Utkarsh Tiwari
MBA in Finance
Gurugram
Summary
Senior Associate – Life Sciences Advisory and Project Management with total 9+ years of experience managing complex, multi-stakeholder engagements across global accounts and member firms. Experienced in project coordination, governance, compliance management, client reporting, billing, and stakeholder management, with a strong track record of driving deliverables, monitoring deadlines, resolving escalations, and maintaining project visibility. Skilled in managing SOWs, interfirm agreements, change orders, budgets, invoicing, and project trackers, while partnering with cross-functional teams to ensure timely delivery and effective client communication. Leverages data-driven reporting and Generative AI tools to streamline processes, improve communication, and enhance project management efficiency.
Overview
8
8
years of professional experience
Work History
Senior Associate II, Life Science Advisory & PMO
RSM US LLP
07.2021 - Current
- Developed working knowledge of Gross-to-Net (GTN) revenue processes within the Life Sciences industry.
- Performed review, validation, and reconciliation of Medicaid rebate claims and supporting data to identify discrepancies, exceptions, and data inconsistencies.
- Reviewed processed claims and identified exceptions and potential calculation issues, escalating complex matters to appropriate stakeholders for resolution.
- Supported Medicaid rebate calculations by reviewing relevant pricing, utilization, and claims data and validating key inputs.
- Contributed to process improvement and standardization by identifying recurring issues and opportunities to improve the efficiency, accuracy, and timeliness of Medicaid rebate processing.
- Supported Medicaid rebate claims processing for Life Sciences clients, ensuring accurate and timely processing of claims in accordance with applicable federal and state program requirements.
- Monitor RSM member firms’ compliance requirements and filing deadlines, proactively tracking deliverables and following up to ensure timely completion.
- Manage a portfolio of 13–15 clients, overseeing filing deadlines, project status, deliverables, risks and escalations while maintaining proactive and regular communication with stakeholders.
- Actively lead client calls and project status discussions, providing clear updates, highlighting key risks and issues, and driving discussions with a solution-oriented mindset.
- Establish and conduct regular project status meetings to review progress, key deliverables, dependencies, risks, action items and upcoming milestones.
- Proactively identify project risks, assess potential impact and implement mitigation actions to minimize delays, scope issues and delivery risks.
- Collaborate with other project leads, actively seeking their inputs, best practices and insights and incorporating them into project planning and execution to drive successful project outcomes.
- Maintain a strong understanding of project scope, objectives, deliverables and the roles and responsibilities of team members to effectively coordinate project activities and ensure alignment across teams.
- Ensure all project issues are captured, tracked and resolved, with appropriate resolutions documented and communicated to relevant stakeholders.
- Utilize the Global Tracker daily to monitor assigned clients, ensuring all deliverables are accurately recorded and up to date; liaise with RSM member firms and clients to obtain timely status updates.
- Prepare management-ready status reports, dashboards and governance materials for weekly client calls, project reviews and governance meetings.
- Leverage Generative AI for Project Management to streamline project tracking, status reporting, meeting preparation, documentation and follow-up activities.
- Utilize AI-assisted analysis to consolidate project data, identify exceptions, highlight risks and prepare management-ready insights for stakeholder discussions.
- Leverage Microsoft Copilot to summarize emails, identify key requirements, extract action items, prioritize follow-ups and improve overall project communication efficiency.
- Proactively escalate technical and project-related issues in a timely manner, including difficult or high-impact matters to the Project Manager/Project Lead, along with relevant analysis and potential solutions.
- Monitor project budgets and understand engagement financials, providing timely updates to Senior/Supervisory leadership to avoid overruns and identify scope changes that may require a change order.
- Maintain billing schedules, reconcile invoices and coordinate with clients, RSM member firms and the AP team to resolve billing and payment-related issues.
- Develop a strong understanding of client billing arrangements, ensuring billing activities are aligned with agreed commercial terms.
- Assist managers with new business pursuits, including preparation of relevant project and commercial materials.
- Collect and analyze fees from RSM member firms, comparing pricing against competitive benchmarks to support commercial decision-making.
- Work closely with local member firms to identify, resolve and proactively communicate operational issues, while sharing reports and insights to improve project efficiency.
- Provide appropriate access to clients and local team members on the Global Tracker and maintain accurate records of contact and stakeholder changes.
- Prepare and manage Statements of Work (SOWs), interfirm agreements and change orders, ensuring alignment with project scope and commercial requirements.
- Coordinate with cross-functional teams and project stakeholders to ensure timely execution of deliverables and maintain overall project momentum.
Assistant
BDO India LLP
07.2019 - 07.2021
- Maintaining MIS for Various Collection Process.
- Contacting customers and informing them of their overdue bills and maintaining customer payment records and monitor accounts on daily basis.
- Prepare and present reports on collection activities and progress.
- Preparation of Re-debit report for collections to intimate the customers on their premium due Dates.
- Resolve billing issues.
- Report on collection activity and accounts receivable status.
- Leading helpdesk team at OYO Hotels and Homes & coordinating with clients.
- Processing of day-to-day Invoice/ claims booking (vendor/employees) as per pre-defined process/ TATs.
- Ensuring compliance to Policies & procedures.
- Ensure timely preparation of Critical reconciliations- Vendor Recon, Advance to vendors/employee, AP-GL reconciliation etc.
- Ensure Indian Statutory compliances - correct TDS/GST/GL/Cost center wise booking.
- Verifying the tax rate/Amount levied in different states, rates & quantity, Party's address, SIR etc.
- With PO & GRN Check Service tax calculation
- Ensuring all relevant compliances related to GST & TDS and validation of information contains in Tax Invoices.
- Cross checking of Documentation like E-way-Bill and Delivery Challans.
- Tracking payments in SAP, Oracle and recording of Accounts payables in SAP (B One), Oracle(R12).
- Review AP processes, SOP's and suggest Best practices as per Industry standards.
Acquisition Assistant Manager
Kotak Mahindra Bank
12.2018 - 04.2019
- Acquisition of New Client (NTB) through external individual efforts for Current Account, Savings Account including NRI Accounts.
- To cross sell TPP like insurance, Gold, Locker, FD Assets products etc.
- Sourcing customer from individuals, small businesses, trusts, associations, societies, and corporates
- Compliance with the guidelines of RBI.
Education
MBA - Finance
Jaipur National University
Jaipur, India01.2022
BCA -
NIMS University
Jaipur, India01.2014
12th -
CBSE
Alwar, India01.2011
Skills
Project coordination
Risk tracking
Meeting facilitation
Workflow management
Change management
MS Office
Power BI
Advanced Excel
SAP
ERP
Timeline
Senior Associate II, Life Science Advisory & PMO
RSM US LLP
07.2021 - Current
Assistant
BDO India LLP
07.2019 - 07.2021
Acquisition Assistant Manager
Kotak Mahindra Bank
12.2018 - 04.2019
12th -
CBSE
BCA -
NIMS University
MBA - Finance
Jaipur National University