Summary
Overview
Work History
Education
Skills
Additional Information
Certification
Interests
Likes to explore new places, Play both outdoor/Indoor games, keeping Pets, Gardening
Work Availability
Timeline
Intern
Tom Joseph

Tom Joseph

Senior Finance Executive
Mumbai

Summary

Well-rounded Senior Executive of Finance Accounts with 18 years of experience overseeing complex financial operations for top Banking Insurance and Financial company. Collaborative executive with immense financial foresight and specialty in balancing company objectives and shareholder requirements. Meticulous reporter of gains and losses each quarter to supervisory staff.

Overview

19
19
years of professional experience
6
6
years of post-secondary education
2
2
Certifications
5
5
Languages

Work History

Senior Finance Executive

Capita India Private Limited
Mumbai
03.2020 - Current

Company Profile

Capita is a consulting, transformation and digital services business. Capita operate in the UK, Europe, India and South Africa – and across 3 divisions: Capita Public Service, Capita Experience, Capita Portfolio. Capita committed to being a responsible business – in how we operate, serve society, respect our people and the environment, and deliver attractive returns to our investors.


Roles and Responsibilities

· Processing of company Purchasing cards (P-cards) and Expenses of Employees and Vendors. Liaise with banks in sorting any issues pertaining to payments and issuance of new cards.

· Create presentations that provide insightful analysis, identify required action items, and effectively frame decisions to be made.

· Identify and research variances to forecast, budget, and prior-year expenses, proactively identifying opportunities for improvement.

· Develop and maintain effective relationships with business executives and cross-functional teams at all levels of the organization.

· Helping any requests and issues associated with P-cards.

· Creation of reports related to Offshore & Onshore (P2P) KPI reports, Handling Fuel card deductions and negative runs, Processing Payment checks, Query Logging System, 6+ claims, Financial Posting failed report, Vendor Open Items, Concur Stats, Season Tickets in Concur and SAP.

· Daily Allocation of claims and handling the expense claims queries of teams.

· Providing updates on daily basis and helping the team and managing the ques.

Accountant & Administration

MZZ Global Tradesource Pvt. Ltd
Hubli
05.2017 - 05.2019

Company Profile

MZZ Global Tradesource Private Limited is a mca provider company with the National Industrial Classification (NIC) code of 50400. Based on this activity code, the company is involved in the business activities such as Sale, maintenance and repair of motorcycles.


Roles and Responsibilities

  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.

Senior Associate – Operations

Willis Towers Watson
Mumbai
10.2015 - 11.2016

Company Profile

Willis Towers Watson Public Limited Company is a British-American multinational company providing insurance services. The company was founded in 2016, following a merger of the Willis Group and Towers Watson. WTW operates in more than 140 countries and has a workforce of more than 40,000 employees. It joined the Hedge Fund Standards Board and follows the voluntary code of standards of best practice endorsed by its members.


Roles and Responsibilities


  • Spearheaded a team of 6, prepared monthly dashboards of Insurance medical health reports as per stakeholders and clients requirements.
  • Coordinated with clients and Generated the MIS reports based on their requirements
  • Analyzed client reports accurately
  • Trained new employees and supervised their performance

Senior Insurance Process Executive – Operations

Capita India Private Ltd
Mumbai
10.2008 - 09.2015

Company Profile

Capita is a consulting, transformation and digital services business. Capita operate in the UK, Europe, India and South Africa – and across 3 divisions: Capita Public Service, Capita Experience, and Capita Portfolio. Capita committed to being a responsible business – in how we operate, serve society, respect our people and the environment, and deliver attractive returns to our investors.


Roles and Responsibilities

  • Processing of Life and Pension policies after analyzing the agreements and settle the claims at maturity.
  • Supervising and making quality audit of cases processed by the team members.
  • Identified internal process breaches, resolved within the stipulated time and reported the breaches
  • Maintained the daily performance reports of team members, reporting on their quality and productivity.
  • Authorized refund amounts to policyholders and other accrued balances in their account.

