Summary
Overview
Work History
Education
Skills
Project and Implementation
Personal Information
Awards
Timeline
Generic
Pooja Male

Pooja Male

Pune

Summary

Self-motivated leader with 8 years of experience in Account Management & Operation offering a strong work ethic and determination to complete tasks in a timely manner. Proven ability to establish and maintain excellent communication relationship with clients. Dedicated to identifying client needs and delivering effective solution to all the problems. Accurate and detail-oriented with extensive bookkeeping and clerical knowledge with a high degree of professionalism and strong problem resolution capabilities.

Overview

11
11
years of professional experience

Work History

Lead Associate - Operations

WNS
Pune
05.2023 - Current
  • Managing the claim payments end to end
  • Preparing and reviewing Bank Reconciliations
  • Working in a cohesive manner with colleagues and developed and maintains effective working relations with colleagues across the function, proactively answering queries and following up actions with stakeholders
  • Demonstrating the personal drive and taking initiatives towards process improvements
  • Preparing Cash sheet every week to maintain the financial status of the organization
  • Preparing weekly treasury report
  • Taking direct calls with clients
  • Working on BDX and maintaining tracker for the same
  • Provide end to end process training to team members.

Senior Finops Analyst

AMAZON
PUNE
06.2019 - 01.2020
  • Maintaining daily pending balance report, formatting the report and take necessary actions on daily basis and submit the report within the given time period
  • Reconciliations of account receivables for prepayment clients
  • Taking responsibility for all daily reporting activities
  • Answered average of 100 calls per day, addressing customer inquiries, solving problems and providing new product information with correction in fund mismatch
  • Recommended, selected and helped locate and obtain out-of-stock product based on customer requests
  • Contacted customer to follow up on purchases
  • Working on credit release and credit blocks (Dispatching of Materials)
  • Monitor accounts to identify outstanding debts
  • Investigate historical data for each debt or bill
  • Find and contact clients to ask about their overdue payments
  • Take actions to encourage timely debt payments
  • Process payments and refunds
  • Resolve billing and customer credit issues
  • Update account status records and collection efforts
  • Report on collection activity and accounts receivable status
  • Timely actions and follow ups to get speedy results.

Specialist

AXA Business Services
07.2017 - 05.2019
  • Managing collection of Key Clients, improvise and maintain overdue amounts / agreed levels
  • Worked with the top Clients (JLT, Lockton's, AON, Broker network, Arthur Gallagher)
  • Account management - Payment application, refunds, VIP rebate, waivers
  • Timely dispute resolution, also ensuring reduction in disputes through root cause elimination
  • Communicating with different internal departments for closure of disputes
  • Improvise recovery by engaging respective stakeholders
  • As a last resort negotiated settlement of accounts and reasonable payment arrangements within corporate guidelines
  • Ensure timely reconciliations are done for all customers with special emphasis on reconciliation for Key accounts
  • Periodic reviews with cluster leadership team through Operating system interaction weekly, monthly
  • Miscellaneous collection reporting for forecasting and collection daily and month end reports
  • Ensuring timely delivery as per the agreed timeline with client and error free work and deliverables
  • Conducting training for the team (New updates, strategy changes etc.)
  • Grooming team members on the knowledge/exposure on process front
  • Responsible for new joiners training and support for hand holding period
  • Quality checks done for new joiners
  • Managing the leaves, shift timings and operational delivery of team
  • Completed Month End Reporting once the accounting month is closed.
  • Provided technical support for users experiencing difficulties with software applications.
  • Implemented process improvements to increase efficiency and reduce costs.
  • Coordinated with other departments to ensure efficient workflow processes.
  • Created training materials for new hires on the company's procedures and policies.
  • Performed quality assurance testing on newly developed software applications.

Senior Associate

Maersk India Pvt ltd
Pune
08.2013 - 05.2017
  • Quality checks done for new joiners
  • Managing the leaves, shift timings and operational delivery of team
  • Completed Month End Reporting once the accounting month is closed
  • Handling UAE collections for credit customer
  • Preparing & sending weekly Statements of Accounts
  • Deciding and applying various strategies for collection from customers
  • Collecting & verifying payment details and post customer payments to their accounts in SAP
  • Handling NEFT/RTGS & Cash application for credit and cash customers in SAP & clear customer outstanding
  • Investigation of on account payment, follow up with billing department & clear the Invoices.
  • Managed team resources, including assigning tasks, monitoring progress, and ensuring deadlines were met.
  • Analyzed data and created reports for senior management.
  • Resolved customer inquiries in a timely manner while adhering to service level agreements.
  • Provided direction and guidance to junior associates on complex tasks.
  • Maintained responsibility for all inquiries, concerns and complaints, resolving matters effectively and to satisfaction of customers.
  • Handled incoming calls and directed callers to appropriate department or employee.
  • Maintained positive working relationship with fellow staff and management.

Education

CITEC
London

Skills

  • Business Computer Application - MS Office (Word, Advance Excel, Advance PowerPoint, internet, E commerce)
  • Business Accounting
  • Power BI
  • MSD
  • Concur
  • Cloud
  • Tally ERP 9
  • SAP
  • MINI TAB MACRO

Project and Implementation

Name of Project: Global AFR Tool

Location : Maersk Pune

Treasury Implementation

  • Cash sheet Automation
  • BDX tracker Automation
  • Treasury UAT

Location : Gurgoan

Personal Information

Marital Status: Married,

Languages known: English, Hindi, and Marathi,

Passport No : T4410718 (Valid - 2029)

Address: Dhanori Pune 411015

Awards

  • Received "EXTRA MILES AWARD" award in September 2015.
  • Have received many Appreciation mails & phone calls from customer & top management.
  • Received Laser on the spot award for the cabinet office account.
  • Received positive survey response from clients.

Timeline

Lead Associate - Operations

WNS
05.2023 - Current

Senior Finops Analyst

AMAZON
06.2019 - 01.2020

Specialist

AXA Business Services
07.2017 - 05.2019

Senior Associate

Maersk India Pvt ltd
08.2013 - 05.2017

CITEC

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Pooja Male