CONTACT
• ad3t70@r.postjobfree.com
• 3817 Millenia Blvd, Apt 201,
Orlando, Florida 32839
EDUCATION
• Master of Business Administration
(MBA) in Marketing & Finance
from The West Bengal University of
Technology in 2006
• Bachelor of Engineering (BE) in
Electrical & Electronics from North
Bengal University, India in 2003
Monalisa Roy
MBA IN FINANCE AND MARKETING
I am a seasoned professional with around 15+ years of experience in Banking, Finance and Claims industry. I have performed multiple roles across my career like Associate Banker, Credit/Loan Appraiser, Accounts Payable specialist, Vendor/Customer Management specialist. I am currently working as Claims Adjudicator with the Florida Department of Economic Opportunity. I am an expert in MS Office and Excel. I have working experience in Banking software like Finacle. I hold an MBA degree in Finance and Marketing. I hope my experience can help the organization grow and I have a good learning in the journey.
SKILLS
• QuickBooks Accounting
• Vendor/Customer
Management
• Data Verification
• MS Office
• Excel and Banking Software
• Accounts
Payable/Receivables
• Client Relationship
Management
• Team Management and
Leadership
• Credit Appraisal and Loan
Approvals
• Customer Service
• Loan Payment Processing
• Bank Recon and Cash
Management
• Claims Management
AP/AR BOOKKEEPING / ONERAIL / ORLANDO, FLORIDA
Feb 2024 – till date
Performs account reconciliations to customer and vendor statements, pays vendor bills by verifying transaction information, scheduling and preparing disbursements, and obtaining authorization for payment.
Prepares customer invoices by verifying accuracy of source information and validating refunds. Collects revenue through daily communications with customers. Responds daily to vendor inquiries.
Prepares financial reports by collecting, analyzing, and summarizing account information and trends. Maintains accounting ledgers by posting account transactions Resolves account discrepancies by reviewing and investigating documentation, issuing stop payments, payments, or adjustments. Approves damage claims before issuance of credit memos. Maintains financial security by following internal accounting controls. Maintains financial historical records by filing accounting documents. Contributes to team effort by accomplishing related results as needed.
CLAIMS ADJUDICATOR/ FLORIDA DEPARTMENT OF
ECONOMIC OPPORTUNITY / ORLANDO, FLORIDA
Jan 2023 – Jan 2024
Adjudicate claims for unemployment benefits, offered by Florida State. Claimants are the individuals who lost their employment for various reasons.
Responsible for decision making by reviewing evidence and examining other factors to determine if an individual is eligible for weekly cash benefits.
Investigated questionable claims to determine payment authorization.
Negotiated and settled claims according to information presented through reports, research and data verification. Helps individual to reemployment process by connecting them with various career source.
ASSOCIATE BANKER/ INDIAN OVERSEAS BANK /
BANGALORE, KARNATAKA
Apr 2012 – Nov 2022
Managing day to day accounting and banking operations such as deposits, fund transfer, cash transaction, opening of various accounts like, deposit accounts, loan accounts, Letter of Credit & Letter of Guarantee, etc.
Involved in closing the daily, monthly, quarterly books of the bank and assisted in generating annual financial statements, reports of the Bank.
Assisted in audits for internal controls, following the process/procedure of the bank & ensuring compliance to rules and regulations of the bank including latest circular & notifications.
Proficient in handling quality customer service, proposals, and drafting of office notes for various kind of banking operations. Coordinate with corporate customers and provide them Bank Reconciliation File and process the positive pay file. Financial analysis of balance sheet, profit & loss, cash & fund flow statement analysis, ratio analysis etc.
Preparing of sanction letters and legal documents for various corporate loans.
Worked extensively in the Accounts Payable cycle for Vendor Payments by the Bank.
LINGUIST / GOOGLE INDIA PVT LTD, KARNATAKA, INDIA
Aug 2007- Jan 2011
Have robust knowledge on software development lifecycle and manual testing.
Worked in language testing. Worked on Indian language features which are currently available in Google.
Managed a team of testers and coordinated their job with the Client Manager