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Manager Account Executive

Stamford, CT
March 29, 2018

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Stamford, CT 347-***-****

SUMMARY: Responsible and analytical self starter Master of Business Administration in Finance student looking for an internship opportunity to expand my knowledge and experience in the financial field.


Monroe College, King Graduate School, New Rochelle, NY

Master of Business Administration, Expected: August 2018

Major: Finance

GPA: 4.0

Dr. C.V. Raman University, India

Bachelor of Commerce, Degree: June 2011


Proficient in Microsoft Office systems such as Word, Excel and Power Point.

A solid knowledge of balance sheets, cash flow statements and market analyses.

Analyze and interpret the advance financial statements and financial ratios.

Knowledge of Quick Books through coursework.

Sound knowledge of US Healthcare system and application like EPIC, SMS, Passport and other insurance website.

Familiar with Patient Revenue Cycle.

Bilingual: English and Hindi.


Monroe College (Academic Center), New Rochelle, NY October 2017 – Present

Academic Tutor in Finance and Related Subjects

Provide tutoring to undergraduate and graduate students in advanced version of balance sheet and cash flow.

Offer assignment help, exam preparation, case analysis, self-study help and general instruction.

Participate in coordinating special events for student body engagement and other ad hoc assignments as required by the Academic Center.

Perform front desk responsibilities for the Academic Center welcoming and orienting college visitors. Translate for international students and visitors English and Hindi as needed.

TMC Capital Group Inc., New Rochelle, NY July 2017 – December 2017

Junior Account Executive Intern

Unofficially assigned responsibilities to oversee and direct the account executive team on policy, process of financial products, and services.

Organized the training and on boarding of newly hired account executive interns.

Performed the role of a financial consultant by assisting clients in accomplishing financial objectives by assessing their financial situation, developing and presenting financial strategies and plans.

Made sound recommendations to clients on products offered by TMC Capital such as loan financing or credit enhancement or repair.

Navigated clients through all questions and concerns of the process and associated fees by maintaining regular communication and being readily available at all times.

Constructed a business plan for a small business start-up under the guidance and leadership of the company Executive Director.

Contributed to calculating the quarterly financial ratio and presented the results to upper management providing explanation for noted trends.

WNS Global Pvt. Ltd., India March 2012 – January 2017

Team Lead, Operations

•Managed the operations and performance of a team of 29 direct reports in the completion of pre-certifications, insurance benefit verification of outpatient and inpatient services and insurance decision appeals and denials for one of the largest cancer centers in the world based out of New York City.

•Ensured the agreed standards of the Service Level Agreement (SLA) with client were met monthly.

•Assisted the Deputy Manager in the performance of the International Standard Organization quality and internal audits related to performing within expected standards set by the organization and the external clients.

•Performed Continuous Quality Improvement reviews for auditing increasing the process’s quality from 95% to 98%.

•Selected by Sr. General Manager as the designated liaison for all remote and in person interactions with the client management team serving as the point of contact for all operational discussions and updates.

•Drafted seven training modules and manuals for the training of new staff in the functions of pre-certification of service and systems including but not limited to EPIC, SMS, Passport, various insurance websites.

•Held monthly one-on-one meetings to discuss performance and development, monetary incentives and corrective actions.

•Performed the duties of covering as the Assistant Manager being independently responsible for the operations of one of the largest DME supplier company based out of USA leading a team of 14 employees working on the process. (November 2016 – January 2017).

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