India +91 8138043286 [email protected] LinkedIn
PROFESSIONAL SUMMARY
CMA (USA) qualified finance professional (license awaited) with hands-on experience in Accounts Receivable
operations and finance functions, including collections, reconciliation, and customer account management.
Contributed to a 55% reduction in receivables through effective follow-ups and coordination. Experienced in Zoho
implementation (P2P, O2C, month-end close, GL reconciliation), Xero accounting, and Canadian payroll
processing. Proficient in Advanced Excel (VLOOKUP, Pivot Tables), ERP systems, and financial data analysis,
with a strong focus on cost control, process improvement, and operational efficiency.
EXPERIENCE
Accounts Receivable Executive â?? Inchcape Shipping Services, Chennai Dec 2025 â?? Present
â?¢ Prepared Statement of Accounts (SOA) and managed AR data using Advanced Excel (VLOOKUP, Pivot
Tables)
â?¢ Performed regular customer follow-ups via email and calls, ensuring timely collections and strong client
relationships
â?¢ Contributed to reducing accounts receivable by 55% in March through effective follow-up and coordination
â?¢ Assisted in refund processing by preparing documentation and validating supporting information
â?¢ Allocated customer payments against open invoices using ERP systems and performed basic reconciliations
â?¢ Supported resolution of customer disputes and queries in coordination with internal teams
â?¢ Collaborated with cross-functional teams to improve AR processes and enhance customer service efficiency
Accounts and Finance Associate â?? Intern â?? Invisor Consulting Service, KochiAug 2025 â?? Dec 2025
â?¢ Recorded daily financial transactions in Zoho Books, assisted in Month-End Closure (R2R), performed
General Ledger Reconciliations, and generated Profit & Loss Statements and Balance Sheets to ensure
accuracy and compliance.
â?¢ Took part in Accounts Payable (P2P) and Accounts Receivable (O2C) processes, including invoice
processing and vendor/customer payments.
â?¢ Utilized Xero for ledger maintenance, bank reconciliation, financial reporting, and preparation of P&L
statements and balance sheets.
â?¢ Gained hands-on experience in Canadian Payroll Processing, including CPP, EI, tax deductions, and weekly
payroll reporting, supporting efficient payroll operations.
PROJECTS
Financial Analysis and Reporting â?? Illumina, Inc. (2024)
â?¢ Performed end-to-end financial statement analysis to assess profitability, liquidity, and solvency using key
ratios.
â?¢ Interpreted financial data in alignment with US GAAP standards, identifying trends and anomalies.
â?¢ Delivered a detailed financial report outlining business strengths, operational weaknesses, and strategic
recommendations for performance improvement.
Capital Budgeting and Forecasting â?? Academic Simulation Project (2024)
â?¢ Developed capital budgeting models using NPV, IRR, and Payback Period to evaluate long-term investment
opportunities.
â?¢ Designed scenario-based financial forecasts, projecting revenue, costs, and cash flow over a 5-year horizon.
â?¢ Conducted risk analysis and presented actionable insights to support strategic decision-making and capital
allocation.
EDUCATION
Certified Management Accountant (CMA USA) 2023 â?? 2025
Institute of Management Accountants License awaiting 78%
B.Com Professional 2020 â?? 2023
Sahrdaya Institute of Advanced Studies, Kodakara 62.8%
CERTIFICATIONS
â?¢ Accounting in the Age of Generative AI
â?¢ Strategic Analysis for Management Accountants and CFOs
â?¢ Best Practices for Integrating AI in Finance
SKILLS
Software Skills: Advanced Excel (VLOOKUP, Pivot Tables), Zoho Books, Xero, ERP Systems, Unit4, Optic, VBA
(Basic)
Core Skills: Accounts Receivable (O2C), Accounts Payable (P2P), Bank Reconciliation, General Ledger
Reconciliation, Month-End Close (R2R), Financial Reporting, P&L Preparation, Balance Sheet Preparation,
Invoice Processing, Customer Collections, Payroll Processing (Canadian â?? CPP, EI, Tax Deductions), Financial
Statement Analysis, Capital Budgeting (NPV, IRR, Payback Period), US GAAP, Cost Control, Process
Improvement
Soft Skills: Client Relationship Management, Cross-functional Collaboration, Attention to Detail, Effective
Communication, Adaptability, Team Work
ACHIEVEMENTS
â?¢ Cleared both parts of CMA USA with a first-attempt success rate of 78%, demonstrating strong academic
proficiency and financial acumen.
â?¢ Enhanced capital budgeting efficiency by 30% through effective use of financial modelling tools in academic
projects.
â?¢ Secured 2nd prize in a college-level New Business Plan competition, outperforming 80% of participants
across multiple disciplines.
