Motivated professional eager to embrace new challenges. Demonstrates strong work ethic and adaptability, with proven interpersonal skills. Capable of working independently and rapidly acquiring new competencies.
Overview
7
7
years of professional experience
Work History
Policy Management Group Associate
Auto Club of Southern California
Costa Mesa
09.2024 - Current
Manage 50–100 high-volume inbound calls daily for auto insurance and membership services.
Process policy changes, including vehicle/driver updates, coverage adjustments, and discounts.
Explain insurance coverage options clearly and concisely to support informed customer decisions.
Resolve escalated or complex member issues with professionalism and empathy, improving retention.
Consistently exceed performance metrics, including call efficiency and customer satisfaction scores.
Wealth Strategies Associate
Heritage Bank / Cetera Investment Services
Seattle
02.2023 - 08.2024
Provided extensive sales support alongside administrative and client services for financial advisors.
Opened brokerage accounts across individual, joint, and business ownership categories.
Prepared and submitted annuity applications based on advisor directives.
Resolved issues related to NIGO items and completed follow-ups on annual reviews.
Handled account transfer documentation alongside ownership updates and claims processing.
Maintained accurate CRM data records while documenting outreach activities.
Ensured all documents met accuracy standards and complied with regulatory requirements.
CSA I, CSA II, Financial Services Associate
Heritage Bank
Bellingham
08.2020 - 02.2023
Delivered customer service across teller, new accounts, and financial services functions.
Processed domestic and international wire transfers for consumer and business clients.
Supported quarterly branch audits to ensure compliance and documentation accuracy.
Opened new accounts, verifying account ownership and necessary disclosures.
Assisted clients with consumer loan applications, adhering to regulatory requirements.
Researched and resolved account discrepancies to enhance customer satisfaction.
Identified customer needs and referred to appropriate financial specialists for tailored advice.
Shift Manager
McDonald's
Bellingham
06.2018 - 08.2022
Led high-volume operations, ensuring fast, accurate, and friendly customer service.
Trained, coached, and supervised teams of 10–20 employees.
Handled cash reconciliation, nightly deposits, and operational accountability.
Received and inspected shipments to ensure product accuracy and quality.
Coordinated break schedules and task assignments to support workflow and service speed.
ul liWorking as part of the Corporate IT Team for a US based clients of Incedo Inc./li liFirst and Second Level Support in Windows and VMware environments./li liHands on experience of managing Incidents and Requests using ITSM tool./li liProviding desktop support to employees by implementing ITIL concepts in person and using remote tools./li liCoordinating with Users and Coworkers remotely over Calls/MS Teams/E-mails by applying effective communication and proper documentation of the work in a ticket./li liWorking on MS Active directory to apply group policies, password reset and directory management and for frequent user account lockout issues in a timely manner./li liAdhering to the pre-defined SLA's set for Resolution/Response of Incidents and Service Requests./li liRespond to outages both during normal business hours and after hours on a need basis (on-call support)./li liVulnerability and Patch management along with VM Backup./li liInfrastructure Monitoring and Resolution of Alerts generated by IT Devices./li/ul at Incedo Inc.ul liWorking as part of the Corporate IT Team for a US based clients of Incedo Inc./li liFirst and Second Level Support in Windows and VMware environments./li liHands on experience of managing Incidents and Requests using ITSM tool./li liProviding desktop support to employees by implementing ITIL concepts in person and using remote tools./li liCoordinating with Users and Coworkers remotely over Calls/MS Teams/E-mails by applying effective communication and proper documentation of the work in a ticket./li liWorking on MS Active directory to apply group policies, password reset and directory management and for frequent user account lockout issues in a timely manner./li liAdhering to the pre-defined SLA's set for Resolution/Response of Incidents and Service Requests./li liRespond to outages both during normal business hours and after hours on a need basis (on-call support)./li liVulnerability and Patch management along with VM Backup./li liInfrastructure Monitoring and Resolution of Alerts generated by IT Devices./li/ul at Incedo Inc.
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.