Piyush Gupta
Indore
Summary
Seeking a position in an organization that values hard work, where I can enhance my skills and knowledge through challenging responsibilities.
Overview
6
6
years of professional experience
Work History
Financial Data Analyst
S&P Gloabl
Ahmedabad
10.2022 - Current
- Process financial data and apply it in an accurate final to the database using technical and financial knowledge
- Regulatory statement (BASEL Report) and press release from major European bank
- Work under IFRS implementation and rating projects
- Deliver on predefined individual and team target including delivering outcomes with quality and excellence
- High quality data (Financial / Non-Financial Data) collation, analysis, extraction and entering the data in work tools as per guideline specifications for assigned vertical
- Understand the working of the dataset, be aware of the workflows and have strong working knowledge of work tools
- Providing input and ideas for new collection methods and product enhancements related to the dataset
- Knowledge of corporate finance/ accountancy i.e., financial statements and annual reports
Sr. Process Associate
Transamerica
Gandhinagar
07.2019 - 09.2022
- Handled claims settlement and reviewed documents for US client in Insurance department
- Reviewed and processed new business documents for US Life insurance company (Transamerica)
- Evaluated claim documents, assessing their suitability for review and making authoritative decisions on whether they should be approved or rejected.
- Processed change requests for different types of insurance products including Life, Term, and group life coverage.
- Functioned as a quality auditor for the team.
- Delivered training sessions for newly onboarded team members.
- Met all client SLAs and ensured timely production while providing floor support to team members.
- Served as a key contributor in the preparation and transmission of multiple reports, including Status Report and Inventory Management.
Finance Associate
WM Logistics
Indore
04.2018 - 05.2019
- Worked as a finance associate responsible for overseeing bills receivable.
- Identified default customers and applied penalties.
- Ensured prompt resolution of customer issues by identifying and delivering satisfactory solutions.
- Assessed and provided feedback on the effectiveness of customer service operations.
Education
MBA - Finance & Marketing
Acropolis Institute of Management And Research
Indore09-2016
BBA -
Shri Vaishnav Institute of Management (DAVV)
Indore08-2013
H.S.C. - Commerce
Shri Gujarati Samaj School Indore (CBSE)
Indore04-2011
Skills
- Power BI
- Quality Analysis
- Data Analysis
- Customer service management
- Excel proficiency
- Auditing
- Report Preparation
- Analytical research
Awards
- Best team in terms of Production at TCS.
- Extra Miller Award (bi-monthly award) three consecutive times in Waste Management Logistics Company for highest production.
- Certified course in Microsoft Excel in 2015.
Accomplishments
- Created Interactive dashboard to track and analyze online sales data
- Used complex parameters to drill down in worksheet and customization using filter and slicer
- created connections, join new tables, calculations to manipulate data and enable user driven parameter for visualizations
- Used different types of customized visualization (bar chart, pie, donut chart, clustered bar chart, scatter chart, line chart, area chart, map, slicer, etc)
Timeline
Financial Data Analyst
S&P Gloabl
10.2022 - Current
Sr. Process Associate
Transamerica
07.2019 - 09.2022
Finance Associate
WM Logistics
04.2018 - 05.2019
MBA - Finance & Marketing
Acropolis Institute of Management And Research
BBA -
Shri Vaishnav Institute of Management (DAVV)
H.S.C. - Commerce
Shri Gujarati Samaj School Indore (CBSE)
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