Rohan Sharma

Process: Hedge fund reporting in Asset Management,

• Collaborated with team to define business requirements for organizational processes, achieve productivity standards, and adhere to accuracy standards
• Identified and resolved process issues to drive optimal workflow and business growth
• Create presentation and workflows updates
• Analyze and stream return percentage on asset under management and fund flow; categorical wise
• Monitor and work through 100+ investor portfolio
• Partnered with cross-functional teams to conduct thorough discovery and due diligence on existing processes
• Evaluated cash flow by analyzing; interpreting data and metrics
• Conducted training and applied change management to achieve desired outcomes
• Developed techniques and reporting processes to meet client and organizational needs
• Monitored and reported on process performance to verify compliance with established standards
• Analyzed process flows and identified areas of improvement to increase productivity and reduce costs
• Determined and recommended methods to implement improvement opportunities
• Developed standard operating procedures and document workflows to drive current and future processes
• Prioritized initiatives to increase success rates of analytical reports
• Implemented continuous improvement metrics to streamline workflows and reduce manual effort
• Analyzed financial trends and provided detailed financial reports to management
• Evaluated financial reports and identified potential areas of improvement
• Analyzed and interpreted financial data to inform business decisions onshore
• Built and established relationships with clientele to improve future business opportunities
• Advised clients on financial workflow and recommended changes
• Developed and maintained database of financial records for clients
• Tracked budget forecasts and monitored budget performance
• Generated financial projections and forecasts for short- and long-term
• Produced financial statements and reports
• Built complex financial models for decision-making and forecasting
• Negotiated and managed budgeting hours with clients
• Provided strategic financial advice to senior management
• Offered data-driven recommendations to align workflow strategies and process improvement initiatives
• Assist senior management with ad hoc requests on managerial reports. Transits new reporting activities from onshore team
• Provide automation suggestion for task where no manual effort is needed to internal automation team
• Pen down and discuss escalations/KPI's
• Train new joiners and help analyst onshore
• Prepare quarterly one pager

• Check insurance details (Checking online insurance Eligibility, Benefits and Pre-Authorizations verifications, Co pay entries etc.)
• Call 50+ payers for claim resolution in favor of providers
• Handling denial management with ability to send claims for reprocessing/review on call if denied incorrectly by payers
• Followed up on all commercial insurance
• Preparing of insurance paper claims, appeal letters
• Assign daily production and circulate among team internally
• Work along with production management team and assist to meet target

Later took internal movement into Asset Management project