Oracle
Dhiksha Nihalani
Finance Executive
Summary
Dedicated Finance Executive with 6 years of experience in all areas of finance and investment management. Hands-on leader with strong business acumen and analytical mindset to identify and correct underachieving trends.
Overview
9
9
years of professional experience
1
1
year of post-secondary education
1
1
Language
Work History
Finance Executive
National General Insurance
Dubai
01.2018 - Current
- Preparing statement of accounts
- Reconciling the outstanding statements with Brokers & Business Development Executives
- Following up with clients, sales team & brokers for payments
- Preparing budget reports for top management
- Preparing and updating RFQ reports
- Complete knowledge of Medical Malpractice Insurance
- Preparing invoices, statements and bill instruments for clients and brokers
- Obtaining balance confirmations from all corporate clients on a quarterly basis
- Meeting sales staff/ brokers and updating the Head Office on receivables aging position
- Sending requests of claim and following up
- Following up in allocation details from clients & brokers
- Obtaining balance confirmation from all corporate clients on a quarterly basis
- Requesting the Head Office for account creation by providing all details on Party Master through KYC & TL
- Key Results –
- Successfully assisted in arranging for flexible payment plan options for higher amounts.
- Maintained responsive organization with sustained revenue growth through industry forecast monitoring and deliberate financial planning.
- Enhanced internal control systems and procedures to mitigate risk and support opportunities.
- Reduced process discrepancies through measured implementation of performance reporting and data systems.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Supported operations management, sales and marketing efforts to increase revenue and overall financial health.
- Improved overall financial reporting by streamlining control processes and reporting structures.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Accountant
Grains Industries LLC
Dubai
01.2015 - 01.2018
- Import and Export Coordination
- Perform monthly, quarterly and annual accounting activities including reconciliations of bank and credit card accounts, coordination and completion of annual audits, and reviewing financial reports/support as necessary
- Analyze and report on financial status including income statement variances, communicating financial results to management, budget preparation and analysis
- Improve systems and procedures and initiate corrective actions
- Oversee taxes and abide by federal regulations
- Complies with federal, state, and local financial legal requirements by studying existing and new legislation, enforcing adherence to requirements, and advising management on needed actions
- Coordination with the Supplier for Orders and arranging the Shipments for ready goods
- Overall control of Stock movements (Warehouse and Branches)
- Passing of Import Payments, Transport Bills, Freight / Clearance Bills
- Consolidation auditory reports
- Projecting sales comparisons by week/month/year
- Making Budget versus sales comparison.
- Documented cash, credit, fixed assets, accrued expenses and line of credit transactions.
- Used advanced software to prepare documents, reports and presentations.
- Modified comprehensive reporting to reflect changing financial structure.
- Reviewed accounting structures and procedures on regular basis to identify areas in need of improvement.
Assistant Manager
Kotak Mahindra Bank
01.2014 - 01.2015
- Review management of statutory branch registers
- Managing full branch in terms of customer service and employee structure
- Handling locker allotment operations and maintenances of registers
- Addressing customer relationship queries as per the branch KYC process
- Reviewing cheque deposits, sending for clearances and recording clearance transaction in FINACLE
- Review cash deposits and withdrawals
- Verify the cash activities are carried as per the branch process manuals
- Processing Non-Financial Transactions
- Facilitate clear communication between retail floor staff and office staff
- Schedule Product Knowledge sessions with various sales representatives
- Proactively build and maintain customer relationships
- Responsible for compliance of company loan guidelines with the branch manager.
Education
Bachelor of Banking And Insurance -
University of Mumbai
04.2013 - 01.2014
Skills
Internal Controls
undefinedSoftware
IIlas and Glas
Financial reporting
Tally
Timeline
Finance Executive
National General Insurance
01.2018 - Current
Accountant
Grains Industries LLC
01.2015 - 01.2018
Assistant Manager
Kotak Mahindra Bank
01.2014 - 01.2015
Bachelor of Banking And Insurance -
University of Mumbai
04.2013 - 01.2014
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