Pooja Rahul
Bangalore
Summary
Accomplished Senior Analyst with a proven track record at Northern Trust Financial Corporation, demonstrating exceptional analytical thinking and excellent communication skills. Spearheaded key control processes, enhanced operational efficiency by 100%, and led successful technology enhancements. Expert in risk management and problem resolution, ensuring client satisfaction and operational excellence.
Act as a primary liaison with the client, research analysts, quality analyst, to ensure timely completion of client due diligence.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Analyst - Fee Billing IOO
Northern Trust Financial Corporation
Bangalore
09.2024 - Current
- Catering to clients request of preparing Fee invoicing. Bring about Key control within the process. Responsible for Query & Exception Management
- Tracking new changes and documenting the same. Achieving operational efficiency and risk management.
- Work allocation are done on day-to-day basis and ensuring the invoices are processed within the agreed deadlines/ SLA's. Ensuring to meet the set targets efficiently and accurately.
- Closely work with the internal teams in resolving issues or error identified.
- Identifying inconsistencies in the process and work with the team in solving the same.
- Conducting RCA's(Root Cause Analysis) on any error identified by the clients. Preparation of daily dashboard and stats for invoicing to depict the 100% of targets met.
- Monitoring the group mail boxes and trackers.
- Partnering with the technology team and perform UAT testing for any new enhancement and work on migration/projects.
Financial Analyst - Fee Billing IOO
Northern Trust Financial Corporation
Bangalore
05.2024 - 08.2024
- Performed fee setups, analysis and calculations for C&IS clients. Proactively monitored reports prior to posting. Cross trained on multiple segments to build well-rounded experience.
- Assisted with the cross-training and development of new fee analysts. Proactively monitored fee information on reports for errors with calculations, input, and variances in fees for assigned accounts from one period to another.
- Resolved complex client/partner fee related inquiries in a timely manner using email, Fee Template and various fee applications.
- Prioritized daily tasks to ensure productivity, accuracy and timeliness expectations are met in accordance to the established guidelines of the division.
- Served as a key liaison between client servicing, for internal & external client queries and other operational areas to provide analytical and procedural expertise.
Financial Analyst - Daily Review IOO
Northern Trust Financial Corporation
Bangalore
03.2022 - 04.2023
- Responsible for running reports from IIP to execute the daily review audit.
- Generation of external and internal audit reports on a daily basis to check for exceptions, investigate, and provide explanations to clients.
- To report audit exceptions to the relevant team in a timely manner.
- To work in close association with different shared services teams to escalate the exceptions and get them resolved.
- To handle client queries as needed.
Senior Operations Executive
Apollo Hospital
Indore
05.2016 - 04.2019
- Management of the Front Office, OPD, and Admission Department with a strength of 10 staff.
- To assign responsibilities, allocate resources, and coordinate the activities of oneself and others to meet objectives.
- Catering to customers with timely services, with a high patient satisfaction rate.
- SPOC for AskApollo, Credihealth, and InstaApollo Clinic. Successfully migrated AskApollo and Insta Clinic to Apollo Hospital, Indore.
- Active pioneer in NABH Accreditation implementation.
Executive Patient Welfare
Sterling Hospitals
Baroda
06.2014 - 04.2016
- Handles patients' grievances regarding any service-related or policy-related issues.
- Evaluation of all departments' care services to all the patients on a regular basis.
- Active pioneer in NABH. • To manage inpatient floor management.
Floor Coordinator
Rajshree Apollo Hospital
Indore
09.2013 - 05.2014
- To manage the inpatient floor department.
- To coordinate with different departments to maintain a smooth patient in-and-out flow.
- Handles patients' grievances regarding any service-related or policy-related issues.
Education
MBA - Hospital Administration
Institute Of Management Studies (DAV University)
India01-2013
BBA - Hospital Administration
Mother Teresa University
Madurai Tamil Nadu01-2011
HSC
Balco Township Higher Secondary School
Korba (CG)01-2007
High School
Balco Township Higher Secondary School
Korba (CG)01-2005
Skills
- Analytical thinking
- Problem resolution
- Organization and prioritization
- Stress resistance
- Excellent communication skills
- Business acumen
- Time management
- Analytical, organizational, and mathematical skills
- Attention to detail (accuracy)
- Revport Application/IIP Application
- MS office
Accomplishments
- Appreciated by the account manager/clients for providing the sign off within the deadline.
- Multiple appreciation received from the internal management, London CSM's and clients for completing high volumes, maintaining accuracy and consistency.
- Appreciated by the CSM's for handling the client queries •Appreciated by the manager for providing training to the new partners
- Multiple appreciation by the management on meeting the fees deadline.
- Awarded with Bronze award thrice in Northern Trust for performing good and Client query management.
- Awarded best employee of the month multiple times in Apollo hospital.
Certification
- Accounting and Financial Statement analysis
- ACCA Financial reporting
Languages
Marathi
First Language
English
Proficient (C2)
C2
Hindi
Advanced (C1)
C1
Timeline
Senior Analyst - Fee Billing IOO
Northern Trust Financial Corporation
09.2024 - Current
Financial Analyst - Fee Billing IOO
Northern Trust Financial Corporation
05.2024 - 08.2024
Financial Analyst - Daily Review IOO
Northern Trust Financial Corporation
03.2022 - 04.2023
Senior Operations Executive
Apollo Hospital
05.2016 - 04.2019
Executive Patient Welfare
Sterling Hospitals
06.2014 - 04.2016
Floor Coordinator
Rajshree Apollo Hospital
09.2013 - 05.2014
MBA - Hospital Administration
Institute Of Management Studies (DAV University)
BBA - Hospital Administration
Mother Teresa University
HSC
Balco Township Higher Secondary School
High School
Balco Township Higher Secondary School
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