Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Utkarsh Sharma

Nanaimo,Canada

Summary

Dynamic financial analyst with over five years of experience in ERP implementation and process optimization in the financial services industry. Proven track record of driving financial improvements and technological transformations at leading organizations. Eager to leverage expertise in digital finance and strategic consulting to foster financial excellence and innovation in client engagements. Deeply committed to professional development and adept at navigating complex project environments.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Grocery Clerk

Buy Low Foods
09.2024 - Current
  • Collaborated with the management team to devise promotional strategies that boosted sales, managed inventory by overseeing supply orders and stock levels for optimal space utilization and executed cashier responsibilities to ensure swift and accurate payment transactions

Crew Member

McDonalds Canada
02.2024 - 01.2025
  • Collaborated with team members to enhance service speed and efficiency at McDonald's Canada, managed cash transactions with precision, and conducted inventory audits, ensuring continuous product availability and compliance with company financial policies during peak hours

Management Trainee (Team Lead)

Genpact India Pvt Ltd
02.2021 - 12.2023
  • Led FP&A activities within the order-to-cash process, enhancing financial forecasting, analysis, and strategic decision-making; significantly improved financial operations by implementing quality checks and refining cash application and deduction processes, ensuring compliance and increasing reporting accuracy
  • Supervised a team in preparing detailed month-end financial reports, including Days Sales Outstanding (DSO), bad debt provisions, and cash forecasts; contributed to robust financial health monitoring and supported management in strategic planning by providing variances and detailed performance analyses
  • Collaborated with cross-functional teams to streamline order-to-cash processes, improving operational efficiency and accuracy; managed and mentored finance staff, fostering a collaborative team environment and enhancing skill development through targeted training initiatives, leading to a 25% increase in team productivity

Accounts Receivable Executive

Sisoft Technologies Pvt Ltd
08.2019 - 02.2021
  • Managed the complete cash application process using SAP FICO, ensuring the accuracy of financial postings and leading efforts to minimize overdue payments and maintain healthy cash flows; significantly enhanced financial integrity and reduced payment delays by 30%
  • Streamlined the deduction management process by investigating and resolving payment discrepancies and invoice errors, enhancing financial integrity and accuracy; improved the resolution rate for disputed transactions by 20%, ensuring compliance with financial policies and contributing to overall financial stability
  • Collaborated with internal departments to ensure compliance with financial policies and smooth execution of finance operations, prepared detailed reports on account statuses, collection outcomes, and deduction management; provided critical financial insights that enhanced decision-making and optimized financial planning

Associate Finance

WeCoders InfoTech Llp
08.2018 - 08.2019
  • Enhanced order-to-cash efficiency and compliance by overseeing the shipping process, collaborating with internal departments to fulfill client needs, and enforcing strict adherence to financial policies; reduced order-to-cash cycle time by 15% and improved customer satisfaction
  • Developed and implemented robust payment processing systems to handle misrouted, unidentified, and disputed transactions, significantly improving accuracy and timeliness in revenue collection; boosted monthly cash flow consistency by 20%
  • Prepared comprehensive month-end financial reports, including cash forecasts and past-due analyses, providing key financial insights that supported strategic decision-making and resource allocation; contributed to a 10% annual growth in revenue

Education

Master Of Business Administration -

Vancouver Island University
08.2025

Master Of Commerce -

IGNOU
12.2016

Bachelor Of Business Administration -

JIMS Vasant Kunj, GGSIPU
07.2014

Skills

  • Financial Analysis and Reporting
  • Accounts Payable and Receivable Management
  • SAP ERP Proficiency
  • Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
  • Advanced Microsoft Excel (Pivot Tables, VLOOKUP, Power Query)
  • Data Visualization and Reporting
  • Process Automation and Workflow Optimization
  • Budgeting and Forecasting
  • Compliance and Regulatory Adherence
  • Cross-Functional Team Collaboration
  • Client Engagement and Relationship Management
  • Problem-Solving and Critical Thinking
  • Time Management and Prioritization
  • Effective Communication and Presentation Skills
  • Leadership and Mentoring
  • Adaptability in Fast-Paced Environments

Certification

Certified Financial Planning & Analysis Professional, 12/2024, Corporate Finance Institute, Canada, Specialized training in financial planning and analysis including advanced financial modeling, budgeting techniques, and analytical forecasting.

Timeline

Grocery Clerk

Buy Low Foods
09.2024 - Current

Crew Member

McDonalds Canada
02.2024 - 01.2025

Management Trainee (Team Lead)

Genpact India Pvt Ltd
02.2021 - 12.2023

Accounts Receivable Executive

Sisoft Technologies Pvt Ltd
08.2019 - 02.2021

Associate Finance

WeCoders InfoTech Llp
08.2018 - 08.2019

Master Of Commerce -

IGNOU

Bachelor Of Business Administration -

JIMS Vasant Kunj, GGSIPU

Master Of Business Administration -

Vancouver Island University

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Utkarsh Sharma