Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic

Dnyansagar Patil

Thane

Summary

Over 15 years of experience in the industry
Specialized in Order-to-Cash (OTC) processes
Proven expertise in client management and team management
Advanced skills in MS Excel, including VBA for automation and efficiency

With over 15 years of experience in Order-to-Cash (OTC), I currently serve as Deputy Manager at WNS. My expertise spans across client management, team leadership, and process optimization. I have a proven track record of driving efficiency and enhancing service delivery through a combination of strategic planning and hands-on execution. Additionally, I am proficient in MS Excel, including VBA, which I leverage to create automated solutions that streamline operations and improve accuracy.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Deputy Manager

WNS Global Services Pvt. Ltd.
04.2021 - Current
  • Created and maintained a strong team culture that promoted high levels of collaboration, employee satisfaction, and overall performance.
  • Identified areas for improvement within the department, implementing strategic initiatives to address gaps in performance or resources.
  • Improved team efficiency by streamlining processes and implementing innovative management strategies.
  • Enhanced employee performance by providing regular feedback, coaching, and training opportunities.
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Established team priorities, maintained schedules and monitored performance.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
  • Defined clear targets and objectives and communicated to other team members.
  • Mentored junior staff members on best practices for project management and team collaboration skills, fostering a supportive work environment.
  • Leveraged data and analytics to make informed decisions and drive business improvements.
  • Streamlined and monitored quality programs to alleviate overdue compliance activities.

Assistant Manager

WNS Global Services Pvt. Ltd.
04.2019 - 03.2021
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Implemented staff training programs, enhancing product knowledge and improving customer service skills.
  • Conducted employee performance evaluations, providing constructive feedback for growth and development.
  • Promoted teamwork within the workplace by encouraging collaboration among staff members on various projects tasks.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
  • Enforced company policies consistently while handling disciplinary actions when necessary with fairness and respect.
  • Mentored junior staff members in their professional development by offering guidance/support in their assigned roles.
  • Developed strong working relationships with staff, fostering a positive work environment.
  • Improved customer satisfaction by addressing and resolving complaints promptly.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Organized and detail-oriented with a strong work ethic.
  • Passionate about learning and committed to continual improvement.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Proven ability to learn quickly and adapt to new situations.
  • Skilled at working independently and collaboratively in a team environment.
  • Led weekly team meetings to discuss goals and review performance, fostering culture of continuous improvement.
  • Facilitated team-building activities, enhancing team cohesion and morale.
  • Coached new employees, ensuring smooth onboarding process and quicker adaptation to their roles.
  • Enhanced team productivity by streamlining operational processes.
  • Improved customer satisfaction by resolving complaints and inquiries promptly.
  • Implemented staff training programs to elevate service standards and knowledge.

Lead Associate (SME)

WNS Global Services Pvt. Ltd.
10.2014 - 04.2019
  • Leading Off Site treasury team
  • Processing Auto cash load in ERP for cheque & Credit Card receipts
  • Creating manual receipts in ERP for cash received through Bank transfers
  • Preparing Daily reconciliation for Cheque, Credit Cards & Bank Transfers cash loads
  • Applying cash against respective invoices in ERP
  • Handling Cash application queries and providing assistance for clearing cash to Juniors
  • Leading weekly client calls to address any process challenges with On-site Supervisor
  • Providing process training to new Joiners
  • Extracting and formatting various weekly reports for sharing with internal stakeholders
  • Mentored junior associates, providing guidance on best practices and professional development opportunities.
  • Built strong relationships with customers through positive attitude and attentive response.
  • Mentored and guided employees to foster proper completion of assigned duties.
  • Improved team productivity by streamlining workflow processes and implementing efficient project management practices.
  • Presented project updates to senior leadership regularly, highlighting successes as well as potential risks or challenges faced during execution stages.
  • Implemented innovative solutions to overcome project challenges, maintaining timelines without compromising quality.
  • Remained solutions-oriented in face of complex problems to assist management and overall business direction.
  • Spearheaded process improvement initiatives, leading to greater operational efficiency and cost savings.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Optimized subject matter content by conducting extensive research and incorporating industry trends.

Sr. Associate

WNS Global Services Pvt. Ltd.
09.2011 - 09.2014
  • Apply cash received from customers through cheques and Bank transfers
  • Sending weekly follow-up emails to customer relationship officers for remittance details for clearing unapplied cash
  • Creating and formatting Daily unapplied cash report for tracking unapplied cash
  • Reviewing the premium finance contracts received from finance companies
  • Resolving discrepancies or payment queries related to Premium finance contracts
  • Post review of premium finance contracts, creating Credit Memos & Debit Memos in ERP
  • Applying cash received from premium finance companies against respective contracts
  • Handling queries received through tickets on CRM-OD
  • Discussing process challenges with On-Site Supervisor over weekly call

