Email: A Leadingmohitjain2@gmail.com
To be a true professional by acquiring confidence, competence, excellence through performance, leading by
example and creativity to operate successfully as an international executive in Global Environment.
11 years experience in, Insurance, Financial BPO Operations, Including Accounts payable and
expense reporting, HRO Benefits Administration, Indian Accounting with proven track record in resolving
customer issues, transitions, process management, operations, training & development and transaction
processing in BPO and service industry.
Deft in conducting quality audits and implementing strategic measures to bring continual improvement in
quality standards. Expertise including ability to work independently, take initiative, adapt to change with
ease and decision making through teamwork and coordination for improved quality. Demonstrated
• Issue Resolution • Process Improvement
• Process Documentation • Associate Development
• Customer Relationship • Team Leadership
A Leading Bank and Financial Intuition 8 April 2010 till Date
Assistant Manager Finance Accounting& Reconciliation’s
I have migrated Insurance Accounting Work from Hong Kong to India with a team of 6 people.
My Key Responsibilities includes:
Responsible for month end accounting for insurance business
Responsible for Investment accounting, settlement accounting etc.
Balance Sheet reconciliation and Daily & monthly Bank reconciliation
To Ensure compliance with HSBC standards and Statutory requirements
Develop, motivate and assess staff performance
I have Re-migrated Reconciliation Process from Other Location with a team of two Executives. Establish
the process with two FTE VS four FTE earlier. Implemented many process Improvement during migration
phase and Completed process documentation.
Currently I am handling Inter Company reconciliation’s and Payroll Reconciliation’s. My KRA includes:
Review of Payroll related Reconciliation’s.
Review of Payroll clearance entries.
Review of Inter Company Recs.
Review of Inter Company Payroll Billing.
Identify opportunities for process re-engineering / improvement and drive changes independently.
Acquire understanding and handle processes using process methodology as applicable.
Issues/Problems are investigated and resolved or escalated appropriately.
Achieve established Performance Level Agreements (PLA’s).
Effective communication and build relationship with Business Partners
Preparation of various MIS e.g. Reconciliation Status Report, KPI’s etc.
Reduction in Open Items for Inter Company Reconciliations
During Migration phase, I have identified the opportunity to reduce the reconciling Item by more than 70%
and initiated the project for the same. The project also reduced the dependency on onshore team by
establishment of process synergies at various Finance Centers across Globe
A leading provider of IT-driven business services in Europe and UK
21st August 2008 till 19 March 2010
Transition Expert Project Management Office (PMO)
Taking care of overtime / on calls claims/expenses of the resources aligned into different IT projects
for my client into different location.
Verifications of claims as per company policy, following up with employees/managers for any
Resolving day-to-day queries, guiding employees on policies and procedures, Liaison with
Finance/payroll team for payment related queries.
Ensuring appropriate timesheet phase checks, missing time and hour checks, building in controls like
timesheet amendments to provide accurate final data required for Productivity Analysis.
SAP /Oracle (ERP) data extraction and use of SAP in preparation of Time & Billing Reports. Updating
the Commercial Manager (UK) with required Reports and checking for any discrepancies in Time
booking by different resources under different projects. Escalating the issues related to Authorized /
unauthorized Time booking by the resources to their respective Project managers and commercial
Any Adhoc reporting as and when required by management and as per the instructions of
Hewitt Associates (India) Pvt. Ltd. April 2004 till 20th August 2008
Hewitt Associates is a global outsourcing and consulting firm delivering a complete range of human
capital management services to companies including: HR and Benefits Outsourcing, HR Strategy and
Technology, Health Care, Organizational Change, Retirement and Financial Management, and Talent
and Reward Strategies. Hewitt provide services from 86 offices in 37 countries to more then 2,500 clients
which include more than half the FORTUNE 500® and more than a third of the FORTUNE Global 500®.
Expense and Revenue operations (Corporate Controllership)
Expense Re-imbursement - Business Analyst
I have independently transitioned Employee’s Expense re-imbursements Process (part of Account
Payable) from Lincolnshire, Illinois, North America as a supervisor along with other team members. I
worked very closely with transition team, operation team and US counterpart to decide training program,
SLA’s, documentation and ramp up plan. I have also imparted training to new team member after coming
back to India.
Successfully transitioned 30 processes and sub processes in 4 weeks time. It includes Expense
reporting, Corporate credit card management, Air ticket reconciliations, Terminations, resolving day
to day queries of over 4000 Hewitt’s employee’s based in North America and Canada.
Processing Expense Reports of the Hewitt Employees, taking care of Expense Reports Mailbox
Taken care of all administrative needs of a team of 8 team members, including getting different
access, logistics issues, coordinating with training department for new hire’s trainings
Air Tickets re-conciliation. Follow up with Employees, Travel services group, Travel agents and
Airlines to resolve the discrepancies.
Managing ongoing transition of other processes/sub processes. Extensive communication both verbal
and written communication for liaising with client, travel agents, Banks, Travel Services Group,
accounts payable team, Payroll, etc..
1) Air Tickets Reservations: - Successfully initiated a project to save the money on
2) Duplicate Exp reports: - Successfully implemented a project to reduce duplicate expenses.
HRO - Benefits Analyst (Health Management – Insurance)
I was the part of 1 Benefits Analyst (BA) Onsite Transition (OJT) of HRO Benefits (Insurance) Process
from Lincolnshire, IL (North America) to India Client Service Group (CSG).
Calculation of Insurance Premium, Premium re-conciliation, sending instruction for premium
remittance to banks.
Deducting insurance premiums from payroll on after tax and before tax basis, payroll calculations,
deducting appropriate tax amount and remitting the same to the government authorities.
Resolving escalated grievances and queries of clients on a day-to-day.
