Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Timeline
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Gurbir Kaur

Hyderabad

Summary

Finance and Accounting enthusiast with over 7 years of experience in Financial Reporting, Trade Management, Project Accounting, and P2P (Procure-to-Pay). Expertise in collaborating with cross-functional teams and external stakeholders to drive business transformation. Proven ability to lead initiatives that enhance processes and improve financial performance. Skilled in executive reporting, data analysis, and implementing process enhancements to optimize financial operations and support strategic decision-making.

Overview

7
7
years of professional experience

Work History

Deputy Manager - Pricing Analyst - Commercial Finance

PepsiCo
02.2023 - Current
  • Started this process with pending deductions of around 20MM currently it is just 800K.
  • Validated pricing claims for the top 10 customers (now non top 10 as well) and collaborated with Business Partners to secure approvals, ensuring accuracy and compliance with pricing policies.
  • Prepared and updated over 500 customer-specific price lists on a monthly basis, ensuring SKU-level accuracy and timely distribution to stakeholders.
  • Maintained Power BI dashboards to track and monitor pending claims, invalid claims, in-progress claims, and partial closed claims. Delivered weekly reports for review by Business Partners, Finance Managers, and Sales teams, ensuring actionable insights and data-driven decision-making.
  • Reconciled and maintained an offline tracker for approximately 60,000 open claims on a daily basis, ensuring SKU-level accuracy and alignment with SAP records.
  • Collaborated with the Net Revenue team, Innovation Finance team, Sales, Business Partners, and Sales Execution team to manage cost price increases, ensuring seamless communication and alignment across stakeholders.
  • Collaborated with Sales teams to manage customer yellow code products (items with limited shelf life) by calculating discounts and uploading approved bids from the highest bidder into SAP, ensuring efficient inventory clearance.
  • Processed Financial Instrument (FI) credits for all valid claims, ensuring accurate posting to the General Ledger (GL) by the IBM team.
  • Assisted in reconciling the pricing General Ledger (GL) monthly after FI credits were posted, contributing to the preparation of reports used for forecasting provisions in the following month.
  • Formulated Standard Operating Procedures (SOPs) for various processes.
  • Prepared and Provided various supporting documentation for external audits in compliance with state regulations.

Assistant Manager Financial Planning

PepsiCo
08.2021 - 02.2023
  • Validating retail sales contractual commitments against Prosper financial accruals, to maximize P&L accuracy
  • Completing business reconciliations of customer trade spend, calculating earned spend and tracking Corporate and Franchise costs appropriately for accrual validation
  • Confirming that customer deduction claims and invoices align to contractual spend and accruals
  • Processing valid deductions and work with the customer and/or post auditors to refute and resolve invalid claims
  • Reconciling valid deductions and invoice claims against business reconciliation and general ledgers
  • Ensuring retail sales teams provide sufficient back-up and support for all non-customers spend accruals
  • Understanding and provide clarity on Corporate and Franchise spend requirements, ensure communication to Franchise Bottlers is clear and concise to mitigate FIFO risks
  • Managing exceptions through verbal and written interactions with Retail Sales and controls
  • Maintaining GCS and strong control environment through with accurate data entry and verification of inputs
  • Maintaining strong working relationships with key constituents and cross functional partners (e.g
  • Retail Sales, and Controls)

Financial Analyst - Project Accounting

Deloitte
01.2020 - 08.2021
  • Creating new engagements/projects on Swift
  • Processing changes to Engagement/Project data on Swift
  • Work in Progress Activities
  • Producing client bills
  • Engagement reporting, Cash and Billing Target analysis
  • Preparing comms for timesheet compliance, debtor chasing, Net risk, Engagement reporting plan which is shared with wider group of organization including Partners and Directors
  • Ensuring accurate and timely monthly and year end close of all the requests
  • Ensuring all the Daily activities are processed accurately and within the cut off times
  • Ad-Hoc tasks
  • Extending work hours based on the Business requirement to meet the deliverables

