Harshal Surve

As a Data Research Analyst at Morningstar, I leverage my robust analytical capabilities and meticulous attention to detail to gather and analyze financial data with precision. Collaborating seamlessly with cross-functional teams, I am dedicated to ensuring data accuracy and delivering actionable insights to clients. My role is instrumental in driving informed decision-making and fostering trust in the integrity of our data-driven solutions.

• Managed the MIFID process, ensuring compliance with regulatory requirements and standards.
• Processed EMT files and updated MIFID data in the database proficiently.
• Conducted regular updates of financial data sourced from UCIT KIID and PRIIPS KID documents, ensuring accuracy and compliance with regulatory standards.
• Maintained awareness of regulatory developments and industry best practices, proactively adapting processes to meet evolving requirements.
• Developed and implemented data collection strategies to gather relevant information from various sources, ensuring data accuracy and reliability.
• Collaborated with cross-functional teams to interpret data findings and provide actionable insights for strategic decision-making.
• Created data visualizations and reports to present findings to key stakeholders, driving data-driven recommendations for business improvement.
• Utilized strong analytical skills and attention to detail to gather and analyze financial data at Morningstar. Collaborated with cross-functional teams to ensure data accuracy and provide valuable insights to clients

Served as Dental Billing Associate at Liweyre, where I was responsible for managing billing and insurance claims for dental procedures. Utilized my strong organizational and communication skills to ensure accurate and timely billing processes.

• Managed billing and insurance claims for dental procedures at Liweyre.
• Processed dental insurance claims and ensured timely reimbursement.
• Communicated with insurance companies to resolve billing issues.
• Maintained accurate records of billing and payment transactions.
• Collaborated with dental insurance companies to ensure efficient billing processes.

Managed the fare filing process, ensuring accurate and timely submission of fares to global distribution systems (GDS) and online travel agencies (OTAs). Expertise in utilizing ATPCO to publish, update, and maintain airline fares and rules, ensuring compliance with industry standards and regulations.

• Proficient in the end-to-end process of fare filing, including data gathering, validation, and submission to global distribution systems.
• Experienced in utilizing ATPCO tools and systems to manage fare construction, rule coding, and fare updates.
• Demonstrated proficiency in using ATPCO tools for fare construction, rule coding, and fare updates.