Pooja Rajeendranath

Change Management

· Transition and integration of the finance team into HubSpot, designing and creation of Finance queue, determining the priority of queries and SLA.

· Introduction and implementation of new processes for efficient and effective collections and client management.

· Transitioned all big-ticket clients from old platform to new and improved HCM platform.

· Collaborated with leadership to map out processes during transition from QuickBooks to Sage as accounting platform on a global level.

· Transition and introduction of new reporting techniques for finance leadership through HubSpot.

Project Management

· Representative Stakeholder for finance for HubSpot integration.

· Providing requisite knowledge training and transition for HubSpot team to understand the significance of finance functions in order to prepare the process-flow diagram in Lucid chart.

· Planning, Initiation and executing the integration of finance processes into process flow in HubSpot.

· Determining priority of queries as well as SLA of each priority level for the finance queue.

· Providing training to other finance team members on handling tickets and maintaining SLA in the HubSpot finance queue.

· Monitoring and controlling the finance queue to ensure correct execution and closure of tickets to ensure correct CRM analytics are generated.

· Representative stakeholder for finance in the customer migration process for high volume customers from old SaaS platform to new SaaS platform.

Finance, AR

· 95% AR collection rate.

· Providing AR aging report to management regularly.

· Monthly client invoicing for services provided.

· Payment application and processing of refunds through Sage.

· Management of AR aging and collections across the team for the entire Americas portfolio.

· ACH, Wire Payment reconciliation and application in multiple currencies in QuickBooks, Sage

Team Management/People Management/Coaching/Training

· Training new team members on processes, customers, collections.

· Implemented process improvements for quicker collections

· Coached and mentored fellow team members to improve collections.

· Providing training to other finance team members on handling tickets and maintaining SLA in the HubSpot finance queue.

· Took over all team responsibilities pertaining to internal processes and cross-functional collaboration with other teams in the absence of manager/leadership.

· Preparation of business process manual and providing cross-functional process training/knowledge transition to HR, payroll and customer care teams globally.

Cross-functional collaboration

· Collaborated with departments like sales, operations, IT to resolve issues to improve collections.

· Communication and relationship building with customers to resolve issues, reduce delinquency and improve collections.

· Convened a focus group comprising stakeholders from finance, tax, account management to determine feasibility of billing currency change for big ticket client.

· Collaborated with various internal teams to determine feasibility of providing life-long discount for customer

Data reporting

· Data cleaning and preparation for daily, weekly and month-end reconciliation.

· Customizing finance and reporting solutions for client specific needs like budgeting and data-driven decision making.

· Preparation and customization of data analytics pertaining to Compensation and Benefits for customers and internal stakeholders for budgeting and other data-driven decisions on a recurring basis

· Authentication, analysis and reconciliation of client monthly payroll data and transactions in multiple currencies

• AR collection and aging – worked with the field collections team and collected feedback and determined future course of action
• Payment reconciliation using SAP
• Resolving assigned tickets using SAP and Freshdesk
• Coordinating with other teams for quicker and better resolution.

• AR aging management – ensuring all payments are entered to get clarity on actual AR aging
• Preparing journal entries to apply cheque payments to appropriate accounts
• Posting journal entries for everyday payments made to commercial vendors and brokers
• Processing of refunds to customers through EFT and posting the corresponding journal entries
• Processing of payments to commercial vendors through EFT and wire
• Remote deposit of cheques using cheque scanner on the banking platform
• Conducting spot transactions for foreign exchange purchase required for paying vendors overseas.

• AR collections and AR aging management – single POC for complete AR and collections process
• Applying and processing customer payments made by Cheque, EFT and PAD into Sage 300 ERP and T2 everyday
• Allocation of Provincial Sales Tax, Parking Tax and GST along with the right GL codes
• Monthly reconciliation of payments made by Cheque, EFT and PAD during month and month-end
• Monthly reconciliation of credit card payments on Sage 300 ERP during month-end
• Revenue allocation of daily payments to various cost centers
• Creating revenue journal entries as well as accrual journal entries during month-end
• Entering AP invoices through E-requester onto Sage 300 ERP
• Creating AP payment batches (Cheque and EFT) for vendors on Sage 300 ERP
• Processing monthly PAD batch through banking website for month-end
• Processing refunds and printing cheques through Sage 300 ERP 2-3 times a month
• Writing off aged delinquent accounts on Sage 300 ERP and T2 and moving them to collections.

• AR aging and collections management – contacting customers for payment and processing the same
• Running data feed and generating reports on Oracle receivables in the AR Receivable role and the Order Management super user role
• Retrieving account details, invoices, credit memos and debit memos in AR receivable role
• Releasing and approving transactions stuck in XML
• Entering and booking bulk orders in Oracle receivables using data load
• Processing customer payments and updating payment details using Moneris
• Updating profiles on customer setup role in Oracle
• Resolving payment related customer queries through telephone and email.