---
title: "Shivali Sharma - Product in Bengaluru | Tal"
description: "Meet Shivali Sharma, Finance brain. Product thinker. Building ideas with code. | Product Management | SaaS & Fintech based in Bengaluru. AI stack includes claude code, codex, and railway. Explore public work links including github and shivalisharma.vercel.app."
image: "https://tal.club/meet/shivali-sharma-1/share-image"
---

# Shivali Sharma on Tal

## 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/

[View the original profile](https://tal.club/meet/shivali-sharma-1)

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