This document provides a summary of Abi Jacob's experience and qualifications. It details her 9 years of experience as a Team Lead at Ernst & Young, where she oversaw a team of 12 and was responsible for accounts receivable, collections, cash application, and reporting. It also lists her educational background, tools expertise including Excel, Oracle, SAP, and Business Objects, and valid passport and U.S. visa information.

1. Abi Jacob
Phone # 09986467239
E-mail – abbey316@gmail.com, abbey3_16@yahoo.co.in
PERSONAL SUMMARY
A highly motivated and ambitious individual able to give timely and accurate advice,guidance, support
and training to team members and individuals. Possessing excellent management skills and having the
ability to work with the minimum of supervision whilst leading a team of twelve or more. Having a
proven ability to lead by example, consistently hit targets, improves best practices and organizes time
efficiently. Now looking forward to a making a significant contribution as a team leader with a company
that offers a genuine opportunity for progression.
Experience
Ernst and Young -- 19th
Feb 2007 till 8th
of March 2016 – 9 Years
Designation -- Team Lead (Accounts Receivable / Order to Cash)
Ensuring that staff are motivated, monitored and measured in line with company targets and performance
standards. Responsible for making sure that any gaps in performance or quality are quickly identified and
addressed. Producing accurate reports on team performance for senior managers. Below are the acitivites
in details,
 Collections – Was initially responsible for handling collections for multiple business units for
Ernst and Young US LLP. Direct interaction with clients regarding pending invoices and pending
on account funds.
 Reporting – Also used to handle reporting of collected funds and pending items to higher
management and business unit leadership.
 Query Handling – Used to handle the shared mailbox which we had for all client responses. This
included handling of queries and assigning of the same to the right teams promoting swift action
on client requirements.
 Cash Applications – Was handling payment application of all types of receipts ex- Checks,
Wires, ACH, Credit Cards, Lockbox and manual receipts.
 Research – Was also responsible for clearing of unidentified receipts through extensive research
with research tools, clients and internal client serving teams. Closed and year end with 7
payments considering the number of receipts a year is more than 200,000.
 Adjustments – Handling of adjustments regarding to cash movements, miss allocations, On
Account management, Reserves and write off’s.
 Reconciliation–Reconciliation at bank account levels for all the banks to deal with a maximum
clearing time of 3 days for unaccounted cash. Monitoring client and bank reconciliation activates

2. for USA and BBC countries. Working closely with Banks (Wells Fargo, HSBC, PNC Etc) for
issues resolution (Lockbox related)
 Query Handling – Handling of the shared mailbox and answering of queries from clients and
internal client serving teams. Also included in escalation handling and resolution based on request
from leadership.
Additional Team Lead Responsibilities
 Scope - Solely responsible for Service Delivery for USA and BBC regions. Team of 12.
 Work Assignment – Monitoring of work assignment on a day to day basis
 Reporting – Preparation of monthly team data for reporting of Utilizations, Productivity and
other KPI’s for the team members. Also preparing data for Monthly business review with clients
and internal senior leadership
 Feedbacks -- Providing process training to new hires and providing feedback on the same.
Providing yearly and half yearly reviews officially as part of the yearly reviews
 Coordination -- Working closely with the Business Control team regarding quality audits and
challenges, ensuring the quality audits performed are up to mark and are adding value. Also
general ledger team regarding monthly reconciliation activities.
 Process Improvements – Spoc for new projects and Ideas and helping team achieve the number
of Idea’s target per annum. Working constantly with the Performance excellence team to enhance
the tools and come up with new initiatives to standardize and improve current processes.
 Development -- Assigning creating trainings to team so increase their knowledge and skills also
to comply with the company learning and Development compliance.
 Documentation Review – Periodicalreview of the existing process documentation and updating
and implementation of new procedures. Was involved in the BPMS project which was regarding
creation of documents to the last details.
 Reporting -- Preparing dash boards for leadership both internal and external PPT’s and daily and
weekly reports and ad-hoc request as based on requirement from Senior Management and
external leadership.
 Mentoring -- Helping and guiding team members and providing them solutions on issues relating
to process or even personal aspects like time management, knowledge handling and so on.
AREAS OF EXPERTISE
 Supervising
 Ability to motivate people
 Strategic planning
 Equal Opportunities
 High performance
 Delegating
 Decision making
 Organizing
 Reporting

