US CPA (License Awaited) | Senior Advisor at WTW

Thane

Certified Public Accountant (License Awaited)
American Institute of Certified Public Accountants (AICPA)

Master of Commerce in US Accounting & Taxation (M.com), Accounting & Taxation
SILVER OAK UNIVERSITY
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Certified Public Accountant (US CPA) with 3+ years of experience in Accounting & Settlement, specializing in Accounts Receivable, Accounts Payable, Intercompany Reconciliation, financial settlements, and client servicing. Currently working with WTW, where I manage premium collections, payment processing, reconciliations, and stakeholder relationships across global portfolios. Throughout my career, I have successfully driven collection and reconciliation initiatives, including the recovery of overdue balances that contributed to the release of significant bad debt reserves. I am recognized for my analytical approach, attention to detail, problem-solving abilities, and commitment to delivering accurate and client-focused financial solutions. Holding a US CPA qualification along with an M.Com in US Accounting & Taxation, I am passionate about accounting, finance, process improvement, and continuous learning. I enjoy collaborating with cross-functional teams to solve complex financial challenges and contribute to organizational success
Ulhasnagar
Senior Advisor - Accounting & Settlement at WTW, Jul 2023 - Present · 3 yrs, Thane, As a member of the Accounting & Settlement team, I support financial operations, premium collections, settlements, reconciliations, and client servicing activities while ensuring accuracy, compliance, and timely resolution of financial transactions. Key Responsibilities: Manage Accounts Receivable activities, including premium collections, cash application, account reconciliations, and overdue balance recovery. Successfully contributed to the recovery of overdue premiums classified under Bad Debt & Doubtful (B&DD) reserves, supporting the release of approximately $500,000 from reserves across four consecutive quarters. Perform daily cash receipts reconciliation and ensure accurate allocation of collections within established financial controls. Handle Accounts Payable processes, including claim payments, invoice verification, payment processing, and settlement activities. Manage intercompany receivable and payable reconciliations across multiple entities, resolving discrepancies and ensuring accurate financial records. Investigate and resolve unbilled items and outstanding balances through detailed analysis and stakeholder collaboration. Partner with internal teams and external clients to address accounting, settlement, and payment-related queries, maintaining high service standards. Consistently recognized for responsiveness, professionalism, and delivering effective solutions to stakeholders and clients.
Certified Public Accountant (License Awaited), American Institute of Certified Public Accountants (AICPA)
Master of Commerce in US Accounting & Taxation (M.com), Accounting & Taxation, SILVER OAK UNIVERSITY