Jagadish S
FinancialForce Analyst
Bangalore
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
4
4
years of professional experience
7
7
years of post-secondary education
6
6
Languages
Work History
FinancialForce Analyst
Concentrix Services India Pvt Ltd.
Bangalore
2021.06 - Current
- Worked flexible hours across night, weekend, and holiday shifts.
- Completed paperwork, recognized discrepancies, and promptly addressed the resolution.
- Developed and implemented performance improvement strategies and plans to promote continuous improvement.
- Resolved problems, improved operations, and provided exceptional service.
- Participated in team-building activities to enhance working relationships.
- Actively listened to customers' requests, confirming full understanding before addressing concerns.
- Identified issues, analyzed information, and provided solutions to problems.
- Led projects and analyzed data to identify opportunities for improvement.
- Proved success working within tight deadlines and fast-paced atmosphere.
- Served as case coordinator, assuming responsibility for complex, high-volume assignments and guiding endeavors to successful completion.
- Provided safety planning, crisis intervention and case management to clients.
- Made appropriate referrals, monitored client services in appropriate time frames, sought supervisory guidance as required, documented services provided and completed departmental billing procedures.
- Worked with senior case managers, Dev Team, Technical Team and Escalation Managers to coordinate team development activities.
- Referred clients to appropriate team members (Consulting Team and Onboarding Team.
- Set up and controlled user access levels across databases to protect important data.
- Conducted tests to identify issues and make necessary modifications.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Carried out day-to-day duties accurately and efficiently.
- Resolved problems, improved operations and provided exceptional service.
- Delivered high-quality implementation services, defined deliverables, and project management to FinancialForce FFA customers.
- Import/Export Data from external sources.
- Experience working with sandbox and production environments to manage the distribution of system functionality and process changes.
- Resolved high-volume & complicated tickets for FFA.
- Install New Apps, Create and Manage Custom Objects.
- Configured FinancialForce FFA custom objects as well as user and account objects.
- Applications:
> Salesforce Customer C1
> FF Community
> FF Help
> FF Confluence
> FF JIRA
> Conga Partner Community
Advisor II, Transaction Processing – Sr. Represent
Concentrix Daksh Services Pvt Ltd.
Bangalore
2018.11 - 2021.06
- Planned, developed, and implemented strategies to convey information with key decision makers.
- Produced detailed reports outlining key issues and proposed solutions.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Created business plans and identified target customers by integrating over the phone and in person, handling basic inquiries and providing quotes.
- Provided safety planning, crisis intervention and case management to clients.
- Made appropriate referrals, monitored client services in appropriate time frames, sought supervisory guidance as required, documented services provided and completed departmental billing procedures.
- Communicated with supervisor regarding issues related to case management, resourcing, service collaboration and development of new resources.
- Prepared and maintained records and case files detailing clients' personal and eligibility information, services provided and relevant correspondence.
Education
MBA - Finance
GITAM UNIVERSITY
Bangalore 2018.03 - 2020.09
BBA -
GFGC College
Bangalore 2014.07 - 2018.07
Skills
Teambuilding
Timeline
FinancialForce Analyst
Concentrix Services India Pvt Ltd.
2021.06 - Current
Advisor II, Transaction Processing – Sr. Represent
Concentrix Daksh Services Pvt Ltd.
2018.11 - 2021.06
MBA - Finance
GITAM UNIVERSITY
2018.03 - 2020.09
BBA -
GFGC College
2014.07 - 2018.07
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