Bhagya Perera
Summary
Dynamic financial services professional with extensive experience, excelling in team supervision and client relationship management. Proven track record in ensuring financial compliance and optimizing processes. Adept in ERP systems management and skilled in problem-solving, driving efficiency and accuracy in financial operations.
Overview
7
7
years of professional experience
Work History
Team Leader - Financial Services
Infomate (Pvt) Limited
07.2025 - Current
- Team Supervision: Overseeing direct reports who handle various sectors, ensuring they meet KPI targets and SLAs. Responsibilities include recruitment, setting objectives, conducting performance appraisals, conducting regular
- Managed client relationships for seven companies, including diverse sectors such as F&B, leisure, and plantation.le hotels & transport. Responsible for managing the workload of each assigned This involved allocating pending tasks to users, tracking the progress, task completion, and addressing and resolving any discrepancies, disputes, or issues.or issues
- Hands on experience and provide oversight and guidance in PO creation and to the AP, AR, GL, Fixed Asset and master maintenance teams, ensuring that they are functioning effectively and efficiently while following the relevant accounting standards and statutory requirements.
- Experience in assisting with internal and external audits, ensuring compliance with financial regulations, organizational policies, and procedures, and closing relevant action items within agreed timelines. This includes activities such as scoping, providing comments on findings, facilitating discussions, and reaching conclusions.
- Responsible for the timely review of client SLAs and agreements, updating them as necessary based on business demands, including annual rate revision
- Responsible for diligently following the financial year-end plan and overseeing the relevant activities to ensure a smooth and accurate year-end process.
- Continuously monitoring process-related risks, suggesting mitigative actions, and implementing system controls as needed. This involves coordinating with various stakeholders, including managing UAT and deployment of controls.
- Hands-on experience in onboarding new entities into ERP systems, including system cycle checks, opening balance transfers, and managing links between various systems and banks while proactively addressing challenges.
Senior Process Associate
Infomate (Pvt) Limited
02.2022 - 06.2025
- Managed client relationships for 7 companies, including diverse sectors such as F&B, leisure - Inbound, and Plantation. Responsible for managing the workload of each assigned task. This involved allocating pending tasks to users, tracking the progress, task completion, and addressing and resolving any discrepancies, disputes, or issues.
- Responsible for completing various month-end activities, including tasks such as handling depreciation, VAT transfers, executing FOREX test runs and actual runs, checking cash flow, reviewing business area data, payroll postings & clearing and clearing Goods Receipt/Invoice Receipt (GRIR) entries.
- Preparing the monthly balance sheet, profit and loss (P&L) schedule, related party reports, debtors and creditors reconciliation reports. Additionally, responsible for the preparation, monitoring, and upload of capital budgets, annual plans, and reforecast figures.
Audit Associate
KPMG Sri Lanka
01.2020 - 02.2022
- Conducted internal audits relevant to several companies, including F&B, manufacturing, NGO & Banking sector to assess compliance with regulations and company policies.
- Evaluated financial statements for accuracy and adherence to accounting standards.
- Reviewed documentation to ensure proper controls were implemented across operations.
- Supported senior auditors in planning audit strategies and timelines effectively.
Accounts Trainee
Central Bank of Sri Lanka
10.2018 - 10.2019
- Verified invoices relevant to suppliers and recorded the entries.
- Issued payment remittances to suppliers.
- Issued cash orders relevant to internal employees.
Education
B.com (Special) Degree
University of Sri Jayawardenepura
11-2020
Certified Business Accountant
The Institute of Chartered Accountant of Sri Lanka
04-2020
Passed Finalist
The Association of Accounting Technicians
Sri Lanka01-2015
Advanced Level - Commerce
Samudradevi Balika Vidyalaya
Nugegoda08-2014
Ordinary Level -
President College
Homagama12-2011
Skills
- Team supervision
- Client relationship management
- Financial compliance
- Audit support
- ERP systems management (SAP)
- Process optimization
Accomplishments
- Awarded as the best performer in the client service team four times
- Research published in the Asian Journal of Advanced Research and Reports in October 2019, Customer Satisfaction Towards Online Shopping in Sri Lanka: Moderating Effect of Income Level (2019)
Affiliations
- 2 years of experience in auditing and finance routinely involved in different industries, playing a vital role in the middle/ Top Layers.
- Working knowledge of ERP systems, such as SAP.
References
References available upon request.
Timeline
Team Leader - Financial Services
Infomate (Pvt) Limited
07.2025 - Current
Senior Process Associate
Infomate (Pvt) Limited
02.2022 - 06.2025
Audit Associate
KPMG Sri Lanka
01.2020 - 02.2022
Accounts Trainee
Central Bank of Sri Lanka
10.2018 - 10.2019
B.com (Special) Degree
University of Sri Jayawardenepura
Certified Business Accountant
The Institute of Chartered Accountant of Sri Lanka
Passed Finalist
The Association of Accounting Technicians
Advanced Level - Commerce
Samudradevi Balika Vidyalaya
Ordinary Level -
President College
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