Keerti Iyer
San Francisco,California
Summary
Finance & accounting professional with an MBA in Finance, having 8+ years of experience in accounting. Well versed in revenue related matters, financial management & financial reporting, Proven track record in optimizing potential revenue opportunities, driving efficiency, analyzing & resolving complex accounting matters.
Overview
13
13
years of professional experience
1
1
Certification
Work History
SENIOR REVENUE ACCOUNTANT
Sprinklr Inc.
San Francisco, California
06.2023 - Current
- Review of customer contracts & prepare contract checklists to determine appropriate revenue recognition treatment in accordance with ASC 606
- Perform month-end close activities to ensure revenue is recognized in conformity with ASC 606 and company policies
- Perform balance sheet and revenue flux analysis to identify potential errors and coordinate with FP&A with related variances and trends
- Work closely with external audit team regarding all quarterly review and annual audit requirements
- Support the completion of all revenue related disclosures in the financial statements
- Enhance existing practices and develop best practices around revenue accounting processes and use of systems and tools
- Perform and assist with special projects, system implementations and upgrades, etc as required.
REVENUE ACCOUNTANT
Benefitfocus Inc
Charleston, SC
01.2022 - 06.2023
- Contract review – Was responsible to interpret, process & apply appropriate revenue recognition conclusions in accordance with ASC 606 for simple & complex contractual agreements
- Was responsible for month end and quarter end processes, preparing & posting monthly journal entries, leveraging data and reports in both NetSuite & Salesforce
- Ensured timely execution of SOX controls
- Reviewed credit requests and process them accurately in NetSuite & Salesforce
- Collaborated with FP&A, Billing, Legal, Deal desk to ensure quality and timeliness of deliverables
- Participated in developing solutions that may require policy changes & develop, maintain desktop procedures and process documentations for different areas of responsibility.
- Conducted detailed analysis of financial data to identify trends and opportunities for improvement in revenue management.
REVENUE ANALYST
Blackbaud Inc
Charleston, SC
05.2019 - 01.2022
- Recognized opportunities where revenue leakage could be present to ensure billing & revenue accuracy, resolve discrepancies and post required adjustments
- Perform analysis of variances and process correcting entries
- Partnered with functional stakeholders (Deal Desk, Rev Accounting, Billing, Legal) to identify architectural improvements, especially focused on deal financial data & deal execution
- Have experience in the quote-to-cash process activities (e.g
- Order review, contract creation in an accounting system, billing, revenue recognition)
- Involved in end-to-end Testing & configuration enhancements for Salesforce CPQ functionalities and Workday (Financials).
TAX PREPARER
Thiem and McCutcheon CPA's
Charleston, SC
01.2019 - 04.2019
- Prepared US Tax returns for individuals, corporate clients.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Maintained compliance by adhering to current tax laws and regulations.
TAX ANALYST
Xpitax Solutions Private Limited
Chennai, India
08.2017 - 02.2018
- Prepared and analyzed US Tax Returns for individuals & partnership firms.
- Researched tax issues and stayed current on all federal and state tax laws.
AUDIT STAFF
Mohit Bansal & Co
Nagpur, India
01.2016 - 12.2016
- Handled statutory & tax audits of various clients while maintaining financial accounts of corporate & non-corporate entities
- E-filed Income tax, TDS & VAT returns for various clients & presented the annual information to the management.
- Collaborated closely with external auditors to ensure a smooth flow of information between both parties during year-end audits.
- Communicated effectively with clients, providing clear explanations of audit findings and recommendations for improvement.
AUDIT ASSISTANT
Jodh Joshi and Co
Nagpur, India
08.2011 - 08.2014
- Finalization of year end financials statements i.e the Balance sheet, Income statement & cash flow statement.
- Performed auditing work in accordance with rigorous auditing standards and principles.
- Improved client satisfaction by providing clear explanations of audit findings and recommendations for improvement.
- Enhanced audit efficiency by streamlining and automating various audit procedures.
Education
MBA - Finance
DARLA MOORE SCHOOL OF BUSINESS
Columbia, SC05.2022
Company Secretary -
CS, ICSI
08.2016
Chartered Accountancy -
CA, ICAI
06.2012
Bachelors - Accounting
NAGPUR UNIVERSITY
India05.2012
Skills
- Contract analysis
- Dispute resolution - Invoices & credits
- MS Office
- SAP
- Salesforce
- NetSuite
- Workday (Financials)
- Tax Preparation & Filing softwares - Prosystem, Proseries
- Process and system improvements / automation (Salesforce CPQ & Workday, Netsuite Zone)
- Variance Analysis
- Technical accounting
- Month-end reporting
- Preparation of Journal Entries
Certification
- Certified Root Cause Analysis Practitioner, Blackbaud Inc, 08/2020
- Certificate in International financial reporting, ACCA, 09/2020
- Certified Lean Practitioner, Blackbaud Inc, 08/2021
Volunteer Experience
- Volunteer- MUSC International Bazaar
- Volunteer - Lowcountry Food Bank
- Flash Consultant - ESB Mexican American Cultural Center
- Group Volunteer Event – Windwood Farms at Awendaw, SC
References
Available on request
Timeline
SENIOR REVENUE ACCOUNTANT
Sprinklr Inc.
06.2023 - Current
REVENUE ACCOUNTANT
Benefitfocus Inc
01.2022 - 06.2023
REVENUE ANALYST
Blackbaud Inc
05.2019 - 01.2022
TAX PREPARER
Thiem and McCutcheon CPA's
01.2019 - 04.2019
TAX ANALYST
Xpitax Solutions Private Limited
08.2017 - 02.2018
AUDIT STAFF
Mohit Bansal & Co
01.2016 - 12.2016
AUDIT ASSISTANT
Jodh Joshi and Co
08.2011 - 08.2014
MBA - Finance
DARLA MOORE SCHOOL OF BUSINESS
Company Secretary -
CS, ICSI
Chartered Accountancy -
CA, ICAI
Bachelors - Accounting
NAGPUR UNIVERSITY