Summary
Overview
Work history
Education
Skills
Certification
Languages
Accomplishments
Hobbies
Timeline
Generic
Savio Dcruz

Savio Dcruz

Manchester

Summary

Hardworking Finance Analyst brings proven success in overseeing administrative areas. Knowledgeable about best methods for managing resources, schedules and personnel to achieve objectives. Tech-savvy and always looking for improvement opportunities.

Overview

21
21
years of professional experience
1
1
Certification

Work history

Finance Analyst

M&G Global Services India Pvt Ltd
Mumbai, India
11.2013 - 09.2023
  • Handled Sales Data management functions which help all the information regarding the regional sales units to reflect accurate positioning of Registered individuals (RIs). This also assists in ensuring the accuracy of Sales allocations. In exceptions, movement of RIs based on ad-hoc requests after analyzing the requests.
  • Been actively involved in Power BI migration of reports and activities. Also assisted in troubleshooting and resolving issues related to Power BI.
  • Worked on bonus calculations for the largest sales channel for M&G/Prudential. This involved working closely on Anaplan/Board systems used for bonus calculations.
  • Worked on daily, weekly & monthly sales performance reports for the Intermediaries Channel using Business Objects, Cognos, Salesforce, DIPAS.
  • Streamlined some of the reports to make them easier to update & more user-friendly. Was part of the review process to identify criticality & usefulness of the MI generated & ensuring uniformity in the look & feel of the reports.
  • Analyzing the Offshore business reports & providing weekly commentary to assist in decision-making. • Handled all Joint meeting committee (JMC) slides in a timely manner for Intermediaries
  • Built complex templates for HSBC to calculate sales vs Registered individual(RI) penetration.
  • Work on ad-hoc projects / reports based on stakeholder requirements and managing time to ensure both the delivery of ad-hocs and BAU as per agreed SLAs.
  • Trained new team members in the team on various reports & Activities and got them signed-off in a timely manner.
  • Perform sense checks through data analysis to ensure accuracy in reporting.
  • Identify reports where data is replicated and liaising with stakeholders for discontinuation of MI with less business utility
  • Updating and Timely creation of SOPs to ensure business continuity.
  • Identify areas / reports for automation by taking aid of MS Excel formulae, VB Macros and Business objects to improve productivity and accuracy levels.
  • Conduct MI review for report rationalization and elimination of duplicate MI.
  • Migration of new activities
  • Stakeholder Management


Insurance Executive

M&G Global Services India Pvt Ltd
Mumbai, India
03.2007 - 10.2013


  • Vesting of pension policies and setting up of annuities for Prudential UK policyholders
  • Involved in application testing to ensure the output letters are successfully generated
  • Conducted refreshers and process training for new joiners in the Vesting's team
  • Conducted refreshers for satellite staff in the U.K to support internal vesting during spikes in volumes.
  • Have been a part of a project to create end to end BPMs for internal vesting's along with Knowledge Services team
  • Provide floor support to team members
  • Ensure compliance of internal regulations through audits
  • Involved in root cause analysis to identify and reduce breaches and complaints with the internal vesting's team.
  • Handle and assist team members in handling complex enquiries within agreed SLAs

Customer Service Executive

J.P Morgan Chase
Mumbai, India
11.2004 - 02.2007
  • Servicing chase mortgage customers in the U.S
  • Activating chase credit cards, providing customer service and upselling towards the end of the call to generatesales.

Executive (Technical Support

Wipro Spectramind India Pvt Ltd
Mumbai, India
02.2003 - 10.2004
  • Providing technical support to a leading US internet service(AOL) users
  • Handled a team of 9 team members as a single point of contact for 3 months
  • Conducted appraisals of team members during my tenure as a spoc
  • Conducted call monitoring for team members providing constructive feedback to improve performance
  • Maintained daily mis reports for the team (Wipro)
  • Conducted refreshers and quick fixes trainings for new teams on the floor
  • Completed leadership training conducted by America online(aol)
  • SIGNIFICANT HIGHLIGHTS
  • A completed a certified course as a leader called “leadership the aol way” conducted directly by the U.S internet

Education

Bachelor of Science - Chemistry

University of Mumbai
Mumbai, India

Skills

  • Trend analysis
  • Financial reporting
  • Excellent attention to detail
  • Data entry
  • Financial data analysis
  • Process automation
  • MS Office proficient
  • Strong organisation

Certification

  • Chartered Insurance Institute CF-1 Certification
  • Chartered Insurance Institute FA-2 Certification
  • CII Level 3 Award in Financial Administration


Languages

English
Fluent
Hindi
Intermediate
Marathi
Elementary

Accomplishments

Have been awarded Finance 'Star of the Month' twice

Positive Stakeholder feedback from Intermediaries sales Director, immediate UK Finance stakeholder, Key account director, Key account Managers

Hobbies

Listening to Music, Playing the guitar, DJing

Timeline

Finance Analyst

M&G Global Services India Pvt Ltd
11.2013 - 09.2023

Insurance Executive

M&G Global Services India Pvt Ltd
03.2007 - 10.2013

Customer Service Executive

J.P Morgan Chase
11.2004 - 02.2007

Executive (Technical Support

Wipro Spectramind India Pvt Ltd
02.2003 - 10.2004

Bachelor of Science - Chemistry

University of Mumbai

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Savio Dcruz