Executive Financial

BEENA K POTHA

PROFILE SNAPSHOT

Responsible and dedicated team player with hands on experience in

supporting finance and accounts team in processing credit control,

reconciliation and other allied activities with minimum supervision.

Providing dynamic client service, skilled at meeting challenges and

deadlines to produce quality deliverable.

OBJECTIVE

To be a part of a reputed organization that rewards reliability, dedication and solid work ethics with opportunities for professional growth and give the best of my efforts for the advancement of the organization as well as the society.

PROFESSIONAL EXPERIENCE

Executive - Finance and Accounts, 05/2018 to 09/2020

Allianz Cornhill Information Services Private Limited, Trivandrum,

India

• Experience in Reinsurance Accounting

• Cash Application

• Payment to the brokers

• Reconciliation of broker books of accounts with insurers

• Part of Hub calls with onshore counterparts and brokers

• Cash collection and credit

• Management of broker accounts

• Handling email queries of brokers and query management with the

technical team

Financial Associate, 11/2017 to 04/2018

RR Donnelley India Outsource Private Limited, Trivandrum, India

• Providing an analysis of integral business decisions

• Educate clients and answer questions about SEC filing options and

potential risks

• Implementing procedures to improve on various financial and

business processes

• Supporting and helping to reach long and short term financial goals

• Provide assistance to clients in order to develop XBRL files in to their

financial statements

• Review jobs to ensure quality and SEC guideline adherence.

Address : 87 Willow Court, Exton, PA Phone : +1-484-***-****

Email : **********@*****.***

SOFTWARE

PROFICIENCY

• MS Office (Word, Excel, Outlook,

Power point)

• Spreadsheets ( Pivot tables,

comparative analyses, Data

validation, vertical lookups)

• Google Drive (Docs, Sheets, Slides,

Forms)

• Email (mail merge, filters, folders,

rules)

ACADEMIC PROJECTS

• A study on the topic Non

Performing Assets of SBI

• A study on the perception of

investors on ULIP and mutual fund schemes of ICICI prudential

EDUCATIONAL

CREDENTIALS

Master of Arts, Finance & Taxation,

2017

Kristu Jyoti College Of Management And Technology - (Mahatma Gandhi University)

Bachelor of Arts, Finance And Taxation, 2015

Kristu Jyoti College Of Management And Technology - (Mahatma Gandhi University)

PERSONAL DETAILS

Date of Birth : 1st January 1994 Gender : Female

Nationality : American

Intern - Finance and Accounts Team, 08/2017 to 10/2017

Ernst & Young Middle East Technologies Private Limited, Trivandrum,

Kerala

ACHIEVEMENTS

• Won second prize for Product Launch organized by Kristu Jyoti

college 2015

• Student in charge of the publicity committee for Business Fiesta

2k15, Intercollegiate commerce fest

• Participated in various cultural events at Allianz

References : Available on request

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