Experience

Xlrt
• United States
• IT Services and IT Consulting
• 1 - 100 Employee
• Financial Analyst

  • Jan 2022 - Present

SynerG Technology
• United States
• IT Services and IT Consulting
• 1 - 100 Employee
• Senior Business Analyst

  • Mar 2021 - Jan 2022

PRM Fincon
• India
• Banking
• 1 - 100 Employee
• Financial Analyst

  • Oct 2018 - Mar 2021


Acclaris, A Willis Towers Watson Company

• Process Lead

  • Apr 2013 - Feb 2018

  Financial Operations:  Account Analysis, Bank reconciliation, Sub ledgering and preparation of trial balance sheet.  Investment reconciliation.  Monthly Billing Analysis for client.  Monitoring incoming and outgoing of funds from Mother account.  Fraud Monitoring.  Work on Escheatment of checks and dormant accounts.  Team supervision and training of the new resources.  Internal audit, Client communication and handling, resolution of Client… Show more Financial Operations:  Account Analysis, Bank reconciliation, Sub ledgering and preparation of trial balance sheet.  Investment reconciliation.  Monthly Billing Analysis for client.  Monitoring incoming and outgoing of funds from Mother account.  Fraud Monitoring.  Work on Escheatment of checks and dormant accounts.  Team supervision and training of the new resources.  Internal audit, Client communication and handling, resolution of Client queries.  Communicating process changes, enhancements, and modifications to the team.  Planning of the tasks and respect of timeline. Meet SLA and keep customer focused.  Actively Participate in internal presentations.  Preparing documentations on the various processes. Prepared Process Flow Diagram using Microsoft Visio. Simultaneous participation in operational process flow reviews. 3 months of working experience in functional testing of Product development which includes  Tasks of database testing using PLSQL Developer.  Critical testing of Web services using SOAP UI.  Tasks related JSF forms. Show less Financial Operations:  Account Analysis, Bank reconciliation, Sub ledgering and preparation of trial balance sheet.  Investment reconciliation.  Monthly Billing Analysis for client.  Monitoring incoming and outgoing of funds from Mother account.  Fraud Monitoring.  Work on Escheatment of checks and dormant accounts.  Team supervision and training of the new resources.  Internal audit, Client communication and handling, resolution of Client… Show more Financial Operations:  Account Analysis, Bank reconciliation, Sub ledgering and preparation of trial balance sheet.  Investment reconciliation.  Monthly Billing Analysis for client.  Monitoring incoming and outgoing of funds from Mother account.  Fraud Monitoring.  Work on Escheatment of checks and dormant accounts.  Team supervision and training of the new resources.  Internal audit, Client communication and handling, resolution of Client queries.  Communicating process changes, enhancements, and modifications to the team.  Planning of the tasks and respect of timeline. Meet SLA and keep customer focused.  Actively Participate in internal presentations.  Preparing documentations on the various processes. Prepared Process Flow Diagram using Microsoft Visio. Simultaneous participation in operational process flow reviews. 3 months of working experience in functional testing of Product development which includes  Tasks of database testing using PLSQL Developer.  Critical testing of Web services using SOAP UI.  Tasks related JSF forms. Show less



Acclaris

• United States
• IT Services and IT Consulting
• 200 - 300 Employee

• Senior Associate

  • Apr 2011 - Mar 2013

  Treasury Operations:  Forecasting the receipt of wires needed for payroll postings and accordingly prepare calendar to ensure smooth functioning of the process of payroll contribution postings.  Monitoring and posting pay-roll contribution (received through wire) for client and handling issues regarding this.  Monitoring Peg balance of the threshold amount that needs to be maintained to generate the payment on a regular basis.  Initiation of wire for buying investments on… Show more Treasury Operations:  Forecasting the receipt of wires needed for payroll postings and accordingly prepare calendar to ensure smooth functioning of the process of payroll contribution postings.  Monitoring and posting pay-roll contribution (received through wire) for client and handling issues regarding this.  Monitoring Peg balance of the threshold amount that needs to be maintained to generate the payment on a regular basis.  Initiation of wire for buying investments on behalf of client, parallel monitoring of the sale transactions.  Generating payment for services through check and Direct Deposit and adjust payment in case of overpayment or mistaken transaction with the application of Oracle.  Researching non-post contributions and posting them when required.  Preparing MIS reports of the various types of tasks performed.  Internal audit of various tasks performed by team.  Coordinating with clients through e-mails or calls and working accordingly, also taking client conference calls single handedly.

• Process Associate

  • Apr 2009 - Mar 2011

  Operational Accounting:  Deposit cheques online and monitor cheque return.  Work on Repayment/Overpayment adjustments.  Handling Void and reissue of cheques as per client request.  Solving customer queries through help tickets.  Overseeing activities pertaining to re-opening and closing of accounts as per client request.

• Process Associate

  • Nov 2008 - Apr 2009

  US Health Care Claim Processing.