SUMMARY:

• Masters in Information Systems Technologies (Technology Project Management) from Wilmington University with nearly 6 years of experience in all facets of financial management, analysis, and accounting including expertise with SAP FICO module.
• M.B.A. in Finance with 4 years experience in insurance sector
• Good understanding of all aspects of the SAP Financial Accounting and Controlling business process and translation of business requirements into SAP solutions in the cost effective and client - servicing manner.
• Excellent FINANCIAL ACCOUNTING (FI) expertise in Configuring & Testing GeneralLedger Accounting FI-G/L, New G/L, Accounts Payable FI-A/P, Accounts Receivable FI-A/R, Asset Accounting FI-AA,
• Experience in activation of New G/L and Leading Ledger with creation of Segments and assigning Scenarios and Customer Fields in the Parallel Ledgers. Multiple Currency, Recurring entries, Testing, ECCS, New G/L, Automatic Payment Run.
• Proficiency in CONTROLLING (CO) includes Cost Center Accounting CO-CCA and Profit Center Accounting CO-PCA
• Excellent understanding of Business Processes relating to SAP Finance (FI), Controlling (CO) and Integration with SD,MM
• Proficiency in working at all stages of the SDLC Requirements Gathering, Blue Printing, Development, Go Live and Post Production Support.
• Demonstrated ability to work both in independent and team-oriented environments with well-developed organizational skills, excellent communication and interpersonal skills.
• Ability to analyze the Customer’s business requirements, needs, objectives and map them as per SAP processes, solutions and products that are being implemented.
• Thorough understanding of a customized SAP system.
• Able to learn new technologies, concepts, and business processes quickly, evaluate their applications, and apply them to business need when appropriate
• Extensive knowledge in the field of Finance, Accounting, Marketing and Business Analysis.
• Able to proactively plan, anticipate and manage risks and issues, and find innovative ways to resolve problems
• Last worked with Confidential &T Corp as SAP FI/CO Consultant

PROFESSIONAL EXPERIENCE:

Confidential, Greensboro, NC

SAP FI/CO, Consultant

• Analyzed and determined the organizational structure and current business process being followed and provided business analysis in the form of a Blue Print.
• AS-IS’ and ‘TO-BE analysis’, documented the configuration and business process procedures, quality assurance documentation, testing and user training.
• Involved in Requirements Gathering to prepare Functional Specifications for RICEF Objects (Reports,Interfaces, Conversions, Enhancements and Forms) for global implementation.
• Completed System Configuration to set up multiple Company Codes, and the inter-companyrelationships for cross company code postings for payables/receivables.
• Involved in the Configuration and set-up of Chart of Accounts (General Ledger), A/R, A/P and AA.
• In Accounts receivable Configured customer groups, interest calculation on overdue balances. Worked with SD team on credit management. Defined credit control area, Dunning Areas and customer credit limits. Configured lockbox for entering customer receipts and uploading of EDI file.
• In Accounts payable configured vendor master, set up alternative payee, configured house banks, automatic payment program for check run, created sort variant for printing checks based on vendor name.
• Worked on G/L Master records, document number ranges, posting period variants, tolerance groups, reversal of documents, opening and closing periods, field status variants, validation, substitution, currency translations, document types and posting keys.
• Configured Automatic Payment Program for payments to vendors; check lots, void & reissue ofchecks, online cash and blockage of payments for certain vendors.
• Identified one-time vendors, customers and defined a separate screen layout for them.
• Configured for vendor/Customer who is also customer/vendor who is also a trading partner. Configured the NEW GL and the current ledgers being set as leading ledgers and update rules for the other ledgers based on the report requirements.
• Designed, configured, and implemented accounts payable check printing, periodic Sales and Use tax reporting, and related month end financial reports.
• Solved problems on Invoice, and Automatic Customer Payment, clearing programs,and Banking integration.
• Configured and customized financial statements.
• Worked on Balance Carry Forward for Year End Close.
• Worked on Year End Close issues for SOX compliance for reporting purposes.
• Created LSMW for GL account uploads, vendor master data and cost center uploads.
• Worked with the end users during Production Support and trained them accordingly to familiarize with the SAP System.

