Sonali Bakshi
Coventry City
Summary
Accomplished professional with expertise in financial reporting and reconciliation, budgeting and forecasting, and claims analysis and risk mitigation. Demonstrates strong stakeholder engagement skills, ensuring data accuracy and quality control through strategic and analytical thinking. Proficient in MS Excel and MS Word, committed to delivering exceptional customer and client service. Aspires to leverage skills in a challenging role that fosters professional growth.
Overview
9
9
years of professional experience
Work History
Associate – Financial Operations
UnitedHealth Group
Gurugram
11.2021 - 04.2025
- Managed provider reimbursement claims and resolved financial discrepancies with high accuracy.
- Leveraged claims data to identify and correct denial trends, boosting team productivity.
- Liaised with cross-functional teams to ensure smooth financial operations.
Renu's Kitchen – Customer Service Team
Local Café
India
01.2023 - 12.2024
- Provided customer service while handling transactions and order preparation.
- Demonstrated time management and multitasking in a high-volume environment.
- Carried out day-to-day duties accurately and efficiently.
- Successfully delivered on tasks within tight deadlines.
- Worked flexible hours, covering nights, weekends and bank holidays.
Senior Analyst – Pension Finance Team
Mercer
Gurugram
04.2020 - 12.2020
- Processed pension claims and managed regulatory compliance documentation.
- Ensured claim integrity and reconciled discrepancies in member benefits data.
- Supported timely payments and reduced claim backlog by 20%.
Member – Rotaract Society
Gurugram
01.2016 - 12.2020
- Taught underprivileged children core subjects and mentored them in life skills.
- Led initiatives to help youth shift mindsets toward education and confidence-building.
- Organised community outreach and educational awareness drives.
Financial Analyst – Corporate Finance Team
Wipro
Gurugram
02.2018 - 12.2019
- Produced monthly financial reports and variance analyses for senior leadership.
- Assisted in preparing budgets and financial forecasts.
- Identified cost-saving opportunities through data-driven reviews.
Accounts Associate – Accounts Payable & Receivable
Asia Medical
Gurugram
08.2016 - 03.2017
- Handled invoice processing, vendor reconciliations, and bank statement alignment.
- Contributed to smooth month-end closings and maintained financial records.
Education
BA - Economics
Kurukshetra University
01.2013 - 07.2016
MBA -
Coventry University
Coventry 01.2025 -
Skills
- Financial Reporting & Reconciliation
- Budgeting & Forecasting
- Claims Analysis & Risk Mitigation
- Stakeholder Engagement
- MS Excel
- MS Word
- Data Accuracy & Quality Control
- Strategic & Analytical Thinking
- Customer & Client Service
sections.external_links.name
Custom
- Financial Literacy Advocacy
- Community Education
- Travel & Cultural Exploration
- Culinary Arts
Timeline
MBA -
Coventry University
01.2025 -
Renu's Kitchen – Customer Service Team
Local Café
01.2023 - 12.2024
Associate – Financial Operations
UnitedHealth Group
11.2021 - 04.2025
Senior Analyst – Pension Finance Team
Mercer
04.2020 - 12.2020
Financial Analyst – Corporate Finance Team
Wipro
02.2018 - 12.2019
Accounts Associate – Accounts Payable & Receivable
Asia Medical
08.2016 - 03.2017
Member – Rotaract Society
01.2016 - 12.2020
BA - Economics
Kurukshetra University
01.2013 - 07.2016
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