Ashwini Phadke
Goregaon (w)
Summary
Dynamic finance professional with proven expertise in accounts receivable management and a strong ability to lead teams effectively. At Liberty Insurance & Brokers, streamlined billing processes and enhanced financial reporting accuracy. Skilled in bank reconciliation and renowned for exceptional communication skills, demonstrating adaptability across diverse financial environments.
Overview
2
2
years of professional experience
Work History
Accounts Associate - Accounts Receivable Direct Bill Process & Agency Bill Process
Liberty Insurance & brokers
Mumbai
02.2024 - Current
- Processing carrier invoices, claims, in order to remit payment.
- Allocating funds received from the client to the company/broker through check, ACH, or wires.
- Collecting commission statements and providing receipts to the carrier on a timely basis to avoid penalties.
- Direct Carrier Billing includes commissions data and agency billing, including the premium payments and disbursements.
- An arrangement whereby guest charges are transferred to an Accounts Receivable account for payment.
- Protection against customers who fail to pay what they owe by securing their accounts receivable.
- Working with stakeholders to collect the premium invoices and pay the premium back from the client to the carrier.
- Daily reclasses with adjustments of GL account codes.
- Looking after sweep accounts for deposits and disbursements.
- Making premium payable reconciliation for the company/broker for the payment of premium.
- Training new joiners for the entire process.
- Reaching out to the account manager for the required invoices and refunds as needed.
- Assisted with month-end and year-end close processes, preparing necessary journal entries.
- Reconciled bank statements and resolved discrepancies to ensure accurate financial reporting.
- Provided support to the Accounting Manager on various projects as needed.
- Maintained and built strong client relationships through quality, personalized interactions.
- Products worked on: AMS 360, Epic, ImageRight, RoboForm, and various bank portals.
Finance Coordinator
eClinicalWorks
Mumbai
06.2023 - 02.2024
- EHR/EMR
- Daily communication with global clients (Doctors, Health Specialist, medical practitioner, physicians.
- Handling invoice/billing related queries.
- Maintaining Excel documents to ensure the changes made in the system .
- Handling internal invoice/account changes.
- Closely working with the audit and billing team.
- Solving billing, product, and payment-related queries on calls and emails.
- Coordinated with vendors regarding billing issues.
- Computed balances, totals or commissions to support accounting team.
- Coordinating with AR specialists for releasing the payments.
- Products worked on: EMR/EHR, SAGE, Bill trust, eManager.
Education
CMA US - Certified Management Accounting US - Pursuing - Accounting And Finance
Financial Planning Acadamey
Mumbai10-2024
BACHELORS - ACCOUNTING AND FINANCE
PATKAR VARDE COLLEGE
01.2023
HSC -
MAHARASHTRA JUNIOR COLLEGE
01.2020
SSC -
VIVEK VIDYALAYA INTERNATIONAL SCHOOL
01.2018
Skills
- Accounts receivable management
- Leadership
- Direct Bill
- Team Player
- Bank reconciliation
- Adaptability
- Agency Bill
- Revenue recognition
- Flexibility
- Communication Skills
- Learning Agility
Accomplishments
- Volunteered ISR activities under Bhumi club
- Volunteered a visit to BSE
- Guided a project under DLLE (Survey of Women's Status)
- I'm an Individual I Rescue injured animals and treat them
Personal Information
Date of Birth: 03/04/03
Languages
- Hindi
- Marathi
- English
Ngointernship
Kanchaan's Animal Welfare Trust, Got One Live Case indirectly to handle, Fund raising for the NGO, Prepared presentations
Computercourses
- MSCIT
- Excel
- Tally
- CCC
- ICIT
- GB+Technology
Timeline
Accounts Associate - Accounts Receivable Direct Bill Process & Agency Bill Process
Liberty Insurance & brokers
02.2024 - Current
Finance Coordinator
eClinicalWorks
06.2023 - 02.2024
CMA US - Certified Management Accounting US - Pursuing - Accounting And Finance
Financial Planning Acadamey
BACHELORS - ACCOUNTING AND FINANCE
PATKAR VARDE COLLEGE
HSC -
MAHARASHTRA JUNIOR COLLEGE
SSC -
VIVEK VIDYALAYA INTERNATIONAL SCHOOL
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