Ashwini Yayati Naik
Pune
Summary
MBA Graduate with 9 years of extensive experience in finance, general insurance, back office operations, UK pensions, core retirement, process improvements, and team management. Proven expertise in driving process efficiency, executed successful migration projects and strong analytical skills. Adept at driving efficiency and managing large teams. Seeking a senior- level business analyst role to leverage my skills in optimizing business processes and contribute to strategic organizational goals.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Specialist
Marsh and McLennan Companies Inc
Pune
01.2015 - 01.2023
- Managed SLAs, work allocation, quality checking, data control, and inventory management for a team of 17+ members
- Prepared retirement quotes and settlements for defined contributions and benefits
- Issued retirement packs to members, pensioners, and third parties
- Trained new joiners, monitored progress, and created daily inventory reports
- Presented monthly reviews to the board and coordinated with UK Administrators
- Reconciled cash inflows/outflows and applied 6 Sigma techniques to improve performance by 120%
International Business Accounting (IBA)
01.2017 - 01.2019
- Contacted HMRC/Inland Revenue for member’s GMP confirmation
- Collaborated with Scheme Trustees and third parties on death cases and overpayment recovery
- Conducted monthly/weekly calls with onshore teams and error discussions
- Reviewed and analyzed true statements and audit-related to benefit plan filings
- Managed profit and loss forecasting, risk management and invoice processing
Accounts Payable and Receivable Executive
Assam Tea Company
05.2014 - 03.2015
- Processed invoices and managed vendor issues and escalations
- Managed cash inflow/outflow and maintained transaction records
- Reconciled accounts receivable invoices and banked receipts
Process Associate
Gallagher Operations Support Services Pvt. Ltd. (General Insurance US)
11.2012 - 04.2014
- Identified and categorized stamping, endorsement, or normal filing in SLFU process
- Presented monthly review reports on quality and scores
- Worked on process improvement projects, generated premium invoices, and performed pre-audits on filed taxes
- Trained and mentored new joiners on process-related queries
Education
MBA - Finance and HR
Nagpur University
12.2012
BSc - Electronics
Amravati University
12.2008
Associate of Science -
Mahila Mahavidyalay
Yavatmal12.2005
High School Diploma -
Nathar English Medium High School
Yavatmal05-2003
Skills
- Financial reconciliation
- Forecasting
- Cash management
- US and UK pensions and insurance
- Training and Mentoring
- Migrating onshore processes
- Problem solving
- Data analysis
- Reconciliation
- Defined contributions and defined benefits UK Pensions specialist
- Process improvement
- SOP specialist
- Work allocation and SLAs, Inventory management
- Training & development to new joiners
- Strong analytical skills
- 6 Sigma/Quality Tools
- Quality checking
- RCA
Certification
- Certification in Payroll Management System | DAIMSR, Nagpur
- Excel Knowledge Certification
- Certification in Preparation of Employee Manual | DAIMSR, Nagpur
- Designed Salary Slip for World Vision Organization
- Certification in Capital Market and Budgeting | DAIMSR, Nagpur
Accomplishments
- Spot Awards (2013, 2014)
- Star Performer (2015)
- Exemplary Contribution Awards (2016, 2017, 2018)
- Best Performer Awards (2018)
Projects
*Created SOPs and standardized response templates for pensions.
*Initiated TAT case tracker and retirement checklist.
*Developed auto-response documents to minimize manual work which helped to reduced errors by 16%.
Timeline
International Business Accounting (IBA)
01.2017 - 01.2019
Senior Specialist
Marsh and McLennan Companies Inc
01.2015 - 01.2023
Accounts Payable and Receivable Executive
Assam Tea Company
05.2014 - 03.2015
Process Associate
Gallagher Operations Support Services Pvt. Ltd. (General Insurance US)
11.2012 - 04.2014
MBA - Finance and HR
Nagpur University
BSc - Electronics
Amravati University
Associate of Science -
Mahila Mahavidyalay
High School Diploma -
Nathar English Medium High School
- Certification in Payroll Management System | DAIMSR, Nagpur
- Excel Knowledge Certification
- Certification in Preparation of Employee Manual | DAIMSR, Nagpur
- Designed Salary Slip for World Vision Organization
- Certification in Capital Market and Budgeting | DAIMSR, Nagpur
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