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Pooja KhannaPK
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Pooja Khanna

@poojakhanna

Finance professional at Pivotree Solutions who automated AP workflows, reducing manual effort by 40%.

India
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At Pivotree Solutions, I managed end-to-end Accounts Payable operations and general ledger activities. I introduced OCR and workflow automation initiatives that reduced manual effort by 40% and improved accuracy by 25%.

I also improved approval turnaround time by 35% through system enhancements and process optimization. My work included processing AWS invoices, overseeing vendor management, and supporting SOX controls, cash flow planning, and month-end close.

At Barclays Shared Services, I managed full-cycle accounting operations, including reconciliations, financial statements, and quarterly reporting. I contributed to finance transformation initiatives involving Delphi, S/4HANA, Intellimatch, and MM4.

At American Express, I led global reconciliation for prepaid financial products and managed monthly general ledger close for multiple legal entities. I supported product launches and finance transformation projects, including Project Peach, and used systems such as Oracle, Salesforce, and FIS (FR&A).

Experience

Work history, roles, and key accomplishments

PS

Assistant Manager

Pivotree Solutions

Apr 2023 - Jul 2024 (1 year 3 months)

Managed end-to-end Accounts Payable operations and general ledger activities, ensuring high accuracy and adherence to corporate accounting policies. Led process automation initiatives, reducing manual effort by 40% and improving accuracy by 25%.

BS

Team Support Specialist

Barclays Shared Services

Mar 2018 - Mar 2023 (5 years)

Oversaw end-to-end office administration budgets, tracked expenses, and reviewed invoices to ensure cost-effective operations. Acted as a Corporate Accounting & Controlling subject matter expert, providing guidance to finance teams and business stakeholders worldwide.

American Express logoAE

Lead Financial Analyst

Dec 2013 - Mar 2018 (4 years 3 months)

Led global reconciliation for prepaid financial products, ensuring adherence to global account reconciliation policies. Executed complex account clearances for flagship product launches, performing root-cause analysis on exception trends to minimize financial risk.

Education

Degrees, certifications, and relevant coursework

RS

Rukmini Devi Institute of Advanced Studies

MBA, Finance and HR

Completed an MBA in Finance and HR from Rukmini Devi Institute of Advanced Studies in 2013.

Indraprastha University logoIU

Indraprastha University

BBA, Business Administration

Completed a BBA from Indraprastha University in 2010.

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