Jagan Kumar
Mississauga,ON
Summary
Results-driven Student Accounts Analyst at Sheridan College with expertise in data analysis and process improvement. Proficient in Power BI and advanced Excel, I automated reconciliation processes, enhancing month-end reporting efficiency. Recognized for delivering exceptional customer service while managing complex financial data and ensuring compliance across multiple platforms.
Overview
6
6
years of professional experience
Work History
Student Accounts Analyst
Sheridan College
06.2024 - Current
- Retrieving, tracking and preparing incoming student payments from multiple sources like bank direct deposits, international wires, credit cards, and OSAP, automating and condensing the final output for further processing by the team
- Analyzing, processing, and updating fee payments, scholarships & bursaries, and refunds in PeopleSoft for domestic, international & continuing education students
- Processing weekly and monthly consolidation activity of international student application fee credit card payments & creating Power BI dashboards to analyze trends, track and identify past payments to process chargebacks to appropriate student accounts
- Automated the reconciliation process of General Ledger accounts related to student fees to facilitate quicker month-end reporting
- Oversee the annual production, validation, and distribution of T2202 tax forms for 40,000+ students; manage the amendment request lifecycle through a centralized communications and tracking system
- Automating dashboards for reporting student credit and debit balances and providing breakdowns and insights for the leadership team and key stakeholders to support their decision-making process
- Creating a communications calendar, collecting and validating (by automation) the student population data to receive appropriate fee-related communications for the semester, i.e. enrolling in payment plans, OSAP due dates, term payment dues, etc. and identifying and placing student profiles on Holds, 3rd party collections, and placing late fees on the defaulting population
Billing Data Analyst
Bayshore Specialty Rx
07.2022 - 11.2023
- Acquired data from primary and secondary data sources, maintained assigned databases and data systems, and identified, analyzed, and interpreted trends and patterns within complex data sets related to accounts receivable and customer billing
- Prepared supporting data for invoices to be sent to third-party pharmaceutical suppliers while reconciling production data from CRM systems with invoice data to warrant completeness and accuracy
- Identified invoice support file requirements and constructed data point maps using tools such as MS Visio to capture data flow from source database fields, determined necessary data conversions, outlined calculated fields, and finalized data fields required for invoicing
- Developed and deployed automation processes utilizing PowerQuery to optimize and elevate support file data generation procedures. This involved backend data extraction, cleanup, and transformation to ensure smooth transmission of query outputs to customer invoice support files
- Established resilient controls within the automated workflow to allow for manual intervention as needed during data cleansing and validation
- Constantly identified areas for improving automated queries to expedite data retrieval and enhance the efficiency of the accounts receivable process
- Created informative summary reports and visualizations using Power BI to highlight monthly volumes, dollar values, and previously billed items that aid in identifying opportunities for optimization
Contracting & Compensation Administrator
Foresters Financial
11.2021 - 07.2022
- Administered contracting and licensing for all distribution channels by ensuring that all producers and up-line management are properly contracted, licensed, and appointed, where applicable, with State and/or provincial insurance departments
- Processed new producer and up-line management contracting packages by reviewing contracting paperwork for completeness, and followed up on outstanding contractual requirements on the assigned cases
- Tracked and notified the producer and upline regarding expiring licenses, errors and omissions coverage, and other regulatory requirements as necessary, with new information
- Processed accurate compensation/commission and chargebacks for producers and uplines based on channel-specific commission structures, incorporating administrative adjustments on in-force, lapse, and surrender policies as required
- Received and accurately processed agent payments towards debit balances and ensured continuous reporting and maintenance of terminated agents with debit allowance thresholds exceeded to the Vector One database
Test Centre Administrator
IDP Education Canada
04.2019 - 12.2020
- Successfully established operations (12 x 7 x 365) of three 20-seater English language testing centers (1,200+ test takers per month) by coordinating with the head office, City, and contracting staff on activities including identifying suppliers, procurement of materials and equipment, recruitment and training of speaking test examiners and test day invigilation staff, and customer service officers
- Managed test center operations in its entirety including pre-test planning, test day delivery, and post-test administration, test taker registration, speaking examiner availability and scheduling, cancellation and refunds, processing, and dispatching of test results, customer service inquiries (phone, email, in-person), supplementary services invoicing, dispatch, recordkeeping, quality and compliance, examiner and test day staff recruitment, training, onboarding, and performance management, procuring general office stationery and supplies, and monthly financial reporting
- Guaranteed the confidential preservation of test-taker information throughout the document retention period, while maintaining a secure audit trail of test-day process documents
- Assisted customers with their queries received through telephone and generic mailbox to make sure they were served with relevant and adequate information within the prescribed Turn Around Time for replies
Education
Master of Business Administration - Technology Management
Anna University
IndiaBachelor of Arts - Corporate Secretaryship
Bharathiar University
IndiaSkills
- MS Office, Publisher, Visio, Lucid
- SAP / IWAS / Global Case Management System
- Siebel / SalesForce / PMACS / PeopleSoft
- Advanced Excel / PowerQuery / Power BI
- Data gathering & validation
- Data analysis & transformation
- Customer service
- Process improvement
- Dashboards & reporting
- Quality & compliance
- Records management
- Vendor management
Timeline
Student Accounts Analyst
Sheridan College
06.2024 - Current
Billing Data Analyst
Bayshore Specialty Rx
07.2022 - 11.2023
Contracting & Compensation Administrator
Foresters Financial
11.2021 - 07.2022
Test Centre Administrator
IDP Education Canada
04.2019 - 12.2020
Master of Business Administration - Technology Management
Anna University
Bachelor of Arts - Corporate Secretaryship
Bharathiar University
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