SHRUTI DALVI
Peoria,AZ
Summary
Detail-oriented Senior Process Associate with a well-established knowledge of accountancy tasks. Offering 7+ years of progressive experience in Books keeping,Accountancy and Taxes and proven leadership skills to growing organization.
A result oriented and enthusiastic with over 2+ years of experience in enrollment of insurance Medicare, Medicaid. Hands on with enrollment process.
Very good knowledge in Advance Microsoft Excel, Word and Power Point.
Overview
19
19
years of professional experience
Work History
Sr Process Associate
Infosys BPM Ltd
Phoenix, USA
03.2022 - Current
- I am working on iServe High queue, to provide service to Molina insurance holder on time bound.
- Performs processes to resolve eligibility exceptions within the required State/Regulatory timeframes: enrollment file errors, ID card generation errors, PCP assignments, and 834 enrollment files to vendor/third-party administrators Process COB eligibility through proper application to ensure accurate information is represented in company enrollment system – .Qnxt
- Assists with the support of the newborn enrollment functions, including call center, claims, and encounter requests for verification and updates, PCP assignment activity, enrollment record error reports, enrollment/disenrollment activity, and Member merge.
- MMW queue.
- Co-ordination with Provider to process claims and Premium billing
- Verification on various insurance portal, Like Availity, UHC Portal, Onehealthport
- Responsible for making decisions on available data and coordinating with the relevant team to take further action
- Prioritizes daily, weekly, and monthly job tasks to support regulatory requirements and service level agreements
- Timely completing files as per requirements.
Enrollment Senior – Data Processer
Reqroute INC
Phoenix, USA
10.2021 - 03.2022
- Responsible for analysis of enrolled data as per member eligibility
- Validate data
- Review and analysis of Authorization forms and Medical records for Medicare and Medicaid
- Build new authorizations in Turcare
- Approve and Discharge member as per records
- Coordination with RN
- Working on ICD 10, CPT Code
- Responsible for making decisions on available data and coordinating with the relevant team to take further action
- Timely completing files as per requirements.
Sr. Executive Officer – Accounts
GI Infotech Limited
, India
11.2010 - 02.2013
- Preparing year-end accounts – Finalization of accounts
- Preparation of financial statements and reports like MIS reports, trial balance, P&L Accounts and Balance sheet with all supporting schedules in Excel
- Monitoring VAT reconciliation, Turnover reconciliation PAYE reconciliation, Bank reconciliation, inter-company reconciliation etc
- Preparing reports for Equity and Debts securities
- Ledger scrutiny & preparation of accounting support schedules in Excel
- Includes fixed assets schedule, Director’s current account, related party transactions and interest calculations
- Gaining a thorough understanding of the industry and the client's business issues
- Preparation of closing debtors and creditor’s aging reports
- Corporation tax, deferred tax calculations
- Yearend journals in Viztopia, SAP and CaseWare
- Filing Marcia Index.
Accounts Executive
Sourceaccounts Division of Sarang Software Pvt. Ltd.
, India
07.2006 - 11.2010
- Book Keeping entries in Tally 7.2 and 9.1 for Private Limited companies and Proprietorships
- Preparation of statements of accounts like P&L and Balance sheet on a quarterly basis
- Ledger scrutiny & preparation of various schedules and MIS as per requirements
- Service Tax workings, TDS calculation workings
- Work Profile as assistant to Company Secretary for UK firm Preparation of Annual Returns (Form AR01) Form Blueprint Software
- Preparation Annual general meeting minutes, resolutions
- Preparation of document regarding appointment/ resignation of director
- Change of name/ address, etc
- Details
- Preparation of interim/ final dividend vouchers
- Issue Shares Certificates, Debentures
- Work Profile on Outsourcing Business in UK Book Keeping Entries in Sage 50 Accounts software
- Bank reconciliation, ledger Scrutiny & preparation of various schedules in Excel
- Fixed assets capitalization and depreciation calculation VAT computations preparation of VAT Reco, PAYE Reco
- Finalization of books of accounts
- Work Profile with Pravin Shah and Associates Chartered Accounts Firm (Part of Sourceaccounts) Statutory Audit for Subhalaxmi Metals & Tubes Pvt
- Ltd
- For FY 2007-2008
- Tax Audit of Subhalaxmi Metals & Tubes Pvt
- Ltd
- For FY 2007-2008
- Bank Statutory Audit of State Bank of Mysore (Bhubaneswar Branch) for FY 2008-2009.
Accounts Executive
Feathers Multiservices Pvt Ltd
05.2005 - 09.2005
Multiservicesebtor – Creditor reports.
Education
Diploma in International Financial Reporting Standards - Financial Reporting
ACCA
London, UK06-2010
Master of Commerce - Accounting And Finance
University of Mumbai
Mumbai05-2008
Bachelor of Accountancy - Accounting And Finance
University of Mumbai
Mumbai05-2005
Skills
- Year-End Processing
- Process Documentation
- Verbal and Written Communication
- Client Confidentiality
- Monthly Financial Statements
- Bank Account Oversight
- Accounts Payable
- Process Analysis
- Dispute Resolution
- Reporting and Documentation
- Payroll Processing
- Record Maintenance
- Benefits Administration
- Data Entry Skills
Professional Qualifications
1. Passed CS -Executive Group I in December 2011 from ICSI.
2. Passed DIP IFRS (Diploma in International Financial Reporting Standards) From ACCA, UK in June 2010.
3. Passed G.D.C. and A. (Government Diploma in Co-operation and Accountancy) From G.D.C. and A. Board Pune in May 2007.
Timeline
Sr Process Associate
Infosys BPM Ltd
03.2022 - Current
Enrollment Senior – Data Processer
Reqroute INC
10.2021 - 03.2022
Sr. Executive Officer – Accounts
GI Infotech Limited
11.2010 - 02.2013
Accounts Executive
Sourceaccounts Division of Sarang Software Pvt. Ltd.
07.2006 - 11.2010
Accounts Executive
Feathers Multiservices Pvt Ltd
05.2005 - 09.2005
Diploma in International Financial Reporting Standards - Financial Reporting
ACCA
Master of Commerce - Accounting And Finance
University of Mumbai
Bachelor of Accountancy - Accounting And Finance
University of Mumbai
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