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Harshali Agrawal

@harshaliagrawal

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Senior Finance Operations Specialist driving reconciliations, invoicing accuracy, and process automation.

India

Message

What I'm looking for

I seek a finance role where I can improve invoicing, reconciliations, and reporting through automation, governance, and cross-functional collaboration.

I am a results-driven Finance Operations Specialist with over 5 years' experience in multinational financial operations, reconciliation, and process optimization. I focus on delivering accuracy, governance, and timely financial reporting across multi-country environments.

At Cogoport, I handled invoicing and compliance for India, China, Thailand and Indonesia, reduced invoice errors by 15–20%, standardized practices across entities, and accelerated month-end closes by over three days through automation.

Previously, I reconciled trades and cash positions, collaborated with portfolio managers and custodians to reduce operational risk, and served as a subject matter expert on securities operations, driving process improvements using lean principles and automation.

I hold an M.B.A. in Banking and Investment Finance and a BBA in Finance, and I combine strong analytical skills, Excel proficiency, and cross-functional collaboration to support audits, improve controls, and enable data-driven decisions.

Experience

Work history, roles, and key accomplishments

Senior Finance Operations Specialist

Cogoport

Jun 2024 - May 2025 (11 months)

Created and audited daily multi-country sales invoices across India, Thailand, Indonesia and China, reducing invoice errors by 15–20% and standardizing invoicing and reporting to improve governance and transparency.

Multi Country Invoicing Revenue Recognition Excel Process Automation Month End Close Cross Functional Collaboration

Business Process Specialist

Principal Global Services

Jun 2022 - Apr 2024 (1 year 10 months)

Reconciled daily trades and cash positions (≈60) with counterparties and custodians to resolve discrepancies, reduced operational risk and led process improvements using automation and lean principles.

Securities Operations Stakeholder Management Process Improvement Automation Compliance

Finance and Accounting Associate

Saibaba Autowheels Tata Motors

Jan 2021 - Jun 2022 (1 year 5 months)

Managed KPI reporting, end-to-end invoicing and collections, transaction recording and reconciliations using SAP and TallyPrime to produce financial statements and management reports for decision-making.

Financial Reporting KPIs Accounts Payable Accounts Receivable Reconciliations SAP Financial Statement Analysis

Business Process Associate

Tata Consultancy Services

Jun 2019 - Jan 2021 (1 year 7 months)

Resolved customer queries and maintained loan account documentation, prepared daily MIS and operational spreadsheets to support client servicing and process efficiency.

Customer Support Loan Documentation Citrix Ticketing Systems Data Entry Documenting Operational Processes

Education

Degrees, certifications, and relevant coursework

Narsee Monjee Institute of Management Studies

Master in Banking and Investment Finance Management, Banking and Investment Finance Management

2021 - 2023

Grade: 75.70%

Completed a Master in Banking and Investment Finance Management with a final grade of 75.70%; completed a project titled 'A ratio analysis of Punjab National Bank Scam.'

Brihan Maharashtra College of Commerce

Bachelor of Business Administration, Business Administration (Finance)

2016 - 2019

Grade: 78.62%

Completed a Bachelor of Business Administration (Finance) with a final grade of 78.62%; completed a project titled 'Analysis on ELSS mutual funds, Tax saving investment.'