Shivi Jalan

Accounting Analyst

Optum Global Solutions

Jul 2025 - Present · Gurugram, Haryana, India

Managed Workers’ Compensation AR files from Regions Bank, updated client account payment balances, and supported day-end reporting. Reviewed payment history, aging items, bad debt balances, open account balances, and supporting records for AR resolution. Prepared balance adjustments, write-offs, debit memos, and credit memos. Applied payments in Oracle to correct client accounts, invoices, and balances. Performed bank statement and account reconciliation and reviewed discrepancies involving unapplied cash, short payments, overpayments, and open items. Coordinated with onshore partners and account managers to resolve balance issues and payment discrepancies. Automated daily status reporting using Advanced Excel, Power Query, PivotTables, and formulas, saving approximately 5 hours per week per resource, and trained peers on process and reporting steps.

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