Seeking a challenging and growth-oriented position in Finance and Accounts industry that will enable me to use my strong managerial skills, educational background and ability to work well with people and offer my best service to the growth of organization and self-development.
Overview
13
13
years of professional experience
1
1
Language
Work History
Assistant - Finance & Accounts
Wonderblues
02.2022 - 02.2023
A brief synopsis of the nature of work done as an Assistant Accountant
Entering Purchase & Sales of clients in Tally prime
GSTR end to end filings
Salary and ESI and PF payments
TDS workings.
Maintaining clients Bank & Cash book, Maintaining the order of Documents of each clients
Bank Reconciliation, Bank Related Works
Responsible for maintaining Petty Cash
Regular entering of all indirect Expense & Income in Tally
Reconciling all the entries at the end of the month
Lead Specialist in operations
Fidelity Business service India Pvt Ltd
08.2018 - 10.2021
I worked on the Non-Qualified calculations, 401K Calculations, Disability Calculations and QDRO calculations which involve more complex work.
Processing the Pension estimates for every Customer according to the requirements basis of Customer’s Salary and Service in his\her organization.
Works closely related to the Tax and IRS Regulations and provide the Tax detail for the Customers.
Work involves more Mathematical and Analytical skills.
Consider the Government Tax Rates to give pension estimates to the Customers.
Providing the resolution for the Customers’ queries.
Process financial transactions on client systems.
I was part of client calls to raise challenges and lead and document the call on weekly basis and update to Manager.
Provide support to internal client focusing teams (Issue Resolution, Audit & Control, Client Service Manager’s etc.)
Work towards building functional knowledge and serving as the subject matter expert on assigned clients.
Calculating the interest rates for the delayed and missed payment to the customer and disburse the payment.
Handling 4 different Clients in Calculations process.
Worked on the end to end Defined Benefit process which includes QDRO, Bene, LTD & MRD calculations.
Identify the documentation gap in the process and discuss with the onshore partners to fix the issue.
Test Analyst
Capita India Pvt Ltd
07.2017 - 03.2018
Processing end to end UK Retirement pension calculation, which involves Death calculation, divorce calculation, Bene calculation, non-Qualified & qualified calculation.
Preparing calculation scenario based on the requirement document.
Preparing calculation Test packs, as per the scenario matrix.
Based on the test pack results, preparing test plan.
Using in house application test execution will be done and start doing debugging
Raising a defect in ALM application
Daily Wise scheduling the VTM to know the status of the defect raised
Triaging the work to team members
Identify the documentation gap in the process and discuss with the onshore partners to fix the issue.
Comparing Data between Hartlink test and Hartlink data
Estimating the work time and sending the work status on daily basis to the onshore team.
CAPITA is an international business process outsourcing and professional services company headquartered in London. It is the largest business process outsourcing and professional services company in the UK, with an overall market share of 29% in 2016, and has clients in central government, local government and the private sector. It also has a property and infrastructure consultancy division which is the fourth largest multidisciplinary consultancy in the UK. Roughly half of its turnover comes from the private sector and half from the public sector. Whilst UK-focused, Capita also has operations across Europe, Africa and Asia.
Sr. Specialist in Operations
Fidelity Business service India Pvt Ltd
02.2010 - 04.2017
I worked on the Non-Qualified calculations, 401K Calculations, Disability Calculations and QDRO calculations which involve more complex work.
Processing the Pension estimates for every Customer according to the requirements basis of Customer’s Salary and Service in his\her organization.
Works closely related to the Tax and IRS Regulations and provide the Tax detail for the Customers.
Work involves more Mathematical and Analytical skills.
Consider the Government Tax Rates to give pension estimates to the Customers.
Providing the resolution for the Customers’ queries.
Process financial transactions on client systems.
I was part of client calls to raise challenges and lead and document the call on weekly basis and update to Manager.
Provide support to internal client focusing teams (Issue Resolution, Audit & Control, Client Service Manager’s etc.)
Work towards building functional knowledge and serving as the subject matter expert on assigned clients.
Calculating the interest rates for the delayed and missed payment to the customer and disburse the payment.
Handling 4 different Clients in Calculations process.
Worked on the end to end Defined Benefit process which includes QDRO, Bene, LTD & MRD calculations.
Identify the documentation gap in the process and discuss with the onshore partners to fix the issue.
ADDITIONAL RESPONSIBILITIES:
Providing the effective training to the new team member and assist them in the process.
Provided Kaizen idea for the betterment of the process.
Sending ZD report and PPMC report for the team.
Doing random audit & reasonability check for the team to avoid Overpayment or underpayment to the customers.
Generating a report to avoid non-compliances issues.
Education
M.B.A - Finance
IBMR International Business School
01-2017
B. Com - undefined
KSOU
01-2009
Pre-University - undefined
Newfort Govt P.U College
01-2006
S.S.L.C - undefined
Jana Jyothi School
01-2004
Skills
1 Year experience in finance and accounts department
A competent professional with 11 years of experience in Corporate Financial service in Operations
Good experience in US retirement process
Rewards & Recognition
Received “ZD” GOLD and SILVER, awards for working with highest degree of accuracy and productivity.
DECLARATION
I solemnly declare that all the information furnished above is true to the best of my knowledge. Place : Bangalore Date : Yours sincerely Ramakrishna. S
PERSONAL STRENGTH
Creating the Flow charts, Forms & Templates for easy work process
Ability to grasp the things fast, Positive & Logical Thinker, work effectively with the diverse groups of people
Excellent verbal and written communication and focused on continuous improvements