HR Officer-Operations

ICICI Bank Ltd
Mumbai
12.2007 - 09.2008

Company Profile

ICICI Bank Limited is an Indian multinational bank and financial services company headquartered in Mumbai. It offers a wide range of banking products and financial services for corporate and retail customers through a variety of delivery channels and specialized subsidiaries in the areas of investment banking, life, non-life insurance, venture capital and asset management.


Roles and Responsibilities

  • Handled complete HR-Corporate reimbursement, Medical and Vendor payments.
  • As per the bank policy, processed the expenses of Employees raised under Notice Payout, Transportation, Hotel Accommodation claims.
  • Liaise with Accounts team for both internal and external Audits.

Senior Customer Interactive Executive

Reliance Infostream Private Limited
Mumbai
04.2005 - 10.2007

Company Profile

Reliance BPO provides end-to-end back-office processes to Telecom, Entertainment, BFSI & Infrastructure companies. We handle complex multilingual voice & non-voice processes, adding value to our customer's business by providing them bandwidth to focus on core businesses.


Roles and Responsibilities

  • Resolving the queries of corporate clients and maintain a good relationship between the stakeholders.
  • Maintain quality check on services delivered on daily basis.
  • Providing daily updates to the Team members and assisting them achieving their set targets.
  • Provided training to new joiners and helping them in maintain quality standards in delivering services.

Education

MBA - Accounting And Business Management

Guru Nanak Institute of Management Studies
Matunga, Mumbai
06.2013 - 04.2016

Bachelor of Commerce - Accounting And Computer Science

NRM Degree College
Hyderabad
06.2000 - 04.2003

Skills

Financial analysis and reporting

undefined

Additional Information

Completed Certification in Advanced Diploma in Software Technology from ECIT (The Institute of Electronics, Communications and Information Technology), Hyderabad, India.


Completed certification in Postgraduate Program in Business Analysis

Purdue University

In Collaboration With IBM, IIBA, Simplilearn; Certified offered by Simplilearn, 2022.


CERTIFICATIONS

  • Advanced Diploma in Software Technology from ECIT, Hyderabad-India
  • PG BA-CBAP Training from Simplilearn. (6 Projects completed and certified)
  • PG BA Agile Scrum Master
  • PG BA Business Analytics with Excel
  • PG BA Tableau Training
  • PG BA Data Analysis with Python
  • PG BA Visualization with Python
  • PG BA Mathematical Optimization for Business Problems
  • PG BA Business Analyst Capstone


Completed WES process and IELTS towards PR process.

Certification

Advanced Diploma in Software Technology from ECIT, Hyderabad-India

Interests

Keeping Pets & Gardening

Exploring new places with friends & relatives

Outdoor/Indoor games

Cooking

Likes to explore new places, Play both outdoor/Indoor games, keeping Pets, Gardening

I would like to explore new locations which is nature enriched and restaurants with my family & friends. I like to play both indoor and outdoor games like cricket. football, badminton, chess and carrom. I like to keep pets like birds, dogs & Cats. I even like gardening and cooking during my free time.

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse

Timeline

Postgraduate Program in Business Analysis

05-2022

Senior Finance Executive

Capita India Private Limited
03.2020 - Current

Accountant & Administration

MZZ Global Tradesource Pvt. Ltd
05.2017 - 05.2019

Senior Associate – Operations

Willis Towers Watson
10.2015 - 11.2016

MBA - Accounting And Business Management

Guru Nanak Institute of Management Studies
06.2013 - 04.2016

Senior Insurance Process Executive – Operations

Capita India Private Ltd
10.2008 - 09.2015

HR Officer-Operations

ICICI Bank Ltd
12.2007 - 09.2008

Senior Customer Interactive Executive

Reliance Infostream Private Limited
04.2005 - 10.2007

Advanced Diploma in Software Technology from ECIT, Hyderabad-India

06-2002

Bachelor of Commerce - Accounting And Computer Science

NRM Degree College
06.2000 - 04.2003
Tom JosephSenior Finance Executive