ROSHINI RAJAN GEORGE
Edmonton,AB
Summary
Experienced Accounting professional with over 6 years of experience in the field. Excellent reputation for resolving problems and improving customer satisfaction. Proven track record of developing accurate spreadsheets and delivering organized reports by using different software. Accomplished in taking on tasks with strict deadlines while prioritizing urgent needs.
Overview
6
6
years of professional experience
Work History
Accounting Service Representative II
Intact Financial Coorporations
03.2020 - Current
- Advise and participate in accounting and financial aspects of an insurance with the internal team and the brokers.
- Provide accounting information to the Underwriters to help in decision making of a payment plan eligibility.
- Process stop payment on refund cheque, cheque reversal and requisition.
- Work on removing and adding service charge based on retail or group policy.
- Work on different modes of refund ; Refund EFT, Token refund, Manual and Speedy cheques for an accurate cash flow.
- Evaluate the final report of new business and renewal and update payment plan, bank details, post Cash With Transaction (CWT) accordingly using Halcion, CL Fleet, CLPSS,Contact PL.
- Investigate unknown charges or missing payments using Moneris and Mobius.
- Process cash trasaction or journals to transfer credit based on request.
- Provide exceptional customer service by responding to phone calls, emails and faxes from insured and brokers regarding account discrepancies and billing inquires.
Business Development Representative
Zedd Customer Solutions - Royal Bank Of Canada
03.2018 - 03.2020
- Interacted with internal customers to understand business needs and translate into requirements and project scope.
- Performed gap analysis to identify areas of improvement.
- Improved business direction by prioritizing customers and implementing changes based on collected feedback.
- Conducted interviews with key business users to collect information on business processes and user requirements.
- Delivered analysis of market, sales and consumer trend impact on long and short-term strategies.
- Generated business intelligence reports to inform strategic decision-making.
- Applied honed problem-solving skills to analyze and resolve issues impacting business operations and goal achievement.
Education
Certificate - Finance Foundation: Risk Management
National Association of State Board of Accountancy
Online - LinkedIn Learning09.2021
Certificate - SQL For Non Programmers
LinkedIn Learning
Online09.2021
Post Graduate Diploma - Supply Chain Management - Logistics
St Lawrence College
Toronto, ON12.2017
Post Graduate Diploma - International Business Management
Centennial College
Toronto, Ontario12.2016
Bachelor of Arts - Economics
University of Madras
Chennai, India06.2015
Skills
- Proactive and Self-Motivated
- Precision and Accuracy
- Relationship Building
- Problem Solving
- Communication
- Interpersonal
- Ms Office and Excel
- Analytical and Research
- Customer relations
- Time management
- Team work
- AR Systems
Timeline
Accounting Service Representative II
Intact Financial Coorporations
03.2020 - Current
Business Development Representative
Zedd Customer Solutions - Royal Bank Of Canada
03.2018 - 03.2020
Certificate - Finance Foundation: Risk Management
National Association of State Board of Accountancy
Certificate - SQL For Non Programmers
LinkedIn Learning
Post Graduate Diploma - Supply Chain Management - Logistics
St Lawrence College
Post Graduate Diploma - International Business Management
Centennial College
Bachelor of Arts - Economics
University of Madras
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