PGDM - Finance & Marketing · 7+ Years Experience

Akber Alam

Order-to-Cash Specialist & Finance Automation Expert

OTC - Order-to-Cash Cash Application Invoicing & OM Collection AR Automation Team Management
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Finance Leader Who Automates What Others Do Manually

Experienced O2C and Accounts Receivable professional with 7+ years of expertise in Cash Application, Reconciliations, Billing, and AR Operations for US & Canada clients. Skilled in process automation, team management, and improving operational efficiency through automation and process improvements.

Strong knowledge of Oracle, Advanced Excel, Macros, and financial reporting with a proven ability to reduce manual work, maintain SLA adherence, and deliver accurate results in fast-paced environments.

Seeking a challenging role as an Accounts Receivable / O2C Lead where I can utilize my experience in finance operations, automation, and leadership to improve business processes, enhance operational efficiency, and contribute to organizational growth through effective financial management and process excellence.

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Years+ Experience
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Team Members Led
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% Time Saved via Automation
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Major Automations Built

Work Experience

Jul 2025 – Present
Management Trainee — Order to Cash
Genpact (India) Private Limited · Noida, UP
  • Managing a team of 9 members — overseeing performance, work allocation, and KPI adherence in the full O2C cycle
  • Developed and implemented SOPs for Cash Application, Invoicing, and Order Management, improving team productivity and SLA compliance
  • Primary escalation point for client billing discrepancies and disputes, maintaining strong client relationships
  • Managed timely payment applications via Wells Fargo and BNY Mellon Bank portals, integrated with Oracle for US & Canadian customers
  • Delivered daily financial reports: LockBox, Identified/Unidentified, AR Detailed Progress, and Closing reports
  • Led successful business transition for USA/Canada accounts
Oct 2023 – Jul 2025
Process Expert — OTC (Cash Application & Invoicing)
Xceedance Consulting (India) Private Limited · Gurugram, Haryana
  • Assigned and monitored daily tasks; reviewed financial transactions for accuracy and compliance
  • Managed end-to-end O2C and AR processes — cash application, billing, and reconciliations
  • Resolved unapplied/misapplied/suspense payments, overpayments, refunds, and write-offs
  • Analyzed aging buckets, past-due accounts, and bad-debt recovery
  • Identified process inefficiencies and implemented improvements; coached team members
  • Participated in business reviews and client meetings, presenting data insights and operational updates
Mar 2021 – Oct 2023
Analyst — OTC (Cash Application)
Johnson Controls (India) Private Limited · Gurugram, Haryana
  • Applied incoming customer payments (ACH, wire, credit card, lockbox, cheque) against correct invoices in Oracle with zero unapplied cash
  • Investigated and resolved payment discrepancies, short-payments, and misapplied transactions
  • Prepared daily/weekly/monthly reconciliation reports and cash receipt summaries for month-end closing
  • Collaborated with Treasury, Collections, Billing, and Onshore/Offshore teams for remittance resolution
Apr 2016 – Feb 2019
Junior Accountant
The Professionals · Kishanganj, Bihar
  • End-to-end bookkeeping: sales/purchase entries, bank transactions, journal postings, payment reconciliations
  • Prepared and filed GSTR-1 and GSTR-3B for multiple clients within statutory deadlines
  • Supported auditors with audit file preparation and account reconciliation
  • Filed Income Tax Returns (ITR) for clients with accuracy and regulatory compliance

Technical & Domain Skills

🏦 O2C & Finance
Cash Application ACH / Wire Transfers Lockbox Accounts Receivable Invoicing Reconciliation Write-offs & Refunds Aging Buckets Collections Order Management
🛠 Tools & Software
Oracle ERP Get Paid GenWeb Tally Prime BBI / ARMS Advanced Excel Macros / VBA Power BI MS Office 365 Outlook
📊 Reporting & Analytics
Cash Receipt Summaries Unapplied Cash Analysis AR Dashboards Payment Source Analysis PMO Checks Quality Control Data Modeling DAX Functions
🤝 Client & Team
US / Canada Clients Client Escalations SLA Management Remittance Collection Team Leadership Onshore Coordination Onboarding & Training
⚙️ Process Improvement
SOP Development Workflow Automation KPI Monitoring Compliance Transition Management Operational Excellence
📋 Tax & Compliance
GST (GSTR-1 / 3B) ITR Filing Bookkeeping Audit Support Financial Accounting Data Security

Automation Achievements

Financial Reporting Automation

Designed and implemented a Macro-based automated solution at Johnson Controls to streamline the Identified/Unidentified Report preparation process.

⏱ 1 hour → 5 minutes
📬
On-Account & Suspense Report Automation

At Xceedance, automated the daily On-Account client report and Suspense report for internal collections team — both with automatic email delivery and standardized reasoning.

⏱ 20–45 min → 5 minutes
📊
Reconciliation & Cash Closing Report

Consolidated four individual reports into one automated final financial report, distributed automatically to Finance Team, Client, and Collections Team with all required attachments.

⏱ 1.5 hours → 10 minutes
🔄
Statement of Account (SOA) End-to-End Automation

Designed a full SOA preparation and distribution automation at Xceedance — eliminating manual processing entirely. Capable of generating and emailing thousands of SOAs simultaneously.

⏱ 5–10 days → 1 day (5 min each)

Education & Certifications

PGDM — Finance & Marketing
G.L. Bajaj Institute of Management & Research, Greater Noida
2019 – 2021
B.Com Hons. — Financial Accounting
Marwari College, Kishanganj · Finance, Accounting & Computer Applications
2014 – 2017
  • Power BI for Data Visualization — Interactive dashboards, data modeling, DAX functions, business insights
  • Microsoft Office Specialist (MOS) — Advanced Excel, pivot tables, dashboards, Macros/VBA automation
  • Marketing Analysis — Market research, customer segmentation, trend analysis, data-driven strategies
  • ITR Filing & Types of ITR — Various ITR forms, eligibility criteria, documentation, end-to-end filing
  • Genome AI — AI-based tools, automation concepts, AI models for productivity and data processing
  • Project Automation — Automating business workflows using digital tools to reduce manual effort

Awards & Achievements

🥈
Silver Award - Certificate of Recognition
Genpact (India) Pvt. Ltd.

Received the Silver Cheer Award with 21000 Cheers Points for consistent performance, dedication, and contribution towards operational excellence and business success.

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Bronze Award - Certificate of Recognition
Genpact (India) Pvt. Ltd.

I was honored with the Bronze Award - Certificate of Recognition from Genpact in association with Advantage solutions for exemplary performance and consistent demonstration of organizational values.

🏆
Champion of the Year 2024–2025
Xceedance Consulting (India) Pvt. Ltd.

Awarded in recognition of outstanding performance, dedication, and exceptional contributions to process automation and operational efficiency.

Star of the Month - Feb'2023
Johnson Controls (India) Pvt. Ltd.

Recognized for exceptional performance, commitment to excellence, and significant contributions to process improvement and operational efficiency.

Let's Connect

Open to challenging AR/O2C Lead roles at reputed organizations. Ready to bring automation expertise, analytical precision, and team leadership to your finance team.

📞
+91 943 002 2565
Current Role
Management Trainee — O2C · Genpact India
Process Expert
Cash Application · AR · Process Automation
Target Role
Accounts Receivable / O2C Lead
Location
India (NCR / Open to Relocation)