Preeti Kattubadi
New York,NY
Summary
Innovative entrepreneur with a proven track record in successfully launching and scaling two ventures. Skilled in strategic planning, business development, and financial management, with a focus on driving growth and operational efficiency. Recognized for creating collaborative environments, adapting to changing market conditions, and delivering measurable results. Highly reliable and adept at aligning team efforts with organizational goals to achieve significant impact. Co-founded a hedge fund company using personal funds as startup investment. Developed an investment strategy with partner to grow fund performance and bring satisfaction to clients.
In the consulting space, Oracle e-Business Suite Functional expert with 4 years of IT experience, possessing in-depth knowledge in designing, supporting, and implementing Oracle e-Business Suite Applications Release 12. Expertise spans across various modules including Purchasing, Order Management, AR, AP, EB-TAX CM, FA, and GL. Successfully executed 4 full lifecycle Oracle Applications implementations and received commendations for excellent interpersonal and client interaction skills. Strong communication and leadership abilities enable effective interaction with business users and project leadership. Possess strong programming knowledge in PL/SQL and SQL. Engage with clients to define business requirements and conduct gap analysis to provide recommended solutions for modules such as AP, AR, GL, and PA. Skilled in documenting gaps, issues, and process maps to align customer's business processes with Oracle ERP Applications. Meticulous approach to testing ensures accuracy and completion of all testing events.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Hedge Fund Co-Founder
Preeti Capital LLC
06.2024 - Current
- Evaluated market trends to identify emerging opportunities and inform strategic decision making.
- Improving the algorithm for the fund.
- Developed marketing materials and campaigns to boost brand awareness and customer engagement.
- Established foundational processes for business operations.
- Streamlined operational processes for improved efficiency and cost reduction.
- Represented organization at industry conferences and events.
- Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
Oracle Finance Functional Consultant- Daikin
Infosys
09.2023 - Current
- Company Overview: Oracle ERP Migration solution provider for Daikin client
- Developing test scripts, BR100s, UAT documents, fit-gap design, requirement gathering, user training and sign offs
- Configuring financial modules for 1 organization in an ongoing implementation project
- Currently working on migrating one organization from a legacy system to R12
- Current solution design on warranty and claims process from a legacy system which was excel tracking to migrate into oracle r12
- Solution design on deferring revenue till milestone event billing
- Performed numerous tests for the P2P process to include project number and task in purchase order and warranty purchase order
- Developed and tested warranty purchase order process
- Post Production Support and month end closure activities
- Conducting CRP, UAT, Training and go-live activities for first time oracle users
- Oracle ERP Migration solution provider
- Implemented process improvements within the finance department that led to enhanced productivity levels and time savings.
- Developed customized financial reports for management, aiding in strategic planning and business growth.
- Assisted in the successful completion of various finance-related projects, ensuring timely delivery and adherence to budgets.
- Collaborated closely with other departments to develop integrated strategies for achieving overall company objectives while maintaining fiscal responsibility.
- Played a key role in the implementation of new financial systems, ensuring a smooth transition with minimal disruption to daily operations.
Oracle Finance Functional Consultant- Vertiv
Infosys
08.2022 - 09.2023
- Handle everyday support related issues
- Played a key role in the implementation of new financial systems, ensuring a smooth transition with minimal disruption to daily operations.
- Implemented process improvements within the finance department that led to enhanced productivity levels and time savings.
- Served as a trusted advisor on complex accounting issues, interpreting guidelines, policies, standards, laws, rules, or regulations to provide accurate guidance.
- Streamlined month-end close processes, significantly reducing the time required for accurate reporting of financial results.
- Established strong relationships with key stakeholders for effective collaboration and communication regarding finance matters.
- Would receive client support tickets through the service now platform, and resolve tickets way before SLA
- Help in month end close and year end closure
- Troubleshooting sub ledger period exceptions report and journal import issues
- Prioritized client recognition and engagement to thoroughly meet client questions and concerns
- Was the lead ATR onshore client for the cloud to Oracle EBS R12 project to transfer data from Cloud to EBS R12
- Spoke with client, identified client requirements, performed fit-gap analysis, data conversion, integration testing, crps, show and tells, BR100 design and documentation, user training and sign off
- Data conversion: mapping from cloud to EBS and data validation
- Held all meetings with the client to discuss the project
- Held multiple sessions with all track leads and end users to help migrate them to R12
- Implementation and support for manufacturing client
- Migration of Fixed Assets from Cloud to EBS project Avocent Project
- Migration of all assets, data mapping, extraction and upload through WebADI into EBS
- Data validation, running depreciation and reconciliation and post migration testing
- Go live and post production support
Oracle SCM Functional Consultant
Brake Parts Inc
06.2021 - 08.2022
- Company Overview: Brake Parts Inc (BPI) is committed to leading the global automotive aftermarket as the premier manufacturer and supplier of brake system components.
