Nitish Joshi
@nitishjoshi
Finance Operations specialist leveraging Oracle ERP to optimize clinical financial compliance.
What I'm looking for
I’m a Finance Operations Specialist with 6 years of experience managing global accounts and clinical financial operations. I focus on accuracy, audit readiness, and contractual alignment, using strong analytics and process discipline to reduce discrepancies.
I specialize in Oracle ERP and clinical financial workflows, including investigator payments and site grants. In my current role, I manage global payments with 98% accuracy, review Clinical Trial Agreements (CTAs) to ensure financial alignment across 25+ international accounts, and build MS Excel Project Grant Trackers that reduce manual reconciliation time by 40%.
Beyond core finance operations, I’ve supported platform adoption and client success as an Oracle ERP point-of-contact. I resolved complex cloud-based ERP and e-commerce software bugs, improving client satisfaction by 20%, and delivered virtual training sessions to simplify system complexity for non-technical users.
Earlier in my career, I audited and verified invoices to clear inaccuracies faster, implemented a multi-channel support framework that reduced churn by 15%, and used diagnostic tools to analyze billing variances while performing internal code reviews to maintain compliance standards. I also hold certifications including Microsoft Office Specialist (MOS) – Advanced Excel and L1 & L2 Certified Specialist, along with an AutoCAD Certified Professional credential.
Experience
Work history, roles, and key accomplishments
Site Payment Investigation Specialist
Syneos Health
Jun 2025 - Present (1 year 1 month)
Manage global investigator payments and clinical trial site grants using Oracle ERP and Medidata, ensuring high execution accuracy. Review CTAs for financial alignment, maintain MS Excel grant trackers, and coordinate with Project Managers and Accounts Payable to resolve invoice discrepancies and support audit readiness.
Technical Support Engineer & KAM
Xorosoft Technologies
Nov 2024 - May 2025 (6 months)
Serve as an Oracle ERP point-of-contact while overseeing key client relationships and supporting sustained platform adoption. Resolve cloud-based ERP and e-commerce software bugs and deliver virtual training to simplify system use for non-technical users.
Client Support Executive
Finvasia
Apr 2024 - Nov 2024 (7 months)
Manage client investment portfolios across European and global regions with a focus on forex trading and CFDs. Build and maintain clean data pipelines for financial transactions and account statuses using advanced spreadsheet trackers.
Senior Process Associate
PGEIN Pvt Ltd
Nov 2022 - Apr 2024 (1 year 5 months)
Audit and verify invoices to clear inaccuracies and accelerate daily funding pathways for B2B customers. Implement a personalized, multi-channel support framework to reduce client churn.
Billing Analyst
Eclerx Services Ltd
Nov 2020 - Oct 2022 (1 year 11 months)
Analyze and correct client account statuses and billing variances using diagnostic tools. Perform internal code reviews to maintain service delivery standards and compliance metrics.
Education
Degrees, certifications, and relevant coursework
Amritsar College of Engineering & Technology
Bachelor of Technology (B.Tech.), Mechanical Engineering
Completed a Bachelor of Technology (B.Tech.) in Mechanical Engineering at Amritsar College of Engineering & Technology.
Availability
Location
Authorized to work in
Job categories
Skills
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