Kirthana Venkatesan
Chennai,TN
Summary
Dynamic financial professional with expertise in compliance reporting and risk assessment, honed at Organisation's Proven ability to enhance operational efficiency and drive team motivation. Strong problem-solving and communication skills, adept at managing complex financial data and ensuring regulatory adherence. Committed to delivering exceptional customer service and achieving organizational goals.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Management Trainee
Genpact Private Limited
09.2024 - Current
- Tracked 401K eligibility and managed enrollment and administration of company retirement and financial benefits plans.
- Handled day-to-day customer or client questions via telephone or email.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Set aggressive targets for employees to drive company success and strengthen motivation.
Senior Financial Associate
RR Donnelley
09.2020 - 09.2024
- Reviewing and Performing the QC for Defined Contribution Plans for Automatic and Basic Manual Correction Method of testing.
- Reviewing Plan Document, Scrubbing and Importing the Client provided data into Relius with Eligibility, Employee and Employer contribution into Relius.
- Saving the report's for output along with Generating and Validating the compliance testing of 402g, ADP ACP, 410(B), 415 and contribution based on client requirements. And save the reports into given path given by client.
- Automatic and Basic manual failure correction method will be perform for testing reports.
- Preparation of Form 5500 SF and EZ .Along with SSA and 5558 form extension.
- Lead project Restatement preparing the Amendment(Newly improved) changes to Plan document for the PYE with all contribution type.
- Identified, researched, and resolved Billing variances to maintain system accuracy and currency.
- Prepared itemized statements, bills, or invoices and recorded amounts due for items purchased or services rendered.
- Compliance Data Load Performing the client request change the data into ARK with Add, Replace or Delete with each template.
- Money out is cash outflow of organization or individuals. 401k,403b and 457 for the More form like Termination, Inservice, IRA, Hardship and RMD.
Financial Associate
Quess Corp
02.2020 - 09.2020
- Quess Corp - Third party support for RR Donnelley.
- A 401(k) is an employer-sponsored retirement savings plan offered in the United States, allowing employees to contribute a portion of their pre-tax salary, which reduces their taxable income.
- Reviewing the plan document comparing with Relius, and for eligibility, age, service, and contribution, etc.,
- Scrubbing the client data with Current and prior data to found mismatch data.
- Missing and mismatch data will be send for classification.
- Preparation of Financial Statement through Trust Accounting
- Vendors: Vanguard, American funds, Transamerica, Mutual of funds,etc.,
Education
Bachelor of Commerce - Accounting and
Sri Kanyaka Parameswari Arts And Science College
Chennai, India06-2019
No Degree - Commerce
SJNS JAIN GROUP OF SCHOOL
Chennai, India06-2016
No Degree - SSLC
SJNS JAIN GROUP OF SCHOOL
Chennai, India06-2014
Skills
- Financial services
- Financial planning
- Financial statements
- Problem-solving
- Communication skills
- Time management
- Multitasking Abilities
- Risk assessment
- Compliance reporting
- Skills training
- Customer relations
- Customer service
Certification
- Excellence Award- For displaying Exemplary performance, Q3 2021.
- Extra Miler Award- For going above and beyond, Q2 2022.
- 5 Star Performer, Q3 2023
Languages
English
Tamil
Interests
- Social Network savvy
- Dancing
- MS Office
Timeline
Management Trainee
Genpact Private Limited
09.2024 - Current
Senior Financial Associate
RR Donnelley
09.2020 - 09.2024
Financial Associate
Quess Corp
02.2020 - 09.2020
Bachelor of Commerce - Accounting and
Sri Kanyaka Parameswari Arts And Science College
No Degree - Commerce
SJNS JAIN GROUP OF SCHOOL
No Degree - SSLC
SJNS JAIN GROUP OF SCHOOL
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