
sagar roy
@sagarroy
Engagement Financial Advisor at Deloitte Services LLP, supporting four client accounts and forecasting budgets exceeding $1M each.
What I'm looking for
At Deloitte Services LLP, I support four client accounts as an Engagement Financial Advisor, managing financial analysis and reconciliation for accounts with budgets exceeding $1M each. I prepare weekly forecasts and track revenue, expenses, and other financial metrics.
At PAREXEL International India Pvt. Ltd., I managed end-to-end billing for enterprise clients, including milestone-based, fixed-fee, and time-and-material invoices. I streamlined milestone-based invoicing and improved reporting accuracy for unapproved billing events.
At CAPGEMINI Technology Services India Ltd, I worked on invoice processing, reporting, and process transitions. I contributed to implementing RPA that automated over 75% of invoicing processes for the Global BSV Project, and co-led expansion and stabilization activities across multiple entities.
Experience
Work history, roles, and key accomplishments
Support 4 client accounts as an Engagement Financial Advisor, managing financial analysis, reconciliation, and engagement management controls for budgets exceeding $1M each. Prepare weekly forecasts, track expenditures, and perform client billing and receivable collection functions.
Managed end-to-end billing processes including T&M, Milestone-based, Fixed Fee, and Non-PO billing for multiple enterprise clients. Coordinated with collections to resolve disputes, published unapproved billing reports, and ensured timely invoicing and project closure settlements.
Led client interaction and process transition activities, prepared SOPs, and analyzed FTE billing trends. Utilized Oracle GFS for end-to-end invoicing, generated invoices via multiple portals, and supported external audits.
Education
Degrees, certifications, and relevant coursework
University of Calcutta
Bachelor of Commerce, Accountancy
Completed a Bachelor of Commerce with Honours in Accountancy.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
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