Rex John
Bhandup
Summary
Experienced financial professional with a strong background in the syndicated loan invoicing process, proven ability to work collaboratively with internal teams and external stakeholders. Skilled in preparing invoices and reconciliation, confident and teamwork oriented professional with a Bachelor's degree in B.Com.
Overview
8
8
years of professional experience
Work History
Senior Financial Analyst
Eclerx Services Ltd.
11.2020 - Current
- Invoice Creation and Issuance: Accurately prepared and issued invoices related to syndicated loan transactions ensuring all charges were correctly applied in accordance with agreements and terms.
- Payment Tracking & Reconciliation: Monitored and tracked payments, performing regular reconciliations to ensure accurate payment received with FS letter.
- Communication with Stakeholders: Coordinated with syndicated loan participants (other banks) to resolve invoicing issues, clarify payment instructions, and ensure smooth communication across parties.
- Documentation & Record Keeping: Maintained detailed records of all invoices, payments related documentation in compliance with regulatory requirements and internal policies.
- Dispute Resolution: Investigated and resolved any invoicing discrepancies, working closely with syndicate members and other teams to ensure timely resolution of issues.
- Compliance & Risk Management: Ensured all invoicing procedures adhered to legal, regulatory, and financial standards, mitigating risks associated with syndicated loan transactions.
- Invoicing process includes generating and issuing invoices, tracking
payments, and reconciling any discrepancies. - Deal expense management, tasks involve recording, categorizing, and ensuring accurate reimbursement of expenses related to business deals or transactions. Processing approved expense reports promptly and accurately, adhering to the company's reimbursement cycle to ensure employees are reimbursed in a timely manner.
- Applications viz. CODA and DMS is used to prepare, posting and reconcile the invoices and entries.
- Reconcile and clear balance by posting entries.
Prepared decks by taking base data and adding various mappings which gives highlights for Senior Management Regime which is part
of the UK regulators' drive to improve culture, governance and
accountability within financial services firms. - Arranging training program for new joiners & ensuring all the relevant access are raised and given which are required for production.
AR Associate
GeBBS
07.2017 - 03.2019
- Processed and submitted insurance claims accurately and efficiently.
- Reviewed patient bills for accuracy and compliance with insurance policies.
- Followed up on unpaid claims, denials, and appeals to maximize reimbursements.
- Assisted in training new team members on AR systems and best practices, increasing overall department efficiency.
- Maintained patient records and ensured HIPAA compliance.
- Developed strong working relationships with both internal stakeholders and external clients to facilitate smooth AR operations.
- Communicated with insurance companies and healthcare providers to resolve billing issues.
Education
Bachelor - Commerce
Jan Seva Sangh's Shree Ram College of Commerce
10-2020
Higher Secondary School - 12th - Commerce
St. Xavier's Jr. College
03-2015
Senior Secondary School - 10th -
Adarsh Vidyalaya (Maharashtra Board)
03-2013
Skills
- Presentation Skills
- Leadership
- Public Speaking
- Critical Thinking
- Emotional Intelligence
- Initiation Skills
- Decision Making
- Willingness to Learn
- Scenario analysis
- Strategic planning
Accomplishments
- Got promoted from Analyst to Senior Analyst within 20 months of joining.
- Received Value Award (Certificate of appreciation) within 6 months of joining and also received it multiple times after that.
- Appreciated by client for consistent good work.
Languages
English
Proficient
C2
Hindi
Proficient
C2
Tamil
Proficient
C2
Marathi
Intermediate
B1
Hobbies and Interests
- Video Editing
- Photo Editing
- Football
- Chess
- Pet Care
- Organizing Games
Leadership Experience
- Head of Parish Youth, St. Anthony's Church Bhandup, 2017- 2019
- Lead the Parish Youth for all Cultural and Sports events.
- Took initiative and Organized Fun Friday activity in office.
- Sports Captain, Adarsh Vidyalaya, 2012-2013, Responsible for management and representation of the Sports Department.
Additional Information
Completed MS office & Advance excel course which included
VLOOKUP, HLOOKUP, Pivot Table & Filtering.
Timeline
Senior Financial Analyst
Eclerx Services Ltd.
11.2020 - Current
AR Associate
GeBBS
07.2017 - 03.2019
Bachelor - Commerce
Jan Seva Sangh's Shree Ram College of Commerce
Higher Secondary School - 12th - Commerce
St. Xavier's Jr. College
Senior Secondary School - 10th -
Adarsh Vidyalaya (Maharashtra Board)
Similar Profiles
Krushna Shamrao PawarKrushna Shamrao Pawar
Senior Data Analyst at eClerx Services Ltd.Senior Data Analyst at eClerx Services Ltd.
Raj KhotRaj Khot
Process Manager at eClerx Services Ltd.Process Manager at eClerx Services Ltd.
Sayli TelangeSayli Telange
Senior Analyst at eClerx Services Ltd.Senior Analyst at eClerx Services Ltd.