Baisakhi S.
Operations Associate
SUMMARY OF EXPERIENCE
• 3+ years of finance and accounting experience with strong focus on AP/AR management, treasury operations, and reconciliation. Currently serving as Senior Finance Executive at InCruiter, managing payroll for 400 employees.
• At Imarticus, Baisakhi managed full-cycle AP/AR for $875,000 monthly marketplace, reducing overdue receivables by 18% and cutting invoice mismatches by 20%. She improved forecast accuracy from ±12% to ±5% through driver-based budgeting whilst shortening payment cycles from 14 to 9 days.
• She built Power BI dashboards for recruitment cost tracking that enabled leadership to reduce cost-per-hire by 12%. As part of this, she maintained zero compliance gaps across all statutory filings for three consecutive audit cycles.
👍 What we loved about them
• Strong startup foundations: She's done end-to-end accounting across two startups, handling payables, receivables, treasury, and daily reconciliations. She was even part of an acquisition process at MyCaptain, working closely with the CFO and founders on audit reports and data presentation. This breadth of experience means she won't need hand-holding on basic accounting concepts and understands how different parts of the finance function connect.
• Works well with founders: Both her previous roles involved reporting directly to founders, which is exactly what this role requires. She's comfortable with that dynamic and understands the balance between independent work and knowing when to escalate. Her comment about updating the founder by 2-3pm if she couldn't finish tasks shows she gets the communication rhythm needed when working with busy business owners.
• Systematic problem-solver: Her prioritisation framework of receivables → compliance → payables shows she thinks strategically about business impact, not just task completion. When given the competing demands scenario, she considered dependencies (rent payments before bank rec), urgency (storage manager query first), and stakeholder expectations (proactive communication with founder).
ℹ️ Things to be aware of
• Has a 30 day notice period.
• The most obvious gap is her lack of direct QuickBooks experience, having only worked in Tally throughout her career. That said, we're extremely confident that she's a quick learner – given her track record of learning Tally entirely on the job and her clear grasp of underlying accounting concepts, we feel confident she'll pick it up with proper onboarding and support.
💁♀️ Where he may need support
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Although he lacks extensive experience with LinkedIn and Bing ads, his proficiency in Google ads suggests a high adaptability to new platforms.
👩💻 Technical interview performance
Objective
This candidate was invited to a 60-minute follow-up interview to assess their technical capabilities in more detail. During this interview, we assessed their critical-thinking skills, technical expertise, and overall conversational skills.
Technical abilities
• Technical accounting and QuickBooks proficiency [8.5/10]: Baisakhi demonstrates solid foundational accounting knowledge that clearly translates across different systems. Her understanding of double-entry bookkeeping is fluent – when walking through rent payment entries, she explained the debit and credit flow without hesitation. She grasped the core reconciliation concept quickly, identifying all three discrepancies in the case study within her allocated time and correctly calculating the adjusted balances. Whilst she hasn't used QuickBooks before, her Tally explanations showed she understands the underlying concepts that matter – she knows how to match bank deposits to invoices, how to handle payment entries, and how to keep ledgers updated so that outstanding balances close properly. When asked about the insurance auto-debit, she outlined checking the policy validity, verifying the amount, and looking at past months for consistent coding – all of which demonstrates the right thinking regardless of which software she's using.
• Excel and data management capabilities [9.5/10]: Her Excel skills are genuinely strong and practical. She immediately diagnosed why the currency amounts wouldn't sum (dollar signs making them text instead of numbers) and knew exactly how to fix both the amount formatting and date sorting issues. During the case study, she organised her work logically by placing the bank statement and QuickBooks data side-by-side on the same sheet for easy comparison, then worked through each line item systematically. We were particularly impressed by her formula usage – she used formulas to calculate the reconciliation rather than just typing in static numbers, showing good spreadsheet discipline. She also mentioned using VLOOKUPs in her current role, even if she couldn't always verbalise the exact menu paths.
• Prioritisation and independent problem-solving [9/10]: Baisakhi showed really sensible prioritisation logic throughout the interview. When given the competing tasks scenario, she immediately structured her response around receivables → compliance → payables, explaining that cash collection enables the business to run, compliance protects against legal risk, and supplier payments maintain relationships. She correctly identified the storage manager query as the most urgent item requiring immediate attention, followed by rent payments that would impact the bank reconciliation. What stood out was her proactive communication approach; she didn't just plan to work late if she couldn't finish everything, instead, she said she'd message the founder by 2-3pm to set expectations about what might roll to the next day and confirm priorities.
Areas of growth
• On occasion, her explanations were a bit circular or repetitive – she'd benefit from practising more concise, structured responses that get to the point quickly whilst still being thorough.