Headline

Finance brain. Product thinker. Building ideas with code. | Product Management | SaaS & Fintech

About

I spent six years helping organizations scale and realized core finance was monotonous - same processes, same Excel sheets, no real impact. That pulled me into building revenue systems that actually matter. Career Arc - Pattern of Building & Scaling: At M. Mahajan & Associates, I built financial compliance and audit excellence for large corporations. At Lotus Design Labs, I scaled financial operations across 10+ clients, driving 10% efficiency improvements. At SGGG Fund Services, I produced 50+ annual reports with zero discrepancies. But I kept noticing the gaps. Collections cycles taking weeks when they should take days. Payments feeling like battles. Technology could do more. I wanted to build the solution, not just advise on the problem. The Inflection Point - BiteSpeed: When I joined BiteSpeed 13 months ago, there was no AR function. No processes. No systems. Just invoices and a mandate: figure it out. I built it from zero. Today - 500+ monthly transactions, 150+ customer accounts, $2M+ in receivables managed with full visibility, 40% faster payment resolution, 60% fewer billing disputes, and company cash positive status. What This Taught Me: The hard part isn't technology. It's understanding the actual problem before solving it. Listening - to users, to data, to what breaks everything. Building systems that scale without breaking. Now Building at The Credix: Co-designing the next generation of receivables and collections with AI-driven automation. Smaller team. Bigger bet. What I'm Looking For: Senior or Lead roles where I can own revenue operations end-to-end - AR management, collections transformation, O2C optimization, or building finance operations from zero. If you're scaling AR operations, building collections excellence, or transforming O2C processes or any finance domain.I'd love to connect:)

Location

Bengaluru

AI stack

claude code

codex

railway

Pinecone

Supabase

Vercel AI SDK

Work experience

Product at The Credix, Feb 2026 - Sep 2026 · 8 mos, Bangalore Urban, Worked on an AI-driven receivables product, bringing my finance operations experience into product discovery and development. • Spoke with finance users to understand pain points across invoicing, reconciliation, collections and disputes • Translated recurring problems into product requirements, user flows and feature priorities • Designed end-to-end workflows and worked through edge cases with a focus on reducing manual finance work • Built and tested prototypes to validate workflows before development • Worked with engineering/design to turn requirements into product features and iterate based on feedback • Defined success metrics for key workflows and used user feedback to guide improvements

Accounts Receivable Specialist -Lead at BiteSpeed, Apr 2025 - May 2026 · 1 yr 2 mos, Bengaluru, Building receivables excellence for a growing SaaS organization - Formally managing 6 folks. Key Achievements: Operations & Execution: *Generated and issued 500+ monthly invoices in strict alignment with contracts and service delivery standards *Tracked and applied 500+ monthly payments across multiple channels (EFT, cheque, wire) with 99.5% accuracy, ensuring clean cash application *Maintained 98% on-time payment follow-up rate, reducing overdue account aging by 35% *Reconciled 150+ customer accounts monthly, reducing billing discrepancies and disputes by 60% Leadership & Process Improvement: *Coordinated with 20+ clients to resolve complex payment discrepancies, improving resolution time by 40% and strengthening client relationships *Created comprehensive AR procedures manual standardizing workflows across the organization, enabling faster onboarding and consistent process adherence *Collaborated with cross-functional teams (sales, operations, finance) to streamline AR workflows and improve overall customer experience Reporting & Insights: *Produced weekly AR aging reports (analyzing $2M+ in outstanding receivables) for leadership visibility *Supported monthly and quarterly financial close processes with accurate, timely reconciliations *Provided actionable insights on payment trends, collection effectiveness, and process bottlenecks Technical Skills: SAP | QuickBooks | Excel (Advanced: Pivot Tables, VLOOKUP, Data Analysis) | Collections Strategy | Cash Application | Jira | Postman | Zoho | SQL

Health and well-being at Career Break, Feb 2025 - Mar 2025 · 2 mos, Took time off to focus on mental and physical wellbeing :)

Fund Valuations at SGGG Fund Services Inc., May 2023 - Jan 2025 · 1 yr 9 mos, Chandigarh, India, NAVPU Production: Generate daily, weekly, and monthly NAVPU for various funds, including hedge funds, Funds of Funds, Private Equity funds, REITs, and Mutual funds. Portfolio Management: Manage accounting records for client portfolios with over 500 monthly transactions, including trades, expenses, and reconciliations. Financial Reporting: Produce over 50 accurate financial reports annually and prepare critical financial documents like balance sheets and profit and loss statements. Data Analysis: Analyze financial data to prepare detailed financial summaries, supporting informed decision-making. Client Collaboration: Ensure accurate portfolio accounting and address client queries promptly. Compliance and Audit: Maintain compliance with financial regulations and support internal audit processes.

Finance Executive at lotus design labs, Jan 2020 - May 2023 · 3 yrs 5 mos, Chandigarh, India, Financial Management: Managed financial data for tools like QuickBooks, NetSuite, Bill.com, and Expensify, ensuring accurate records and timely reporting for over 10 clients. Efficiency Improvement: Consolidated and analyzed monthly results, driving a 10% improvement in financial efficiency through actionable insights. Strategic Reporting: Created and delivered presentations on organizational financial health, aiding senior management in strategic decision-making. Bookkeeping: Maintained precise bookkeeping records, ensuring accuracy and compliance with financial regulations. Client Support: Provided comprehensive financial packages and analysis, supporting client needs and ensuring satisfaction. GST and TDS : GST and TDS filings US GAAP : Preparation of financial statements in compliance with US GAAP (ASC 606)

Education

Accounting and Finance, ACCA

Accounting and Finance, The Institute of Chartered Accountants of India

Public links

github: https://github.com/teenytinybot

shivalisharma.vercel.app: https://shivalisharma.vercel.app/