Sowmya R

Client : Box

· As a L2, Im responsible for daily activities and handling production support issues related to Subscription, Invoice, Payments, Bill runs, Revenue & Netsuite integration.

· Handling MEC/Admin activities in both Zuora Billing and Revenue

· Performing reconciliation activities between Zuora Billing & Zuora Revenue, Zuora Billing & Netsuite, Zuora Billing & Avalara, Zuora Billing & Adyen. (Billing, Booking, Taxation, Payments)

· Working closely with Order management team, Billing team, Revenue team to ensure smooth daily operational activities

· Debugging issues in Zuora workflow and raising it to L3 team with findings/solutions for enhancements

· Testing quarterly release upgrades of Zuora revenue and Netsuite, submitting the test results to the Finance team for review and sign-off.

· Closely working with customers across US, UK and Beijing hours and assisting them through calls when required.

· Providing User access and defining user roles, initiating Bill Runs as Zuora Administrator

· Testing the various business scenarios and providing user stories as part of process improvements

· Connecting with Business/Clients/Stakeholders for prod support bugs, Credit/Debit Note issue, Refund issue

· Performing Country deployments(Product Configuration) for multiple entities/currencies and performing sanity checks at E- Commerce front end application

· Analyzing the invoice posting failure to NetSuite and providing the fix to post

· Escalating the issues to higher-level teams, third party teams, Zuora teams and users to resolve issues faced.

· Handling SOX & Audit controls like ITGC01,02,03,12 and key reports.

• Being a Zuora consultant I am responsible for handling production support and admin related activities
• Provided On-Call Support by marking availability at any time during working hours including weekends, addressing system issues, escalations, or any critical issues, would require support involvement.
• Working with cross functional teams, users across multiple locations in order to resolve issues, plan releases and make necessary communications
• Configuring and managing the various Zuora features such as products and pricing, subscriptions, billing and payments, invoicing, and revenue recognition.
• Managing Zuora data by adding, updating, and deleting data as required and be able to create custom fields, objects, and layouts.
• Troubleshooting any issues related to Zuora such as errors, bugs in workflows, and user issues and be able to resolve these issues promptly and effectively.
• Ensuring SOX compliance by adhering to policies and procedures

• Assisted clients with various questions and concerns related to their accounts and bank products.
• Assisted client relationship managers / BOO / BOM at bank branch with customer account research and maintenance.
• Processed daily client transactions, including deposits, withdrawals and loan payments
• Assisted supervisors in daily branch operations
• Helped customers open and close accounts, personal loans and mortgages.
• Promoted bank products and services by referring customers to appropriate business partners as necessary
• Accurately maintained records of each transaction and ensured all documentation and paperwork was in place and within compliance.
• Accurately receiving, counting and distributing cash, selling financial services, assisting with bank branch audits.
• Strictly following bank procedures at all times.
• Successfully performed a full range of Teller duties.

• Addition with the previous roles, overseeing all banking procedures and processes
• Managing and supervising department employees; responsible for day-to-day supervision and leadership
• Overseeing approvals of loans, documents, and other fiscal plans
• Preparing financial statements and analysis for branch improvements; Worked ground level to expand branch with new accounts, clients, and businesses
• Assisting with customer service and satisfaction in banking sector
• Responsible for monitoring all the activities like collections, sales and discipline, business development, reports and documentation (KYC)
• Preparing the account opening document & maintaining for providing the timely reports to my reporting manager
• Encouraging to team and staff, mentoring them to understand all the banking procedures
• Analyzing the financial records and assisting the team to accomplish branch goals
• Maintaining monthly and weekly registers / files
• Documenting and reporting to Area Managers on daily basis

• Overseeing the allocation of finance to the respective members, assisting in the establishment, running and supervising the business.
• Lead a team of 12 to 15 field sales representative.
• Increasing the sales in the branch.
• Responsible for providing technical sales training to sales staff; training the staff in all aspects and growing the branch revenue.
• Driving the team to ensure that customer's needs are met.
• Supervising the collection of any loan repayments outstanding, auditing/surprise visit to the customers place during loan disbursement to check the performance.
• Coordinating business development initiatives at the department level and performing the duties assigned by the immediate supervisor.
• Establish & maintaining good as well as positive relationship with the Customers.
• Responsible for maintaining the quality & quantity of the products.
• Ensuring that all the sales target for the branch are achieved around TAT.

• Overseeing and managing/enhancing all aspects of business such as business development, revenue generation, operational efficiency, accounting, sales and operations; Responsible for supervising and managing the bank.
• Monitoring the Gold appraisals, cashier and also managing the customers, accounting and budget information.
• At EOD, checking the pledging gold packets, verifying the petty cash & petty bills, timely closing the process in the prescribed copyrighted software.
• Monitoring day to day bank transactions, preparing bank reconciliation statement and book keeping, including all other office works.
• Handling of day to day general entries.
• Maintaining the records of sales & operations.
• Conducting the Internal Meeting daily basis for growth and providing responsibility sheet to CSE regularly.
• Along with maintaining branch activities, have raised ownership bar of selling other products and achieving in other Projects such as: Secured Deposit, Western Union Money Transfer, FOREX, Insurance(Apollo health insurance)

• As a Gold Appraiser for a period of six months:
• Involved in checking the purity of gold, checking the content of metal and determining how fine it is by evaluating its Karat
• Examining the Gold and checking the number of packet pledging about the item being evaluated at end of every day
• Preparing an appraisal report on a property's(Gold) value, inspecting and photographing the property.
• During every month auditing, Co-operating with the auditing team.
• As a Cashier/Teller for the next period of six months:
• Assisting customers for processing transactions, such as deposits, withdrawals and payments.
• Resolving complaints, account discrepancies, and answering customers queries.
• Involved in TA/DA Bill verification and accounting.
• By giving Best Performance, Promoted as Branch Manager of Kanchipuram (new opening) Branch at 2011.

• Being a Tele Marketing Junior Executive I am responsible for convincing the Job seekers over through telephonic interview and maintain a high conversion ratio.
• Giving feedback regarding the same and providing documentation regarding each process to the concerned Team Leader.
• Maintains operations by following policies and procedures, also contributing to team efforts by accomplishing the results as needed.