Excel
MANUEL BABY VELUTHEDATHUPARAMBIL
Revenue And Accounts Analyst
Harlow
Summary
Driven and analytical individual with strong aptitude for numbers and problem-solving. Possesses foundational understanding of financial reporting and data analysis, coupled with proficiency in Excel and financial software. Capable of providing actionable insights to enhance financial decision-making and drive business success. Eligible to work in the UK and planning to relocate to Leicester or nearby areas.
Overview
3
3
years of professional experience
1
1
Certification
4
4
Languages
Work History
Revenue and Accounts Analyst
Canepa S.p.A.
01.2023 - Current
- Conducted data analysis using Microsoft Excel and Access, interpreting and presenting data to provide actionable insights
- Developed custom reports based on requests from the CEO and sales teams
- Managed credit recovery processes, ensuring timely payments and monitoring clients across Italy, EEC, and non-EEC regions
- Handled customer service tasks, including sending account statements, processing account reconciliations, and managing client databases
- Monitored home banking systems to release goods pending payment, managed customer portals, and handled advance payment requests
- Provided general administrative support for the client management area, ensuring proper priority management
- Achievements: Mastered Microsoft Excel and Outlook (handling 3 accounts simultaneously)
- Gained proficiency in Access (including basic SQL queries), improving data management and workflow efficiency
- Maintained detailed records of all collection activities, ensuring accurate reporting and proper case documentation.
- Analyzed financial data for discrepancies, identifying areas of improvement to optimize efficiency.
- Improved cash flow management by streamlining billing processes and implementing effective collection strategies.
- Provided comprehensive support during external audit processes, ensuring timely completion and minimal disruption to operations.
- Enhanced financial reporting capabilities by creating custom templates that streamlined data presentation for various stakeholders.
- Developed and implemented financial reporting tools, improving the accuracy of forecasting and decision making.
- Coordinated month-end closing activities to ensure timely completion while adhering to accounting standards.
- Generated ad-hoc financial reports as requested by management, facilitating informed decision-making processes.
- Reviewed invoices for accuracy before processing payments, preventing overpayments or missed discounts opportunities.
- Collaborated with team members on budget preparation, ensuring alignment with company objectives.
- Performed financial statement analysis, supporting senior management in strategic planning efforts.
- Supported Account Manager with incoming inquiries from existing clients.
- Forecasted account needs and metrics based on market and product data.
- Prepared working papers, reports and supporting documentation for audit findings.
- Collaborated with accounting manager to comply with governing bodies and limit regulatory risks.
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
- Provided journal entries and performed accounting on accrual basis.
Insurance Consultant
Generali Italia S.p.A.
01.2022 - 12.2022
- Streamlined client onboarding processes by implementing efficient data collection methods and reducing paperwork.
- Oversaw account management activities including billing inquiries, policy adjustments, and renewals to maintain high levels of client satisfaction.
- Delivered tailored insurance presentations to diverse audiences, demonstrating the benefits of specific policies and coverage options.
- Coordinated with legal counsel to address complex policy issues or disputes, providing expert guidance in the resolution process.
- Conducted thorough policy reviews for existing clients, identifying gaps in coverage and recommending appropriate solutions.
- Increased customer satisfaction ratings through timely claims processing and consistent communication with clients.
- Evaluated competitor offerings by researching market trends to inform targeted sales pitches that highlighted unique value propositions of available policies.
- Mentored junior consultants, providing guidance on best practices for client relations and policy analysis.
- Developed targeted client acquisition strategies through networking events, industry conferences, and by leveraging professional connections within the local business community.
- Met with customers to provide information about available products and policies.
- Calculated premiums and established payment methods for sales.
- Designed presentations and marketing materials to promote insurance products.
- Educated clients on insurance policies and procedures.
- Collected premiums on or before effective date of coverage.
- Analyzed customer needs to provide customized insurance solutions.
- Finalized sales and collected necessary deposits.
- Evaluated competitors' products and services to gain competitive advantage.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Conducted annual reviews of existing policies to update information.
- Facilitated educational workshops on various insurance topics such as personal liability protection or group health plans for employee benefits programs.
- Collaborated with underwriters to negotiate favorable terms for clients, ensuring optimal insurance plan offerings.
- Implemented new marketing strategies that resulted in increased client referrals and a growing book of business.
- Organized regular client check-ins to review policy changes or updates to ensure continued alignment with individual needs and goals.
- Conducted comprehensive policy audits for clients, ensuring proper documentation and compliance with regulatory requirements.
- Provided exceptional customer service during the claims process by guiding clients through each step and advocating on their behalf when needed.
Education
Bachelor of Science - Economics And Management
Università Degli Studi Dell'Insubria
Varese, Italy 04.2001 -
High School Diploma -
I.T.I.S. Magistri Cumacini
Como, Italy 04.2001 -
Skills
Bank reconciliations
ERP systems expertise
Tax preparation
Balance sheet analysis
Accounts payable and receivable
Income statement analysis
Credit analysis
Internal controls
Business intelligence tools
Revenue recognition
Statement of cash flows
Month-end closing
Advanced Excel
Microsoft Excel proficiency
Data interpretation
Teamwork
Customer service
Microsoft office
General accounting
Accounting processes
Excellent communication
Accounting records analysis
Decision-making
Self motivation
Balance sheets
Data collection
Critical thinking
Document recordkeeping
Financial analysis
Data analysis
Phone
+39 3298421454, True
Eligible To Work
UK
Relocation Plans
Leicester or nearby areas
E C D L Certification
True
Personal Information
Driving License: Category B (Car)
Privacy Statement
I hereby authorize the processing of my personal data for the purpose of recruitment, in accordance with the applicable laws on privacy (GDPR - Regulation (EU) 2016/679).
Software
Outlook
PowerPoint
Chatgpt
PhotoShop
Word
Certification
ECDL
Timeline
Revenue and Accounts Analyst
Canepa S.p.A.
01.2023 - Current
Insurance Consultant
Generali Italia S.p.A.
01.2022 - 12.2022
ECDL
06-2019
Bachelor of Science - Economics And Management
Università Degli Studi Dell'Insubria
04.2001 -
High School Diploma -
I.T.I.S. Magistri Cumacini
04.2001 -