3. Transitions
 Bermuda, Bahamas and Cayman islands transition for Cash Applications Process off shore
 Completed Canada transition for Cash Applications and Collections Process onshore
Green Belt Projects
 Overall Operating Efficiency:Calculating the overall operating efficiency and improving on the
same. Tracking time charged by each members and analyzing the data to identify potential
niggles and eliminating the same to increase the operating efficiency of the team. The Project is a
certified Green Belt project and My involvement in the same is a Team Member and SME.
 ERP Maintenance :Was involved in cleaning up of posting (Ledger, Sub-ledger and AR)
Stuck in GFIS due to system issues and back end coding issue. The total savings for the project
was calculated at over 1 million in being really accounted towards the books.
Projects
 One Point Access. :Creation of a new web page which integrates all the links, tools used by the
team on a day to day basis. This project was initiated to minimize the time spent to navigate
through tools and have it consolidated at a single place . Completion Time – 3 months
 SDET Workflow Tool: Testing and improving the new workflow tool which is introduced by the
company to standardize the work flow tool. Also an integrated hub for all documents. The project
is not completed yet.
 BPMS :Business process management system was an initiative to to create all necessary
documents and SOP’s with the visibility at different levels of management.Three levels of
document are prepared with Overview, Detailed and descriptive modes for different levels of
managements.
 Enhanced Work Life Balance: Change of shift of the team from night shift (6.30PM to 3.30
AM) to (2Pm to 11 PM). The project aimed at providing a better work- life balance by the
changing of shift from night to Day Shift. The project was completed and implemented on Feb 1st
2014.
 Project Mercury (SAP Deployment):Currently involved in SAP implementation for Ernst and
Young. Initially involved with Canada user acceptance testing and currently involved in Data
conversion and migration from Oracle to the SAP.

4. Highlights
 Certified Six Sigma White Belt
 Accounts Payable project with regards to their payment approval process.
 Financial Analyst project for General Motors during the financial crisis.
 Time and Expenses team project regarding the reconciliation of partner payments.
 Basic and Advanced Excel Training
 Knowledge with global tools such as Oracle Finance, Remedy etc
 Debtor’s reconciliation project for Ernst and Young India Finance.
 Basic and advanced Access training.
 Basic and advanced VBA training.
 FY14 Star performer of the Year Award for Leadership and Consistency.
 Turbo Idea Leader Certification for Finance and Accounts.
 Two Green Belt projects as team member.
SAP Testing and Deployment
 Scope – Along with the Team Lead role in Accounts Receivable department involved from July
2015 into SAP deployment for Ernst and Young Canada,Germany, Switzerland and Austria
 Role – Responsible for testing (System integration and User acceptance) for EY Canada. Also
involved in training and exercises for training departments for Go Live for the pilot countries
along with the above handling data conversion and migration of the same from old ERP to SAP
for Germany, Switzerland and Austria. Overseeing deployment of pilot countries. Involved in the
wave 1 deployment which includes USA for Planning, Design, Testing requirements.
Tools Expertise
 Ms Excel, Word, PowerPoint, Visio, Project
 Oracle PeopleSoft, SAP 7300, Business objects

5. Educational Qualifications
Passport and Visa Status
Passport# Date of Issue Date Of Expiry Place Of Issue
M4380968 16/12/2014 15/12/2024 Bangalore
USA VISA - B1/B2 Visa valid till 2025
Declaration
I Abi Jacob hereby declare that the above details are true to my knowledge and belief.
Date Sign