Summary
Overview
Work History
Education
Skills
Websites
Certification
Key Project Details Deloitte
Key Project Details Wipro
Timeline
Generic

Somardha Hota

Dallas,TX

Summary

Experienced Manager at Deloitte Digital with 13+ years of success in implementing, upgrading, and supporting on-premise and cloud ERP solutions for clients in Financial Services, TMT, and Utilities domains. Specialized in CPQ, R2R, Order to Cash, and CRM modules, with expertise in designing solutions and recommending automations for optimized business processes. Collaborate closely with client teams and product owners to excel in requirement gathering, business process management, flow diagrams, functional specifications, and solution architecture. Consistently deliver exceptional results in all phases of transformational projects, including requirement gathering, solution design and documentation, functional configurations, software testing, user training, data migration, system integrations, and hyper care support.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Manager

Deloitte Digital
09.2017 - Current
  • Manager responsible for working with the business to define the requirements for the billing platform capability around subscription billing, refunds, rewinds, upgrades, downgrades
  • Work with the finance team to define billing and revenue recognition rules around different billing methods, define the tax and compliance rules for B2B and B2C customers, partner sells and direct sales
  • Document the design solutions for user stories created, work with the development team to build the solution
  • Work with the technical team to build the interface from the upstream billing platform (Salesforce CPQ) to the tax engine (Avalara) and the ERP system (NetSuite) for revenue recognition
  • Manage team to write test cases, conduct functional testing, conduct UAT and cutover activities
  • Collaborate with the Product Managers across systems for sprint planning, sprint execution and making sure development dependencies from upstream and downstream systems are considered in each sprint
  • Provide go live support for issues created and bring them to closure with business stakeholders.

Senior Consultant

Wipro Limited
11.2008 - 09.2017
  • Functional Consultant responsible for gathering requirements for the General Accounting Processes consisting of Business Unit Structure, Revenue Recognition, Revenue Type Management, Items Structure, Stub Accounting, Special Accounting, Revenue Forecasting, Agency Commission, and Taxation
  • Configure the system by creating custom fields, forms, records, setting the right choices in the Set Ups, deploy configuration bundles to the right environment
  • Connect Avalara (Tax Engine) to the NetSuite environment, configure the tax setups and assign tax codes to the items
  • Create saved searches, dashboard KPI’s, customize financial reports as per requirements defined
  • Write UAT test cases, work with the users to have the tests completed, review bugs logged, work with the concerned tea to have the the bugs fixed and rested, work with the data migration team to have the cut over plan in place and work on the cut over tasks during the Go Live phase.

Education

Skills

  • Record to Report
  • Quote to Cash
  • Procurement
  • CPQ
  • NetSuite
  • JD Edwards
  • Salesforce
  • Avalara

Certification

  • Salesforce Certified Associate
  • Salesforce Certified Administrator
  • Salesforce Certified Business Analyst
  • Salesforce Certified CPQ Specialist
  • Salesforce Certified AI Associate
  • Oracle NetSuite Authorized Advance Revenue Management (ARM) Implementor
  • Oracle NetSuite Certified Administrator
  • Oracle NetSuite Certified Financial User
  • Oracle NetSuite Certified Suite Foundation
  • Certified Scrum Master (CSM) from Scrum Alliance
  • EXIN ITILV3 Foundation Certified
  • Oracle J D Edwards Enterprise One Financial Management Pre-Sales Specialist
  • Oracle JD Edwards EnterpriseOne 9.0 Support Specialist

