Summary
Overview
Work history
Education
Skills
REFERENCES
Timeline
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S S PRIYADHARSHANI

Perth,United Kingdom

Summary

Skilled professional specializing in financial management and data analysis, with expertise in management accounting, cash flow management, and VAT return preparation. Recognized for strong communication skills and problem-solving abilities, ensuring accuracy and timely project completion. Proven leadership and teamwork capabilities, with a focus on marketing excellence and customer relationship management. Career objectives include utilizing financial forecasting to enhance strategic decision-making in dynamic organizations.

Overview

9
9
years of post-secondary education
14
14
years of professional experience

Work history

Home Claims Handler

Aviva PLC
Perth, Perth and Kinross
2024.03 - Current
  • Processing new insurance claim notifications, validating details and updating records accurately.
  • Owning end-to-end claim administrative work through accurate, full, valid claim notes.
  • Established claims diaries, monitoring progress to ensure timely completion of claims.
  • Resolving travel contribution claims by completing reviews, supporting documentation, and approvals.
  • Accurately completing cash settlements for eligible claims and maintaining payment records on claims.
  • Reviewing repudiated claims, applying policy wordings and maintaining compliance standards consistently.
  • Identifying and recording customer vulnerabilities, then making reasonable adjustments on claims.
  • Detecting potentially fraudulent claims by reviewing logged claims and referring the claims to fraud team.
  • Reviewing aged and inactive claims for compliance, accuracy, and driving timely follow-up actions.
  • Compiled comprehensive reports on claims, ensuring accuracy in payments for preliminary, interim, and final stages.
  • Logging complaints and non-compliance dissatisfaction, promptly addressing issues on initial review.
  • Maintaining due diligence by following company standards consistently and accurately.
  • Uploaded emails to company databases for improved organisation. and apply priority tags across company mailboxes.
  • Identified asbestos risks in damaged properties, recommending safety guidance to mitigate hazards.

Virtual Accounts Assistant

CDK Associates
2023.01 - 2024.02
  • Banking, reconciliations and cash management
  • Maintained accurate records and improved processes
  • Supported monthly preparation of VAT returns, ensuring compliance and accuracy.
  • Facilitated financial reporting and month-end reconciliation, contributing to timely financial reviews.
  • Evaluated financial records to detect errors and discrepancies.
  • Updated accounting ledgers and journals to maintain accurate records.
  • Assisted with operational reporting and timesheet processing for management review.
  • Used accounting software to record, store and analyse information.
  • Maintained purchase ledgers and supplier payments for clients

Executive Officer

Commercial Bank of Ceylon Plc, Sri Lanka
2014.06 - 2022.12
  • Managed corporate business accounts, ensured effective risk management, and oversaw loan portfolio for corporate customers of the branch
  • Developed strategic alliances with clients, identified market opportunities, and pursued sources to enhance bank branch portfolio with valuable customers
  • Assisted the branch manager in preparing the annual budgets to ensure the branch keeps its performance always with a possible growth of 30% to its following year, while handling the monthly profit and loss account of the branch
  • Prepare and provide periodic analysis and reports on time and accurately
  • Valued assets and stocks through inspections, managed post-dated cheques backed facilities, and handled mortgage-backed commercial loans, housing loans, and personal loans
  • Managed overdrafts and trade loans through effective client engagement.
  • Handling and monitoring Factoring, Leasing, Bills discounting, international trade documents and monitoring and reporting on foreign exchange transactions to the central Bank of Sri Lanka on time
  • Recording and clearing Knowing your customer (KYC), beneficial ownership, opening accounts for politically exposed persons, monitoring the KYC and clearance of pending documents (all the aspects of compliance requirements)
  • Reviewing and replying to the emails and keeping follow ups if any possible future replies are to be made to the clients

Banking Assistant

Bank of Ceylon Plc
2012.08 - 2013.02
  • Opened bank accounts, issued bank cards, assisted customers with digital platform usage.
  • Maintained adherence to compliance and banking standards across all banking activities.
  • Delivered exceptional customer service for retail banking products, enhancing client satisfaction
  • Owned till transactions, confirming cash deposits and validating withdrawal requests.
  • Facilitated customer enrolment on digital platforms to enhance user experience.
  • Accurately processed cheque clearing, salary payments, cash transactions, and card services.

Education

Master of Science - International Banking, Finance and Investment Management

University of Dundee
United Kingdom
2023.01 - 2024.03

Diploma in Applied Banking and Finance - Banking

The Institute of Bankers of Sri Lanka
Sri Lanka
2017.03 - 2019.03

Bachelor of Science - Banking and Finance

Wayamba University of Sri Lanka
Sri Lanka
2014.01 - 2018.08

Intermediate in Applied Banking and Finance - Banking

The Institute of Bankers of Sri Lanka
Sri Lanka
2015.03 - 2016.03

ACCA - (The Association of Chartered Certified Accountants) -

Self Study
2025.01 -

Skills

  • Fraud detection techniques
  • Financial compliance
  • VAT return preparation
  • Cash book reconciliation
  • Accounts receivable maintenance
  • Double-entry bookkeeping
  • Profit and Loss Analysis
  • Financial forecasting
  • Data analysis proficiency
  • Report-writing
  • Creative problem-solving
  • Decision-making
  • Claims evaluation
  • Insurance claim assessment
  • Risk assessment
  • Insurance claims reporting
  • Marketing services
  • Customer relationship
  • Leadership skills
  • Data input precision
  • Cash flow management
  • Xero software knowledge
  • Accounting software knowledge
  • Credit risk analysis

REFERENCES

References could be submitted upon request at any time.

Timeline

ACCA - (The Association of Chartered Certified Accountants) -

Self Study
2025.01 -

Home Claims Handler

Aviva PLC
2024.03 - Current

Master of Science - International Banking, Finance and Investment Management

University of Dundee
2023.01 - 2024.03

Virtual Accounts Assistant

CDK Associates
2023.01 - 2024.02

Diploma in Applied Banking and Finance - Banking

The Institute of Bankers of Sri Lanka
2017.03 - 2019.03

Intermediate in Applied Banking and Finance - Banking

The Institute of Bankers of Sri Lanka
2015.03 - 2016.03

Executive Officer

Commercial Bank of Ceylon Plc, Sri Lanka
2014.06 - 2022.12

Bachelor of Science - Banking and Finance

Wayamba University of Sri Lanka
2014.01 - 2018.08

Banking Assistant

Bank of Ceylon Plc
2012.08 - 2013.02
S S PRIYADHARSHANI