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Microsoft Office Financial Analyst

Brentwood, Tennessee, United States
April 26, 2018

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Pooja Srivastava

Brentwood, TN *****• • 615-***-****

Financial Analyst

Skillful and dynamic mathematics professional with strengths in achieving comprehensive analysis and introducing innovative solutions.

Key Qualifications

Superior communication, collaborating with various clients and executive-level management to unite and clarify goals.

Earned Life License with Tennessee State to enhance skillset and ability; additionally, highly skilled in utilizing Microsoft Office Suite.

Highly focused on providing unparalleled service to clients, ensuring a satisfactory experience that encourages repeat business.

Strength in conveying complex financial products and services and incorporating additional products to meet and exceed client expectations.

Professional Experience

Compassus – Brentwood, TN

Claims Specialist, 08/2017 to 02/2018

Experience working with Great Plains (GP), research Vendors about payments and credits through GP

Worked with Claims

Maintain vendor relationship, call vendors to get W-9s for approved invoices.

Catalogue and maintain W-9s with corresponding invoices.

Issue denial letters with explanation to vendors and enter them in system.

WFG – Franklin, TN

Financial Advisor, 02/2016 to 08/2017

Maintain exceptional relationships with key clients, addressing inquiries of current and potential clients to pursue leads and products that meet customer needs. Scrutinize potential products for clients through Financial Needs Analysis and inform on financial and insurance solutions.

Selected Contributions:

Advanced relations with clients by meeting in person to tackle concerns and identify opportunities that genuinely meet their needs.

Expanded skillset by furthering knowledge through educational courses to best convey new product options and train my team.

Scrutinized current processes and eliminate waste, revamping and implementing new procedures.

Educational Background

Master of Mathematics, PPN Degree

Kanpur, India

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