Headline

MBA – Finance & Business Analytics | Aspiring Financial Analyst | Financial Analysis | Investment Research | Capital Markets | NISM Certified - Depository Operations

About

I am a finance professional with hands-on experience in Accounts Receivable (AR), insurance claim collections, and client relationship management in the financial markets industry. My career journey has helped me to develop a strong understanding of financial processes, revenue cycle management, and capital markets, which makes me to build an strong analytical and problem-solving skills. In my role as a Junior Associate – Accounts Receivable, I handled insurance claim follow-ups, payment posting, and reconciliation, ensuring timely collections and maintaining accurate collection records. This role strengthened my ability to analyze payment data, resolve discrepancies, and work efficiently with cross-functional teams. Also, I have worked as a Relationship Manager in a stock broking firm, where I supported clients in equity trading and investment decisions, provided market updates, and helped to manage their portfolios. This experience enhanced my knowledge of financial markets, investment strategies, and client advisory. With a strong interest in financial analysis, investment research, and data-driven decision making, I am currently focused on building advanced skills in financial modeling, financial statement analysis, and market analysis to transition into a Financial Analyst role. I am passionate about leveraging financial data and market insights to support strategic business decisions and investment opportunities.

Location

Chennai

Work experience

Junior Associate AR at Guidehouse, Oct 2024 - Feb 2026 · 1 yr 5 mos, Chennai, I’m pleased to share some of the valuable experience and skills I developed while working as a Junior Associate – Accounts Receivable (AR). • Managed accounts receivable follow-ups with insurance companies to ensure timely reimbursement of medical claims. • Reviewed and analyzed insurance claim status, denials, and payment delays to identify issues affecting collections. • Communicated with insurance representatives to resolve claim denials, underpayments, and billing discrepancies. • Performed payment posting and reconciliation to maintain accurate AR records. • Worked on aging reports and prioritized outstanding claims to improve collection efficiency. • Coordinated with internal billing teams to correct claim errors and resubmit claims when required. • Ensured compliance with insurance policies, billing guidelines, and healthcare regulations. • Maintained detailed documentation of claim follow-ups, payment updates, and resolution status.

Relationship Manager at Goodwill Wealth Management Pvt Ltd, May 2024 - Oct 2024 · 6 mos, Chennai, Tamil Nadu, India, I’m happy to share some of the key learnings and skills I developed while working as a Relationship Manager. • Managed and maintained relationships with clients by providing guidance on equity investments, trading strategies, and market opportunities. • Assisted clients in buying and selling stocks, mutual funds, and other financial instruments through our trading platform. • Provided regular market updates, research insights, and portfolio suggestions to help clients make informed investment decisions. • Monitored client portfolios and suggested investment opportunities aligned with their financial goals and risk profile. • Generated business through client acquisition, cross-selling financial products, and maintaining long-term client relationships. • Addressed client queries regarding trading accounts, transactions, and investment performance.

Investment Management at StartupTN, Aug 2023 - Sep 2023 · 2 mos, Chennai, Tamil Nadu, India, StartupTN provides me with wise knowledge on how the startup ecosystem in Tamil Nadu and India were blooming. It likely focuses on fostering entrepreneurship, innovation, and supporting early-stage businesses within the state through several initiatives like funding, mentoring and developing the ideas through incubation centres. They not only focus on budding startups but also help the existing startups in diversification of their businesses financially through investor connect and several activities.

Education

Master of Business Administration - MBA, Finance, Business Analytics, Vivekananda Institute of Management Studies VIMS

Bachelor of Commerce - BCom, Business/Commerce, General, Sacred Heart College(autonomous)Thirupattur-635 601