Summary
Overview
Work History
Education
Skills
Certification
Timeline
Project 1
Project 2
Participations
Project 1
Project 2
Generic
Siddhant Rajendra Deorukhkar

Siddhant Rajendra Deorukhkar

Thane

Summary

Data-driven professional with year's of experience in Advanced Excel, Power BI, and dashboard creation, specializing in KYC/AML verification, insurance operations, and financial data analysis. Proven ability to extract insights, optimize processes, and drive data-driven decision-making. Strong analytical, communication, and mentoring skills with a track record of enhancing team productivity and ensuring compliance with regulatory standards.

Overview

5
5
years of professional experience
1
1
Certificate

Work History

ANALYST - INSURANCE OPERATIONS

Marsh Mclennan Global Services
Powai
06.2024 - Current
  • Manage daily insurance operations, supporting brokers with claims reporting, policy downloads, and client transaction inquiries while ensuring compliance with SLA, TAT, and sanctions guidelines
  • Expertise in Commercial Lines: BOP, Workers' Compensation, Auto, and General Liability
  • Conduct Power BI reviews to derive data-driven insights for informed decision-making
  • Mentor and coach team members, providing constructive feedback to enhance overall performance

MIS FINANCE [ INTERNSHIP ]

Trade bridge Traditional B2B Agro-Commodity Ecosystem
Navi Mumbai
06.2023 - 08.2023
  • Assisted in management decision-making processes with up-to-date tables, charts and pivot reports
  • Created, updated and shared productivity reports on the MIS dashboard
  • Collect, organize, and validate data from multiple sources, information customer details, and Financial Data
  • MS Excel, Pivot table, Lookup, Data validation, MS PowerPoint

DATA ENTRY OPERATOR

Integrated Personnel Services Ltd
MUMBAI
08.2021 - 03.2022
  • KYC Verification Reviewed and processed customer documentation, ensuring compliance with KYC guidelines
  • Data Entry & Accuracy Maintained a 95% accuracy rate in processing customer information and verifying details
  • I was able to manage relationships with stakeholders/onshore and offshore teams
  • MIS Reporting: Managed and updated spreadsheets, reports, and compliance databases using Excel

PROCESS ASSOCIATE - Fed EX Process [KYC/AML]

Data Mark BPO Service P.V.T L.T.D
Thane
07.2020 - 07.2021
  • The process verifies the Customer Identification Program and ensures that account opening documents meet standards.
  • It assesses risk ratings for institutional clients to identify high-risk jurisdictions, businesses, politically exposed persons, and senior public figures.
  • Name screening for entities and beneficial owners is performed, with appropriate disambiguation based on client type.
  • Finally, the KYC Record Appendix is completed according to local regulatory requirements.

Education

PGDM - FINANCE

Js Kothari Business School
Dadar
01.2024

BACHELOR - FINANCE MARKETING

Mulund College Of Commerce
Mulund
01.2022

Skills

  • Data Analytics
  • BA SQL
  • BA Power BI
  • Tableau
  • Problem-solving with statistics
  • Business statistics
  • Advanced Excel
  • Erp- Tally
  • AML
  • CDD

Certification

  • Ims Pro School Institute, Thane, Maharashtra, BUSINESS ANALYTICS PLUS, N.S.D.C CERTIFICATE, 2023-01-01
  • Jles Institute Tech Mahindra Foundation, Thane, Maharashtra, DAF [ DIPLOMA ACCOUNTING FINANCE], 2020-01-01
  • Js Kothari Business School, Dadar, Maharashtra, DALE CARNEGIE [ POWER YOUR PRESENTATION ] & [ SALES TRAINING ], 2023-01-01

Timeline

ANALYST - INSURANCE OPERATIONS

Marsh Mclennan Global Services
06.2024 - Current

MIS FINANCE [ INTERNSHIP ]

Trade bridge Traditional B2B Agro-Commodity Ecosystem
06.2023 - 08.2023

DATA ENTRY OPERATOR

Integrated Personnel Services Ltd
08.2021 - 03.2022

PROCESS ASSOCIATE - Fed EX Process [KYC/AML]

Data Mark BPO Service P.V.T L.T.D
07.2020 - 07.2021

PGDM - FINANCE

Js Kothari Business School

BACHELOR - FINANCE MARKETING

Mulund College Of Commerce

Project 1

  • PWC SWITZERLAND POWER BI JOB SIMULATION ON FORAGE JUNE 2024
  • Completed a job simulation where I strengthened my Power BI skills to understand clients and their data visualization needs better
  • Demonstrated expertise in data visualization through the creation of Power BI dashboards that effectively conveyed KPIs, showcasing the ability to respond to client requests with well-designed solutions
  • Strong communication skills are reflected in concise and informative email communication with engagement partners, delivering valuable insights, and actionable suggestions based on data analysis
  • Leveraged analytical problem-solving skills to examine HR data, particularly focusing on gender-related KPIs, and identified root causes for gender balance issues at the executive management level, highlighting a commitment to data-driven decision-making

Project 2

  • ACCENTURE NORTH AMERICA DATA ANALYTICS & VISUALIZATION JOB SIMULATION ON FORAGE- MAY 2024
  • Completed a simulation focused on advising a hypothetical social media client as a data analyst at Accenture
  • Cleaned, modeled, and analyzed seven datasets to uncover insights into content trends to inform strategic decisions
  • Prepared a PowerPoint deck and video presentation to communicate key insights for the client and internal stakeholders

Participations

  • Entrepreneurship Development Program, IRMA Institute Of College, 2020-01-01
  • Certificate of participation course offered AI for ALL, Intel technology, India Private Limited, 2020-01-01
  • Skill Nation Certificate for completing the 2-Day Workshop on Business Intelligence using Power BI, 2020-01-01

Project 1

  • PWC SWITZERLAND POWER BI JOB SIMULATION ON FORAGE JUNE 2024
  • Completed a job simulation where I strengthened my Power BI skills to understand clients and their data visualization needs better
  • Demonstrated expertise in data visualization through the creation of Power BI dashboards that effectively conveyed KPIs, showcasing the ability to respond to client requests with well-designed solutions
  • Strong communication skills are reflected in concise and informative email communication with engagement partners, delivering valuable insights, and actionable suggestions based on data analysis
  • Leveraged analytical problem-solving skills to examine HR data, particularly focusing on gender-related KPIs, and identified root causes for gender balance issues at the executive management level, highlighting a commitment to data-driven decision-making

Project 2

  • ACCENTURE NORTH AMERICA DATA ANALYTICS & VISUALIZATION JOB SIMULATION ON FORAGE- MAY 2024
  • Completed a simulation focused on advising a hypothetical social media client as a data analyst at Accenture
  • Cleaned, modeled, and analyzed seven datasets to uncover insights into content trends to inform strategic decisions
  • Prepared a PowerPoint deck and video presentation to communicate key insights for the client and internal stakeholders
Siddhant Rajendra Deorukhkar