Implementing quality improvement measures like quality audits for continual improvement in the
services, ensuring higher customer satisfaction matrices.
Developed and maintained standard operating procedures (SOP), resulting in streamlined process
Managing ongoing transition from client to Hewitt including transition to PA shared services.
Taking care of their training needs, mentoring them and provide hem ongoing support.
Extensive communication both verbal and written communication for liaising with client, client team,
contact center, Insurance companies and technology team and other third party administrators
Defined Contributions (401k) – Team Developer
Responsible for processing enrollments, withdrawals, benefit coverage deduction of participants with
401k plans and supervising team of 4-6 associates in India CSG.
Worked in “Quality Metrics and Delivery Project (QMDP) Team” as quality auditor for quality checks
of all defined contribution processes within the department.
Preparing MIS Reports and Dash Boards with a view to apprise management of the routine business
operations and assist in critical decision-making process.
Escalate problems/issue if need be through devised channels
Assume administrative responsibilities in the absence of the Team Lead
Mentoring and assisting new hires to meet the Process requirements
Handling Workload allocation and monitoring, processing calendars and process improvement.
Coordinating with the different client teams to ensure smooth functioning of the process.
Owning the SOP’s of the various process and updating them as and when required.
Coordinate with managers and other support departments to ensure smooth functioning of the
Health Management - Team Member
Successfully transitioned Connections (HRO- Health Management) process, which includes three
sub processes, which helps employees, Insurance Companies & Hewitt to work together to achieve
operational excellence in benefits delivery.
Responsible for weekly eligibility reporting, monthly premium calculations & reconciliation.
Quality assurance & analyzing all the files containing eligibility and premium data that is sent to the
Administration of employee's health and group benefits.
AMERICAN EXPRESS (I) PVT. LTD. (3rd Jan 2005 – 1st Feb 2005) Team Member
EPHINAY (INDIA) PVT. LTD (A “Finance and Accounting BPO)” Jan, 2003 to March, 2004
Executive - Accounts Payable
Successfully transitioned “Accounts Payable” process for our client Cargill Inc. (Forbes No 1 Co.)
Processing Invoices received from various vendors
Handling Vendor Payment Inquiry, reconciliation of vendors account with statements
Solving queries of customers through e-mails and phone calls.
Preparing dashboards and MIS for the team as an assistant to team Leader.
Training and mentoring new hires.
Pulmocare Consultants (Deals in Medical equipments) May 2000 to Dec 2002
Preparing Vouchers, Maintaining Accounts in Tally, Getting accounts audited, Finalization of
Accounts, Cash Handling, Keeping records of receipts and payments, Bank reconciliation
Taking care of payroll, TDS, claim re-imbursements, allowances including HRA
Branch Accounts, Branch Reconciliation, Branch Audit, Inter Branch Correspondence,
Dealer’s Accounts, Party’s Reconciliation, Store Management; Store Accounting & other
Life Insurance Corporation of India July 1999 to October 1999.
Taking care of deduction from salary for Life Insurance premium.
Sending notices to employer for deductions.
Life Insurance policies assignment, nominations,
Under writing of proposals, Claim settlement
Transitions / Migrations
Successfully re-migrated Inter-company reconciliation Independently transitioned (onsite –
Lincolnshire, North America) Employee’s Expense Reporting Process (Part of Accounts Payable
Team) along with other team member, worked closely with Transition team to set up SLA, ramp
up plan, documentation etc. (Hewitt)
Migrated HRO Benefit Analyst process from Lincolnshire (onsite). (Hewitt)
Successfully transitioned (Remotely) “Accounts Payable” process for our client Cargill Inc.
2010 Done MBA with specialization in Project Management from SMU with A (Excellent) Grade
2000 Pursued B. COM (Hons) from Delhi University with Commerce as Core Expertise.
1998 Pursued “Account Assistant Course” with First Division from Bhartiya Vidya Bhawan’s Gandhi
Institute of Computer Education & Information Technology, a government Institute
1997 Passed Senior Secondary Exam of C. B. S. E. with first Division.
1995 Passed Secondary Exam of C. B. S. E. with first Division.
Awards \ Recognition
Awarded with “HRO Innovation award” the most prestigious award at Hewitt (U S A)
Received 'Team Synergy' award (Hewitt).
Actively participated in quality programs. Contributed more than 25 Quest" Idea’s (innovation
program at Hewitt) with the help of Quality department resulted in improved accuracy, reducing costs,
reducing in TAT etc (Hewitt).
Recognized with Star of the month award (Hewitt).
Won “Extra Effort Award” for successfully implementing a quality initiative with in the process.
Obtained “Service Excellence” Award for the year 2003 & “Star of the Quarter” award for intensity,
intelligence, good performance consistently and for process improvement (Ephinay).
Got certificate from Client for achieving high degree of accuracy in voucher processing and meeting
high standard of accounts payable function (Ephinay).
Time Management and E-mail writing skills, Personal Effectiveness, Presentation
Skills and Knowledge Development Program. Cross-Cultural Diversity
Successfully completed ‘Yellow Belt’ certification in Six Sigma after completion of
training and assessment.
MS Excel, MS Word, PowerPoint, Lotus Notes, Outlook, J D Edward and IBM’s Mainframe,
Tally, Oracle, SAP, People soft,
Date of Birth : 9th November 1979
Current Address : D-300, UGF, SPS Residency Apartments,
Plot #18B, Vaibhav Khand, Indirapuram,
Near Shipra Mall, Ghaziabad,
Uttar Pardesh – 201010
Passport : Having a valid Passport with USA VISA
(B1/B2)(Valid till September 2016)
Hobbies : listen to music, Net surfing
I hereby, declare that all the information’s provided above are true and best in my knowledge.
Place : (Mohit Jain)