Venkatesh M
Bangalore
Summary
Dynamic Process Lead with extensive experience at Tata Consultancy Services, excelling in Insurance accounting and reconciliation. Proven track record in claims investigation and policy management, enhancing financial accuracy through meticulous audits. Adept at motivating teams and managing high-pressure situations, delivering comprehensive reports that drive informed decision-making.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Process Lead
Tata Consultancy Services
Bengaluru
11.2024 - Current
- Conducted regular account reconciliations to ensure accuracy and completeness of financial data.
- Prepared comprehensive reports and dashboards for internal stakeholders to facilitate informed decision-making.
- Created weekly and monthly audit reports highlighting key findings for stakeholder review.
- Analyzed account balance discrepancies and provided detailed reports for management evaluation.
- Investigated variances between internal records and external statements, achieving timely resolutions.
- Managed collection efforts by generating statements and coordinating follow-ups with departments.
- Coordinated account reconciliations, resolving issues with internal parties to maintain accuracy.
- Collaborated with accounting and finance teams to enhance reconciliation processes and resolve discrepancies.
- Authorized payments for policies exceeding £150,000.
Senior Executive/Subject Matter Expert
Capita India Pvt Ltd/ Tata Consultancy Services
Bengaluru
09.2014 - 11.2024
- Acted as subject matter expert overseeing death claims and ensuring accounting compliance.
- Investigated and authorized death claims thoroughly, adhering to established policies.
- Performed accounting tasks for customer transactions concerning life and pension policies.
- Applied premiums to policies, investigating and reconciling any discrepancies.
- Collaborated with AML and fraud teams to expedite payment processes.
- Supported pipeline management, escalating issues in team manager's absence.
- Handled escalations and addressed critical client inquiries diligently.
Education
Bachelor of Commerce -
Bangalore University
Bangalore11-2012
Skills
- Insurance accounting and reconciliation
- Claims investigation and processing
- Policy management
- Knowledge transfer and training
- Time management
- Pressure handling
- Motivation of self and others
Certification
Certified Six Sigma Quality Yellow Belt from NIQC International Private Limited
Accomplishments
I traveled to the United Kingdom for knowledge transfer, got accredited, successfully migrated the processes, and trained my co-workers.
Technical Skills
- Advanced Excel
Timeline
Process Lead
Tata Consultancy Services
11.2024 - Current
Senior Executive/Subject Matter Expert
Capita India Pvt Ltd/ Tata Consultancy Services
09.2014 - 11.2024
Bachelor of Commerce -
Bangalore University