Akshita Jain

Operations Associate

Bengaluru, Karnataka, India1 yr 10 mos experience

Key Highlights

Proven expertise in financial analysis and risk management.
Successfully managed insurance operations for major clients.
Improved financial efficiency through strategic reporting.

Stackforce AI infers this person is a Finance professional with expertise in Fintech and risk management.

Contact

Skills

Core Skills

Financial AnalysisRisk ManagementBusiness Management

Other Skills

ACH PaymentsAccounts Payable & ReceivableAccounts Receivable (AR)AccrualsAnalytical SkillsAttention to DetailBillingBusiness AnalysisBusiness EconomicsCommunicationCustomer Relationship Management (CRM)DCF ValuationEBITEconomicsFinancial Accounting

About

Finance professional with a background in finance and applied economics, CS Executive student, and knowledge of investment banking. Skilled in managing insurance operations, risk management, and financial analysis. Experienced in policy endorsements, stakeholder coordination, and business analytics. I'm passionate about using my knowledge of finance to create value and success in ever-changing financial circumstances.

Experience

Cautio

Assistant Manager Finance

Jul 2025 – Present · 8 mos · Bengaluru, Karnataka, India · On-site

Bitespeed

Finance Associate

Jan 2025 – May 2025 · 4 mos · Hybrid

Plum

Operations Executive

Dec 2023 – Oct 2024 · 10 mos · Bengaluru, Karnataka, India · On-site

Managed group life insurance endorsements for ICICI Lombard, Magma, and SBI, focusing on accurate policy administration.
Prepared and validated endorsement-related invoices, ensuring correct premium calculations and timely billing.
Maintained financial trackers to monitor endorsement activity, coverage status, and cost impact for internal analysis.

Insurance OperationsPolicy EndorsementsFinancial TrackingFinancial AnalysisRisk Management

Lotus design labs

Finance Executive

Oct 2022 – Oct 2023 · 1 yr · Remote

Prepared quarterly reports focusing on receivables and deviations, improving financial efficiency by 10%.
Processed billing and invoices monthly, contributing to MIS reporting.
Created and delivered presentations on organizational financial health for strategic decision-making.
Implemented client suggestions to improve company efficiency and effectiveness.

Financial ReportingBillingPresentation SkillsFinancial AnalysisBusiness Management