Confidential, San Diego, California

SAP FI/CO Consultant

• Created and assigned all the Company Codes, Controlling Area, Chart of Accounts, Field Status Variants, Document Header/Line item level settings.
• Configured GL chart of accounts and Field status groups.
• Design and configuration of special purpose ledger for various purposes based on end user requirements.
• Customized document types, posting period variants, fiscal period variants and financial statement versions.
• Configured and Customized A/R and A/P modules including creation of Vendor master records, Customer Master records, account groups, number ranges, tolerance groups, reason codes, account determination, default account assignments.
• Responsible for settings for automatic payment program included payment methods, house banks, bank accounts and ranking order of bank accounts, credit risk management and for interestcalculation on account balances and line items.
• Developed Test Plans, Test Cases for FI transactions and drafted acceptance criteria for trainedusers. Tested in collaboration with the trained users, the functioning of all the FI postings and their effects.
• Tested the FI/CO transactions for field errors and missing data in SAP standard programs and tested all the custom programs, modified the field changes and enhanced the customized programs.
• Written functional and technical specifications for the new custom developments which included forms, reports and enhancements.
• Analyzed and reviewed all business processes, user procedures, and system requirements.
• Designed specs for FI/CO reports and layouts.
• Dealt with Cost Element Analysis (CO-CEA) involving both primary and secondary cost elements,activated the reconciliation ledger, and maintained accounts for automatic reconciliation posting.
• Configured New G/L for automatic posting of all sub ledgers.
• Assisted in trouble shooting the problems at the site the team encountered.

Confidential

SAP FICO Consultant, Religare Technova IT Services

• Served vital role on internal project team for research-based international pharmaceutical company. Completed configuration of Asset Accounting and Master Data uploads. Developed organizational structure for company code, field and fiscal variants, and FI global settings. Created New GL accounts, including testing of configurations in various scenarios and definition of special purpose ledgers, and all reports related to accounts or costs. Supported user training and all phases of UAT, Integration Testing, Test Script development, and troubleshooting.
• Supported launch and integration of offices in China, South Africa, Hong Kong, Italy, Nigeria, and India.
• Directed planning, execution, and delivery of overall Account receivables
• Applied SAP expertise to create training manuals for SAP Tutor for various transactions and processes.
• Maintained updated and accurate document of vital changes and new functionality throughout SAP upgrade.

Confidential

Trainee FICO consultant

• Daily Support of functional and customizing issues.
• Configuration of Global Settings for Company Code, posting period variants, fiscal year variants, field status variants, document number ranges, and Tolerance groups.
• Configuring and customizing General Ledger accounting, customizing the chart of accounts, Creation of G/L Accounts for each company code, screen layout rules, automatic account assignments, and recurring entries.
• Configured and customized Account Payable (A/P) and Account Receivable (A/R) modules including creation of vendor master records, customer master records, account determination, and default account assignments.
• Automatic Payment Program for outgoing payments including payment methods, House
• Bank, check management, Lockbox procedure, and credit risk management created credit control areas and Pre-Defined Credit Limits for Customers.
• Grouping the companies Vendors and Customers to define Dunning Procedure.
• Requirements gathering, Gap analysis, prototyping, system configuration and End user training for FI and CO modules.

Confidential

Sr. Cooperate Agency Manager

• Managed 2 Verticals (Non Resident Indian, Business Banking Group) of HDFC Bank to facilitate the Life Insurance business in different geographic areas
• Ensured after-sales services to clients through personal meetings, e-mails and telephonic conversation
• Conducted training sessions related to products for development of business to relationship manager under respective verticals
• Monitored accomplishment of vertical targets by the end of every financial year
• Implemented various strategies and campaigns for promotion of business
• Planned and implemented strategies to improve the customer experience; 80% of customers rated claims experience as either very good or excellent
• Successfully scaled up the corporate agency / broker sales channel

Confidential

Business Development Manager

• Formulated competent business strategies of market insurance products and monitored attainment of sales & profit targets
• Controlled sales & marketing operations and promotional activities; led increase of sales growth and sales initiatives in order to achieve business goals
• Managed smooth flow on agreed business target, product & process updates, proposal & policy status and provided the interface between branch & FC
• Created and maintained healthy business relations with major clients; ensured customer satisfaction
• Analysed latest market trends and tracked competitors activities and further provided valuable inputs for fine-tuning sales and market strategies

Confidential

Business Development Manager

• Recruited, trained, motivated & guided insurance agents to achieve sales volumes on insurance on consistent basis
• Managed and mentored team of insurance advisors to generate sales and achieve targets
• Increased advisor business productivity through upgradation of knowledge and selling skills
• Closed opportunity and strengthened relationship with strategic account by leveraging key account management skills
• Provided in-depth analysis of markets, industry trends, competitors and clients to improve strategic planning and decision making

Confidential

Senior Sales Executive

• Managed the process of sales development & customer relationship management
• Collected Mutual Fund and Life Insurance business through direct sales
• Provided better service to the customers related to policy insurance and ensured quick delivery of the policy documents
• Achieved 100% targets month on month through the year
• Recruited (45) Insurance Advisor and generated total business of INR 1.2 Crores; was acknowledged as No. 1 Agency Manager in terms of rated business for the year 2006

Confidential

Sales Executive

• Developed clientele by networking to find new customers and generating lists of prospective clients
• Conducting the process of sale of E- Broking accounts, Mutual Funds and Insurance products
• Identified and recommended solutions for requirements and offered the customer a complete product portfolio