Pooja Jain
Financial Analyst at Trilogy Financial- Claim this Profile
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Bio
Experience
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Trilogy Financial
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United States
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Financial Services
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100 - 200 Employee
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Financial Analyst
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May 2018 - Present
India Managing the O2C function for Trilogy Enterprises, Inc., and its Group of Companies (Over 200 subsidiary Companies) -Responsible to create invoice in suibilling process and recurring process - Responsible for Revenue Recognition and reconciliation of deferred and Unbilled revenue and reporting of Group Revenue. Suggesting improvements in processes, training subordinates, and updating the Global playbooks for the O2C function. - Verification of contracts and legal agreements related… Show more Managing the O2C function for Trilogy Enterprises, Inc., and its Group of Companies (Over 200 subsidiary Companies) -Responsible to create invoice in suibilling process and recurring process - Responsible for Revenue Recognition and reconciliation of deferred and Unbilled revenue and reporting of Group Revenue. Suggesting improvements in processes, training subordinates, and updating the Global playbooks for the O2C function. - Verification of contracts and legal agreements related to quoting and invoicing. - Integration of new acquisitions and mergers with existing process. - Completing the merger process and validating the documentation including migration of legacy contracts in ERP. Show less
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Team support specialist
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Feb 2015 - Apr 2017
Noida Area, India Review exception and investigate breaks. Applying Barclaycard customer’s payments into their account. Check monthly ageing reports and consolidate weekly Proactive MI file against risk reporting. Collect & analyse financial data from various reports & system.
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Process Advisor
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Dec 2013 - Feb 2015
Noida Area, India Looking at the customer queries like rectification of wrong allocations of funds, Missing loan payments. Payment to visa and Master card on a daily basis for the customer purchases. Managing the daily end to end process - starting from the upload of the bank statement till the reconciliation of the accounts.
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Process Advisor
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Sep 2011 - Dec 2013
Noida Area, India Providing solutions to the customer’s barclaycard credit card queries via email and phone for their . Prepare MI report regarding team's daily performance.
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Process Advisor
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Apr 2011 - Jul 2011
Noida Area, India Worked as process advisor global payment process on contractual basis for 4 months. Responsibilities includes minimise the risk by customer screening with defined rules.
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Education
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Delhi University
Bachelor's degree, Business/Commerce, General -
Dehradun Public School
Bachelor's degree, Business/Commerce, General