Adwait Simon

About Adwait Simon

Strategic and analytical finance and operations leader with 6+ years of experience managing cross-functional teams, driving process improvements, and implementing data-driven solutions in financial operations, legal compliance, and receivables management. Expertise includes leveraging tools like Power BI, Salesforce, and Excel to enhance reporting accuracy, streamline workflows, and reduce financial risk. I specialize in aligning operational efficiency with strategic business goals, delivering measurable improvements in compliance, collections, and overall team performance. I thrive in dynamic environments where leadership, analytical thinking, and process improvement are key to success. Open to leadership roles that require a balance of finance, analytics, and strategic operations.Key Achievement: Successfully transitioned three critical departments—Bankruptcy, Legal Operations, and Broker Services—from the U.S. to India and led them to award-winning performance within six months.

Experience

1. Team Supervisor

   WM

   Aug 2024 — Present · IN

   Lead and supervise 18+ analysts across 3 departments: Bankruptcy, Legal, and Broker Operations, managing a $20M+ portfolio with full compliance to regulations and internal policies.Directed and optimized financial operations, leading strategic collections management, dispute resolution, and risk mitigation initiatives to maximize revenue growth. Leveraged industry insights and financial trends to shape high-impact operational strategies, reducing outstanding balances and enhancing profitability. Spearheaded continuous improvements in workflow systems, ensuring efficiency, compliance, and long-term financial success while fostering a results-driven team culture.Led analysts who consistently achieve 85%+ of monthly collection targets under my leadership and manage bankruptcy cases including case review, coordination with legal teams, and financial settlement oversight.Develop and implement SOPs for severance actions, aging analysis, cutoff, cancellations, third-party collections, and legal processes. Utilize Salesforce and Power BI to track case progress and generate actionable reports, improving operational decision-making.Drive process optimizations that improved efficiency by 15%, while consistently achieving 85%+ of monthly collection targets under team supervision. Provide leadership and training that foster a motivated and high-performing team of analysts. Analyze financial/operational data to produce insights for informed decision-making and identify process improvements for enhanced process efficiency Manage the daily workload and serve as the primary liaison for task allocation and deadline adherence between internal stakeholders and agency partner.Coordinate daily workflow and operations with the onshore team based in the USA to ensure seamless process alignment and communication across geographies.

Education

• Malwa institute of Technology, Nipaniya Byass, Indore

  Bachelor of Engineering

  2014 — 2017