Preethi Jha
Hyderabad
Summary
Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
10
10
years of professional experience
3
3
Languages
Work History
Assistant Manager
Novartis Healthcare Pvt. Ltd.
2 2018 - Current
- Directing the team of 5 for driving the process efficiency and increasing the first pass % of chargeback sales
- Assisted in maintaining CMS compliance with fair market value and bonafide assessments
- Handle compliance for Novartis' U.S. divisions regarding fee-for-service agreements with commercial entities
- Subject matter expertise in chargeback/membership to drive priorities, project development quality/speed, and compliance
- Adjudication and financial reconciliation of Admin fee, chargebacks and rebates payments- Revenue deductions
- Review business performance under various deals and management through brand analytics
- Monthly/quarterly cash flow projections, budgeting, and analysis of variances
- Collaborated with cross-functional stakeholders to resolve a long-standing dispute with wholesalers
- Through regular audits, minimized revenue deductions, resulting in valuable cost savings for our business
- Provide expertise in testing, troubleshooting, as well as identifying errors and process efficiencies
- Data Analytics/Super User: Designated resource within department to be the expert on all systems and programs.
Financial Analyst
Wells Fargo India Solutions Private Ltd.
09.2014 - 10.2017
- Associated documents with stipulations that are created by Underwriters, Processors, and Home Mortgage Consultants
- Performing Income Calculation from Paystubs and Social Security, Pension, Retirements, Offer Letter, etc
- Analyzing documents for loan approvals and processing and placing orders for Requests for copies of tax returns and processing IURTs (Information update received tasks)
- Handling critical documents of the customer such as bank statements, pay stubs, W2, IRS 1040, 1120, 1065, 1099
- Verifying the documents and updating applicable related information on CORE
- Reviewing critical documents like Request for Copies of tax returns & and placing orders for Request for Copy of tax returns also known as 4506-T
- Associated with Home Retail Banking for mortgage loan approvals by analyzing and performing searches and finding Potential hits for borrowers in LDP and SAM US-governed websites to ensure that there is no fraud and has a good credit score.
Education
PGDBA specialization in Finance -
Symbiosis Center for Distance Learning
CA-IPCC (Group 1) - undefined
ICAI
Bachelor of Commerce - undefined
OSMANIA UNIVERSITY
Intermediate in MEC (Mathematics, Economics, Commerce) - undefined
Board of Intermediate Education A.P
Skills
Leadership
Hiring and Training
Problem-Solving
Problem resolution
Team building
Revenue forecasting
Financial reconciliation
Financial Analysis
Data Analytics
Financial compliance and controls (SOX & Internal audit)
Alteryx, Qlik sense, SAP
Accomplishments
- Collaborated with team of 5 in the development of multiple projects within team like PHS policy change, System Integration and upgrades by being part of the hyper care
- Delivered process efficiency projects and developed Alteryx workflow that automates several of the steps in our process, leading to total time savings of 47 hours annually
- Recognized with multiple Star Impact Award for operational excellence
Extracurricular Activities
Apart from my work, I have taken part in various initiatives at Novartis, including Enrich, Our Voice champion, MMF Journeys, and SANGRAM (Women's Cricket)
Timeline
Financial Analyst
Wells Fargo India Solutions Private Ltd.
09.2014 - 10.2017
Assistant Manager
Novartis Healthcare Pvt. Ltd.
2 2018 - Current
PGDBA specialization in Finance -
Symbiosis Center for Distance Learning
CA-IPCC (Group 1) - undefined
ICAI
Bachelor of Commerce - undefined
OSMANIA UNIVERSITY
Intermediate in MEC (Mathematics, Economics, Commerce) - undefined
Board of Intermediate Education A.P