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
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 -
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