Priyanshu Jha
Senior Accounts Executive & Finance Professional
Finance professional with 4+ years of experience in accounts, reconciliations, ERP/CRM systems, and financial reporting. Currently upskilling in Treasury Operations and Analytics to transition into Global Controllership roles.
Professional Summary
Experienced finance professional with expertise in modern ERP systems and financial automation
About Me
Finance professional with 4+ years of experience in accounts, reconciliations, ERP/CRM systems, and financial reporting. Skilled in Excel (advanced formulas, pivot tables, automation), ERP/CRM management, and data analysis.
Adept at streamlining financial processes, ensuring reporting accuracy, and driving automation. Currently upskilling in Treasury Operations and Analytics (Power BI/Tableau) to transition into Global Controllership and Trade Support roles.
Specializations
- • General Ledger & Reconciliation
- • ERP/CRM Systems Management
- • Financial Process Automation
- • Advanced Excel & Data Analysis
Current Focus
- • Treasury Operations
- • Power BI & Tableau Analytics
- • Global Controllership
- • CMA/ACCA Certification
Core Skills & Expertise
Comprehensive skill set spanning traditional accounting and modern financial technology
Core Accounting Skills
Technical Skills
Analytics & Reporting
Proficiency Levels
Key Tools & Technologies
Professional Experience
Progressive career growth in financial operations and systems management
Sr. Accounts Executive
Consortium Gifts Pvt. Ltd.
Key Achievements & Responsibilities
- Manage Orgzit CRM hierarchy and reporting structure, ensuring accuracy and compliance with organizational standards
- Perform account reconciliations, GL analysis, and reporting to support month-end and management reporting
- Work extensively on ERP systems for transaction monitoring, reporting, and financial accuracy
- Develop advanced Excel-based automation models, reducing reporting turnaround time by 30%
- Coordinate with cross-functional teams for data integration, reporting, and automation across finance systems
- Implemented automation using Zapier and Google Sheets, improving efficiency of recurring finance tasks
Technologies & Skills
Accounts Executive
Consortium Gifts Pvt. Ltd.
Key Achievements & Responsibilities
- Handled day-to-day accounting and reconciliations, ensuring timely and accurate financial records
- Assisted in financial reporting and data validation across ERP & CRM systems
- Supported management in MIS reporting, expense tracking, and variance analysis
Technologies & Skills
Key Career Achievements
Reduction in manual reporting efforts
Faster reporting turnaround time
Accuracy in financial operations
Education & Certifications
Continuous learning and professional development in finance and technology
Education
Bachelor of Commerce (B.Com)
University
Certifications & Learning
Excel Advanced Skills
Formulas, Pivot Tables, Automation
Power BI
Beginner to Intermediate
Treasury & Risk Management
Self-learning via online platforms
Future Learning Goals
CMA Certification
Certified Management Accountant
ACCA Certification
Association of Chartered Certified Accountants
Currently exploring these certifications to enhance expertise in Finance & Treasury operations
Get In Touch
Ready to discuss opportunities in finance, accounting, or treasury operations. Let's connect and explore how we can work together.
Contact Information
Professional Focus
Current Role: Senior Accounts Executive
Career Interest: Treasury Operations & Global Controllership
Specialization: ERP Systems, Financial Automation, Excel Advanced
Learning: Power BI, Treasury & Risk Management