Naresh Pathakkam

Enterprise Application Management & Product Ownership

• Product Owner of SAP Concur, driving system enhancements, automation, and user adoption.
• Administer and support enterprise applications: SAP Concur, UKG, Workday, Work Tango, ServiceNow, DocuSign, Salesforce, ZoomInfo, iRIS Database, and ADF.
• Manage support tickets and issue resolution, ensuring minimal downtime and improved user experience.

System Enhancements & Customization

• Developed and maintained custom reports, role-based access, and user configurations to boost efficiency.
• Conducted release testing and validations to ensure seamless functionality and prevent disruptions.

Compliance & Change Management

• Enforced SOC & ISO 27001 compliance standards via structured change management processes.
• Led User Acceptance Testing (UAT) and system validation, safeguarding system integrity.

User Training & Process Documentation

• Delivered training programs and technical support, increasing adoption and reducing support requests.
• Authored and maintained system documentation, training guides, and process best practices.

Performance Monitoring & Reporting

• Designed and maintained weekly/monthly dashboards to track KPIs and system performance.
• Provided actionable insights to senior management, enabling data-driven decision-making.

Additional Contributions

• Collaborated in strategic IT planning for infrastructure and system scalability.
• Maintained internal infrastructure, security software, and intranet systems.
• Partnered with cross-functional teams to identify process improvements, delivering measurable efficiency gains and cost savings.

• Managed Veeva Vault applications (QualityDocs, RIMS, PromoMats, MedComms), ensuring regulatory compliance through strict user access controls, audit trails, and system security.
• Administered sandbox environments for configuration changes, testing, and validation of system enhancements.
• Performed system validation, UAT testing, and change management, guaranteeing smooth implementation of product releases.
• Authored and maintained compliance documentation, risk assessments, and periodic reviews to support audit readiness.
• Ensured adherence to US FDA 21 CFR Part 11 regulations, supporting annual audits and compliance initiatives.
• Executed and reviewed MedComms SMRC Test Scripts, validating compliance and functionality of updates.

• Collaborated with stakeholders to gather requirements and provided actionable recommendations for product enhancements aligned with current market trends.
• Coordinated cross-functional teams—including Development, Technical, Management, and Production—to ensure seamless project execution.
• Applied industry-standard methodologies such as SDLC, Agile, Scrum, and leveraged tools like Jira and Confluence to improve process efficiency.
• Conducted monthly, quarterly, and yearly data audits using statistical analysis (Z-score, Excel formulas) and relational databases to ensure data integrity.
• Processed, cleaned, and validated large datasets from transactional systems for accurate analysis and reporting.
• Performed competitive intelligence gathering using various data sources to drive strategic decision-making.
• Advanced proficiency in Microsoft Excel, including pivot tables, charts, formulas, and custom views for detailed reporting.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Access, Project) with strong documentation and presentation skills.
• Generated MIS reports (weekly, monthly, YTD, ad-hoc), funding statements, accrual reports, and budget filings by extracting data from SQL Server and web platforms.
• Developed automation solutions using VBA and SQL to increase efficiency and reduce manual effort.
• Conducted quarterly data audits within the Energy Assessment Group, identifying discrepancies through statistical analysis to ensure data accuracy.
• Led and mentored a team of five, overseeing data audits, process improvements, and knowledge sharing initiatives.

• Evaluated and compared health, life, and disability insurance plans, securing optimal coverage for clients.
• Managed policy issuance, amendments, endorsements, and cancellations, ensuring accurate and timely processing.
• Processed and verified insurance claims, maintaining compliance with policy terms and regulatory requirements.
• Maintained and updated insurance databases, tracking policies, claims, and customer records for accuracy and completeness.
• Assisted in policy documentation, business process analysis, and feasibility studies for new insurance products.
• Negotiated policy renewals and premium adjustments, achieving favorable terms from insurers.
• Enhanced operational efficiency by mentoring team members and improving turnaround times in policy administration.

• Processed and adjudicated insurance claims, verifying submitted data and supporting documentation for accuracy.
• Analyzed claims to determine approval or denial based on policy coverage and compliance guidelines.
• Conducted internal audits to ensure quality, reduce claim processing errors, and minimize penalties.
• Created detailed reports and dashboards, analyzing claims data, processing trends, and system performance.
• Evaluated existing tools and recommended process improvements to enhance claims processing efficiency and accuracy.
• Provided feedback and conducted refresher training for associates on claim processing errors and quality improvements.
• Applied plan concepts including deductibles, coinsurance, co-pay, and out-of-pocket expenses.
• Identified and resolved discrepancies related to variable deductibles, coordination of benefits, and alternate carve-out benefits.

• Validated property information and processed mortgage documents to ensure data accuracy for lender decision-making.
• Processed and verified property information for Equity Loan Services (US Mortgage) based on lender requirements.
• Reviewed and analyzed mortgage-related documents, including Deeds, Liens, Tax Assessments, and Property Records.
• Ensured database accuracy by verifying property ownership history in integrated Mainframe systems.
• Delivered detailed reports within strict TAT (Turnaround Time) to support lender decisions on secondary loans.

Key Responsibilities:

• Perform comprehensive data validation and document processing for mortgage applications.
• Conduct thorough analysis of property records and related documents for accuracy and compliance.
• Maintain and update mortgage databases to ensure integrity of property ownership and loan information.
• Generate MIS and compliance reports to support lenders and internal stakeholders.
• Collaborate with internal teams and stakeholders to resolve discrepancies and streamline mortgage workflows.