Garduate - Accounting & Finance · 6+ Years Experience

Tarun Kohli

Order-to-Cash Specialist & Finance Automation Expert

OTC - Order-to-Cash Cash Application Invoicing & OM Collection AR Automation Team Management
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Professionals Summary

O2C professional with 6+ years of experience in collections, deduction management, and dispute resolution. Skilled in SAP, Oracle, MS Excel, account reconciliation, and improving receivable processes.

Experienced OTC Specialist with expertise in collections, deductions, customer account management, and process improvement. Strong analytical, communication, and problem-solving skills.

To contribute my OTC and finance expertise in a growth-oriented organization while continuously enhancing my professional skills and delivering operational excellence.

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Years+ Experience
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Team Members Led
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% Time Saved via Automation
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Major Automations Built

Work Experience

Jul 2025 – Present
Management Trainee — Order Management
Genpact (India) Private Limited · Noida, UP
  • Managing a team of 5+ members — overseeing performance, work allocation, and KPI adherence in Order Management of O2C cycle
  • Developed and implemented SOPs for Order Management, Clocteions, Credit Control and Customer Setup in EDI to improve team productivity and SLA compliance
  • Primary escalation point for client billing discrepancies and disputes, maintaining strong client relationships
  • Delivered daily financial reports: LockBox, Identified/Unidentified, AR Detailed Progress, and Closing reports
  • Led successful business transition for USA/Canada accounts
Mar 2021 – Jul 2025
Analyst — Order Management & Invoicing
Telus Digital · Noida, UP
  • Managed end-to-end Order Management and invoicing processes for customers.
  • Processed sales orders accurately and ensured timely invoice generation.
  • Coordinated with Sales, Finance, and Logistics teams for smooth order execution.
  • Resolved order, billing, and invoice-related discrepancies promptly.
  • Maintained accurate customer and transaction records in ERP systems.
  • Handled customer queries related to orders, invoices, and payments.
  • Ensured compliance with company policies and invoicing standards.
  • Prepared reports related to order status, billing, and operational performance.
  • Supported process improvement initiatives to enhance operational efficiency.

Technical & Domain Skills

🏦 O2C & Finance
Order Management Invoicing Accounts Receivable Reconciliation Collections Aging Buckets
🛠 Tools & Software
Oracle ERP Get Paid GenWeb Tally Prime BBI / ARMS Advanced Excel Macros / VBA Power BI MS Office 365 Outlook
📊 Reporting & Analytics
Cash Receipt Summaries Unapplied Cash Analysis AR Dashboards Payment Source Analysis PMO Checks Quality Control Data Modeling DAX Functions
🤝 Client & Team
US / Canada Clients Client Escalations SLA Management Remittance Collection Team Leadership Onshore Coordination Onboarding & Training
⚙️ Process Improvement
SOP Development Workflow Automation KPI Monitoring Compliance Transition Management Operational Excellence
📋 Tax & Compliance
GST (GSTR-1 / 3B) ITR Filing Bookkeeping Audit Support Financial Accounting Data Security

Automation Achievements

Financial Reporting Automation

Designed and implemented a Macro-based automated solution at Johnson Controls to streamline the Identified/Unidentified Report preparation process.

⏱ 1 hour → 5 minutes
📬
On-Account & Suspense Report Automation

At Xceedance, automated the daily On-Account client report and Suspense report for internal collections team — both with automatic email delivery and standardized reasoning.

⏱ 20–45 min → 5 minutes
📊
Reconciliation & Cash Closing Report

Consolidated four individual reports into one automated final financial report, distributed automatically to Finance Team, Client, and Collections Team with all required attachments.

⏱ 1.5 hours → 10 minutes
🔄
Statement of Account (SOA) End-to-End Automation

Designed a full SOA preparation and distribution automation at Xceedance — eliminating manual processing entirely. Capable of generating and emailing thousands of SOAs simultaneously.

⏱ 5–10 days → 1 day (5 min each)

Education & Certifications

PGDM — Finance & Marketing
G.L. Bajaj Institute of Management & Research, Greater Noida
2019 – 2021
B.Com Hons. — Financial Accounting
Marwari College, Kishanganj · Finance, Accounting & Computer Applications
2014 – 2017
  • Power BI for Data Visualization — Interactive dashboards, data modeling, DAX functions, business insights
  • Microsoft Office Specialist (MOS) — Advanced Excel, pivot tables, dashboards, Macros/VBA automation
  • Marketing Analysis — Market research, customer segmentation, trend analysis, data-driven strategies
  • ITR Filing & Types of ITR — Various ITR forms, eligibility criteria, documentation, end-to-end filing
  • Genome AI — AI-based tools, automation concepts, AI models for productivity and data processing
  • Project Automation — Automating business workflows using digital tools to reduce manual effort

Awards & Achievements

🥈
Silver Award - Certificate of Recognition
Genpact (India) Pvt. Ltd.

Received the Silver Cheer Award with 21000 Cheers Points for consistent performance, dedication, and contribution towards operational excellence and business success.

🥉
Bronze Award - Certificate of Recognition
Genpact (India) Pvt. Ltd.

I was honored with the Bronze Award - Certificate of Recognition from Genpact in association with Advantage solutions for exemplary performance and consistent demonstration of organizational values.

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Champion of the Year 2024–2025
Xceedance Consulting (India) Pvt. Ltd.

Awarded in recognition of outstanding performance, dedication, and exceptional contributions to process automation and operational efficiency.

Star of the Month - Feb'2023
Johnson Controls (India) Pvt. Ltd.

Recognized for exceptional performance, commitment to excellence, and significant contributions to process improvement and operational efficiency.

Let's Connect

Open to challenging AR/O2C Lead roles at reputed organizations. Ready to bring automation expertise, analytical precision, and team leadership to your finance team.

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+91 943 002 2565
Current Role
Management Trainee — O2C · Genpact India
Process Expert
Cash Application · AR · Process Automation
Target Role
Accounts Receivable / O2C Lead
Location
India (NCR / Open to Relocation)