Khushal Kalani

• Working on more than ten thousand products catalogs for Writing and Keying contracts.
• Directly working with sales team and handling their queries related to IT products.
• Preparing SOP for process to implement or streamline process.
• Daily follow-ups with clients on emails/business calls.
• Providing backend support to Project Managers and Account Executives based in USA and India.
• Manage day-to-day operational activities for contract management.
• Review contracts, purchase orders, and quotations; create sales Order
• Coordinate with Legal team to finalize contracts; take ownership Until Signed by Customer.
• Prioritize short/long term projects to meet requirements
• Collaborate with regions for Pricing, Quoting and Order Entry.
• Ensure compliance of contractual obligations with Service Delivery team.
• Handle various order types (New, Renewal, Upgrade) efficiently.
• Assist sales representatives in creating purchase orders for quoting.
• Manage RMA processing and credits issuance.
• Work closely with installation team for escalations and immediate installations
• Support loss team in product disputes and credit management
• Interface with internal and external stakeholders for coverage
• Worked with RPA team on different projects for automation.
• Analysis & Validation of Contracts Set-up and Revenue Recognition for the Clients.
• Supporting team with review for new hires and training them
• Ensures SOX compliance in End-to-End contract setup.
• Helping Sales for their commission related issue in connect to AR Team.
• Helping dispute team in escalated cases to resolve billing related issues.
• Cross trained with Audit team to collaborate better between teams.
• Keeping track of KPI, performance and daily task.
• Managing workforce/LOA.
• Ensuring soft Months close.
• Driving culture of self-Management.
• Cross-trained existing employees to maximize team agility and performance.
• Managed and motivated employees to be productive and engaged in work.
• Maximized performance by monitoring daily activities and mentoring team members.

• Mentored junior analysts, fostering professional development while enhancing overall team performance.
• Providing backend support to Project Managers and Account Executives based in USA and India.
• Manage day-to-day operational activities for contract management.
• Review contracts, purchase orders, and quotations; create sales Order
• Coordinate with Legal team to finalize contracts; take ownership Until Signed by Customer.
• Prioritize short/long term projects to meet requirements
• Collaborate with regions for Pricing, Quoting and Order Entry.
• Ensure compliance of contractual obligations with Service Delivery team
• Handle various order types (New, Renewal, Upgrade) efficiently.
• Assist sales representatives in creating purchase orders for quoting
• Manage RMA processing and credits issuance.
• Work closely with installation team for escalations and immediate installations
• Support loss team in product disputes and credit management
• Interface with internal and external stakeholders for coverage
• Worked with RPA team on different projects for automation.
• Analysis & Validation of Contracts Set-up and Revenue Recognition for the Clients.
• Supporting team with review for new hires and training them
• Ensures SOX compliance in End-to-End contract setup.
• Helping Sales for their commission related issue in connect to AR Team.
• Helping dispute team in escalated cases to resolve billing related issues.
• Cross trained with Audit team to collaborate better between teams.
• Collaborated with cross-functional teams to identify areas of improvement, leading to increased operational effectiveness.

• Assisted in identification of risk controls and developing appropriate audit approach.
• Gaining understanding & walkthrough of various controls designed for different business lines.
• Reviewing and assessing adequacy of process documentation.
• Perform SOX control sampling in accordance with prescribed/agreed-upon scope (nature, timing, and extent of procedures performed).
• Evaluating internal control measures and procedures and report on areas of non-compliance.
• Provide audit support for external auditors.
• Analyzed and assessed SOX issues, and helped business partners address issues through to resolution.
• Assisted in development of company policies and procedures; supported validation and documentation of company's internal controls for financial reporting ensuring compliance with Sarbanes-Oxley Act
• Worked as Internal Auditor - reviewing contracts and revenue in terms of SOX Compliance and Guidelines as per Internal Revenue Recognition Policy and US GAAP.
• Worked with client Financial Analyst to check agreement between Aon and Client is consistent
• Ensured compliance to revenue policies, processes and procedures through executing review and approval

processes on a daily/ monthly basis, and in accordance with AR and Collection & Commission Team

• SME for Revenue Recognition, Contract setup & Invoicing for the Client Financial Analyst (CFAs)
• Review of fees & billing submission and ensuring that accounting policies are adhered to.
• Preparation of weekly samples for measuring process quality for contracts worked by team and its assignment.
• Preparation of Monthly file for the process quality matrix and handling the corrections for the Contract Review. Errors across the team and following them for correctness & closure.

Receiving Checks in Bank of America Lock Box. Reconciling bank A/c total.

Preparation of spreadsheet for checks received. Ensuring the posting into the right account /location/division & uploading it to PeopleSoft.

Making Journal entries/ JE reversals.

Applying cash into system for checks received from different vendors.

Applying cash according to SLA & preparing reports for unapplied checks stating the reason, priorities work accordingly to meet SLA.

Part of special Project on Suspense A/c items.

Preparing report for data received/applied/unapplied in a month.

Reconciliation of suspense account.

Providing support in closing activity.

Responsible for processing refund requests.

Preparation of Productivity report of colleagues for productivity analysis by immediate supervisor.

Responsible for sending Status Reports for payments released/checks issued.

Handling Calibration sessions and team hurdles with clients, and other locations to bring process on same page.

Coordinate changes in processes with Process team members.

Handling very professionally the query , issues, escalations etc.

Understanding requirements through quantitative and qualitative research and helping the organization deliver better results.

Work with Ops team members to identify and analyze root cause that can help resolve problems/issues.

• Responsible for queries being received from customer on e-mails and calls.
• Training new buddy in team.
• Doing audits for new team members for quality prospective.
• Helping team in complex issues.
• Giving floor support in team.
• Preparing SOP in processes.
• Handling escalations received from stakeholders.
• Always ready for support during month end close.
• Preparing status report for responses
• Publishing monthly quality check data.