Jitendra B.

1. AP Diagnostic, Stabilization & Governance Reset (Platinum SaaS Clients): Diagnosed unstable, exception-heavy operations across intake, approvals, payments, remittance & cost allocation in a SaaS platform. Delivered stabilization via workflow redesign, SOP alignment, approval hygiene, ownership clarity & governance reset, delivering 60–70% reduction in aged invoices, 50–60% reduction in payment rejections, fewer vendor escalations, improved SLA & audit readiness.

2. Invoice Approval Workflow & Preventive Controls Redesign: Identified system mapping gaps & control weaknesses causing delays & rework. Redesigned approval logic & preventive controls with Product & Technology teams, improving compliance, reducing exceptions & accelerating approvals.

3 EDI, OCR & RPA Enablement for Invoice Processing Automation: Delivered end-to-end EDI implementation supported by RPA, covering requirements, vendor coordination, validation, UAT & rollout. Enabled OCR & zero-touch processing, achieving ~100% automation with manual handling limited to controlled fallouts due to vendor input or reporting changes.

4. Master Invoice Tracker & JIRA-Based Request Management: Delivered an organization-wide Master Invoice Tracker delivering ~3 hours/day effort savings (~1 FTE). Implemented a JIRA-based ticketing framework to replace email-driven handling with structured intake, prioritization, SLAs & reporting, reduced email traffic & improved visibility & ownership.

5. Cost Allocation Automation, GST Compliance & Payment Governance: Automated cost allocation via SaaS & SFTP integrations, embedded GST validation & strengthened payment & remittance controls, improving posting accuracy, reducing GST-related rejections, payment failures & vendor follow-ups.

6. Product-Led Finance Transformation Partnership: Partnered with Platinum clients to translate operational pain points into scalable platform enhancements adopted across the client base, delivering sustainable, system-driven improvements.

AXA Business Services – Accounts Payable Transformation Engagements (GBS Environment): Served as an Accounts Payable Domain Expert (Sub-Ledger) delivering finance process stabilization and transformation initiatives supporting global entities within a GBS model. Diagnosed underperforming AP operations with high error rates, invoice backlogs, quality issues & stakeholder escalations, and delivered workflow redesign, SOP standardization, workload balancing, ownership clarity & governance discipline within a SOX-compliant control environment, improving stability, predictability & stakeholder confidence.

Process Excellence, Error Reduction & Productivity Improvement: Delivered Lean-based problem-solving using RCA, 5-Why, Pareto & PDCA to address recurring errors, aging & rework. Designed automated aging & visibility dashboards, delivering measurable quality improvement and approximately 0.99 FTE annual productivity savings through reduced manual tracking & rework.

ERP, P2P & System Transformation Enablement: Supported system migration from Lotus Notes to ARIBA Invoicing, improving invoice visibility, processing accuracy & control effectiveness. Performed P2P & O2C process deep dives to identify standardization opportunities & control gaps, and supported system enhancements and UAT to ensure smooth adoption.

Controls, Audit Readiness & Governance Strengthening: Strengthened SOX-compliant controls across invoice validation, approvals, duplicate prevention & payment processes. Supported internal and external audits through control documentation & walkthroughs, and supported ISO & ISMS audits, strengthening audit readiness & compliance posture.

Operational Accounting, FP&A & Reporting Enablement: Supported cash & disbursement accounting, intercompany settlements, budgeting, forecasting, variance analysis & P&L reporting for the F&A CoE. Automated BI & KPI reporting, reducing report preparation time from ~60 minutes to ~10 minutes.