Bhagyesh Jariwala
Summary
Finance professional with expertise in reinsurance treaty accounting and client account analysis. Proficient in insurance industry reporting and foundational ratio analysis, with a solid understanding of IFRS and GAAP. Experienced in assessing corporate creditworthiness and reconciling financial data. Skilled in resolving client and underwriter queries efficiently.
Overview
1
1
Certification
5
5
years of professional experience
Work History
Pro Rata Handler - Senior Analyst
Gallagher Re
Mumbai
06.2024 - Current
- Managed end-to-end processing of pro rata treaty accounts, ensuring accurate calculation of premiums and commissions.
- Prepared and processed LPANs, overseeing LORS splits to maintain accuracy.
- Generated internal reports and performed multi-currency calculations in adherence to SLAs.
- Analyzed client accounts to identify discrepancies, collaborating with brokers, clients, and underwriters to resolve issues.
- Proposed run-off solutions for portfolios while supporting query resolution for clients and underwriters.
- Ensured compliance and accuracy of contract wordings and data entries per regulatory standards.
Senior Advisor - Accounting and Settlement
Willis Towers Watson
Thane
10.2022 - 06.2024
- Processed claim payments, including deadline-driven and same-day Payments, in adherence to financial policies.
- Executed journals, contract postings, and cash allocations to clear old balances efficiently.
- Conducted sanctions checks to reinforce payment processing controls.
- Performed account reconciliations and managed outstanding debts, escalating discrepancies as necessary.
- Liaised with clients to resolve long-outstanding queries, collaborating with underwriters and internal teams for effective solutions.
- Earned a spot award for outstanding performance in November 2023.
Corporate Banking Relationship Manager
Axis Bant Ltd.
Thane
07.2021 - 09.2022
- Developed and managed a client portfolio comprising business corporates in Kalyan region.
- Sourced new-to-bank clients and identified SME loan opportunities to enhance portfolio growth.
- Cross-sold corporate banking products to strengthen client relationships and maximize wallet share.
- Provided ongoing relationship support to corporate clients, ensuring satisfaction and retention.
- Onboarded forex accounts and evaluated client financial statements for loan eligibility.
Education
Master in Management Studies - Finance
Dr. V. N. Bedekar Institute of Management Studies
Thane05-2021
Bachelors of Commerce - Accounting And Finance
Birla College of Commerce Arts And Science
Thane,MH05-2018
12th HSC - Commerce
Birla College of Commerce Arts And Science
Thane,MH05-2015
10th SSC -
Smt. K. C. Gandhi English School
Thane, MH05-2013
Skills
- Treaty accounting
- Financial statement analysis
- Account reconciliation
- Excel proficiency
- Financial modeling
- Excel proficiency
- Accounts receivable and payable
- Insurance markets
- Client resolution
- Accounting standards
- Accounts receivable and payable
Projects
- Option Strategies for Events Using Technical Analysis - 08/2020
- Impact of COVID-19 Pandemic on Marico Ltd. - 06/2020
- Forex Trading and Steps for Risk Awareness - 12/2020
Accomplishments
- Spot Award at WTW, Nov 2023
- 1st at the district level under 16, Roller Skating
Certification
- Work Smarter, Not Harder: Time Management for Personal and Professional Productivity - Coursera (11/2022)
- Foundations: Data, Data Everywhere - Google (Coursera, 05/2022)
- Fundamentals of Digital Marketing - Google (09/2021)
Timeline
Pro Rata Handler - Senior Analyst
Gallagher Re
06.2024 - Current
Senior Advisor - Accounting and Settlement
Willis Towers Watson
10.2022 - 06.2024
Corporate Banking Relationship Manager
Axis Bant Ltd.
07.2021 - 09.2022
Master in Management Studies - Finance
Dr. V. N. Bedekar Institute of Management Studies
Bachelors of Commerce - Accounting And Finance
Birla College of Commerce Arts And Science
12th HSC - Commerce
Birla College of Commerce Arts And Science
10th SSC -
Smt. K. C. Gandhi English School