SUBHASH MORA
Uppal
Summary
Dynamic BI and MIS Associate Manager at Adavantum Health utilizing advanced Excel, Power BI, and Tableau to deliver actionable insights and boost client profitability. Demonstrated leadership in enhancing operational efficiency and creating impactful dashboards, leading to improved decision-making and revenue growth.
Overview
1
1
Certification
18
18
years of professional experience
Work History
BI and MIS Associate Manager
Adavantum Health
Hyderabad
06.2017 - 10.2025
- Collaborated with AI team to create a denial prediction model and relevant dashboards.
- Introduced risk scorecard leveraging KPIs, significantly impacting senior management's strategy for client interactions.
- Supported technology team in developing Denials Analytics tool for immediate action on outstanding denials.
- Created Tableau dashboards for five clients, focusing on detailed CPT-level KPI analyses and denial trends.
- Delivered thorough analysis of client profitability, aiding strategic decision-making processes.
- Analyzed charges versus cash liquidation discrepancies to determine underlying causes and implement solutions.
- Monitored production metrics across all departments, enhancing assessment of operational efficiency.
- Compiled daily and monthly reports, offering critical performance insights for client evaluations.
Business Analyst
IKS Health
Hyderabad
10.2013 - 06.2017
- Preparing Monthly Deck and slides for presenting to client
- Collaborated on consulting projects and conducted profit and loss analysis to support financial decision-making.
- Managed invoicing processes and accounts receivable liquidation, resulting in improved cash flow.
- Analyzed aging segregation for improved collectability.
- Provided global account solutions and insights to enhance cash collection efforts.
- Working on Cash Dip Analysis, Aging Analysis and Denial categorization analysis reports
- Managing Team to extract Month end raw reports and thereby giving valuable insights on the outcome
- Forecasting - Charge Vs Cash Liquidation
- Charges Vs AR Liquidation
- Conducted risk analysis for FPPR-FPBR projects to identify potential issues.
- Value Based Payments Analysis.
- Patient Cash effort Report
- Received best performer award during my tenure at IKS.
- Prepared Dash Boards using Excel
- Automated Daily and Month end Metrics/ reports
Sr. Internal Auditor
Muthoot Fincorp
HYD
12.2012 - 10.2013
- Performed comprehensive internal audits of Muthoot Fincorp's financial operations, identifying areas for improvement.
- Assessed compliance with regulatory standards and internal policies, ensuring adherence and minimizing risk.
- Conducted comprehensive internal audits to assess compliance and operational effectiveness.
- Evaluated financial records to ensure accuracy and adherence to regulations.
- Collaborated with cross-functional teams to identify risk areas and improve processes.
Sr. Executive & AM-MIS/Operations
BASIX (BSFL)
HYD
05.2009 - 05.2012
- Coordinated with units to get the achievements on weekly basis
- Participated in functional Operations Policy review and drafting committee as a active member 2 times
- Assisted COO office, for developing and maintaining quality procedures, and ensuring that appropriate documentation is in place for Business plans
- Maintained COO office Risk & Internal Audit grievances cell Analysed prioritized the critical unit problems to address immediately
- Maintained Housing loans documentation & scrutiny, appraisal of the loans being a part of sanction committee
- Prepared Dash boards on daily basis on key business areas like Ag BDS, Insurance and Credit.
- Business plan preparation and Validation (a unique EXCEL statement that calculates annual financial targets and Cost Vs Income), compiling of 210 Branches at HO level and coming up with similar company level statement with the help of Branches
- PAR (30,90,180) Analysis to mitigate OD accounts
- Working on SPARK incentives for making recovery from the No movement accounts (PAR180)
- Worked with units on daily MIS reporting structure through web-FRS
- Analysis of Drop out customers
- Database Management and Fetching/retrieving the reports as need of Sr. Mgt.
- Business plan Template (a unique EXCEL Template which calculates annual financials with help of targets)
- Preparation of SPARK( Excel)Template
- Implemented over due controls
Executive- Risk Mgt & Internal Auditing
10.2007 - 05.2009
- Conducting Risk-based and internal Audit on diversified portfolio in 15 Branches
- Field Audit: Identifying inherent risks in business areas
- Fraud investigation
- Annual planning for Audit Preparation of audit reports and presenting to Mgt.
