lotus Notes) to the relational database in Optymyze (Oracle).
- Presented ideas to Finance team for process improvements.
- Configured processes for Invoice schedules and Revenue allocations.
- Set up Logi for automating the invoice PDF generation process.
- Set up PowerShell script for automating the invoice emailing process.
- Migrated historical data in the Lotus Notes server to the data repository of Optymyze.
- Worked as a Project Manager, managed offshore team, evaluated their performance, managed the hiring process, and trained new recruits.
Achievements:
- Saved time and efforts up to 90% in Financial reports processing.
- Improved data quality of reports and achieved the accuracy of 100%.
- Worked Remotely with offshore team, Stakeholders in Philadelphia, and CFO in California.
- Developed a strong understanding of various financial reports.
- Developed expertise in Project Management with an Agile approach.
- Automated the billing process to save time and manual efforts by 80%.
- Developed expertise in Logi and PowerShell Script.
- Developed a strong aptitude in data modeling and system design.
- Developed expertise in REST APIs, Java, MS Excel.
- Developed a strong aptitude in data mining and data visualization.
- Developed expertise in reporting tools Qlik, SSRS, and Tableau.
Skills: Project Management, Agile Methodology, Lotus notes, Optymyze, MS Excel, Logi, PowerShell Script, Web Services, REST APIs, SSRS, Qlik, Tableau