Preet Sethi
Manager, Transformation Strategy & Operations at NCR Voyix- Claim this Profile
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Bio
Experience
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NCR Voyix
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Technology, Information and Internet
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400 - 500 Employee
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Manager, Transformation Strategy & Operations
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Oct 2023 - Present
Atlanta, Georgia, United States
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NCR Corporation
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United States
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IT Services and IT Consulting
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700 & Above Employee
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M&A/Strategy Manager, Commercial Strategy & Operations
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Oct 2021 - Oct 2023
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Finance Manager, NCR as a Service (aaS) Process & Implementation
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Mar 2020 - Oct 2021
Atlanta, Georgia Develop, implement, and communicate the transformation of an end-to-end global Q2C process as NCR’s strategy shifts from a traditional to an aaS business model Manage efficient, effective, and controlled operations for the current state of the aaS business Serve as a single point person to manage all aspects of the end to end Process, Operations, and the Transaction including; quoting, order management, invoicing, and reporting Appointed global process owner for documenting… Show more Develop, implement, and communicate the transformation of an end-to-end global Q2C process as NCR’s strategy shifts from a traditional to an aaS business model Manage efficient, effective, and controlled operations for the current state of the aaS business Serve as a single point person to manage all aspects of the end to end Process, Operations, and the Transaction including; quoting, order management, invoicing, and reporting Appointed global process owner for documenting the SOX/Audit control requirements by gathering inputs from subject matter experts (SMEs) and related stakeholders Identify process gaps and collaborate with cross-functional teams to drive improvements Lead a high visibility global aaS enablement initiative to transform the design, strategy, processes, and tools including governance within Shared Services Serve as the SME for order management/invoicing to provide input for the larger aaS transformation initiative requiring strong integration, coordination, and aligned priorities for the future state of the aaS business
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Finance Manager- Process & Analytics
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Mar 2019 - Mar 2020
Atlanta Lead projects/initiatives across all verticals in the business to improve operational performance and optimize NCR’s free cash flow through process redesign and performance management Leverage analytics/insights to identify inefficiencies in NCR’s end-to-end O2C process or practices that impact the bottom line of the company Integrate Business Process Management (BPM) Tool to create visibility of the workflow and improve operational performance Redesign/enhance processes by… Show more Lead projects/initiatives across all verticals in the business to improve operational performance and optimize NCR’s free cash flow through process redesign and performance management Leverage analytics/insights to identify inefficiencies in NCR’s end-to-end O2C process or practices that impact the bottom line of the company Integrate Business Process Management (BPM) Tool to create visibility of the workflow and improve operational performance Redesign/enhance processes by utilizing innovative technologies such as Robotics & Process Automation (RPA’s) to improve resource allocation and capture cost reduction Develop and deploy new training programs for NCR’s global teams to support efficient and effective controlled operations to meet business objectives
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Sr. Business Analyst- Process & Analytics
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Dec 2016 - Mar 2019
Duluth, Georgia Provide robust business analytics/insights to Finance Leadership to improve operational performance in the O2C area and optimize free cash flow for NCR. Measure end-to-end processes in the O2C area to identify inefficiencies that impact free cash flow or bottom line of the company. Redesign/enhance processes by integrating new innovative technologies such as Robotics & Process Automation (RPA) and Business Process Management (BPM) to meet business objectives. Perform… Show more Provide robust business analytics/insights to Finance Leadership to improve operational performance in the O2C area and optimize free cash flow for NCR. Measure end-to-end processes in the O2C area to identify inefficiencies that impact free cash flow or bottom line of the company. Redesign/enhance processes by integrating new innovative technologies such as Robotics & Process Automation (RPA) and Business Process Management (BPM) to meet business objectives. Perform routine ad-hoc analysis and develop/deliver reporting on NCR’s Key Performance Measures in the O2C area. Utilize Tableau to develop high level data visualization and drill-down capability to provide insights and decision support to Finance Leadership Team. Collaborate with IT partners to develop a centralized/integrated data analytics platform by leveraging “Big Data" technology/framework to enable effective and robust reporting. Prepare monthly forecast and outlook for AR, cash, and bad-debt. Ensure active engagement with internal/external teams to optimize free cash flow and minimize AR aging profile and bad-debt expense. Drive continues improvements by developing and deploying new training programs for NCR’s global teams to support efficient and effective controlled operations.
