Summary

Overview

Work History

Education

Skills

Interests

Timeline

Certification

Key Achievements

CAREER HIGHLIGHTS

Projects & Achievements

Projects & Achievements

Personal Information

CAREER HIGHLIGHTS

Hi, I’m

Naveen Kumar

Chennai

Summary

Results-driven finance professional with 11 years of experience transitioning into data analytics within the finance domain. Demonstrated expertise in financial data analysis, automation, and reporting. Proficient in SQL, Python (Basics), Tableau, and advanced Excel. Skilled at leveraging data-driven insights to optimize processes, improve cash flow, and enhance financial decision-making. Passionate about utilizing analytics and automation to drive efficiency and accuracy in financial operations. Seeking a data analyst role in finance to apply analytical skills and technical expertise in support of business growth.

Overview

13

years of professional experience

3

Certificates

3

years of post-secondary education

Work History

Frost & Sullivan, Private Limited
Chennai

Assistant Manager

12.2023 - Current

Job overview

Developed automated financial reports using SQL and Excel, reducing manual efforts by 30%.
Implemented data-driven collections strategies, reducing outstanding receivables by 15% in three months.
Conducted trend analysis on AR aging reports, providing insights that improved cash flow forecasting.
Created interactive Tableau dashboards for senior management, enhancing visibility into financial performance.
Automated reconciliation processes, reducing errors by 30% and improving reporting accuracy.
Led a team in identifying inefficiencies, implementing process improvements, and optimizing financial workflows.

Frost & Sullivan, Private Limited
Chennai

Team Leader

05.2021 - 11.2023

Job overview

Billing Management: Automated invoicing system, reducing manual errors by 30% and improving compliance, while proactively resolving 95% of discrepancies with sales teams before month-end closing.
Collections Monitoring: Implemented data-driven collection strategies, reducing overdue accounts by 20% and improving overall cash flow efficiency.
Reconciliation & Reporting: Refined AR aging trend analysis models, enhancing cash flow predictability by 15% and enabling proactive financial decision-making.
Team Leadership: Mentored and trained AR specialists, increasing productivity by 25% and improving collaboration through structured knowledge-sharing initiatives.
Process Improvement: Redesigned AR workflows, reducing processing time by 18% and enhancing compliance, leading to a smoother month-end closing process.
Customer Relationship Management: Resolved 90% of payment disputes within the first escalation, strengthening client relationships and ensuring a 10% improvement in on-time collections.

Frost & Sullivan, Private Limited
Chennai

Senior Executive

06.2016 - 04.2021

Job overview

Accounts Receivable Management: Optimized end-to-end AR processes across North America, Europe, and APAC, reducing outstanding receivables by 15% and improving regional cash flow efficiency.
Invoice Processing: Ensured 100% accuracy in invoice processing by proactively identifying and resolving discrepancies in SLX and Solomon, reducing invoice rejections by 20%.
Collections & Payments: Implemented a structured follow-up process for overdue payments, reducing collection delays by 25% and ensuring accurate financial reconciliation in Solomon.
Financial Reporting: Automated daily sales reporting across all business units, cutting report generation time by 50% and improving real-time visibility for decision-makers.
Aging & Credit Analysis: Enhanced credit risk assessment by generating data-driven AR & AP Aging reports, reducing credit memo errors by 30% and improving collections strategy.
Order & Revenue Management: Optimized revenue reporting by streamlining order approvals, leading to a 10% reduction in unapproved transactions and improved forecasting accuracy.
Intercompany Reconciliation: Executed seamless revenue transfer reporting and reconciliations, reducing discrepancies by 20% and ensuring compliance with accounting standards.

Accenture India Private Limited
Chennai

Senior Process Associate

04.2013 - 05.2016

Job overview

Accounts Verification: Ensured AR and AP balances aligned with intercompany accounts, reducing month-end discrepancies by 25% and improving reconciliation efficiency.
Journal Entries: Accurately recorded high-volume transactions and adjustments, reducing financial discrepancies by 20% and ensuring compliance with reporting standards.
Payment Allocation: Optimized Netting payment methods, increasing processing accuracy by 30% and ensuring 100% compliance with financial policies.
Refund Processing: Streamlined refund and intercompany payment allocation, reducing processing errors by 15% and enhancing financial integrity.
Reconciliations: Led intercompany and subledger reconciliations, identifying and resolving discrepancies 40% faster, ensuring full compliance with accounting standards.
Client Engagement: Strengthened client relationships by conducting regular status calls, reducing payment disputes by 25% and improving collections efficiency.
Financial Reporting: Developed and submitted monthly AR performance reports with actionable insights, enabling senior management to improve cash flow planning by 20%.
Met month-end reporting objectives and deadlines.

Khivraj Motors Private Limited
Chennai

Accounts Executive

05.2012 - 04.2013

Job overview

Financial Transactions: Managed receipts, payments, and imprest transactions in Tally, ensuring accuracy.
Bank Reconciliation: Prepared monthly bank reconciliation statements to validate financial records.
Tax Compliance: Filed service tax returns, ensuring regulatory compliance and timely submissions.

