Summary
Overview
Work History
Education
Skills
Accomplishments
Passport
Personal Information
Timeline
Generic
JOY CHARLES

JOY CHARLES

Pune

Summary

Diligent and self-driven Finance & Accounting Specialist with a 10+ years progressive industry experience, supporting operations & Quality, assessing performance trends, and forecast delivery while managing over department budgets and managing stakeholders across the globe.

Overview

10
10
years of professional experience
6
6
years of post-secondary education

Work History

Specialist / Process Lead

AllState India
04.2024 - Current
  • Processing AGB (Agent group banking) it is an account of Allstate. It is a part of Depository account.
  • Bank Reconciliation the agent accounts through accruals received for the payment applied on the policy
  • Daily Bank reconciliation for account receivable and account payable.
  • Receiving the accruals for the agents and applying the deposits to the agent accounts while reconciling the payments
  • Working on daily on Bank websites for Bank of America and Wells Fargo
  • Clearing on pending accruals and received accruals on daily basis
  • Collaborating with multiple teams on RCPS initiatives
  • Collaborating with multiple teams on task consolidation. Collaborating with various stakeholders to implement process enhancements
  • Owning and supporting over more than 20 processes with end-to-end deliverables
  • Experience on internal Auditing for quality checks for multiple processes
  • Strong investigation with strategic and operational interventions at various levels
  • Collaborated with cross-functional teams to achieve project goals on time and within budget.
  • Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
  • Working in online banking (SAP)
  • Handling client queries and customer services related to process
  • .Certified trainer across 5 processes. And delivering training to new hires or conduct cross-skill training
  • Trained new operations team members on best practices, contributing to increased productivity levels across the department
  • Dashboard preparation – Create monthly counts and day to day activities on daily basis
  • SOP Generated, submitted and presented
  • Enhanced financial reporting accuracy through meticulous data analysis and reconciliation tasks.
  • Facilitated workshops for professional development of junior staff members.

Analyst

Allstate India
10.2019 - 4 2024
  • Working on Encompass policies. Premium clients of Allstate.
  • Processing AET (Agency electronic transactions) reports with payment investigation and new refunds
  • Researching and analyzing the request and providing with the resolution to client
  • Handling daily policies of Property & Casualty (PNC)
  • Working of SAP Fiori for online banking payments
  • Recording and reporting the transactions.

Sr. Associate

Allstate India
02.2016 - 10.2019
  • Processing Journal Entry on daily basis.
  • Processing Void and Apply and processing Void and Reissue of cheques.
  • Processing Credit card and electronic refunds.

Associate Accounting

WNS Pvt.Ltd
06.2014 - 02.2016
  • Maintaining the invoice data
  • Payment processing and reconciliation
  • Handling Track point- tickets
  • ARC Reconciliation on Weakly basis and reporting to onshore team
  • Applying all Vouchers on respective invoices on Daily basis
  • Adjustments and Transfer to other (Duplicate) Memberships, if any
  • Allocation of work to the team on daily basis
  • Handling all queries related to Order to Cash team.

Education

Master of Business Administration (MBA) - Finance

IILM-GSM
01.2012 - 05.2014

Bachelor of Commerce (B.COM) - undefined

G.S College of Commerce and Economics
Jabalpur, MP
01.2009 - 05.2012

Skills

General Accounting

Accomplishments

  • Edison Award for Successfully driving Cost optimization project.
  • Star of The Quarter received once for exceptional performance.
  • Star of the month (6 Times)
  • Wall of Fame (4 Times)
  • Champion Recognition (1 Time)
  • AIDA L1 Certification (ALLSTATE INSURANCE DOMAIN ACADEMY PROGRAM).
  • Kaizen certified in Automating for Reconciliation process.

Passport

Yes

Personal Information

  • Date of Birth: 15/04/1991
  • Nationality: Indian

Timeline

Specialist / Process Lead

AllState India
04.2024 - Current

Analyst

Allstate India
10.2019 - 4 2024

Sr. Associate

Allstate India
02.2016 - 10.2019

Associate Accounting

WNS Pvt.Ltd
06.2014 - 02.2016

Master of Business Administration (MBA) - Finance

IILM-GSM
01.2012 - 05.2014

Bachelor of Commerce (B.COM) - undefined

G.S College of Commerce and Economics
01.2009 - 05.2012

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