PURNIMA SHARMA
Ottawa,CA
Summary
Experienced financial services professional and PMP-certified manager specializing in finance, ERP, transitions, and AP, with 9 years of expertise in AR and AP functions, reconciliations (bank, cash, credit cards, corporate, balance sheet, and A&L), financial reporting and analysis, and general accounting. Adept at leading and managing teams to support accounting operations by processing merchandise invoices, making payments, and resolving queries. Worked on streamlining workflows, optimizing team performance, and ensuring compliance with US GAAP, IFRS, and SOX standards. Skilled in vendor management, intercompany settlements, and foreign exchange operations.
Overview
9
9
years of professional experience
1
1
Certification
Work History
MANAGER- SPECIAL PROJECTS
PIVOTREE
05.2021 - Current
- Led the transition of AR and AP functions from Canada to India, managing both teams to meet client and company expectations. I have transitioned expenses from Intacct to Certinia Salesforce and collaborated on acquisitions, balance transitions, and reconciliations. As ERP admin, I built financial reports, set up new vendors, reviewed invoices, prepared vendor aging reports, and reconciled expenses. I addressed vendor queries, managed bank reconciliations, and prepared cash management reports. I processed payroll, journal entries, accruals, and amortizations. Additionally, I coordinated financial reviews, reported on unapplied receipts, motivated the team, and undertook projects assigned by the Director of Finance.
TEAM LEAD
ACCENTURE
10.2019 - 05.2021
- As Team Lead for the "Marriott" R2R process, I managed operations to meet client and company expectations, overseeing month-end and quarter-end close activities. I reviewed team reconciliations, addressed gaps, and ensured compliance with US GAAP and IFRS. Responsibilities included preparing revaluation for inter-company accounts, balance sheet accounts, and timely clearance of open items. I reported metrics, handled escalations, and managed Quickbase and PeopleSoft issues. I ensured effective processes, made impactful decisions, and provided solutions to business problems. I operated independently, optimizing group performance and managing client relationships both internally and externally.
TEAM SUPPORT SPECIALIST
BARCLAYS
10.2017 - 10.2019
- I prepared and closed month-end reports, performed aging analysis, and reconciled bank accounts weekly. I conducted daily vendor static audits and reconciled SAP GL vs. GBS. Ensuring SOX compliance, I booked revaluation differences, and provided dashboard commentary for vendor and bank reconciliations. I managed vendor reconciliations, credit note recoveries, and daily RBB bank transfers. I posted month-end bank accruals, reconciled intercompany accounts, and prepared settlement and MIS reports. I handled prepaid expenses for RBB, reviewed vendor creations and amendments, and performed final checks against sanctioned and terrorist funding.
SENIOR ANALYST
BARCLAYS -INDIA
03.2016 - 10.2017
- As a Senior Analyst in the reconciliations team, I managed cash reconciliations for internal and African accounts, ensuring compliance with Barclays' procedures. I sent formatted reports post-reconciliation, handled customer queries, and managed the team's daily workflow, reallocating tasks as needed. I coordinated with IT and CIS teams for feed issues, attended daily conference calls, and conducted payment investigations. I also managed reconciliations of various deadlines, addressed markup requests, and manually loaded missing statements onto the system.
ANALYST
BARCLAYS -INDIA
01.2015 - 03.2016
- I handled daily business banking queries for Barclays' customers, ensuring compliance with procedures and policy guidelines. I managed inter-account transfers, cash deposits, and withdrawals, including currency accounts and foreign exchange. I adhered to schedules, maintained AHT, and supported team performance in the absence of the manager. I dealt with customer inquiries, reported to concerned authorities, and coordinated cash orders with Travelex, ensuring secure transactions and smooth operations.
Education
Post Graduate Diploma in Project Management -
Fleming College
Peterborough, ON08-2024
Bachelors in Commerce -
GNDU University
01.2014
Skills
- SAP
- QUICKBASE
- PEOPLESOFT
- SQL-VBA
- SAGE INTACCT
- POWER BI
- QMS
- INTELLIMATCH
- LEAN SIX SIGMA
- PROJECT MANAGEMENT
- AGILE METHODOLOGIES
Certification
- PMP
- CAPM
PROJECTS UNDERTAKEN
- Transitioned the finance function- AP and AR from Canada to India.
- Transition of the expense module from Sage Intacct to Certinia Salesforce.
- Worked on the two new acquisitions for the company and was responsible for the financial and compliance reviews.
- SAP-S4 Hana Migration.
- Migrating from manual Journal Entries to Quickbase Tool and implementing POWERBI.
- Automation of the manual accruals processed every month and preparation of Bank reconciliations saving 200 hours per month.
- Migration of Business banking operations from India to Manila.
- SRP-structural reform program- Separation of banks Retail accounts from
Investment banking accounts. - Automation of accounts, reducing the manual matching percentage to 15%.
- Migration of South Africa business for 10 countries from India.
Accomplishments
- Outstanding Performer at Pivotree - 2021, 2022, 2023
- Special Recognition and Top Performer at Accenture - 2020
- Certificate for Ideas Implemented - 2017, 2018, 2019
- Barclays Recognition Program- 2019
- Employee of the Year - 2016
- Innovator of the Month for October - 2015
Hobbies and Interests
- Music
- Environmental conservation
- Yoga
- Travel
Timeline
MANAGER- SPECIAL PROJECTS
PIVOTREE
05.2021 - Current
TEAM LEAD
ACCENTURE
10.2019 - 05.2021
TEAM SUPPORT SPECIALIST
BARCLAYS
10.2017 - 10.2019
SENIOR ANALYST
BARCLAYS -INDIA
03.2016 - 10.2017
ANALYST
BARCLAYS -INDIA
01.2015 - 03.2016
Post Graduate Diploma in Project Management -
Fleming College
Bachelors in Commerce -
GNDU University
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