Padma Venkatram
Saratoga,CA
Summary
Billing and Revenue Manager with 10 years plus hands-on experience with a strong focus in A/R management, Revenue management and general accounting spanning across different industries.
Overview
11
11
years of professional experience
Work History
Sales and Revenue Accounting Manager
BMO Financial Group
09.2016 - Current
- Owner of accounts receivable function including close checklist management, error resolution, productivity and quality key performance metrics, and reporting.
- Streamlined month-end close procedures for improved efficiency and timely financial reporting
- Demonstrated proficiency with technology and able to adapt to changes in technological landscape.
- Ensure compliance with accounting policies, procedures, ASC 606 and SOX internal controls.
- Establish, track, and manage key performance measures (or KPIs), dashboarding capabilities, benchmark metrics, and service-level agreements (SLAs)
- Identify appropriate monthly reporting content and objectively communicate performance and results to leadership.
- Conduct Account reconciliations on monthly basis to remove cash application blocks and manage escalations proactively.
- Review monthly AR Aging and other AR reports for accuracy and coordinate with cross functional teams to evaluate effectiveness of current policies and procedures.
- Analyze and review adjustments and write-offs.
- Participate in Yearly upgrade testing and User Acceptance Testing (UAT or Functional Testing) and coordinate and deliver training to support internal initiatives.
Sr Financial Analyst
Zenex Partners
11.2014 - 08.2016
- Conducted thorough market analysis, informing executive leadership on industry trends and competitor performance thereby reducing interest cost by 40%
- Collaborated with cross-functional teams to drive process improvements and increase operational efficiency.
- Optimized cash management strategies, effectively managing working capital needs for organization.
Financial Accountant
Real Time Innovation
01.2014 - 08.2014
- Identified cost-saving opportunities through thorough budget analysis and expense tracking.
- Reduced month-end closing time by optimizing reconciliation process for bank and credit card accounts.
- Improved cash flow management with timely invoicing and efficient collections practices.
Staff Accountant
Accel North America
01.2013 - 09.2013
- Coordinated with Human Resources department on payroll-related matters ensuring accurate compensation calculations for all employees.
- Developed customized financial reports for various stakeholders to support strategic decision-making processes.
- Collaborated with cross-functional teams to identify potential cost-saving measures, resulting in improved company profitability.
- Managed accounts payable processing, ensuring timely payments to vendors while maximizing cash flow management strategies.
Education
Certificate Course in Computational Finance - Computational Finance
University of Pennsylvania
Philadelphia, PAMBA - Finance
MIT School of Management
IndiaBachelor of Science - Cost Accounting
ICWAI
IndiaBachelor of Science - Economics And Business Entreprenuership
Pune University
IndiaSkills
- Knowledge and experience in Billing and Revenue Management for wealth management division of BMO
- Experience with Netsuite, Aderant ,Quickbooks, SFDC and JD Edwards
- Microsoft Excel proficiency
- Regulatory Compliance particularly Asc606 and GAAP
- Process Improvement for audit compliance
Timeline
Sales and Revenue Accounting Manager
BMO Financial Group
09.2016 - Current
Sr Financial Analyst
Zenex Partners
11.2014 - 08.2016
Financial Accountant
Real Time Innovation
01.2014 - 08.2014
Staff Accountant
Accel North America
01.2013 - 09.2013
Certificate Course in Computational Finance - Computational Finance
University of Pennsylvania
MBA - Finance
MIT School of Management
Bachelor of Science - Cost Accounting
ICWAI
Bachelor of Science - Economics And Business Entreprenuership
Pune University
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