Pulkit Gupta

Senior Financial Analyst at Allianz Partners India
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Contact Information
us****@****om
(386) 825-5501
Location
Delhi, India, IN
Languages
  • French Elementary proficiency
  • English Professional working proficiency
  • Hindi Native or bilingual proficiency

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Bio

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Credentials

  • Product Management
    Great Learning
    Jan, 2023
    - Nov, 2024
  • Google Analytics for Power Users
    Google
    Apr, 2021
    - Nov, 2024
  • Advanced Google Analytics
    Google
    Jan, 2019
    - Nov, 2024
  • Google analytics for beginners
    Google
    Jan, 2019
    - Nov, 2024

Experience

  • Allianz Partners India
    • India
    • Insurance
    • 1 - 100 Employee
    • Senior Financial Analyst
      • Jun 2022 - Present

      As a Finance Process Developer at Allianz Partners, I comprehend, analyze, and interpret financial data to balance statements and past comparisons. My expertise in identifying frauds from agents and brokers by critically examining billing, chargebacks, and bank statements has been proven successful. Posting payments in SAP after diligently checking invoices and remittances, I also prepare reconciliation for accounts receivables and payments, maintain and update SOPs for smooth process and knowledge transfer, and provide efficient and effective services to enhance the customer journey. I investigate and take actions accordingly for discrepancies in payments in SAP, and regularly follow up with clients or brokers for delayed payments. With a positive work ethic and self-motivated attitude, I am committed to delivering effective solutions to any problem. Show less

  • EXL
    • United States
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Senior Accounts Executive
      • Oct 2020 - Nov 2021

      I worked at EXL Services as a Senior Accounts Executive, where I prepared reconciliations for accounts receivables and payments, processed accounts payable and accounts receivable, and investigated discrepancies in payments using client-provided secured tools. I also supported senior creative staff with day-to-day tasks, documented all concerns and incidents, and reported them to a senior supervisor. I worked at EXL Services as a Senior Accounts Executive, where I prepared reconciliations for accounts receivables and payments, processed accounts payable and accounts receivable, and investigated discrepancies in payments using client-provided secured tools. I also supported senior creative staff with day-to-day tasks, documented all concerns and incidents, and reported them to a senior supervisor.

  • Accenture
    • Ireland
    • Business Consulting and Services
    • 700 & Above Employee
    • Finance Executive
      • Jul 2019 - Oct 2020

      Worked at Accenture Operations as a Finance Associate, where I handled order-to-cash (accounts receivables), reconciled ARs and payments with various banks and the client, applied payments in People Soft and Oracle subject to SLA, and prepared daily payments reports. Worked at Accenture Operations as a Finance Associate, where I handled order-to-cash (accounts receivables), reconciled ARs and payments with various banks and the client, applied payments in People Soft and Oracle subject to SLA, and prepared daily payments reports.

  • Genpact
    • United States
    • Business Consulting and Services
    • 700 & Above Employee
    • Process Associate
      • Sep 2018 - Jun 2019

      I worked as a Process Associate at Genpact, where I analyzed and recorded loan proposals, scrutinized relevant documents before sanctioning loans, and performed thorough mid-process inspections to ensure quality assurance. I also led process and product improvement initiatives. I worked as a Process Associate at Genpact, where I analyzed and recorded loan proposals, scrutinized relevant documents before sanctioning loans, and performed thorough mid-process inspections to ensure quality assurance. I also led process and product improvement initiatives.

Education

  • Middlesex University Dubai
    Master of Business Administration - MBA, Finance, General
    2021 - 2022
  • University of Florida
    Global Virtual Exchange
    2022 - 2022
  • Delhi University
    Bachelor of Commerce, hons
    2015 - 2018
  • BSE
    Certificate
  • Delhi University
  • Udemy Academy
    online
  • Udemy Academy
    Certificate, Finance, General
  • bsevarsity

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