Pooja Khetani Email & Phone Number

West Palm Beach, FL, US

• Successfully deliver high quality Software Asset Management (SAM) services to 50+ Fortune 500 clients by identifying areas for cost reduction, optimization, and process improvements
• Identify, manage, and reduce/mitigate compliance risks as well as uncover significant software cost savings and software technology optimizations through gap analysis of client’s current SAM maturity level
• Assist in the development and implementation of compliance procedures, knowledge management efforts, data program with respect to establishing standard operating procedures and policies.
• Lead, organize and train clients' internal efforts to design as well as implement process and workflow integrations to execute the industry best practices across different platforms and software vendors

• Planned, managed and performed software asset management, software license reviews to ensure compliance with associated software licenses/other agreements, contractual terms, and general licensing policies
• Inventoried clients license entitlement and consumption by using a combination of proprietary scripts, data collection methodologies and conducted reconciliation analysis to create an effective license baseline
• Investigated entitlement gaps resulting from comparative assessment of entitlement deployment/usage reports
• Analyzed client contracts, purchase records history, and software publisher provided reports to identify areas of compliance risk and opportunities for license as well as contract optimization
• Optimized license through license consolidation, infrastructure optimization, contract optimization and license transfer

• Leads software license reviews by identifying under/over deployment through a comparative assessment of system generated entitlement and deployment/usage reports
• Analyzes and investigates entitlement gaps resulting from unauthorized software and support usage ensuring software compliance
• Assesses customer's software utilization and determines appropriate support for Software Asset Management (SAM) policies
• Assists in resolution of identified compliance gaps by collaborating with sales team and technical support teams to remedy gaps through Entitlement transfers, Tech refreshes and Software transitions

Edison, New Jersey

• Assist with technology enhancements and maintenance of client’s accounting system to ensure compliance with accounting standards
• Streamline daily reporting information and operations for efficient record keeping purposes by running daily reports which improves visibility of transactions and ensure compliance is maintained
• Conduct gap analysis through review of system generated transaction reports and account activity for ensuring completeness as well as adherence to client's policies and procedures
• Establish QuickBooks accounting system to reflect accurate financial records by assisting in data entry and verification of information entered in the system
• Conduct cost benefit analyses and aid management in identifying issues, sorting through solutions and implementing themNetApp Licensing Project
• Lead software license reviews by identifying under/over deployment through a comparative assessment of system generated entitlement and deployment/usage reports

New York, New York

• Assisted with Record to Report process design and preparation of Annual and Quarterly carve-out financial statements including the application of SEC regulations, drafting of footnote disclosures, reviews of US GAAP.
• Conducted data analytics, which included data translation and reconciliation from two legacy systems to a new asset accounting software system and provided post go-live support
• Conducted software licensing reviews in the high-tech and original equipment manufacturer industries
• Obtained assurance related to financial completeness and overall third party licensee compliance to licensor agreements through comparison and analysis of sales and royalty data
• Played a lead role in designated tasks of the project team in gathering, organizing and analyzing data
• Managed communication and expectations with customers and led data collection efforts through daily follow up and status meetings

Santa Clara, California

• Client: Contract Optimization Services Inc. (currently known as Anglepoint Inc.)
• Conducted Licensee Software Compliance reviews for a top tier software company to ensure their licensee’s adherence to software licensing agreements
• Prepared compliance reports based on comparative review of licensee’s software purchases and deployments in their environment
• Collected and analyzed software usage data and reviewed licensing documents to identify discrepancies in software usage resulting in under/over deployment of software
• Communicated status, issues, and risks to the customer in a timely manner in order to achieve customer consensus and satisfactory resolution of the licensee compliance reviews
• Assisted in licensee onsite interview for data collection and proactively provided progress updates and daily reports to senior management

Edison, New Jersey

• Business Analysis: Worked with business and technical users, from cross-functional teams, to define scope and gather business requirements
• Project Management and Execution: Developed use cases, conceptual and detailed design to meet business needs and supported in the formulation and execution of project plans
• Deliverable: Assisted in the review of business and technical development team’s deliverable for accuracy and completeness, and ensured completion of project on time and within budget
• Communication: Documented and communicated the status, issues, and risks to the senior management on a regular and pro active basis
• Corporate Development: Involved heavily in creating a market strategy for corporate development
• Online Presence: Assisted in the corporate profile development by establishing and maintaining an online presence

New York, New York

• Business Development – Conducted industry specific research for business development purposes. Industries include Financial Services, Pharmaceuticals and Healthcare, Law Firms and Private Equity Sector.
• Business Banking KYC and Customer Risk Remediation – Acted as an Anti-money Laundering (AML) Specialist in the Request for Information (RFI) process and interacted with Bank personnel to obtain pertinent customer.
• Risk Ranking – Participated in a Know Your Customer (“KYC”) remediation project that focused on assessing an international banks customer risk ranking procedures. Work included transaction analysis, due diligence.
• Transactional Analytics – Conducted a full service wire, ACH, cash and sweep analysis on mid-level business banking customers for a major financial institution.
• SAR Look-back – Led a team in performing transaction look-backs to identify potentially suspicious account activity. Recognized red flags inherent to money laundering and terror financing.
• Investigation – Investigated a high-profile Fortune 100 client to identify and evaluate evidence pertaining to possible earnings management. Performed document review and risk assessment.

• Developed profit and loss statements, reports and business plans for Hospital expansion projects (Urgent Care Center)
• Attended meetings with Senior Management for inter-departmental projects and Departmental Budget preparation
• Assisted in physician recruitment process

Master Of Business Administration - Mba, Finance, General

Master Of Business Administration - Mba, Finance

Mba, Finance And Marketing

Bachelor Of Management Studies, Accounting And Finance, 3.8

Bachelor Of Commerce (B.Com.), Accounting