- Completing regular monthly audit contains
- Loans & Disbursement Audit: Cross-checking the disbursement financials with day-to-day disbursement register
- Ensuring the rendered loans as per the organization's policy or not
- Bank and Physical Cash verification of LPF A/c, Ag BDS A/c, CS A/c
- Ensuring all Loan Documents (KYC, Pro-note, PDCs & other Collaterals)
- Recovery Audit: LSA-wise daily Cash collection receipts against to the denominations and Repayment register
- BRS verification of different banks with Cashbook
- Assets, Credit, Operations, Expenses, IT Processes & HR Audit: Verification of financial statements prepared by the unit
- Verification of invoices, Vouchers, Ledgers
- All A/c and registers maintained in the branch
- Managed and maintained reports to support audit and financial analysis.
- Ensuring Adherence to the company policies
- Suggesting action plans to mitigate Risk (accordingly field monitoring)
- Synchronize portfolio by using Risk mitigating tools
- Participated in preparation of Risk & Audit Policy
- Implemented overdue controls
- False Health Claims investigation
Sales Associate
Reliance Communications
- Communicated details of service plans and promotions to customers.
- Processed customer transactions with accuracy and efficiency.
Education
MBA - Finance
Osmania University
Skills
- Data Analytics
- Data Integration
- Tableau dashboards
- Excel and Power BI
- SQL management
- Project Management
- Data storytelling
Organisational Scan
- Adavantum Health, Hyderabad, Telangana, BI and MIS Associate Manager, 06/17/17 to 10/25/25,
- Helped AI team in developing Denial Prediction Model & Prior Authorization requirements Automation and dashboards.
- Automated entire ETL and Data Modeling and Business Intelligence dashboards for KPIs and Monthly reporting for all 90+ clients
- Introduced Risk score card on customer health by using KPIs., Implemented Employee Productivity/ Efficiency Analysis., Providing end to end client profitability analysis., Developed interactive dashboards for KPIs, AR Effort, Productivity and Efficiency., Supported Development team to develop DA tool (Denials Analytics).
- IKS Health, Hyderabad, Telangana, Business Analyst, 10/13/13 - 06/17/17, Preparing Monthly Deck and slides for presenting to client., Working on Aging segregation and high-level analysis., Preparing Work order based on Strategy., Was awarded the best performer 7 in my tenure of IKS., Prepared Dash Boards using Excel.
- Muthoot Fincorp, Hyderabad, Telangana, Sr. Internal Auditor, 12/12/12 - 10/13/13
- BASIX (BSFL), Hyderabad, Telangana, Sr. Executive & AM-MIS/Operations, 05/09/09 - 05/12/12, Coordinated with units to get the achievements on weekly basis., Participated in functional Operations Policy review., Maintained COO office Risk & Internal Audit grievances cell., Business plan Template (a unique EXCEL Template)., Implemented over due controls.
- Reliance Communications, Sales Associate, 8 months
Client Softwares
- Nextgen
- ECW
- Centricity
- Criterions
- ADS
- Intergy
- Greenway
- Kareo
Business Intelligence Tools
- Excel
- Power BI
- Python
- Pentaho (PDI) ETL
- Tableau
- SQL
Languages
- English
- Hindi
- Telugu
Location Preference
Hyderabad, Telangana
Professional Snapshot
A result oriented professional with nearly 12+ years’ experience in RCM, US Healthcare & NBFC Business Analytics, Operations and Implementation. Skilled in ensuring delivery of high quality services to support customer's business needs & achieving continued high customer satisfaction from all operational users for services., Operations Management, Process Management, Team Management
Certification
- Microsoft Certified: Power BI Data Analyst Associate (PL-300)
Accomplishments
- 7 Times star performer Awards in IKS
Timeline
BI and MIS Associate Manager
Adavantum Health
06.2017 - 10.2025
Business Analyst
IKS Health
10.2013 - 06.2017
Sr. Internal Auditor
Muthoot Fincorp
12.2012 - 10.2013
Sr. Executive & AM-MIS/Operations
BASIX (BSFL)
05.2009 - 05.2012
Executive- Risk Mgt & Internal Auditing
10.2007 - 05.2009
Sales Associate
Reliance Communications
MBA - Finance
Osmania University