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.
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.