pranaya haldar
ID: CCE521218
pranaya haldar
ID: CCE521218
pranaya haldar
ID: CCE521218

About pranaya haldar
Detail-oriented Finance & Insurance Operations professional with 4.8+ years of experience across US insurance, premium accounting, reconciliations, billing, collections, and financial operations. Proven ability to manage high-volume financial data, resolve aging balances, and ensure 100% accuracy across accounting, ledger, and policy systems. Strong background in trade lifecycle support, commission accounting, premium posting, AR/AP reconciliation, cash application, and month-end closing activities. Known for improving process efficiency, audit readiness, and data integrity while working in fast-paced environments supporting US clients and financial institutions. Experienced in working with cross-functional teams, underwriting, brokers, carriers, and finance teams to ensure timely settlements, accurate reporting, and compliance with US insurance and financial regulations.
Employment History
Principal Global ServicesInvite company
13th Oct 2022 to 2nd Jan 2026
Senior Process Specialist
13th Oct 2022 to 2nd Jan 2026
Salary Package
Salary Hidden
Roles & Responsibility
I am a Finance and Insurance Operations professional with 4.8 years of experience supporting US insurance and financial services organizations. I manage premium posting, commission accounting, billing, cash application, and reconciliations across multiple systems. I ensure accurate recording of transactions in policy and finance platforms, investigate mismatches, and resolve discrepancies. My role includes AR and AP management, aging follow-ups, journal entries, and month-end close support. I prepare reconciliation and MIS reports, support audits and compliance, and work closely with underwriting, brokers, and finance teams to maintain strong financial controls, data accuracy, and timely settlements.
Skills
- - Excellent oral & written communication skills. - High degree of proficiency in basic computer applications (i.e. Windows, Word, Excel, Outlook, etc.) - Ability to learn and adapt to multiple internal applications & tools. - Strong analytical and independent problem-solving skills. - Team Player - Able to clearly communicate network issues and the status of efforts to resolve problems , Team build , team Management, Client communication, Grow on ground level business
Verification Pending
Gallagher Service Center, LLPInvite company
19th Feb 2021 to 30th Sep 2022
Process analyst
19th Feb 2021 to 30th Sep 2022
Salary Package
Salary Hidden
Roles & Responsibility
I am responsible for managing insurance operations and financial transactions for US clients at Gallagher. My role includes premium processing, policy updates, billing, cash application, and commission accounting. I perform daily and monthly reconciliations between policy systems and finance records, investigate mismatches, and resolve discrepancies. I manage accounts receivable and follow up on aging balances, ensuring timely collections and accurate reporting. I also support month-end close, prepare reconciliation and MIS reports, and coordinate with brokers, underwriters, and finance teams to maintain data accuracy, compliance, and smooth financial operations.
Skills
- - Excellent oral & written communication skills. - High degree of proficiency in basic computer applications (i.e. Windows, Word, Excel, Outlook, etc.) - Ability to learn and adapt to multiple internal applications & tools. - Strong analytical and independent problem-solving skills. - Team Player - Able to clearly communicate network issues and the status of efforts to resolve problems , Team build , team Management, Client communication, Grow on ground level business
Verification Pending
Education
M.Com (Master of Commerce)
(Highest)Savitribai Phule Pune University
1st Apr 2019 to 31st Mar 2021
