Uma Shankar
Finance and accounts executive | MBA (Finance and marketing).\"I\'m excited to grow my career in finance and accounting, seeking opportunities for professional development and advancement with industry expertise.\"
- Role
- Finance and Accounts Executive at Hatti Kaapi
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Uma Shankar
MBA graduate in Finance and Marketing with 1 year of experience as a Finance and Accounts Executive in the food and beverages industry. Experienced in managing invoicing, sales orders, account reconciliation, and financial reporting. Proficient in Excel-based analysis for revenue tracking, costing, and fixed asset management. Worked closely with senior management on key financial functions including BOM creation and MSME compliance. Currently seeking a challenging role that offers growth and advancement in the finance field.
Experience
Finance and Accounts Executive
Dec 2024 — Present · Bengaluru, IN
Managed fixed asset accounting, including monthly sales and revenue reporting using advanced Excel tools (SUMIFS, XLOOKUP, VLOOKUP, Pivot Tables) Handled end-to-end sales order processing: from collecting orders to billing and dispatch tracking. Created and sent tax invoices and e-invoices to over 50 B2B customers, ensuring accurate and timely delivery via email. Oversaw accounts receivable: followed up for timely payments, shared customer ledger statements, and performed account reconciliation to ensure clean month- end closures. Coordinated with the store manager to monitor stock availability and ensure smooth order fulfillment. Prepared and raised monthly rental sales orders and invoices for franchise customers. Conducted Stock Keeping Unit (SKU) costing analysis for new outlets: calculated selling prices and collaborated with internal teams to finalize cost structures. Collaborated with the CFO on Bill of Materials (BOM) creation in the internal software system prior to hiring a dedicated BOM Manager. Managed MSME filings biannually in compliance with regulatory timelines. Drafted and maintained customer agreements and sales contracts.
Education
BMS
Bachelor of Commerce, Accounting and Finance
2018 — 2021
Brindavan College
Master of Business Administration, Finance, General
2022 — 2024
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