D Jovita Rachel
Bengaluru
Summary
Results-oriented tax analyst with 3+ years of experience in precise tax return filing. Skilled in constructing and maintaining tax models and tools, proficient professional adept at problem-solving, project planning, analytical thinking, and team collaboration. Recognized for effective issue resolution, approaching every task with a positive attitude. Seeking a position that appreciates diligent work and commitment.
Overview
5
5
years of professional experience
1
1
Certification
Work History
ADVANCED TAX ANALYST
ERNST & YOUNG (E&Y)
04.2023 - Current
- Imported client details on to the Mercury (SAP software) by validating the information provided by
stakeholders
• Ensured the SOW's (Statement of Work – Engagement agreement) are signed off in a timely manner and
accruals are filed with finance.
• Sales and pipeline report analysis-monthly calls with engagement partners for maintaining pipeline hygiene.
• Planned, forecasted the project budget, and ensured smooth governance of the project by owing all the
operational areas
• Modified plans and resources required by setting up realistic timelines and checkpoints to meet the
targeted revenue
• Prepared month-end reconciliation report on the Accounts receivables and Accounts payables and
Senior Claims Analyst
Logix Health PVT
07.2021 - 09.2022
- Maintained strict confidentiality with all personal data as per company guidelines.
- Interacted with clients and employees, which helped cultivate positive working relationships.
- Viewed reports regularly to make sure processing was conducted efficiently.
- Identified key areas not performing well and implemented effective, new processes.
- Examined claims forms and other records to determine insurance coverage.
- Read over insurance policies to ascertain levels of coverage and determine whether claims would receive approvals or denials.
- Delivered exceptional customer service to policyholders by communicating important information and patiently listening to issues.
- Researched claims and incident information to deliver solutions and resolve problems.
- Reviewed police reports, medical treatment records and physical property damage to determine extent of liability.
- Identified insurance coverage limitations with thorough examinations of claims documentation and related records.
- Reviewed new files to determine current status of injury claim and to develop plan of action.
- Resolved complex, severe exposure claims using high service oriented file handling.
- Maintained contact with claimants and attorneys to determine treatment status.
Claims Analyst
Legato Health technologies
10.2019 - 07.2021
- Maintained strict confidentiality with all personal data as per company guidelines.
- Interacted with clients and employees, which helped cultivate positive working relationships.
- Viewed reports regularly to make sure processing was conducted efficiently.
- Identified key areas not performing well and implemented effective, new processes.
- Handled confidential information inline with data security protocol, minimizing risks to customer information.
- Resolved claims through negotiation of settlement, rebuttal of claims and declining cover.
- Maintained and updated case management system files with complete accuracy.
Education
Bachelor of Commerce - Finance
Indian Academy Degree College
Bangalore05.2019
Skills
- Exposure in identifying and analyzing business patterns
- Expertise in operations, ensuring effective management to accomplish overall corporate objectives by ensuring an exceptional service to employees and clients
- Possess dexterity in the latest computer application
- Adaptability and flexibility based on the business environment of operations
- Project analysis, reporting, planning and forecasting
- Advanced Excel and Word
- Good communication skills with strong understanding and interpersonal skills
Accomplishments
- Master trainer for all new joiners, including management level trainer in claims.
- Secured 2 Spot awards and applications from the onshore team.
Certification
- Completed the PL-900 Certification.
Timeline
ADVANCED TAX ANALYST
ERNST & YOUNG (E&Y)
04.2023 - Current
Senior Claims Analyst
Logix Health PVT
07.2021 - 09.2022
Claims Analyst
Legato Health technologies
10.2019 - 07.2021
Bachelor of Commerce - Finance
Indian Academy Degree College