Preetha Malviya
Project Manager
Riyadh,Saudi Arabia
Summary
Focused Project Manager with 10+ years of expertise in organizing business operations, financial oversight and resource management to achieve smooth flow and project operations. Monitors projects by adhering to production schedule and budget, managing production team, identifying problems and providing targeted solutions. Knowledgeable in accounting principles, bookkeeping, budget and financial management. Applying creative and analytical approach to operations for continuous process improvement. Skilled at identifying or anticipating problems and providing solutions. Excels through mentoring, training and empowering team to excel in performance.
Successful at building and maintaining open communication between team members, clients and leadership.
Overview
31
31
years of professional experience
6
6
years of post-secondary education
1
1
Certification
5
5
Languages
Work History
Project Manager
Tata Consultancy Services
Riyadh, Saudi Arabia, Saudi Arabia
06.2020 - Current
- Responsibilities
- Development and Enhancement of Financial, Management and Corporate Reporting and Tools
- Re-engineering the Reconciliation process by creating accounting reconciliations framework to manage the R2R process
- Analyze key management reports and metrics to add insights and recommend actions to improve results
- Identify and implement tools in the department to enhance management and financial reporting
- Provide financial and business analysis on projects and key initiatives including business case preparation and commitment models
- Manage the project solution components from initiation to post implementation using Agile Methodology.
- Create project charter, project plans and manage project costs, quality, resources, and schedules to drive project execution activities through implementation and project closure
- Identified potential gaps & risks in the process, created GAP analysis, performed risk assessment, and provided solutions for risk mitigation with the clients
- Review and update Credit Risk Strategies, Policies and Procedures based on business requirements within the Risk Management framework of Ministry of Housing requirements and SAMA regulations
- Create policies and procedures to set-up the underwriting, reconciliations, and tranches process for the project
- Understanding SIMAH guidelines to perform income/credit analysis and documentation review
- Partnering with the clients to implement and execute Cash Management Tools for payment processing
- Manage project scoping and activity estimation, document the project scope and approach, review plans with business and technology stakeholders and acquire sign-off from business and technology leadership
- Drive Continuous process improvements in the project to eliminate manual activities resulting in saving time, improving accuracy, and providing FTE Benefits for the project
- Hold project status review meetings with client leadership on overall project status update on risks and issues
- Provide feedback and maintain lessons learned throughout project lifecycle.
- Participated in team-building activities to enhance working relationships.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Managed team of 60 employees, overseeing hiring, training, and professional growth of employees.
- Resolved problems, improved operations and provided exceptional service.
- Drove operational improvements which resulted in savings and improved profit margins.
- Updated operational methods, oversaw accounting procedures, tracked information and compiled data to improve efficiency.
- Eliminated discrepancies in progress by reviewing performance, spend and timeline.
- Tracked project and team member performance closely to quickly intervene in mistakes or delays.
- Reported regularly to managers on project budget, progress and technical problems.
Manager
Tata Consultancy Services
Riyadh, Saudi Arabia
07.2012 - Current
- Managed team of >50 employees including recruitment, training, and daily workforce allocations for accounts payable & receivables function
- Efficiently managed the accurate and timely processing of over 20,000 invoices per month
- Prepared & presented Client Dashboards and leadership review reports on a weekly/monthly basis which included A/P figures such as total volumes handled, SLA’s & Quality
- Daily/weekly follow-ups by team with various businesses for resolution on invoices to increase the paid-on time metrics and reporting on the same to the client on a weekly/monthly basis
- Strong participant in system user acceptance testing (Oracle R12 ERP)
- Developed, implemented, and manage accounts payable systems, procedures, and policies to ensure adherence to company guidelines
- Developed Policies & Procedures including vendor maintenance for multiple entities, and vendor set up guidelines
- Accounting responsibilities included processing of invoices, Corporate American Express payments, and expense reports, reviewing, and approving journal entries month end reconciliation
- Ensured timely collection of revenue by promptly following-up with delinquent accounts, notifying customers about insufficient payments, investigating circumstances of non-payment, and promptly resolving conflicts
- Receipt and processing of Travel and Expense reports through Concur
- Managing service operations for rendering and achieving quality services; providing first line customer support by answering queries & resolving their issues, ensuring minimum TAT
- Liaise with key customers and stakeholders with a view to eliminating inefficiencies and delivering a standardized approach to the General Ledger transactional accounting process
- Defining long term, enterprise level technology strategies in conjunction with business plans and preparing CAPA templates on the escalation or errors identified
- Addressing escalations related to the Wrong Payments made by the team members, supervising the authorization of daily cash reconciliations of previous day’s payments for the Foreign Vendors
- Reengineered financial operations under the R2R department
- Conducting clients weekly/monthly meeting to understand barriers to growth, opportunities for improvement, coordinating with the clients for projecting the future work
- Developing and deploying process excellence program throughout business units, including governance, leadership buy-in, training strategy and curriculum development
- Combining multi-disciplinary experience with the hands-on approach in charting out business strategies and contributing towards enhancing business volumes & growth and achieving profitability norms
- Managing appraisal process across the levels and establishing framework for substantiating performance appraisal system linked to reward management, evaluating variable component, and calculating annual performance appraisal of team members
- Leading and managing the assessment of business impacts – people, process, technology
Team Leader, Credit Operations
Tata Consultancy Services
Mumbai, India
06.2008 - Current
- Undertook inspection of collaterals and reviewed maintenance of interest on Flex Cube System by the team members
- Independently collated data for creating RBI Annexure II Letters to be sent to all banks under MBA (Multiple Banking Arrangement) Activity as pe BASEL II requirements
- Participated actively in development of SLA's and Business Continuity Plans for various processes in the Cluster
- Conducted UAT (User Acceptance Testing) of E-Flow System
Senior Officer
ICICI Bank Ltd
Mumbai, India, India
05.2006 - 05.2008
- Evaluated client financial positions and identified most appropriate banking products.
