Sojan Jose
Kottayam,India
Summary
Analytical and results-driven finance graduate with a strong foundation in accounting, financial operations, CRM systems, and equity management. Proven ability to manage billing processes, streamline administrative operations, and maintain accurate financial records. Equipped with international work experience and a passion for leveraging data to drive strategic decisions. Adept at building strong client relationships and maintaining confidentiality in financial environments.
Overview
6
6
years of professional experience
4
4
years of post-secondary education
Work history
Administration
Saivan care services Ltd
Enfield
07.2023 - 09.2024
- Managed administrative tasks including financial documentation, invoice verification, and record filing.
- Assisted in budget preparation and variance analysis for healthcare projects.
- Supported CRM database maintenance to ensure accurate client financial interactions.
- Coordinated monthly reporting schedules and ensured timely delivery of financial data.
- Liaised with HR and finance departments to track payroll and expenses.
- Helped implement cost-saving measures by identifying inefficiencies in administrative workflows.
Health Care Assistant
LGR Health Care Limited
Huntington
03.2022 - 05.2023
- Maintained confidential patient data and supported financial documentation for healthcare audits.
- Monitored medical stock levels and assisted in cost control and inventory budgeting.
- Collaborated with admin team to support invoice processing and supplier payments.
- Used CRM tools to manage patient profiles, treatment plans, and payment follow-ups.
- Provided administrative and logistical support to improve patient service delivery.
Billing and Sales
Ipees Stores
Kottayam
06.2021 - 12.2021
- Accurately processed and recorded billing transactions to support business cash flow.
- Maintained organized billing records for audits and financial planning.
- Collaborated with suppliers and finance team to ensure timely payments and reconciliations.
- Worked with CRM systems to manage customer account data and resolve billing queries.
- Generated detailed weekly and monthly billing reports used in management decision-making.
Sales Executive
Joy alukkas
Chennai
06.2018 - 05.2019
- Built long-term client relationships by identifying financial product needs (e.g., gold savings schemes, equity-linked schemes).
- Promoted and advised customers on installment-based purchase plans and equity-backed schemes.
- Recorded customer transactions and managed CRM databases to support future upselling strategies.
- Achieved consistent over-target sales performance through data-driven strategies.
- Prepared end-of-day financial summaries and daily transaction reports.
Education
Masters - Business Management
University of Hertfordshire
02.2022 - 05.2023
Bachelor of Commerce - Finance
M.G University
07.2015 - 04.2018
Skills
- Financial Reporting & Analysis
- Equity Management & Data Tracking
- CRM (Customer Relationship Management)
- Billing, Invoicing & Payment Processing
- Account Reconciliation
- Microsoft Excel & Financial Software
- Time & Task Management
- Interdepartmental Coordination
- Communication & Client Engagement
Certificates and Internships
Certified Management Accountant (CMA) (Pursuing)
Care Certificate – UK Healthcare Standards
Accounts Trainee Intern – Mamma Products, Kottayam
Jul 2017 – Mar 2018
- Assisted in financial statement preparation and compliance reporting.
- Processed vendor invoices and reconciled accounts payable records.
- Gained exposure to budgeting and cost tracking practices.
Timeline
Administration
Saivan care services Ltd
07.2023 - 09.2024
Health Care Assistant
LGR Health Care Limited
03.2022 - 05.2023
Masters - Business Management
University of Hertfordshire
02.2022 - 05.2023
Billing and Sales
Ipees Stores
06.2021 - 12.2021
Sales Executive
Joy alukkas
06.2018 - 05.2019
Bachelor of Commerce - Finance
M.G University
07.2015 - 04.2018
Similar Profiles
Getie TalabertGetie Talabert
HHA at Horizon Care Services, #1 Home Care CareHHA at Horizon Care Services, #1 Home Care Care
France-Lise TranieFrance-Lise Tranie
Physical Therapist Assistant at Nurse Home Care/Community Home Health Services/Allegiance Home Health/Pinnacle/Preferred Home Care of Florida Home Health AgenciesPhysical Therapist Assistant at Nurse Home Care/Community Home Health Services/Allegiance Home Health/Pinnacle/Preferred Home Care of Florida Home Health Agencies
Kim AlvarezKim Alvarez
LPN, Home Health at Gentle Care Health Care ServicesLPN, Home Health at Gentle Care Health Care Services
THOMSON PULLOLILTHOMSON PULLOLIL
Executive chef at LULU India groupExecutive chef at LULU India group
Ammu GeorgeAmmu George
Microbiologist Trainee at Amala Institution of Medical ScienceMicrobiologist Trainee at Amala Institution of Medical Science