Work experience

• Accounting Specialist

  Vensure HCM

  2023.11-Current

  (2 years)

  ▪ Optimized treasury operations by automating direct deposit workflows and enabling secure, accurate, and timely money movement across payroll and finance functions. ▪ Collaborated with leadership to reduce manual intervention, implement approval workflows, and strengthen internal controls to minimize risk, errors, and fraud. ▪ Investigated and resolved discrepancies in cash transactions, conducted bank reconciliations, and maintained financial records with precision. ▪ Monitored industry trends, including loss ratios, claims frequency, and regulatory changes, recommending strategies to mitigate risk. ▪ Researched client information, including ownership structure and reputation, to support onboarding and risk assessments. ▪ Monitored customer accounts during implementation and analyze financial transactions to identify and mitigate potential fraud. ▪ Oversaw direct deposit reversals, ensuring accurate resolution aligned with payroll regulations and protecting stakeholder interests. ▪ Acted as Subject Matter Expert (SME) on AP tax matters; lead team training and guide tax-related queries.
• Financial Analyst

  RR Donnelley

  2015.04-2023.11

  (9 years)

  Accounting Specialist – Treasury Operations | May 2025 – Present Accounting Specialist – Treasury Operations Direct Deposit Accuracy Fraud Alert Resolution Client Risk Assessment Compliance Maintain direct deposit accuracy through Resolve significant numbers of fraud alerts Complete client risk assessments on time, automated payroll controls. within 24 hours promptly. ensuring compliance. ▪ Optimized treasury operations by automating direct deposit workflows and enabling secure, accurate, and timely money movement across payroll and finance functions. ▪ Collaborated with leadership to reduce manual intervention, implement approval workflows, and strengthen internal controls to minimize risk, errors, and fraud. ▪ Investigated and resolved discrepancies in cash transactions, conducted bank reconciliations, and maintained financial records with precision. ▪ Monitored industry trends, including loss ratios, claims frequency, and regulatory changes, recommending strategies to mitigate risk. ▪ Researched client information, including ownership structure and reputation, to support onboarding and risk assessments. ▪ Monitored customer accounts during implementation and analyze financial transactions to identify and mitigate potential fraud. ▪ Oversaw direct deposit reversals, ensuring accurate resolution aligned with payroll regulations and protecting stakeholder interests. ▪ Acted as Subject Matter Expert (SME) on AP tax matters; lead team training and guide tax-related queries. Financial Analyst Daily Reporting Accuracy Discrepancy Resolution Rate Bank Reconciliation Timeliness Ensured all daily banking reports are Achieved resolution rate on cash Complete daily and monthly bank accurate and delivered on time without transaction discrepancies within the same reconciliations within SLA deadlines to errors. business day. maintain record integrity. ▪ Maintained all company banking portals, updated user access rights, and conducted periodic audits to ensure access controls and regulatory compliance. ▪ Managed bank information across payroll systems and verified cash movement accuracy across internal accounts. ▪ Conducted daily reporting on banking and cash activity, ensuring error-free financial disclosures and readiness for audits. ▪ Performed end-to-end resolution of Positive Pay, ACH, Nacha, and cash transaction discrepancies in coordination with banking partners. ▪ Executed daily treasury payments and ensured system accuracy through rigorous testing of Positive Pay and Nacha files. Sara Raimond ’s Resume | Confidential | Page No. 1 ▪ Completed daily/monthly bank reconciliations and ensured alignment with financial statements and audit requirements. ▪ Maintained financial documentation, including cash logs and control sheets, in accordance with company compliance policies. ▪ Contributed to upcoming Treasury/Accounting system implementations and provided back-up support to team members during absences. ▪ Resolved client complaints and transaction issues professionally, ensuring high standards of service and conflict resolution. Financial Analyst | Jun. 2019 – Nov. 2023 Growth Path: Financial Associate | Apr. 2015 – May 2017 Senior Financial Associate | Jun. 2017 – May 2019 Financial Analyst | Jun.2019–Nov.2024 Financial Analyst Process Transition Efficiency Average Handling Time (AHT) Reduction Accuracy & Compliance Rate Successfully led the transition of 3 Implemented AHT measurement Maintained near-perfect accuracy in processes with zero operational downtime frameworks, driving decrease in processing application reviews and actuarial and full knowledge transfer. time. calculations. ▪ Led transition of three core processes, ensuring smooth knowledge transfer and uninterrupted operations. ▪ Trained internal teams and external clients following US-based sessions, enhancing overall process competency and service delivery. ▪ Developed and implemented AHT measurement frameworks, enabling performance tracking and continuous operational improvements. ▪ Analyzed insurance policies, premiums, claims, and coverage to evaluate portfolio profitability and support pricing strategies. ▪ Collaborated with underwriting to assess risks and build pricing models, ensuring adequate coverage and financial viability. ▪ Monitored industry trends, including loss ratios, claims frequency, and regulatory changes, recommending strategies to mitigate risk. ▪ Conducted actuarial calculations (reserves, premiums) to ensure accurate financial reporting and compliance with regulations. ▪ Communicated financial analyses and insurance data to management, investors, and partners, facilitating informed decision-making. ▪ Reviewed insurance applications for completeness and accuracy before submission, ensuring compliance with client guidelines. ▪ Maintained comprehensive case tracking databases and managed client follow-ups via multiple channels. ▪ Coordinated issue resolution across departments and agents, ensuring policy accuracy and timely delivery. ▪ Presented product features and benefits to prospects, contributing to increased sales and client acquisition. ▪ Delivered high-quality reports to track team performance, identify improvement areas, and maintain quality standards. ▪ Conducted process training for new recruits, accelerating team readiness and operational success. ▪ Managed internal communications efficiently to minimize workflow delays and optimize collaboration. Senior Financial Associate Error Rate Reduction Turnaround Time Improvement Team Productivity Growth Decreased policy issuance errors through Accelerated insurance case processing Elevated team efficiency via cross-training rigorous reviews, enhancing overall optimizing workload management and programs and mentorship, fostering a underwriting accuracy. communication strategies. collaborative culture. ▪ Strategically prioritized high-volume casework, accelerating issuance timelines by 25% while managing customer expectations through proactive communication. ▪ Maintained comprehensive and audit-ready records, improving document accessibility and reducing information retrieval time by 30%. ▪ Championed team development initiatives, providing cross-training and mentoring that boosted team productivity and collaboration. ▪ Implemented process enhancements to streamline policy reviews, reducing error rates and supporting quality assurance objectives. Financial Associate ▪ Processed insurance applications within SLA, verifying eligibility and ensuring complete, accurate documentation for swift approvals. ▪ Structured and imaged paperwork for proposed insureds under defined categories, streamlining data access and operational efficiency. ▪ Delivered responsive client support and maintained strong relationships with US clients, enhancing satisfaction and service continuity.
• Process Associate (Intern)

  Reachout Technosoft Pvt Ltd.

  2013.07-2013.09

  (3 months)

  ACADEMIC CREDENTIALS

Educational experience

• ICFAI University, Sikkim

  MBA, HR

  2016.09-2019.06

  (3 years)

  Specialization in Human Resources Management
• UEI Global, Bharathiar University

  BBA

  2013.05-2015.04

  (2 years)

  Business Administration

Languages