GAGAN MAHESHWARI
New Delhi
Summary
Skilled in bookkeeping, accounting, and auditing with background in managing accurate financial records and preparing reports. Known for strong analytical skills and ability to improve processes leading to increased efficiency. Demonstrated success in reconciling accounts and ensuring compliance with financial policies. Committed to maintaining confidentiality of financial data and contributing to team success through hard work and attention to detail.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Process Associate
AWP Assistance (India) Private Limited
Noida
11.2022 - Current
- Managed comprehensive routine financial tasks such as verification, classification, computation, posting, and recording.
- Analyzed discrepancies between bank statements and general ledger entries, identifying potential issues.
- Executed banking transfers for diverse corporate areas.
- Reviewed accounts to detect discrepancies.
- Optimized operational efficiency by educating staff on ERP procedures
- Executed closing procedures for accurate financial reporting
- Identifying if the payments are refunds and carefully moving them to profit and loss accounts.
- Executed clearance of reissued items efficiently within the SAP system
- Ensured accurate reconciliations in multiple business categories for claims, premiums, and commissions
- Performed month-end closing activities including journal entries, reconciliations and accruals.
- Collaborated with internal departments to resolve discrepancies quickly and accurately.
- Ensured compliance with GAAP and IFRS 17 regulations for all reconciliation processes.
- Documented procedures for the reconciliation process, ensuring accuracy and consistency across business units.
- Generated necessary journal entries to amend incorrect postings in accounts
- Tracked payments made through ACH and Wire transfers, verifying information against banking records.
Process Expert
Xceedance Consulting India Pvt Ltd
Gurugram
11.2019 - 10.2022
- Works on Cash application on a daily basis for both MGA and Broker policies resulted in matched accounts.
- Created financial models to analyze the impact of insurance policies on company finances.
- Prepared detailed reports, like audit premium and suspense reports, outlining potential risks associated with various investments and transactions.
- Preparation of Suspense Dashboards for client purposes resulted in accurately monitoring suspense clearing.
- Communicated regularly with team leads regarding customers' account status or changes in policy terms, conditions, rates.
- Facultative Reinsurance - Registration of policies that are New Business, Renewal, Endorsements, and even Cancellations in Mainframe GSRV.
- Identifying and processing of property and casualty loss claims in ISO Claim Search.
- Coordinated task assignments to meet strict deadlines
- Facilitated training sessions for new associates on various aspects of finance and insurance operations. Resulting in optimized performance.
- Utilized profit and loss statements and journal ledgers for budget preparation.
- Coordinated with external auditors to facilitate annual audit processes.
Education
Graduation/Bcom Hons. -
Lingayas University
Faridabad08-2019
12th -
Balvantray Mehta Vidya Bhawan
New Delhi05-2015
Skills
- Year-End Financial Reporting
- Data-Driven Trend Evaluation
- Engaging Presentation Skills
- Report Performance Assessment
- Process Evaluation
- Validation of Documents
Certification
- Microsoft Power BI desktop for Business Intelligence - UDEMY
- Microsoft Excel from beginners to advance - UDEMY
- Learn JIRA with real world examples - UDEMY
- The Business intelligence analyst course - On Going
Accomplishments
- Won Accuracy champ award 2020 Quarter 1.
- Won Excellence Award in 2021 December.
- Won Knowledge Mafia in 2020 inter team competition.
- Won Accuracy champ award in October 2023.
- Won Champ of the month award in 2023 Novemeber and 2024 September.
Hobbies and Interests
- Listening to Podcasts on Nutrition, Geo-Politics and Finance.
- Boxing and Swimming.
- Cooking.
Languages
Hindi
First Language
English
Proficient (C2)
C2
Timeline
Process Associate
AWP Assistance (India) Private Limited
11.2022 - Current
Process Expert
Xceedance Consulting India Pvt Ltd
11.2019 - 10.2022
- Microsoft Power BI desktop for Business Intelligence - UDEMY
- Microsoft Excel from beginners to advance - UDEMY
- Learn JIRA with real world examples - UDEMY
- The Business intelligence analyst course - On Going
Graduation/Bcom Hons. -
Lingayas University
12th -
Balvantray Mehta Vidya Bhawan
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