Kaustuv Pati

About Kaustuv Pati

Being CURIOUS and always LEARNING!Core competencies: Leading delivery operations: o Global Service Delivery lead for large team clients in multi-locations with multi-languages and several ERP\'s o Transformation & Service Delivery lead for cross-functional processeso Led Transition for multi-locations including decoupling of activities based on languagesGreen Belt certified, Subject Matter Expert in Reconciliations, experienced with Robotics process implementation in Finance & Accounting, trained in Gen AI & Agentic knowledge. Extensively led multiple projects on Transformation, Solution Design, RFP and SOX compliance. Controllership roles:o Global process owner for SOX & Compliance for global operationso Financial Controller for North America region operating from Indiao Business Financial Controller for US & Canada operating from USAo RFP & Solutioning of F&A processes Transformation (RPA): o Ideate & led development and implementation of several workflow tools (MJE, Admin, User access, Document mgt. etc.) o Close cycle optimization for General Accounting & Ticketing tool for Vendor Helpdesko Led implementation of BOT’s in various domain – Fixed Assets, Intercompany, Royalty accounting, US Tax forms, PTP etc. Controls & Compliance: o Responsible to drive process standardization and SOX control implementation across functional teams.• Establish L2 & L3 process maps for Treasury, Cash operations & Record to Report functions• Lead a team to identify risks, determine controls & establish framework as per SOX requirements • Implement periodic review mechanism to ensure adequacy of TOD (Test of Design) & TOE (Test of Effectiveness) across US & Canada locationso Ensure clean audit report and Leadership comfort through regular governance. Working knowledge on Cloud & AI controls & Complianceo Trade Compliance, NSA, GDPR, Regulatory Compliance, ITGC controls, etc. Created Game changing tools in Compliance and Controllership

Experience

1. Senior Manager (Vice President)

   Accenture

   Jun 2022 — Present · Navi Mumbai, IN

   Client Experience Lead (managing P&L) for Healthcare, Finance & Accounting in Mumbai. Responsible to manage delivery operations of 250+ FTEs in Record to Report & Order to Cash domain.Driving Transition & Transformation journey with an aggressive target of 40+ FTE productivity in 9 months post transition. 100% work-from-office model with Pacific shift timing delivered from India.

Education

• Calcutta Boys School

  12, English,Accounts,Maths

  1981 — 1994

• Calcutta University, Kolkata

  Bachelor of Commerce - BCom, Accounting

• Symbiosis Institute of Management Studies

  PGDBM, Finance

  2004 — 2006

• Symbiosis Centre for Distance Learning

  Post Graduate Diploma in Business Administration, Finance and Financial Management Services

• Calcutta University

  B.Com(H), Accounting

  1994 — 1997

Skills

• Internal Audit
• Business Process Improvement
• Auditing
• Process Improvement
• Team Management
• Mis
• Accounting
• Vendor Management
• Six Sigma
• Business Analysis
• Finance
• Account Reconciliation
• Bpo
• Financial Analysis
• Leadership