Kailas Patel Email & Phone Number

Charlotte, North Carolina Area

Processing Direct Bill commission statements/old accounts receivables, using Ivantage Prince and SAP.

Charlotte, North Carolina Area

Chrlotte

Charlotte, North Carolina Area

Balanced reconciliations, ensured accurate postings, and proper reflection of aging items daily and monthly on financial accounts. Processed general accounting transactions including policy and ledger level postings to balance complex accounts. Performed spot checks on accounts with items identified as alert reportable to determine what efforts were being or needed to be made to ensure these were cleared accurately, with respect to internal controls, and therefore no longer reportable as out-of-standard at month-end. Accounted for allowed account deviations where applicable. Applied keen analytical skills reviewing accounting processes to identify areas of optimization, internal controls or securities risk, as well as business processes with possible compliance issues. Subject Matter Expert in the application of Technology resources to business processes for the purpose of process optimization and cost-savings.Applied risk management and investigative techniques, identified and prevented customers from cashing fraudulent checks at the bank, saving $1M. Identified and reviewed incidents of both internal and external theft and fraud. Strategically assessed each incident identifying when and how it occurred and the parties responsible for potential legal action. Developed, maintained and disseminated process documentation from research findings and recommended necessary corrective/preventative action or remediation plans for critical areas where loss was confirmed. Maintained continuous and thorough upward communication with Senior Executives, promptly alerting them to any loopholes, segregation of duties issues, etc. found within established internal controls or governance processes..• Reviewed positive paychecks on bank exception system, and approved to pay or return checks.• Earned high rating on Financial Commitments by exceeding production standard requirements.• Achieved Extraordinary Customer Service Award.

Charlotte, North Carolina Area

Investigated customers’ current and abandoned property disbursements in a timely manner. Facilitated and executed activities to create and foster a positive office culture and increase employee morale. Consistently supported Abandon Property area of accounting by assisting with clearing outstanding checks and customer inquiries to achieve monthly goals. • Led and facilitated support for premium paying customers during catastrophes by answering phone calls, opening claims, clearing task, issuing payments, and training peers.• Recognized as Expert in front line customer interaction with strong ability to anticipate needs while balancing empathy and assertiveness.• Implemented a streamlined process with business partner to bring work condition from a two year to current, which resulted in 100% efficient customer service and improved compliance.• Improved process to eliminate double posting errors to general ledger, resulting in a 70% gain in quality and production efficiency.• Created a new automated database to reduce manual input in journal entry time by 85%.• Received Abandon Property Team Player Award.• Earned Quality Service Award.

Charlotte, North Carolina Area

Previous roles include Experienced in Money Management Center, processed customer payments, balanced cash, prepared deposits for customer accounts, and ensure payments are posted to Insured’s policy with excellent quality. Experienced in account receivable processed customer invoices and payments. Experienced in accounts payable processed customer’s payment and employee payroll checks.• Proficient in window based software.• Demonstrated organizational and time management skills.• Demonstrated problem solving skills and attention to detail.• Ability to work in fast paced environment.• Excellent communication skills.

Master Of Arts (Ma), Clinical Psychology, A

Bachelor Of Arts (Ba), Psychology/Statistics, A

Associate'S Degree, Data Processing, A