Sharat Surve Email and Phone Number

Manage and execute different projects encompassing roles of Project, Financial and data management in varying capacities.1. Middle level market/Small & medium business segment decision support analytics:• Partnered with cross functional leadership - Client leadership, Controllership, Data Management and Finance technology teams to create budget/plan for $3.05 Billion middle market segment and related analytical tools. 2. Product/Service offering catalog Management: Managed end to end change management process related to maintaining portfolio of services offered by different line of business. • Partnered with senior firm management and diverse teams team ranging from legal, finance controllership, sales team, core SAP, Business warehouse, HANA, and other downstream reporting teams.3. Financial integrity management:Developed robust tools, governance standards and service line agreements to ensure consistency of financial numbers reported to senior management especially during month end closes. 4. Pricing & Profitability:Improved pricing on engagements by developing innovative solutions to align complex and large data sets of current project estimates to actual results. 5. Process Optimization: A part of finance technology innovation initiative.End to end project management to streamline/optimize 146 financial operational processes taking 19,000 hours.• Partnered diverse teams to understand, document, create process flows, identify inefficiencies.• Successfully reduced 18% saving hours/3,400 hours within 6 months of time.6. LCSP Succession planning, Global independence issue management – Led and executed the project to deliver innovative solutions/tools/templates that would help senior management in Partner succession planning.

- Part of core team to help clients implement new payroll software solutions.- Collaborated with diverse set of teams, Implementation partners, client teams – HR, Legal, Payroll, Finance, operations.- Co-designed test scenarios, Managed troubleshooting, issue and change management.- Training to end users and initiatives for process enhancements/improvements.Audit projects- Legal/Professional services, Technology, Manufacturing, Investment management clients.- Assisted in devising audit procedures for substantive testing.- Document internal controls and segregation of duties.- Assisted Analytics director on implementation of Audit command language (ACL) on Audit engagements.

1. Enhanced the forecasting process by creating new financial/forward looking models for $391 MM West Audit practice.2. Executive summaries, Performance Reporting/Variance analysisSummarized key business issues by translating subjective information into objective performance indicators. Worked with senior management to identify and define new controlled performance indicators(KPIs) and measure actual results to defined KPIs, perform root cause analysis of underlying performance drivers.3. Strategic Analytics/Adhoc: Partnered with senior audit leadership to translate key strategic priorities in developing objective analysis such as client continuance/engagement economics database, internal pricing tools, staffing management templates, benchmarking analysis with real time analytical capabilities providing actionable intelligence to make informed business decisions.4. Internal Reporting Process - Oversee production of weekly, monthly, quarterly, semi annual and annual reports for senior management review.5. Expense Management - Managed process of tracking, approving and containing expenses for the region.6. Headcount Management - Partnered with HR/Talent stakeholders at each office(west) location to develop templates and tools to track and manage headcount process.7. Accounts Receivable Management: Developed efficient process and tools to help manage billings and collections area for southern california audit business.

• Transition Management – Worked with key stakeholders in process mapping and documenting business process, help transition financial accounting of 620 ARCO/AMCO franchisee site accounting service process to offsite location.• Stakeholder management –Worked with stakeholders at different levels to ensure smoother transition without any business disruptions.• Process Improvements – Automated underlying manual processes, identified and eliminated redundancies saving 5,000 labor hours per annum.• Upstream accounting / General Ledger – - Maintained and performed reconciliation of SAP J2 Special ledger accounting entries to general ledger for Marketing business units. - Reviewed intra Group transactions for accuracy and completeness and make ledger adjustments as appropriate. • Downstream accounting / Franchisee sites –Maintained books, reconciliation of accounts for 100 franchise accounting sites located across west coast.