Summary
Overview
Work History
Education
Skills
Interests
Timeline
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SWATI JHA

SWATI JHA

Assistant Manager
New Delhi

Summary

Dynamic finance professional with a proven track record at Johnson Controls, adept in enhancing customer satisfaction. Excelled in streamlining reporting processes and resolving complex disputes, achieving significant reductions in delinquency rates. Skilled in account reconciliation and fostering team collaboration, I bring a blend of analytical prowess and interpersonal skills to drive financial success.

Experienced with order-to-cash lifecycle management, including credit Analysis and Collections. Utilizes ERP systems to streamline collections and ensure accurate financial reporting. Knowledge of effective communication and collaboration to resolve issues and improve processes.

Overview

10
10
years of professional experience

Work History

Assistant Manager

Johnson Controls
04.2022 - Current
  • Analyzed customer feedback to identify areas for improvement.
  • Monitored accounts receivable aging reports, proactively initiating collection efforts on past due accounts to minimize losses.
  • Streamlined the collections process for increased efficiency through regular review and updating of procedures.
  • Improved client relations by effectively managing collection calls and addressing customers concerns.
  • Trained new team members on scripts, company services, and collection strategies.
  • Showcased strong analytical skills by identifying patterns in customer payment behavior, allowing for targeted intervention strategies that contributed to overall reductions in delinquency rates.
  • Maintained consistently high success rate of collecting on overdue account.
  • Improved cash flow management by closely monitoring incoming funds and effectively allocating resources.
  • Resolved disputes efficiently by conducting thorough investigations and applying appropriate resolution strategies.
  • Conducted root cause analysis on recurring disputes to identify opportunities for prevention and mitigation of future occurrence.
  • Identified trends in disputes and communicated insights to management.
  • Maintained accurate records of all disputes, ensuring proper documentation was in place for future reference or audits.
  • Improved customer satisfaction by addressing and resolving complaints promptly.

Management Trainee

Genpact
09.2019 - 01.2022
  • Strengthened leadership skills by overseeing projects and guiding team members.
  • Handled day-to-day customer or client questions via telephone or email.
  • Analyzed customer feedback to identify areas for improvement.
  • Monitored accounts receivable aging reports, proactively initiating collection efforts on past-due accounts to minimize losses.
  • Streamlined the collections process for increased efficiency through regular review and updating of procedures.
  • Negotiated payment plans with customers, prioritizing account resolution and maintaining professionalism throughout interactions.
  • Improved client relations by effectively managing collection calls and addressing customer concerns.
  • Showcased strong analytical skills by identifying patterns in customer payment behavior, allowing for targeted intervention strategies that contributed to overall reductions in delinquency rates.
  • Maintained consistently high success rate of collecting on overdue accounts.
  • Improved cash flow management by closely monitoring incoming funds and effectively allocating resources.
  • Resolved disputes efficiently by conducting thorough investigations and applying appropriate resolution strategies.
  • Conducted root cause analysis on recurring disputes to identify opportunities for prevention or mitigation of future occurrences.
  • Identified trends in disputes and communicated insights to management, prompting proactive measures to prevent future issues.
  • Maintained accurate records of all disputes, ensuring proper documentation was in place for future reference or audits.

Benefits Operations Administrator

Wipro
08.2018 - 09.2019
  • Maintained accuracy in benefit records by regularly updating employee data in HRIS systems.
  • Coordinated team schedules and verified sufficient coverage for overtime, weekends, holidays and vacations to meet department deadlines.
  • Assisted in annual budget planning process by projecting future benefit costs based on historical trends and anticipated changes.
  • Provided excellent customer service to employees by promptly addressing concerns, answering questions, and ensuring they receive the full value of their benefits package.
  • Assisted employees during open enrollment periods, guiding them through the process and answering questions as needed.
  • Reduced errors in benefits administration by conducting regular audits and reconciling discrepancies.
  • Improved employee understanding of benefit options through clear communication materials and informative meetings.
  • Developed comprehensive training materials for new hires on company benefits policies and procedures.
  • Managed continuous enrollment processes, as well as yearly enrollment periods.

Analyst

R1RCM
01.2017 - 07.2018
  • Identified root causes of claim denials through thorough analysis, implementing corrective actions for improved results moving forward.
  • Contributed to the development of departmental goals and objectives, driving continuous improvement efforts within the revenue cycle team.
  • Reduced outstanding accounts receivable balances through diligent follow-up and effective communication with payers.
  • Managed patient account collections for increased revenue recovery.
  • Audited patient accounts for discrepancies, resolving issues for timely reimbursement.
  • Maintained up-to-date knowledge of payer policies, regulations, and guidelines, ensuring compliance throughout the revenue cycle process.
  • Established strong working relationships with insurance representatives to expedite claim resolution.
  • Ensured accurate billing and coding practices, leading to a reduction in claim denials.
  • Optimized cash flow through diligent monitoring of aged receivables report.
  • Improved revenue cycle efficiency by streamlining processes and implementing best practices.
  • Trained new employees on company-specific systems, tools, and processes for efficient integration into the team.
  • Contacted responsible parties for past due debts.
  • Reached out to insurance companies to verify coverage.

Senior Process Associate

Genpact
03.2015 - 01.2017
  • Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
  • Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
  • Enhanced team collaboration by sharing best practices and providing constructive feedback on colleagues' work.
  • Achieved high client satisfaction scores by resolving queries and concerns promptly.
  • Provided exceptional customer service by addressing borrower concerns and resolving issues in a timely manner.
  • Conducted periodic reviews of loan agreements to identify and rectify discrepancies.
  • Improved customer satisfaction by providing timely updates and clear communication throughout loan application process.
  • Reduced errors in loan documentation by introducing comprehensive checklist for loan processors.
  • Improved loan processing efficiency by streamlining documentation and communication procedures.
  • Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
  • Processed loans within various departments to achieve timely, accurate, and fair proceedings.
  • Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.

Education

B.COM Hons. - Accounting

TMBU
Bhagalpur
04.2001 -

Skills

    Financial account reconciliation

    Enhanced reporting efficiency

    Effective problem resolution

    Decision-making

    Time management

    Customer service

    Customer relations

    Team building

    Customer relationship management (CRM)

    Accounts receivable management

    Financial reporting

    ERP system proficiency

    Payment processing

    Customer account reconciliation

    Credit analysis proficiency

Interests

Traveling
Listening to Music
Reading books

Timeline

Assistant Manager

Johnson Controls
04.2022 - Current

Management Trainee

Genpact
09.2019 - 01.2022

Benefits Operations Administrator

Wipro
08.2018 - 09.2019

Analyst

R1RCM
01.2017 - 07.2018

Senior Process Associate

Genpact
03.2015 - 01.2017

B.COM Hons. - Accounting

TMBU
04.2001 -
SWATI JHAAssistant Manager