SUSMITA BOLE
Pune
Summary
Dynamic Process Associate at EXL with a proven track record in reconciliation and quality assurance. Adept at enhancing operational efficiency and training teams, I excel in client account reconciliation and process improvement. Committed to achieving SLAs while ensuring data integrity and accuracy in financial reporting.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Process Associate
EXL
Pune
02.2024 - Current
- Verified client documents to ensure accuracy and compliance.
- Updated customer records to maintain data integrity.
- Resolved system-generated errors to enhance operational efficiency.
- Reviewed requirements and assisted underwriters in decision-making processes.
Process Executive
Gallagher
Kolhapur
10.2017 - 12.2023
- Record to Report (RtoR)
- Reconciliation
- Account Receivables.
- Trained in 6 processes (Multiple Imprest Quote, Direct Deposit, AIG Billing, Funding, Out of Balance, Issuance Billing).
Education
M.COM -
Shivaji University
01.2018
B.COM -
DRK College of commerce
01.2016
Skills
- Reconciliation processes
- Process ownership and diligence
- Accuracy and quality assurance
- Cross-divisional project support
- Training facilitation
- Client account reconciliation
- Quality control and feedback
- Financial reporting
- Process improvement
- SLA accomplishment
Languages
Marathi - Native, Hindi - Proficient, English - Proficient
Hobbies and Interests
Pranic Healing, helping to cure diseases, Practicing Pencil Shading
Accomplishments
- Have knowledge of the insurance sector, as I completed AINS 21 and am currently working in the finance and account division domain
- Completed 3 certifications of insurance AINS 21 custom exam-GIIAFC and GIAC
- Created Kaizen, which resulted in a process to complete 20% and save 2 FTE of the organization, as it consumed less time to perform tasks and was more efficient
- Trained new joinees on the process and helped them gain a thorough knowledge of the process
Certification
- AINS21
- GIIAFC
Languages
Marathi
First Language
English
Upper Intermediate (B2)
B2
Timeline
Process Associate
EXL
02.2024 - Current
Process Executive
Gallagher
10.2017 - 12.2023
M.COM -
Shivaji University
B.COM -
DRK College of commerce
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