Finance Associate - Procure to Purchase - Accounts Payable

Capgemini
02.2018 - 01.2020
  • Invoice Pre-Processing-Manual
  • Pre- Processing -Electronic
  • Processing of PO Invoices (Three way and Two-way match)
  • Processing of Non-PO Invoices (coding invoices to different cost centres and projects)
  • Resolving AP issues with customers or vendors, communicating the issues and potential solutions to the appropriate parties to minimize reoccurrences
  • Resolving vendor and client queries which come across our global mailbox (Voice and email)
  • Preparing supplier account, reconciliation in comparison to the company record
  • Maintaining supplier master data and process changes timely and accurately when requested

Education

Bachelor of Commerce - Accounting

Maharani Kasiswari College - Calcutta University
06.2017

Skills

  • Financial Reporting
  • Accrual management
  • Budgeting & Forecasting
  • Data Analysis
  • Cost Control and Optimization
  • Decision-making
  • Trend Analysis
  • Advanced Excel Skills
  • ERP & Financial Systems - PGT, TPM, Essbase Hyperion, Prosper (NexaWeb), Oracle R12, Swift, SAP Hana
  • Process Improvement
  • Stakeholders Management
  • Strategic Thinking

Accomplishments

  • Invited by the UK business twice to work with the process excellence team for process diagnosis and process mapping to create a structured process for pricing.
  • Received Business impact award in 06/01/23 for being the first individual for being part of UK transition and post success, now we have more than 56 roles currently being transitioned from UK to India.
  • Recognized by the UK Finance Director for successfully completing Standard Operating Procedures (SOPs) and clearing both internal and external audits, ensuring compliance and financial integrity.
  • Received multiple commendations from the UK CFO and Finance Director for reducing pricing deductions from 20MM to 800K, demonstrating strong cost control and financial impact.
  • Nominated multiple times for effectively clearing the pricing backlog and structuring the pricing process, contributing to improved operational efficiency and accuracy.
  • Led the automation of the BO creating process for the IBM team by collaborating with automation teams using Python and Power BI, saving 600 hours annually across 3 customer accounts.
  • Received smile award from UK finance director for clearing a backlog of 7.5M in less than 1 month.
  • Transitioned Trade spend process for small and mixed sized (more than 20+ customer) from PepsiCo Canada to PepsiCo India solely.
  • Validated, reconciled, and approved more than 80millions of deductions in less than 6 months.
  • Let the automation of invoicing activity which involved manual and tedious steps, resulting in saving 120 hours yearly.
  • Transitioned GMO activity from Deloitte Switzerland to Deloitte India.
  • Transitioned WHT activity from Deloitte Switzerland to Deloitte India.
  • Managed team and workload in the absence of Senior analyst.
  • Led the Automation for multiple activities like Billing instruction Template, Debtor Master list, Engagement reporting and Timesheet Drafts in Deloitte.
  • Received a smile award as acting as an owner for trade spend review for first quarter from the finance director.
  • Received smile award for detecting duplicate payments, saving around 1.70million CAD.
  • Received multiple smile awards from the management for transitioning, stabilizing, and processing the deductions.
  • Rewarded twice with 'Outstanding Performance' at Deloitte in 2020.
  • Received 3 Shout-outs at Deloitte.
  • Rewarded twice for 'Star Performer', at Capgemini in 2019.
  • Received positive feedback from multiple clients.

Timeline

Deputy Manager - Pricing Analyst - Commercial Finance

PepsiCo
02.2023 - Current

Assistant Manager Financial Planning

PepsiCo
08.2021 - 02.2023

Financial Analyst - Project Accounting

Deloitte
01.2020 - 08.2021

Finance Associate - Procure to Purchase - Accounts Payable

Capgemini
02.2018 - 01.2020

Bachelor of Commerce - Accounting

Maharani Kasiswari College - Calcutta University
Gurbir Kaur