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Jeevitha A

Team Lead
EXP

9 Yrs

Location

Bangalore, India

Salary

1300000.00

Type

Full-Time (40h/week)

Languages:
EnglishHindiKannadaTelugu

Vetted Skills

SQLPower BITableauAdvanced ExcelAccounts Receivable & PayableRisk Assessment

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Profile Summary

Finance Professional | Expert in AP,AR, O2C, GL, Reconciliation, Risk Control, UAT Testing | Data Analytics (SQL, Power BI, Tableau)

Skills & Expertise

Technical Skills

MySQLMS Office (Excel, PowerPoint, Word)Microsoft Power BITableauRisk AssessmentData ReconciliationFinance & AccountingFinancial ModelingAuditingFinalization of Accounts

Soft Skills

Project & Time ManagementProblem SolvingAdaptability & AgilityCommunication & PresentationCollaborationManagement ExperienceAbility to analyze data

Professional Details

Commercial banking - Team Lead

Wells Fargo International Pvt LtdFeb 2021Jun 2025Bengaluru

Experienced Finance and ERP professional with expertise in Fusion ERP, AIMS 2.0, and financial operations including cash allocation, GL accounting, reconciliations, and reporting. Skilled in functional troubleshooting, root cause analysis, and quality control for onboarding and documentation. Strong background in risk management, including identification, assessment, mitigation, and development of corrective action plans. Proficient in conducting User Acceptance Testing (UAT), preparing test cases, coordinating with cross-functional teams, and supporting system Go-Live readiness. Adept at delivering analytical insights, stakeholder support, and knowledge transfer, ensuring accuracy, compliance, and process efficiency

Senior Associate

State Street CorporationApr 2019Feb 2021Bengaluru

Finance and Revenue Accounting professional with expertise in cash applications, reconciliations, and revenue accounting. Skilled in ensuring timely recording of payments, conducting daily/weekly bank reconciliations, and reconciling customer accounts against unapplied receipts and aging balances. Experienced in journal entries, accruals, reserve postings, and revenue adjustments, as well as preparing aging reports and write-off files. Led accounting teams in transaction processing (debit/credit memos, manual entries) and partnered with Revenue Operations, Cash Management, and Controllers to resolve issues, implement new contracts, and streamline processes.

Transaction Processing Associate

Accenture Services Pvt LtdOct 2015Mar 2019Bengaluru

Experienced in managing Corporate Credit Card operations including online applications, approvals, expense tracking, and reconciliations. Acted as Concur and Citi Corporate Account Administrator, supporting the CBCP program and KYC procedures. Skilled in expense management, aged debt analysis, and bank reconciliations, ensuring accuracy and timely issue resolution. Prepared and presented MIS and monthly reports (debt clearance, missing receipts, volume tracking) to stakeholders and actively participated in weekly business calls on reporting, transitions, and processes. Contributed to process streamlining while maintaining reporting quality and compliance.