Gurcharan Dadra Email & Phone Number

Bellmore, NY, US

Jersey City, New Jersey, United States

Jersey City, New Jersey, United States

• Coordinate with internal and external sources within insurance and capital markets to obtain relevant catastrophe loss data and convert it into usable information for the PCS team and its clients.
• Comb industry sources- both public and private, to find applicable data, then convert it into usable information for PCS purposes.
• Lead projects to help refine processes and enhance the ability to analyze and accurately interpret data.
• Organize, launch, and manage PCS initiatives as assigned.

Hauppauge NY

• Use advanced excel knowledge for extensive custodial data imports and asset performance analysis.
• Conduct through data analysis through use of excel formulas and vlookup.
• Primary contact for data analyst team in regard to financial/accounting issue resolution.
• Use Salesforce to maintain communication records with clients.
• Communicate with clients daily for account audits and daily financial data analysis.
• Work with programmers for software development to improve efficiency in financial analysis.

Hauppauge NY

• 2017 TOP Orion Star Award Winner– For exhibiting the key Orion Core Values of: Innovate, Invest, Teamwork, Own, and Trust.
• Conduct account history imports for clients through custodial excel exports.
• Use Excel data validations and formulas to audit account transactions.
• Assist team members in excel usage training.
• Lead daily team huddles to maintain work efficiency.
• Train new hires with company software and excel usage.

Hauppauge, NY

• 2016 Orion Star Nominee – for exhibiting company’s core values of Own – owning the process from beginning to end to provide the most accurate data to our clients.
• Retrieve financial data from partner custodians through use of SQL and other proprietary software.
• Analyze financial data from custodians through Excel spreadsheets and formula utilization.
• Use basic excel operations and formulas to format data for financial data imports.
• Audit 50+ client databases to verify account balances with custodial asset files.
• Conduct monthly audits for account balances and for account performance analysis.

Bellmore, NY

• Prepare prescription claim forms to be submitted to insurance companies.
• Conduct daily audits for proper dosage and directions on prescriptions.
• Conduct monthly and quarterly audits for HIPPA compliance.
• Maintain paperwork for FDA and DOH compliance, and oversee any audits that may occur.

Bellmore, NY

• Ensure DOH code compliant food preparation and safe working environment for workers.
• Coordinate employee schedules to provide smooth day to day business operation.
• Oversaw delivery and in-house food orders to ensure prompt service for clientele.
• Manage restaurant during peak service hours to ensure customer satisfaction.

Seaford, NY

• Build strong relationships with existing and new customers to obtain high satisfaction rating for branch location.
• Maintain location inventory through sales analysis and sales predictions.
• Worked with manager for onboarding new commercial accounts.
• Lead team training sessions.
• Coordinate team schedules.

Bellmore, NY

• Cold and warm call clients to sell/upgrade services through persuasive and confident interpersonal communication.
• Assisted in conflict resolution for improved customer care ratings.
• Expertly overcome obstacles to secure agreements.

Bachelor Of Science (B.S.), Actuarial Science

Activities and Societies: • Phi Eta Sigma – Honor Society • Mu Alpha Theta – Math Honor Society • Golden Key Honor Society • Actuarial.

Advanced High School Diploma, 97/100

Activities and Societies: • Student Senator • Math Club • National Honors Society • Varsity Football • Varsity Wrestling • Varsity Track