
Shubham Saxena
Account Assistant & Financial Liaison | Fund Management, Audit Support, Non-Profit Finance

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About me
Healthcare Business Analyst @ Vitraya | Data Analysis | Python | SQL | Tableau | Power BI | Machine Learning
Education

Rukmini Devi Institute of Advanced Studies
2012 - 2016Bachelor of Business Administration - BBA Business Administration and Management, General 60%
Institute of Management Technology, Ghaziabad
2020 - 2021Master of Business Administration - MBA finance and business analytics First class Honours - 75% for 1st year in aggregate
Rukmini Devi Institute of Advanced Studies
2012 - 2016Bachelor of Business Administration - BBA Business Administration and Management, General 60%
Rukmini Devi Institute of Advanced Studies
2013 - 2016Bachelor’s Degree Bachelor of Business Administration
Experience

Saksham Trust - India
Jul 2013 - Dec 2014Account Assistant & Financial Liaison | Fund Management, Audit Support, Non-Profit Finance- Financial Management: Assisted in maintaining and reconciling Bank Reconciliation Statements (BRS) for 8 donation accounts, ensuring accurate financial tracking and reporting.- Audit Support: Provided key support during CA audits and company-led financial reviews, collaborating with the accounting team to facilitate a smooth and efficient audit process.- Event Representation: Represented Saksham Trust at the World Book Fair 2014, leveraging Event Handling skills to effectively promote the NGO’s mission and engage with potential donors and partners.- Stakeholder Communication: Utilized Team Collaboration skills to communicate with various stakeholders, including donors and partners, keeping them informed about financial status and the impact of their contributions.- Assistive Device Projects: Supported the implementation of special projects, including the distribution of assistive devices such as Braille Typewriters, Smart Canes, and Talkback software, contributing to the NGO’s mission of enhancing the lives of individuals with visual impairments. Show less

Confederation of Indian Industry
Jan 2017 - Jan 2017Freelance Event Specialist | Hall Director, Liaison Officer | Event Coordination & Management- Acted as Hall Director for World Food India 2017, managing over 60 FMCG companies, including industry giants like Nestle and Greenbrrew. Ensured smooth operations and resolved exhibitor concerns efficiently.- Led the delegation management for the Indian Railway Equipment Exhibition 2017, where I coordinated with stakeholders to ensure seamless event operations.- Represented CII as a Liaison Officer during the Global Exhibition on Services 2016, managing delegations from Kazakhstan, Uzbekistan, and Laos. Assisted with their queries, ensuring smooth coordination and an exceptional experience at the event. Show less

Big Deeper
Jul 2017 - Aug 2022Exhibition and Marketing Manager | Sales Operations Specialist- Managed the sales and marketing for Maharashtra, handling key accounts, and establishing a client base across major cities like Mumbai, Pune, Kolkata, and Raipur.- Single-handedly managed the Mumbai branch office setup, including finding the location, recruiting staff, and training employees, after liaising with the company's owner.- Handled events and exhibitions in multiple cities, driving marketing initiatives and managing dealer networks for Professional DJ lights manufacturing.- Spearheaded business development initiatives, negotiating deals and expanding the distributor network, contributing to a 35% increase in productivity and a 75% reduction in paperwork through operational restructuring.- Utilized MS Excel for sales reporting, forecasting, and data analysis, enabling better decision-making and performance tracking. Show less

Vitraya Technologies
Nov 2022 - nowBusiness Analyst | Healthcare Claims Automation | MS Excel, Python, SQL, Process OptimizationAt Vitraya Technologies, I played a key role in automating the healthcare claims process for clients like Niva Bupa, Aditya Birla Health Insurance, Star Health, and Bajaj Health. Our system reduced claim processing time from 2-3 hours to just 2-3 minutes by enabling auto-adjudication of claims for onboarded hospitals.Key Responsibilities:- Hospital Onboarding: Led the onboarding process for hospital price lists, including agreed price lists, Schedule of Costs (SOC), and mini SOCs. Tackled challenges related to general discounts, MOU discounts, and accommodation types, ensuring that all contract terms between hospitals and insurers were captured.- Data Management: Utilized advanced MS Excel techniques, including data cleaning and custom formats, to organize hospital data and ensure consistency in the onboarding process.- Collaboration & Cross-Team Management: Worked closely with cross-functional teams, primarily focusing on Niva Bupa, but also contributing to Star Health, Aditya Birla Health Insurance, and Bajaj Health onboarding efforts.- Knowledge Transfer & Team Collaboration: Delivered regular knowledge transfer (KT) sessions to new team members, keeping them updated on changes from Niva Bupa and other key clients.- Project Management: Managed multiple onboarding projects simultaneously, ensuring efficient completion within tight deadlines, and leading efforts to continuously improve operational processes.Achievements:- Efficiency Improvements: Contributed to reducing claim processing times from hours to minutes, improving data-driven decision-making and operational efficiency.- Process Optimization: Spearheaded improvements in onboarding workflows, resulting in a 20% reduction in manual work and greater data accuracy.- Mentorship: Provided training and support to new team members, helping them navigate onboarding processes and ensuring smooth integration into the team. Show less
Licenses & Certifications
- View certificate

Data Analysis with R Programming
Coursera | GoogleJul 2021 - View certificate

Analyze Data to Answer Questions
Coursera | GoogleJun 2021 - View certificate

Share Data Through the Art of Visualization
Coursera | GoogleJun 2021 - View certificate

Ask Questions to Make Data-Driven Decisions
Coursera | GoogleMay 2021 - View certificate

Prepare Data for Exploration
Coursera | GoogleMay 2021 - View certificate

Process Data from Dirty to Clean
Coursera | GoogleMay 2021 - View certificate

Foundations: Data, Data, Everywhere
Coursera | GoogleApr 2021 - View certificate

Google Data Analytics Certificate
CourseraJul 2021
Volunteer Experience
Key Account Assistant
Issued by Saksham Trust - India on Jan 2013
Associated with Shubham Saxena
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