Madan Mohan D
Financial Operations & Compliance Specialist
Bengaluru, IN.About
Highly accomplished Financial Operations & Compliance Specialist with 4+ years of expertise in tax governance, project management, and financial strategy. Proven ability to optimize complex tax processes, enhance operational efficiency, and drive compliance across diverse client portfolios. Seeking an Operations Management role to leverage strong leadership, financial planning, and cross-functional coordination skills to deliver impactful results within the Taxation and Finance sectors.
Work
EY Global Delivery Services
|Assistant Manager
Bengaluru, Karnataka, India
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Summary
As Assistant Manager, Madan Mohan D spearheaded global tax governance, compliance, and financial operations, driving efficiency and strategic coordination across client portfolios and internal teams.
Highlights
Designed and implemented robust global tax governance frameworks, ensuring seamless compliance with international regulations and mitigating potential risks across diverse client portfolios.
Led end-to-end client onboarding processes, meticulously managing PACE system configurations, legal verification, and SOW preparation to align with client expectations and project deliverables.
Automated and streamlined billing workflows using Power Apps, significantly reducing manual errors and increasing operational efficiency for clients ranging from startups to Fortune 500 enterprises.
Managed comprehensive Out-of-Scope (OOS) activities, including service reviews, client presentations, approval processes, and billing, ensuring transparent communication and financial terms.
Oversaw tax return preparation, filing, and in-depth reconciliations, ensuring complete compliance with prevailing tax laws and timely submissions across diverse client portfolios.
Achieved a 90% client retention rate by proficiently managing RFP processes, conducting fee revision analysis, and implementing market fee corrections for competitive pricing.
Generated detailed Annual Governance, Season Setup, and Escalation Reports (Quarterly, Half-Yearly, Monthly), leveraging Qualtrics to provide data-backed insights for strategic decision-making.
Concentrix
|Discharge Officer (Associate)
Bengaluru, Karnataka, India
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Summary
As a Discharge Officer (Associate) at Concentrix, Madan Mohan D supported Australian banking clients in mortgage discharge services, ensuring accuracy and efficiency in critical processes.
Highlights
Supported mortgage discharge services for major Australian banking clients, including St. George, SGB, and Westpac.
Managed end-to-end activities across multiple mortgage discharge stages, including Invite, Conversation, Repaid Precheck, and Repaid Signing lobbies.
Earned promotion to the Signing process within 6 months due to consistent accuracy and high-quality output in mortgage discharge operations.
Prepared daily meeting minutes, effectively handled escalations, and generated End-of-Day (EOD) leadership reports to support operational oversight.
Education
Reva University
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Bachelor of Commerce (B.Com)
Commerce
Karnataka Pre-University Education Board
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Pre-University Course (PUC)
Commerce
Awards
Exceptional Client Service Award
Awarded By
EY
Recognized for outstanding performance in fee analysis during contract renewals and demonstrating excellence in client retention.
Multiple Performance Awards
Awarded By
EY
Honored for outstanding contributions in billing, financial management, and PMO operations.
100% Quality & Timely Output Recognition
Awarded By
Concentrix
Acknowledged for consistently maintaining 100% quality and timely output in operational tasks.
Performance-Based Promotion
Awarded By
Concentrix
Promoted from Repaid Precheck to Signing within 6 months, demonstrating high performance and rapid career progression.
Languages
English
Hindi
Tamil
Telugu
Kannada
Malayalam
Skills
Project & Operations Management
End-to-End PMO Operations, PMO Governance, Framework Implementation, Project Delivery, Stakeholder Management, Cross-functional Team Leadership.
Financial Management & Compliance
Tax Governance, Financial Compliance, Regulatory Compliance, Risk Management, Tax Compliance, Global Equalization, Budgeting, Cost Control, Financial Forecasting, Tax Management, Financial Reconciliation, Billing Operations, Accounts Payable & Receivable, Revenue Recognition.
Process Optimization & Automation
Process Optimization, Automation, Power Apps, Power BI, Workflow Streamlining, Operational Efficiency.
Reporting & Analytics
Client Reporting Solutions, Internal Reporting Solutions, Financial Reporting, Data Integration, Qualtrics, Data Analysis.
Client & Stakeholder Management
Client Onboarding, Strategic Coordination, Client Retention, Contract Negotiation, Relationship Management.
Software & Tools
Microsoft Office, Smartsheet, Power BI, Power Apps.
Leadership & Development
People Management, Organizational Development, Cross-functional Collaboration.