Namrata Thakkar Email & Phone Number

North Sydney, New South Wales, Australia

·Assisting with day-to-day financial transactions, including classifying, posting and recording accounts data.·Assisting AR with debtor ledger management and communicate with clients to ensure prompt payment.·Accounts payable invoice entry for multiple business entities·Credit card and bank account reconciliation including end of month reporting·Preparing and updating budgets·Creating weekly and fortnightly payrun·Processing weekly Staff Expenses and refund·General office tasks, including answering phones, responding to emails, processing mail.

·XERO based Client Invoicing, bank reconciliation, receivables & payables·Performing HR duties (recruitment, on boarding, off boarding etc.)·Processing Payroll (updating timesheet, calculating leave balance, final payments)·Creating, managing & administering the document management system·Maintaining & Auditing data·Preparing reports and conducting cost analysis·General office admin duties, such as banking, filing, documenting, liaising with external vendors , organizingmeetings, Managing Calendars & Diaries

Sydney, Australia

• Create & maintain member database.• Processing payments.• Maintaining documents, filing and scanning.• Working on LGA Research & Analysis project. • Prepare reports, presentations, and correspondence.• Assign jobs and duties as needed.• Serve as the go-to for inquiries or assistance.

Mumbai Area, India

Reporting Analyst (Group MI & Analytics):·Accountable for all service delivery parameters including reporting, analysis, planning, delivery, continuous processimprovements and relationship management with in-house and external stakeholders.·Prepare standard and custom reports for executives, managers, clients, and other stakeholders which helped indetermining the current service status of the company.·Collaborate with managers to solve a variety of problems and to clarify management objectives which resulted inachieving better results.·Support team members in building trust in themselves & team.Exeter Fees Administration:·Solely migrated Exeter Fees Process from Exeter, United Kingdom to India.·Prepared process flow for the new process to be adhered by the team.·Analysing Client Service Agreements set up between JLT and client and generating invoices in Practice Engine(invoicing system) and Preparing Reports.

Mumbai Area, India

Axis Bank is the third largest private sector bank in India. Bank offers the entire spectrum of financial services to customer segments covering Large and Mid-Corporate, MSME, Agriculture and Retail Businesses.• Update customer database and account details.• Open new accounts.• Determine customers' financial services needs and prepare proposals to sell services that address these needs.• Develop prospects from current commercial customers, referral leads, sales or trade meetings.• Work towards achieving sales targets and KPIs. • Make presentations on financial services to groups to attract new clients.• Manage cash transactions and verify cashier's checks.• Identify transaction mistakes when debits and credits do not balance.• Resolve problems or discrepancies concerning customers' accounts.• Compute financial fees, interest, and service charges.• Inform customers about foreign currency regulations.• Managing incoming call & emails.• Providing End to End query resolution for the Credit Card queries & complaints received from branches across the Globe.• Maintaining query data & preparing Daily, Weekly & monthly MIS Reports.• Doing Root Cause Analysis on the complaints received.

Bachelor Of Commerce (B.Com.), Accounting

Banking - Asic Tier 2, Banking And Financial Support Services