Ashwin Kumar Bhalgotra, CPA(Awaiting License)

Experience

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  GENPACT

  May 2007 - Nov 2013

  Assitant Manager

  • Accounting and Reconciliations of Investments Accounts• Internal and External Investments Reporting• Statutory Investment reporting - Finalization of quarterly statements and annual statement• Accounting and Reconciliations of Balance Sheet Operational Accounts for a US Based Life Insurance ClientTeam ManagementScheduling of team activities, Process documentation & Cross-training, Preparation of SLA , Performing One on Ones and Appraisal Cycles.

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  UnitedHealthcare - Subsidiary of UnitedHealth Group

  Nov 2013 - Sept 2016

  Medical Cost Reserving - Accounting and ReportingSetting of the IBNR Reserves and Catastrophic Claims accounting & Reporting.Various systems feeder balancing tie-out processes to ensure integrity of data.Review journal entries in accordance with generally-accepted accounting principles.Review general ledger accounts in preparation for month end close.Review monthly management summary reports of reserves. Reserving Accountant

  • Deputy Manager

    Sept 2015 - Sept 2016

  • Assistant Manager

    Nov 2013 - Aug 2015
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  Global Bankers Insurance Group

  Sept 2016 - Jan 2019

  Manager - Statutory Accounting and Reporting

  Performing Quarterly and Annual Statutory Reporting and managing a team of ~ 7 Full time employees responsible for end to end Accounting and Reconciliations for the Life Insurance Company Processes. Main Responsibilities listed below:Review of Month End Close AccountingBalance Sheet Reconciliations Review.Review of Premiums, Claims, Reserves and Investments Accounting.Timely and accurate production of financial statements and financials reporting to NAIC.Financial statement analysis - Identify and interpret trends for communication to onshore management.Assist in all phases of audits, including schedule preparation, statement presentation, and coordinationRespond to Department of Insurance inquiries and requirements.Interpret new accounting policies and the effect on the company’s reporting process. Show less

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  Invesco Ltd.

  Jan 2019 - Nov 2020

  Manager R2R
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  Synchrony

  Nov 2020 - now

  AVP - Controllership