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Shaoli Mukherjee
Engagement Financial Advisor
Hyderabad
Summary
Accomplished Engagement Financial Advisor with a proven track record at Deloitte, enhancing financial management through expert analysis and strategic forecasting. Skilled in SAP FICO and adept at stakeholder management, I have significantly improved financial processes and client relations. My leadership has driven operational efficiencies, achieving key performance indicators and exceeding margin goals.
Overview
10
10
years of professional experience
Work History
Engagement Financial Advisor
Deloitte
Hyderabad
05.2023 - Current
- Financial Management Consulting: Analyze budget, forecasts, revenue, expenditure, staffing, and profitability using pricing models to provide financial management consulting
- Engagement Pricing and WBS Setup: Determine engagement pricing based on staffing, revenue, and margin goals; configure billing, collections, and staffing analysis in the firm’s WBS as per the client contract
- Financial Tracking and Forecasting: Monitor project financial metrics against the initial budget, perform variance analysis between planned and actual figures, and update forecasts as needed
- Periodic Reporting and Compliance: Provide regular financial reports covering KPIs such as engagement margin, revenue, and expenses, and ensure adherence to firm policies for time, expenses, and invoicing
- Risk Management: Track project billing and collections, highlight risk areas when KPIs exceed thresholds, and address potential issues with firm leadership and stakeholders
Payments SME
British Telecom
Kolkata
05.2022 - 05.2023
- OTC Cycle and Cash Management: Oversee the end-to-end Order-to-Cash (OTC) cycle, including cash application, daily and monthly reconciliations, and implement operational improvements for efficiency
- Bank and Account Reconciliation: Manage bank reconciliation for 12 AR accounts totaling £2 billion, ensuring accurate and timely income reporting to the treasury
- Process Transition and Team Leadership: Supervise the transition of new processes, managing five work packages and eight team members to ensure successful implementation
- Debt Analysis and Collaboration: Analyze debt reports to identify missed collection trends, and work closely with the Collection team and other departments to streamline cash operations and resolve issues
Payments Advisor
British Telecom
02.2019 - 05.2022
- Process Enhancement: Identify, recommend, and implement opportunities to improve accounts receivable and billing processes to meet finance requirements
- Financial Period Closure: Manage financial accounting period closure activities, including yearly balance submissions and reconciliations
- Debt and Cash Analysis: Conduct debt analysis and review unallocated and unapplied cash to support the finance and collection teams
- Data Migration and Compliance: Lead data migration from Oracle to SAP, manage invoice write-offs and credit write-backs, and ensure smooth submission of quarterly audits and SOP formulation
Order, Service Request Management
British Telecom
05.2017 - 02.2019
- Order Management and Product Briefing: Review order requests after analyzing customer credit status, initiate the order journey, and handle multiple products while briefing end users and business managers
- Quotation and Complaint Handling: Prepare service request quotations for elite customers, and manage top-level complaints (Level 3 escalations) and grievance management
Process Enabler
TCS Kolkata
08.2014 - 04.2017
- Operational Advisory and Expertise: Worked as an operational advisor in the utility domain (Npower), with expertise in Citrix and SAP (CRM billing platforms)
- Customer Resolutions and Stakeholder Support: Drive efficient customer resolutions by providing expert knowledge and analytical support, and offer relevant support to internal and external stakeholders for smooth transaction recording
- Process Improvement and Auditing: Lead workshops to drive process improvement and performance, and manage and audit internal team process deliverables
Education
Bachelor of Commerce: Finance And Accounts - Accounts Hons
University of Kolkata
Kolkata, India 04.2001 -
Skills
Forecasting & Budgeting
Financial Planning & Analysis
Variance Analysis
Balance Sheet account reconciliation
Work Breakdown Structure (WBS Administration)
Invoicing
Client Relations
Stakeholder Management
SAP S4/HANA
Oracle Financial Solutions
Interests
Timeline
Engagement Financial Advisor
Deloitte
05.2023 - Current
Payments SME
British Telecom
05.2022 - 05.2023
Payments Advisor
British Telecom
02.2019 - 05.2022
Order, Service Request Management
British Telecom
05.2017 - 02.2019
Process Enabler
TCS Kolkata
08.2014 - 04.2017
Bachelor of Commerce: Finance And Accounts - Accounts Hons
University of Kolkata
04.2001 -
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