Geetanjali Joshi
1275 Dominion Road Extension
Summary
Looking for an opportunity to join an established firm as an credit controller and apply my knowledge of financial principles, practices, and procedures. Credit Controller specializing in credit checks, payment processing and account updates. Expertise in managing day-to-day accounts related activities in coordination with internal/ external departments for smooth financial operations. Dedicated Diligent and dependable professional with expertise in Elemos, sales force.
Overview
6
6
years of professional experience
Work History
Credit Controller
Waste Management New Zealand Ltd
12.2023 - Current
- Supported sales teams by providing accurate credit information for new and existing customers.
- Increased collection rates through proactive account management and regular follow-ups with clients.
- Reduced overdue debt by closely monitoring customer accounts and taking prompt action on outstanding payments.
- Reduced past due balances and bad debt by coordinating collection efforts with customer service, sales and billing departments.
- Reached out to customers to check on payments and convey options.
- Collaborated with other departments to resolve billing errors, ensuring timely payment from clients.
- Performed checks of customer creditworthiness and current situations.
- Responded to disputes calmly and applied logical, knowledgeable approaches to devise solutions.
Manager
IBM India Pvt Ltd
02.2023 - 08.2023
- Played a key role in transition of R2R process from Belgium to India
- Supporting on smooth transition of the process from client during ramp up
- Handling team to perform the activity based on knowledge transfer during ramp up phase
- Effective routing of overall accounting operations and audit, implementing complex business processes and operational improvements which resulted in improved productivity and efficiency
- Supporting client and team in hypercare phase for performing smooth month end close.
Assistant Manager Trainee
Genpact India Pvt Ltd
07.2019 - 06.2023
- Working as a critical resource for coordination between Genpact & UCB, handling 5 legal entities including Italy, & Iberia- Middle Office controller
- Presiding weekly team meets focusing on targets & achievements and sharing the weekly progress report
- Preparing and reviewing the balance sheet reconciliation and following up on open and unreconciled items
- Managing month end close tasks like preparation of monthly balance sheet & P&L templates with insightful variance commentaries, month end GL close activities including: Weekly & Daily Sales report matching forecast figures and doing analysis of adverse & favourable outcome
- Sales allocation, Stock revaluation, SAP vs SAP BI reconciliation and submission of final numbers in COGNOS
- Monthly review of Balance sheet reconciliations high/Low risk accounts and prepare action plan
- Forex revaluation, AP/AR program runs, GR/IR clearing, Bank reclass
- Calculation of rebate, Bonus, payroll & open PO/NPO opex accruals, R&D accrual and prepayments related journals in month end
- COGNOS reporting i.e including 4 cut Submission of Fixed assets, provisions reserve, MDA's, receivable & Payable
- Monthly meetings with Finance managers to ensure figures reported should be reviewed and correct
- Payroll reconciliation and monthly analysis of the payroll accrual
- Solely handling Europe GIA audit requirements and providing first level documentation to KPMG
- Worked as a primary resource for providing and handling the Mazars audits and Local audit
- Standardization of JE template, reconciliation, prepaid schedules
- Preparation of Scrapping JE, GIT adjustment Journal entries
- Worked with Intercompany team for the resolution of the Intercompany mismatch.
Audit Manager
Ravi Rajan & Co
11.2017 - 06.2019
- Designed and executed policies and procedures to align with audit requirements and regulations
- Composed professional development and educational plans for junior staff members
- Prepared audit reports, providing clear description of findings and issues identified and recommending appropriate solutions
- Applied Six Sigma methodology to evaluate and make informed process improvement recommendations
- Investigated irregularities and discrepancies and provided remedies.
Education
Bachelor of Commerce - Accounts
Delhi University
07.2011
CA- Inter - Finance
Institute of Chartered Accountants of India
11.2010
Sr. Secondary - Commerce
C.B.S.E
03.2008
Skills
- Risk evaluations
- Deadline Oriented Approach
- Advanced Excel knowledge
- Account Reconciliation Proficiency
- Active listening abilities
- Continuous Improvement Mindset
- Credit analysis
- Billing Inquiries
- ERP System Experience
- Debtor Monitoring
Accomplishments
- Participated in LIFE IS TOGERTHERNESS workshop by UMANG for specially able children
- Automated the posting of recurring entries using SAP functionalities that had previously required 10 hours of effort every closing; worked as a part of Journal entries robotics project
- Involved in the training for the new joiners and for the Year end and half year preparation
- Automation of FI-COPA reconciliation, Sales reconciliation, Stock submission Templates
- Involvement in the Implementation of Balance-sheet reconciliation tool
- Completed Compulsory Computer Training Programme prescribed by the Institute of Chartered Accountants of India
Languages
English
Hobbies and Interests
- Reading
- Listening to Music
- Travelling
Timeline
Credit Controller
Waste Management New Zealand Ltd
12.2023 - Current
Manager
IBM India Pvt Ltd
02.2023 - 08.2023
Assistant Manager Trainee
Genpact India Pvt Ltd
07.2019 - 06.2023
Audit Manager
Ravi Rajan & Co
11.2017 - 06.2019
Bachelor of Commerce - Accounts
Delhi University
CA- Inter - Finance
Institute of Chartered Accountants of India
Sr. Secondary - Commerce
C.B.S.E
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