Kewal Patil

About Kewal Patil

I have 3+ years of experience supporting Order-to-Cash (O2C) operations, financial research, KYC, and regulatory compliance within global financial services environments. Experienced in end-to-end new account setup and maintenance, ensuring accurate implementation of Relationship Manager (RM) instructions, including billing groups, invoice groups, VAT configuration, and special billing instructions, with a strong focus on zero-error execution.Proven expertise in fee schedule analysis, client due diligence, risk assessment, and counterparty data management across municipal bonds and complex legal entity structures. Skilled in delivering KPI reporting, aging analysis, and operational insights while collaborating with onshore and cross-functional teams to ensure timely and compliant business outcomes.Strong foundation in financial statement analysis, entity enrichment, portfolio management, and financial instruments including mutual funds, ETFs, ABS, and MBS. Known for process optimization, attention to detail, and effective stakeholder coordination in fast-paced, compliance-driven environments.Currently seeking Finance / Financial Analyst / O2C / Accounting opportunities in the UAE, where I can contribute to operational excellence, accuracy, and regulatory compliance

Experience

1. Financial Analyst

   Hexaware Technologies

   Apr 2025 — Present · Pune, IN

   Contributed to the Order-to-Cash (O2C) vertical, supporting a range of end-to-end financial and operational processes.Analyzed and reviewed fee schedules to identify fee types and market-based exceptions, ensuring appropriate fee patterns were applied and configuring activity overrides when necessary.Setup new accounts based on instruction forms submitted by Relationship Managers.Reviewed and requested updated or additional information as required, and accurately set up new client accounts with zero errors.Delivered daily KPI and status reports to management and the onshore team, prepared detailed aging reports, and performed consistent follow-ups to ensure timely issue resolution.Collaborated effectively with onshore teams and cross-functional internal departments to ensure the efficient, timely, and accurate delivery of business deliverables.

Education

• Savitribai Phule Pune University

  Bachelor's of Business Administration, Finance, General