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GSA
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Government Administration
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700 & Above Employee
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Lead Financial Analyst
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Jan 2014 - Dec 2016
Atlanta, Georgia -Supervise team of analysts with functions/operations adhering to federal telecom financial accounts. -Counsel/develop/manage team and report directly to senior management and director of finance. -Collaborate with process improvement team to enhance/implement systems and capture cost reductions. -Analyze financials and maintain accounting records for a multi-million dollar annual global telecom operation. -Liaison between government agencies and telecom vendors for orders… Show more -Supervise team of analysts with functions/operations adhering to federal telecom financial accounts. -Counsel/develop/manage team and report directly to senior management and director of finance. -Collaborate with process improvement team to enhance/implement systems and capture cost reductions. -Analyze financials and maintain accounting records for a multi-million dollar annual global telecom operation. -Liaison between government agencies and telecom vendors for orders, invoicing, and billing support. -Audit invoices for accuracy and verify supporting customer accounting data; compare account balances to assure agreement of inventory charges. -Perform GL functions for accounts payable/receivable by following internal accounting policies; prepare, review, input, approve journal entries and ensure transactions are in accordance of GAAP guidelines. -Perform monthly reconciliation on portfolio of accounts exceeding threshold requirements; utilize excel pivot table and SAP/Oracle based financial systems to generate actual-to-budget variance reports. -Identify/resolve discrepancies and determine debit/credit entries required to bring account into balance. -Summarize billing transactions and update accruals/obligations to process full-cycle monthly vendor invoices. -Participate in month-end closing procedures and prepare financial statements reflecting entries made; identify financial status by reviewing P/L reports and income statement. -Improve financial status by analyzing results, monitoring variances, and identifying trends. -Prepare/analyze ad hoc financial reports and provide decision support to management team. -Achievements: resolved in excess of $1.1 M in discrepancies, implemented paperless invoice process, activated online vendor portals and promoted to lead within first year of position.
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Financial Analyst
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Apr 2013 - Dec 2013
Atlanta, GA
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SunTrust
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United States
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Financial Services
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700 & Above Employee
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Assistant Branch Manager III
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Apr 2011 - Apr 2013
Alpharetta GA -Drive branch performance by delivering strong individual sales, direction, leadership and execution of superior service. -Analyzed sale, operation, financial reports and created strategic plans to ensure branch profitability. -Strengthened client portfolio by directing business to lending, wealth management, mortgage, commercial, and treasury services. -Worked with high net worth clients to foster and develop new personal and business banking relationships. -Ensured branch is in… Show more -Drive branch performance by delivering strong individual sales, direction, leadership and execution of superior service. -Analyzed sale, operation, financial reports and created strategic plans to ensure branch profitability. -Strengthened client portfolio by directing business to lending, wealth management, mortgage, commercial, and treasury services. -Worked with high net worth clients to foster and develop new personal and business banking relationships. -Ensured branch is in compliance with internal controls, operational procedures, and risk management policies. -Conducted performance reviews, participated in selection/hiring process, and offer counseling for individuals with area of opportunity. Show less
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Guaranty Bank/ Best Bank
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United States
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Banking
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100 - 200 Employee
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Assistant Branch Manager
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Jan 2009 - Mar 2011
-Managed day to day activities by focusing on efficient and effective operations of the branch. -Consulted prospective clients and businesses providing assistance to reach financial goals by offering various banking products. -Delivered sales presentations to exceed performance and discover new opportunities by facilitating off site events. -Analyzed sale, operation, financial reports and developed strategic plans to ensure branch profitability. -Performed audits with optimum… Show more -Managed day to day activities by focusing on efficient and effective operations of the branch. -Consulted prospective clients and businesses providing assistance to reach financial goals by offering various banking products. -Delivered sales presentations to exceed performance and discover new opportunities by facilitating off site events. -Analyzed sale, operation, financial reports and developed strategic plans to ensure branch profitability. -Performed audits with optimum efficiency to ensure branch was in compliance with regulatory/legal requirements. -Reinforced expectations to achieve/exceed company set goals by coaching, developing, and motivating team. -Managed staff performance by recruiting cohesive/effective team members, providing feedback, and developing staff within their individual area of opportunity.
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Personal Banker
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Apr 2006 - Dec 2008
Duluth, Georgia
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Education
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Georgia State University
Bachelor of Business Administration (B.B.A.), Finance, General