Education

Ramakrishna Mission Vivekananda Collage
Chennai

Bachelor of Commerce from Commerce

04.2009 - 04.2012

University Overview

Skills

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Interests

Passionate about financial technology and analytics, continuously learning SQL, Python, and Tableau

Active aquaculturist, experienced in breeding and maintaining aquatic life

Aspiring cyclist, currently engaging with the Chennai Cyclist Community - WCCG

Timeline

Data Science & Machine Learning - Scaler (Expected completion Dec 2025, Currently gaining hands-on experience in SQL, Tableau, and Python for financial analytics)

01-2024

Assistant Manager

Frost & Sullivan, Private Limited

12.2023 - Current

Team Leader

Frost & Sullivan, Private Limited

05.2021 - 11.2023

Financial Modeling & Valuation Analyst (FMVA®) - Corporate Finance Institute

05-2020

Excel Formulas and Functions - Udemy

04-2019

Senior Executive

Frost & Sullivan, Private Limited

06.2016 - 04.2021

Senior Process Associate

Accenture India Private Limited

04.2013 - 05.2016

Accounts Executive

Khivraj Motors Private Limited

05.2012 - 04.2013

Ramakrishna Mission Vivekananda Collage

Bachelor of Commerce from Commerce

04.2009 - 04.2012

Certification

Data Science & Machine Learning - Scaler (Expected completion Dec 2025, Currently gaining hands-on experience in SQL, Tableau, and Python for financial analytics)

Key Achievements

Key Achievements

• Developed and maintained a data visualization system to track billing accuracy and compliance, improving efficiency by 18%.

• Conducted statistical analysis of collection metrics to identify high-risk accounts, streamlining collection efforts.

• Collaborated with cross-functional teams to optimize workflows, implementing solutions that increased cash flow by $10 Million from North America region.

CAREER HIGHLIGHTS

CAREER HIGHLIGHTS

Optimized Financial Processes: Developed automated dashboards using Power BI and Excel Macros to streamline billing, reconciliation, and reporting processes, reducing manual effort by 25% and saving 10+ hours weekly.
Enhanced Cash Flow Management: Analyzed AR aging data and implemented predictive models, leading to a 15% improvement in cash flow by proactively addressing overdue accounts.
Data-Driven Decision Making: Created AR performance dashboards that provided actionable insights for senior management, improving collection efficiency and reducing ledger discrepancies by 30%.
Strengthened Team Productivity: Designed and implemented team performance dashboards, resulting in a 20% increase in goal achievement and improved collaboration through data transparency.
Process Efficiency Improvements: Conducted root-cause analyses and leveraged Power BI to identify workflow inefficiencies, reducing processing times by 18% and increasing overall operational efficiency.
Customer Insights for Better Strategies: Developed customer segmentation models using clustering techniques, enabling personalized communication strategies that boosted on-time payments by 10%.
Comprehensive Analytical Expertise: Adept at using tools like SQL, Python, Power BI, and Tableau to analyze data, generate insights, and support data-driven business strategies.

Projects & Achievements

Projects & Achievements

Developed a Tableau dashboard for AR collections through NetSuite, enabling real-time tracking and decision-making.
Automated cash application procedures, reducing manual processing time by 50%.
Implemented a customer dispute resolution model, reducing invoice disputes by 20%.
Improved data integrity by designing SQL queries that flagged inconsistencies in financial records.

Projects & Achievements

Projects & Achievements

Developed a Tableau dashboard for AR collections through NetSuite, enabling real-time tracking and decision-making.
Automated cash application procedures, reducing manual processing time by 50%.
Implemented a customer dispute resolution model, reducing invoice disputes by 20%.
Improved data integrity by designing SQL queries that flagged inconsistencies in financial records.

Personal Information

Personal Information

CAREER HIGHLIGHTS

CAREER HIGHLIGHTS

Optimized Financial Processes: Developed automated dashboards using Power BI and Excel Macros to streamline billing, reconciliation, and reporting processes, reducing manual effort by 25% and saving 10+ hours weekly.
Enhanced Cash Flow Management: Analyzed AR aging data and implemented predictive models, leading to a 15% improvement in cash flow by proactively addressing overdue accounts.
Data-Driven Decision Making: Created AR performance dashboards that provided actionable insights for senior management, improving collection efficiency and reducing ledger discrepancies by 30%.
Strengthened Team Productivity: Designed and implemented team performance dashboards, resulting in a 20% increase in goal achievement and improved collaboration through data transparency.
Process Efficiency Improvements: Conducted root-cause analyses and leveraged Power BI to identify workflow inefficiencies, reducing processing times by 18% and increasing overall operational efficiency.
Customer Insights for Better Strategies: Developed customer segmentation models using clustering techniques, enabling personalized communication strategies that boosted on-time payments by 10%.
Comprehensive Analytical Expertise: Adept at using tools like SQL, Python, Power BI, and Tableau to analyze data, generate insights, and support data-driven business strategies.