Key Project Details Deloitte

  • Billing Platform Implementation, Implement Billing Platform for a SaaS product company to support subscription billing.Manager responsible for working with the business to define the requirements for the billing platform capability around subscription billing, refunds, rewinds, upgrades, downgrades. Work with the finance team to define billing and revenue recognition rules around different billing methods, define the tax and compliance rules for B2B and B2C customers, partner sells and direct sales. Document the design solutions for user stories created, work with the development team to build the solution. Work with the technical team to build the interface from the upstream billing platform (Salesforce CPQ) to the tax engine (Avalara) and the ERP system (NetSuite) for revenue recognition. Manage team to write test cases, conduct functional testing, conduct UAT and cutover activities. Collaborate with the Product Managers across systems for sprint planning, sprint execution and making sure development dependencies from upstream and downstream systems are considered in each sprint. Provide go live support for issues created and bring them to closure with business stakeholders. Systems- Salesforce CPQ, Oracle NetSuite, JIRA, Confluence, Avalara
  • Oracle NetSuite Digital Optimization, Optimize and make changes to the NetSuite instance of Digital LOB to incorporate accounting revenue recognition changes. Functional Manager responsible for gathering requirement for the revenue recognition change needs, item master structure changes, special accounting needs, agency commission calculation, BU distribution of revenue and financial consolidation changes. Create functional solution for deriving revenue recognition rules based on upstream parameters and segregating the items structure from the rev rec rules. Identify changes needed in the custom solutions deployed for accounting processes and document the functional configuration document for the changes. Create user stories, acceptance criteria for the business requirements, create test cases and work with the developers to modify the custom scripts and deployments, build the new functionalities identified. Conduct functional testing and UAT for the changes made to the process and the new processes incorporated. Systems- Oracle NetSuite, JIRA, Confluence
  • Oracle NetSuite Billing Implementation, Roll out NetSuite billing solution for business unit TTWN using Hybrid Agile Methodology. Senior Consultant responsible for gathering requirements for the General Accounting Processes consisting of Business Unit Structure, Revenue Recognition, Revenue Type Management, Items Structure, Stub Accounting, Special Accounting, Revenue Forecasting, Agency Commission, and Taxation. Configure the system by creating custom fields, forms, records, setting the right choices in the Set Ups, deploy configuration bundles to the right environment. Connect Avalara (Tax Engine) to the NetSuite environment, configure the tax setups and assign tax codes to the items. Create saved searches, dashboard KPI’s, customize financial reports as per requirements defined. Write UAT test cases, work with the users to have the tests completed, review bugs logged, work with the concerned tea to have the the bugs fixed and rested, work with the data migration team to have the cut over plan in place and work on the cut over tasks during the Go Live phase. Systems- Oracle NetSuite, Avalara, JIRA, Confluence
  • Oracle NetSuite Billing Implementation, Roll out NetSuite billing solution for business unit Premiere Network using Hybrid Agile Methodology. Senior Consultant responsible for gathering requirements for the cash apps process which included credit and collection management, payment processing through credit card, ACH, checks, application of payments to open invoices, aging and reporting. Write User Stories and acceptance criteria for the requirement, chart out the current state and the future state process diagrams, write functional design document. Configure the NetSuite setups and create custom fields, forms, searches, list, reports, work with the developers to develop the solution, work with the integration team to have the integration in place and conduct functional testing. Systems- Oracle NetSuite, JIRA, MS Visio, MS Power Point, MS Excel, Confluence
  • Salesforce CPQ Implementation, Design and Implement a next generation configure, price and quote tool for the sales organization. Consultant responsible for discovery, design, train, test and deploy solution for the customers deal approval work-flows, contract generation process, legal contract templates, proposal generation, access control matrix. Responsible for conducting discovery sessions, document requirements, create user stories/acceptance criteria in JIRA board, document functional design document, provide functional estimation for the user stories. Work with the offshore development team in building the solution which satisfies the client requirements, write test cases, conduct SIT testing, sanity testing for the system solution.System- Salesforce CPQ

Key Project Details Wipro

  • IMI Precision, Littleton, Colorado, USA, J D Edwards 9.1 Implementation and Roll Out, Role- ERP Business Analyst/ Functional Consultant
  • British Telecommunication, United Kingdom, Implementation of a NetSuite Customer Relationship Management (CRM) and an Enterprise Resource Planning (ERP) system, Role- Business Analyst

Timeline

Manager

Deloitte Digital
09.2017 - Current

Senior Consultant

Wipro Limited
11.2008 - 09.2017

Somardha Hota