Sr. Accounts Officer

Q & Q Research Insights
04.2010 - 09.2011
  • Preparing and dispatching customer Invoices for PAN India
  • Following up with Customers for Overdue Invoices
  • Tracking incoming payments and applying cash to respective invoices
  • Registering vendor invoices in ERP
  • Releasing vendor payments when due
  • Maintaining daily staff attendance and leave records for PAN India
  • Preparing Monthly payroll file for PAN India
  • Processing Monthly salary payout for PAN India
  • Preparing and releasing Salary slips in MS Excel for PAN India
  • Assisting in Finalization of Accounts
  • Handling customer & Vendor Queries
  • Scrutinising and approving travel vouchers received from operations team for business trips
  • Communicated and resolved disputes with clients regarding outstanding invoices, payments and adjustments.
  • Updated general ledger of accounts with current, accurate and industry-compliant data to meet all internal and external audit requirements.
  • Collaborated with external auditors for smooth completion of annual audits, ensuring compliance with accounting standards and regulations.
  • Assisted management in making informed decisions by generating ad-hoc financial reports upon request.
  • Ensured timely vendor payments by managing invoice processing and expense tracking systems.
  • Reduced discrepancies in financial statements through meticulous data entry and record-keeping practices.
  • Enhanced financial reporting efficiency with thorough account reconciliations and analysis.
  • Maintained strict confidentiality of sensitive financial information, ensuring the protection of company assets and maintaining a high level of professional integrity.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.

Accounts Assistant

Q & Q Research Insights
08.2009 - 03.2010
  • Booking Invoices in ERP
  • Processing Journal entries in ERP for both Accounts Receivable & Accounts Payable transactions
  • Maintaining Daily attendance for Mumbai region
  • Booking travel tickets for operations team for business trips
  • Visiting Banks for depositing cash/cheques
  • Secured promotion from Accounts Assistant to Sr
  • Accounts Officer within 10 months of joining the organisation
  • Worked on a Project to standardize Invoice creation with the help of MS Excel
  • Worked on green project of providing e-Payslips to PAN India staff
  • Developed an Excel VBA tool to generate pdf copies of Payslips within a span of few minutes for more than 100 employees across India
  • Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
  • Prepared and mailed invoices to customers, processed payments, and documented account updates.
  • Maintained clean and organized files by keeping accounts payable records up-to-date.
  • Streamlined invoice processing for improved efficiency and timely payments to vendors.
  • Performed administrative and clerical duties such as word processing, data entry, faxing and copying.
  • Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Generated invoices upon receipt of billing information and tracked collection progress.
  • Managed accounts payable and receivable, ensuring timely processing of invoices and payments.

Education

Bachelor of Commerce - Accounting

Mumbai University
Mumbai, India
03-2007

Skills

  • Operations Management
  • Decision-making capabilities
  • Business Analysis and Reporting
  • Workload Management
  • Team motivation
  • Staff Management, Training and Development
  • Employee performance evaluation
  • Idea Development and Brainstorming
  • Recruiting and interviewing
  • Microsoft Office expertise

Accomplishments

  • Promoted to Lead Associate from Sr. Associate
  • Promoted to Assistant Manager from Lead Associate
  • Promoted to Deputy Manager from Assistant Manager
  • Developed a VBA tool to prepare an Excel-based daily Bank Journal posting in Oracle referring bank statements, saving around 1 hour of manual effort daily
  • Developed a VBA-based tool to prepare Inter-company reconciliations for more than 150+ inter-company relations
  • Developed a VBA-based tool to create auto service requests on CRM OD (Oracle) workflow and generate emails
  • Developed a VBA-based tool to auto-match invoices against the cash received from customers to reduce manual efforts required for research
  • Successfully completed the Kaizen (lean) certification project by streamlining the Premium Finance (cash application) process by standardizing the process steps and gaining efficiency
  • Completed green belt six sigma certification by completing the cash application project by achieving a 20% reduction in average unapplied cash
  • Worked on several VBA projects for streamlining various processes

Certification

  • Lean Six Sigma Green Belt Certification (LSSGB) - WNS Global Services Pvt. Ltd.

Languages

English
Upper intermediate (B2)

Timeline

Deputy Manager

WNS Global Services Pvt. Ltd.
04.2021 - Current

Assistant Manager

WNS Global Services Pvt. Ltd.
04.2019 - 03.2021

Lead Associate (SME)

WNS Global Services Pvt. Ltd.
10.2014 - 04.2019

Sr. Associate

WNS Global Services Pvt. Ltd.
09.2011 - 09.2014

Sr. Accounts Officer

Q & Q Research Insights
04.2010 - 09.2011

Accounts Assistant

Q & Q Research Insights
08.2009 - 03.2010
  • Lean Six Sigma Green Belt Certification (LSSGB) - WNS Global Services Pvt. Ltd.

Bachelor of Commerce - Accounting

Mumbai University
Dnyansagar Patil