Jyoti Malhotra
Team Lead, Cash Applications
Maryville,TN
Summary
Focused Accounting professional with 9+ years of experience maintaining financial records and reviewing account activity. Proven track record of developing accurate spreadsheets and delivering organized reports with Oracle. Accomplished in taking on tasks within strict deadlines while prioritizing urgent needs.
Overview
11
11
years of professional experience
6
6
years of post-secondary education
2
2
Languages
Work History
Financial Control Associate
NatWest Group
02.2023 - 06.2023
- Participated in a training program through May.
- Prepared Intercompany reconciliations.
- Researched Intercompany variance.
- Managed Intracompany relationships.
Team Lead - Cash Application
Cvent India Ltd
02.2020 - 01.2023
- Managing team of 7 resources
- Prepare MBRs and QBRs for Senior Leadership
- Report KPIs
- Stake Holder Management
- Analysis preparation on Unapplied Credits
- Strategies for Process Improvement
- AI implementation on Payment Application
- Initiate Calibration calls for smooth Operations
- Prepare Resource Planning
- Report Daily Cash Reporting to CEO & CFO
- Proactive in Project participation and timely completion
- Managed schedules, accepted time off requests and found coverage for short shifts
Team Lead - Accounts Payable
NLB Services
09.2019 - 02.2020
- Managed team of 18 resources
- Validate Payments and Release ~$1M Payments
- Prepare Dashboard and Report to Leadership
Application Specialist
Accenture Services Pvt. Limited
05.2016 - 09.2019
- Subject Matter Expert
- Managed daily volume of ~$20M received payments using Oracle based People Soft ERP
- Managed and ensured Client Service Level Agreements are met
- Prepared Daily Dashboards and communicate Key Metrics
- Managed Shared Mailbox with daily volume of ~200
- Audit final deliverables for team
- Shadow Team lead and provide direction to 14 team members
- Supported Accounting team through month-end postings and reconciliations
- Researched and resolved all client escalations
Billing Specialist
Accenture Services Pvt. Limited
04.2014 - 04.2016
- Subject Matter Expert
- Managed daily volume of ~100 received Billing Disputes through resolution to properties
- Managed and ensured Client Service Level Agreements were met
- Prepared Daily Dashboards and communicated Key Metrics
- Prepared Reconciliations and cleared suspense exceptions
- Audited final deliverables for team
- Implemented process improvement to Credit/Bill process that received recognition from client
Chargeback Specialist
Accenture Services Pvt. Limited
02.2012 - 04.2014
- Resolved 250 disputes between customer and merchant monthly
- Prepared Daily Dashboard and communicated Key Metrics
- Identified potential fraud transactions
- Processed bad debt and revenue adjustments
Education
MBA - Human Resources
Sikkim Manipal University
New Delhi, India 04.2014 - 09.2016
Bachelor’s - Commerce
Delhi University
New Delhi, India 06.2009 - 11.2012
Skills
Proficient inundefined
Professional Development
Business and Email Writing
MS Suite
Desktop Procedure Creation
Client Communications
Art of Sharing Feedback
Advanced Decision-Making Skills
Business Excellence
Work Preference
Work Type
Full TimeWork Location
RemoteImportant To Me
Work-life balanceCompany CulturePaid time offHealthcare benefits401k matchWork from home optionTimeline
Financial Control Associate
NatWest Group
02.2023 - 06.2023
Team Lead - Cash Application
Cvent India Ltd
02.2020 - 01.2023
Team Lead - Accounts Payable
NLB Services
09.2019 - 02.2020
Application Specialist
Accenture Services Pvt. Limited
05.2016 - 09.2019
MBA - Human Resources
Sikkim Manipal University
04.2014 - 09.2016
Billing Specialist
Accenture Services Pvt. Limited
04.2014 - 04.2016
Chargeback Specialist
Accenture Services Pvt. Limited
02.2012 - 04.2014
Bachelor’s - Commerce
Delhi University
06.2009 - 11.2012
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