- Developed tailored solutions to meet individual banking needs.
- Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
- Opened, closed and updated accounts for customers.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
- Helped customers prepare documents required to complete transactions and process requests.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Recommended products to customers, thoroughly explaining details.
- Enhance process efficiency through regular training measures
- Resolved requests of HNI (High Net worth Individual) clients relate with Booking of FDs, NRE & NRO Account Opening, Trading related queries, Mutual Fund Information, IPO related queries and DEMAT related queries
• Conducted UAT (User Acceptance Testing) of FCRM (Finacle Customer Relationship Management) System
• Identified training requirements of team members and delivered required trainings in coordination with Process Managers
Accomplishments:
▪ Holds the distinction of handling clients of PCG (Private Client Group) with holdings of value $ 1+ Million
Quality Analyst
JP Morgan Chase
Mumbai, India, India
02.2004 - 04.2006
- Provided regular updates to team leadership on quality metrics by communicating consistency problems or production deficiencies.
- Developed monthly, end-of-quarter and other statistical reports for leadership team and quality improvement programs.
- Served as information systems liaison with vendors, information services and end-users to make recommendations for optimization of systems.
- Reviewed calls made by vendor executives, maintained record of their quality scores and provided timely feedback's
- Attending call calibration sessions with vendor quality analysts; held discussions on code of conduct calls with Quality Manager & Site Managers and developed appropriate action plans
- Worked on U.S Mortgage Process
- Guided & coached a team of 15 members; effectively handled team escalation calls
- Monitored calls of team members and provided relevant feedback to them to help them perform better Delivered trainings for the team for improving their soft skills
- Participated in Call Calibration Sessions with Senior Quality Managers
- Handled Chase Mortgage Process, as part of Pilot Batch
- Mentored new hires on taking calls and coached them on product knowledge; monitored their calls and provided feedback
Customer Care Executive
GTL Limited
Mumbai, India, India
02.2002 - 01.2004
- Coordinated timely responses to online customer communication and researched complex issues.
- Exceeded 100% quality goal by carefully applying scripts and personal knowledge to address and correct problems.
- Served as part of pilot batch for UK Telecom Process; successfully worked in both Inbound and Outbound process
Education
MBA - General Studies
ITM Executive Education Centre
Mumbai 01.2012 - 09.2014
Bachelor of Science - Mathematics
Sathaye College, University of Mumbai
Mumbai 06.1998 - 05.2001
Skills
Advanced problem solving
Certification
Professional Scrum Master - 1
Additional Information
Currently pursuing the below Certifications:
- PMP Certification from Technical Institute of America
- PMI-ACP Certification from Technical Institute of America
Accomplishments
- Increased company revenue by $ 28,967.40 by automating the Bulk E-mail upload functionality in the process.
- Increased company revenue by $ 20,000 by negotiating automating the Journal Entry postings
- Carried out automation of daily, weekly, and monthly reports through Macros in Excel with the help of an Automation expert.
- Process of sending vendor follow-up mails, insurance reminder mails, and ratification letters through CSDS (Customer Service Delivery System)
- Report Generation Process using Macros in MS-Excel for Basel II saving time of 3 days by eliminating the manual activity.
Timeline
Professional Scrum Master - 1
07-2021
Project Manager
Tata Consultancy Services
06.2020 - Current
Manager
Tata Consultancy Services
07.2012 - Current
MBA - General Studies
ITM Executive Education Centre
01.2012 - 09.2014
Team Leader, Credit Operations
Tata Consultancy Services
06.2008 - Current
Senior Officer
ICICI Bank Ltd
05.2006 - 05.2008
Quality Analyst
JP Morgan Chase
02.2004 - 04.2006
Customer Care Executive
GTL Limited
02.2002 - 01.2004
Bachelor of Science - Mathematics
Sathaye College, University of Mumbai
06.1998 - 05.2001
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