Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Roles And Responsibilities
Hobbies
Roles and responsibilities
Generic

KARTHIK RAVIKUMAR

Senior process specialist
Chennai

Summary

Seeking a position of senior level analyst to work in a fast-paced and challenging environment, where Seven years of experience, solid analytical and quantitative skills, accompanied with a strong passion for the finance industry can be put to use to enable accurate financial decision-making. Results-driven Senior process specialist successful at working alone or as part of team to achieve challenging targets. Skilled in leading and directing team activities, coordinating projects and achieving goals with enterprising mindset. Bringing 7+ years of experience and desiring challenging position with room for advancement.

Overview

8
8
years of professional experience
2
2
Languages

Work History

Senior Process Specialist

Fidelity Investments
09.2021 - Current
  • Participant level processing of multiple document types like Rollover (both CORP and TEM segments) and LPAY - doing basic validations on received checks, documents from participant and processing transactions as per direction given.
  • Validating document type and processing it according to OLR guidelines and plan profile guidelines available for each plan.
  • Processing checks on same day without any TAT miss, if any queries connecting with client team and getting it done on before market close.

Processor

Wipro Private Limited
02.2018 - 01.2021
  • DPSS(Documents processing shared services): Team which receive DB/DC documents/checks for various document types as scanned images- send checks to trust after processing documents/checks as per client SOP guidelines
  • For every day, queries team will contact client team through tools like Workflow/Service Connect/Service Request.

Process Associate

Accenture Private Limited
05.2016 - 01.2018
  • Claims adjudication (US Healthcare): Verify medical claims submitted with all basic validations, deciding whether to pay or deny claims form according to Subscriber/Patient policy benefits from payer end.

Education

Bachelor of Science - Physics

Madras Christian College
Chennai, India
04.2001 -

MBA - Banking And Finance

Alagappa University
Chennai
04.2001 -

Skills

Transaction processing

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Accomplishments

  • Worked on ROBOTIC process implementation in DC document types and forwarding DB,DC-trust letters to trust. It has increased the production and quality of deliverables.
  • Worked on client SOP guidelines to find the discrepancies and to improve the quality of processing-by connecting with client end.
  • Received appreciation for 100% quality audit on deliverables and send accurate payments report to clients on time.
  • Won 'On the Spot' award for excellence in performance & commitment to work
  • Participated in 'IDEATHON' and submitted ideas for process improvement

Timeline

Senior Process Specialist

Fidelity Investments
09.2021 - Current

Processor

Wipro Private Limited
02.2018 - 01.2021

Process Associate

Accenture Private Limited
05.2016 - 01.2018

Bachelor of Science - Physics

Madras Christian College
04.2001 -

MBA - Banking And Finance

Alagappa University
04.2001 -

Roles And Responsibilities

  • Conducting team huddles
  • Conducting engagement activities to build team bond
  • Ownership on multiple financial document types and share report to Manager
  • Mentoring colleagues in process
  • Training colleagues for multiple document type processing
  • Send monthly pension overpayments report to BPS clients
  • Work on discrepancy report and share with team
  • Publish Colleague production report and Utilization report

Hobbies

Singing

Roles and responsibilities

  • Handling with queries or escalation requests received from client and respond on time
  • Train new associates and providing mentorship to new associates
  • Double signing work items for new associates
  • work on DISC lines and Aging report on daily basis
  • work on CEADJ/STD items received for correction on already processed checks
  • Work on plan profile guidelines for each plan and connect with Direct party of plan to correct discrepancies if any
  • Reviewing OLR guidelines and sharing suggestions with managers to make it easy to use for associates
  • Sharing inputs on weekly Team huddles regard new scenarios handled in the past week
  • Work with Reconciliation team and doing corrections by end of day, if any discrepancies found in transactions posted in PPT account


KARTHIK RAVIKUMARSenior process specialist