Suman Jakhar
Operations Manager at Slate Accounts- Claim this Profile
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Bio
Credentials
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Six Sigma Yellow Belt certified
Mahindra Finance -
XLRI leadership training
XLRI Xavier School of Management
Experience
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Slate Accounts
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Australia
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Accounting
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1 - 100 Employee
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Operations Manager
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Apr 2018 - Present
• Delivery and Practice Management - Systems and access management - monitoring the operations of the information technology department, evaluating staff performance, developing strategic procedures to maximize productivity, and identifying business opportunities that would generate more revenues and profitability for the company. • Reporting - helps drive critical business decisions by analyzing metrics and designing reports. Design business analysis and data recording systems for use throughout the department, maintain databases, and perform updates as necessary to ensure accuracy. Regularly examine data reports to locate and resolve mistakes throughout. Accurately analyze and collect data for various types of business reports. • Compliance - Implement and manage an effective legal compliance program. Develop and review company policies. Advise management on the company’s compliance with laws and regulations through detailed reports. Reporting to the MD and advising staff of non- compliance. Developing further processes for compliance and quality assurance. • Invoicing and collections - Monitor accounts to identify outstanding debts Investigate historical data for each debt or bill Find and contact clients to ask about their overdue payments Take actions to encourage timely debt payments. Ensuring the correct charge rates and fees are set for each client and managing changes to these as they arise. Liaising (usually by email) with clients to respond to invoice and accounts-related queries · Managing automated recurring invoices and payments Reconciling client payments against outstanding invoices in Slate’s accounting system, Xero. Show less
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Mahindra Finance
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India
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Financial Services
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700 & Above Employee
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Manager
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Aug 2008 - Jun 2017
• Business Analyst- understand the changing business needs, evaluate the impact of these changes, and identify & analyze requirements. Proposed financial solutions designed to satisfy client goals and implement the financial plan of choice Periodic reviews to measure the success of the financial plan and to make necessary adjustments. • Team operations - Create an inspiring team environment with an open communication culture, Monitor team performance, and report on metrics Motivate team members Discover training needs, and provide coaching Listen to team members’ feedback and resolve any issues or conflicts. • Client servicing - handle all client inquiries, concerns, and complaints in a professional manner. Collaborating with the relevant departments to better address client needs, providing regular updates to higher management, and upselling company products. • Operation management - Ensure all operations are carried on in an appropriate, cost- effective way Improve operational management systems, processes, and best practices. Hiring and training employees and managing quality assurance programs. • Reporting MIS - Provide dedicated analytical & reporting support, focusing on initiatives that will enable improvements to oversight, controls, efficiency, and client satisfaction. Preparing MIS reports and another statement with the view to appraise management of the process operations and assist in the critical decision-making process Show less
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Assistant Manager-Sales
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Jun 2005 - Jul 2008
• Handled sales of mutual funds/IPO/FPO/Bonds, customer queries, after-sales services, and Preparing MIS. Keep a track of team members’ performance and attendance. • Supervised and guided the sales team as well as provided incentives to motivate staff to achieve sales targets. Monitored the performance of the sales team. • Build and maintained good working relationships with customers. Identifying opportunities and strategies to increase sales. Regularly attending sales meetings and training sessions. • Responsible for improving/ implementing processes by having good understanding of the business and a good understanding of underlying data Automate the MIS and Financial reporting process. Show less
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Education
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2017 - 2021
Jaipur National University
Ph.D in Management, Business Administration and Management, General -
NISM Series VA
AMFI certified -
2004 - 2005
GLA ITM, Mathura affiliated to U.P. Technical University
MBA (: Human Resource) -
2001 - 2003
RD Girls College, Rajasthan University
B.Sc (Biology) -
KV Bharatpur, (Raj) CBSE Board
XII th, 71% -
KV No.2, CBSE Board
X th, 75%
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