- Project – Oracle OCI and e-Business Suite R12 EDI & Order Management Consultant
- Modules: PO, OM, Shipping, E-commerce gateway, Inventory, Receivables
- Experience with Oracle XML Gateway
- Oracle eCommerce Gateway
- Oracle Order Management
- Clear understanding & working knowledge of EDI protocol
- Daily reconciliation of 850,810,856,DELJIT, APERAK
- New Trading Partner setup via E-Commerce gateway & SQL
- Daily reconciliation of files stuck in interface and staging tables
- EDI 943 Warehouse stock transfer
- EDI 850 Purchase Order
- EDI 855 Purchase Order Acknowledgement
- EDI 856 Ship Notice/manifest (ASN)
- EDI 180 Return Merchandise Authorization and Notification
- EDI 810 Invoice
- As an Oracle OM and EDI Architect, I implemented a new edi setup for new organizations and new trading partners
- Integrated new business trading partners into existing oracle e-commerce gateway
- Daily reconciliation of 850,810,856,855, DELJIT, APERAK
- Viewed error report, researched errors, and created a solution to rectify the error at hand
- On top of implementation projects, maintained a support role
- Rectified tickets via managed engine and email to assist with business users on Order Management and EDI requests
- Daily meetings with business users on how to resolve a PO, INV, ASN, if the document was concerned with a business error
- Such as customer account creation, ship to errors, bill to errors, pricing errors, etc
- Created documentation and training for business users such as customer account creation team and customer service for recurring business flows that affected EDI
- Daily reconciliation on EDI files stuck in interface and staging tables
- Daily resolution of EDI support tickets and enhancements through managed engine and Fujitsu software
- Meetings with business users everyday on enhancement and as-is and to-be processes that were consistently changing based on customers needs
- Working with car manufacturers and auto parts industry key players, to identify business requirements and mapping the solving the functional OM & EDI design at hand
- Fixed existing staging table errors that were affected with old and irrelevant data, which caused the system to crash
Founder/CEO
Green Club
02.2020 - 11.2021
- Founded an e-commerce website that sells only organic products to US customers.
- Developed strong partnerships with organic wholesalers and retailers to allow for collaboration and more significant opportunities for growth.
- Established a successful business by identifying market needs and developing innovative solutions. Created revenue of $86k within the first year.
- Delivered exceptional customer service by addressing client concerns promptly and effectively resolving issues.
- Led the strategic planning process to define business goals and ensure alignment across all departments.
- Oversaw financial management activities such as budgeting, forecasting, and cash flow monitoring for improved financial stability.
- Enhanced customer experience with introduction of user-friendly online platform via Shopify.
- Delivered consistent revenue growth by identifying new markets and devising targeted expansion strategies.
- Enabled marketing strategies/campaigns via social media to attract new customers and retain existing customers.
Education
Master of Liberal Arts(ALM), Extension Studies - Finance
Harvard University
Cambridge, MA05-2026
Certificate - Entrepreneurship Acceleration Program
University of Pennsylvania
Philadelphia, PA2021
Bachelor of Science - Engineering Technology
Temple University
Philadelphia, PA2020
Skills
- Business development
- Strategic partnerships
- Strategic visioning
- Customer relations
- ERP systems expertise
- Entrepreneurial and innovative
- Oracle Financials
Certification
Oracle Financials Business Process Foundations Associate Rel 2
Personal Information
Citizenship: US Citizen
Languages
English
Full Professional
Hindi
Limited Working
Telugu
Limited Working
Kannada
Limited Working
Timeline
Hedge Fund Co-Founder
Preeti Capital LLC
06.2024 - Current
Oracle Finance Functional Consultant- Daikin
Infosys
09.2023 - Current
Oracle Finance Functional Consultant- Vertiv
Infosys
08.2022 - 09.2023
Oracle SCM Functional Consultant
Brake Parts Inc
06.2021 - 08.2022
Founder/CEO
Green Club
02.2020 - 11.2021
Master of Liberal Arts(ALM), Extension Studies - Finance
Harvard University
Certificate - Entrepreneurship Acceleration Program
University of Pennsylvania
Bachelor of Science - Engineering Technology
Temple University
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