DERRICK DSOUZA

About the Candidate

Summary:

Experienced Finance and Insurance Executive with over 13 years of experience in financial reporting, insurance operations, underwriting, and client management. Known for handling complex financial tasks, improving customer satisfaction, and achieving operational excellence. Skilled in data management, bank reconciliation, and financial statement preparation. Seeking to bring my skills and experience to a dynamic financial or insurance organization

Key Highlights:

• Utilized strong analytical skills for accurate quantity take-offs and cost estimates using in-house software.

• Negotiated favorable purchase conditions with approved suppliers, leading to significant cost savings.

• Developed and managed project budgets for equipment, materials, and labor, ensuring adherence to budget constraints.

• Prepared insightful analytical reports related to procurement functions for valuable project management insights.

• Conducted ongoing market research to identify cost- effective sourcing opportunities and stay abreast of price trends.

• Effectively interpreted architectural plans to develop accurate cost estimates for construction projects.

• Established and nurtured strong relationships with key vendors and contractors, fostering collaboration and smooth procurement processes.

• Demonstrated exceptional time management and multitasking skills to handle multiple procurement tasks and meet deadlines efficiently.

• Possess a comprehensive understanding of the different stages of a construction project and their impact on procurement activities.

• Proven understanding of the construction process, allowing for effective alignment of procurement activities with project goals.

Key Skills:

• Project Estimation & Costing

• ERP Systems (Epicor)

• Glass Optimization (Lisec GPS, Plus2D)

• Technical Submittals & RFls

•  Change Order Management

• Stakeholder & Vendor Coordination Quantity Take-offs & BOQS

• Construction Drawings Analysis

• Operational Excellence

• Customer Service & Communication.

• Financial Reporting

• Underwriting

• Client Management

• Project Estimation

• Data Management

• MIS Reporting

• Bank Reconciliation

• Compliance (AML & KYC)

• Auditing

• Customer Relation Management.

Strengths:

Communication Skills:

Effective communication skills resulting in improved client satisfaction and successful collaboration.

Organizational Skills:

Strong organizational skills leading to efficient task management and effective handling of projects and responsibilities.

Problem-Solving Skills:

Proven problem-solving abilities enabling prompt resolution of customer-related issues and ensuring client satisfaction.

Saudi American Glass Company, Riyadh, Riyadh Region.

Assistant Estimator Jan 2019 – Present

▪ Managed multiple projects and client accounts, preparing work estimates, quotations, and detailed cost analyses.

▪ Coordinated RFIs, submittals, change orders, material purchases & requisitioning.

▪ Performed material take-offs and optimization, ensuring projects are completed on time and within budget.

▪ Maintain stocks as per project requirements by interacting with Purchase department.

▪ Create and maintain PO invoices, verifying purchase order numbers before processing.

▪ Noted cost discrepancies and provided special reports by collecting and analyzing data.

▪ Assisted the sales team in preparing proposals and managed client requests and queries.

▪ Maintained the general ledger, supported audit processes, and ensured 100% data management.

▪ Circulate MIS reports, production plans to the Estimation Manager and Sales Team.

Future Generali India Life Insurance Company Ltd, Mangalore, India  

Sr. Branch Operations & Finance Executive Oct 2012 – Jan 2019

▪ Prepared monthly financial reports, daily collection reports, and other MIS reports.

▪ Handled proposal forms, basic underwriting, and post-underwriting matters.

▪ Managed insurance policy renewals, cancellations, and new business inquiries.

▪ Processed documents for various claims and ensured AML & KYC compliance.

▪ Scheduled candidate training exams, maintained staff attendance records, and handled petty cash expenses.

▪ Supervised branch administration and ensured 100% data management.

▪ Assisted in preparing bank reconciliation statements and underwriting new business documents.

Branch Operations & Finance Executive Jan 2012 – Oct 2012

▪ Assisted with cash and cheque bank reconciliation statements and handled insurance policy renewals and cancellations.

▪ Managed endorsements, policy cheques, and premium collection.

▪ Maintained records of petty cash expenses and handled agreement formalities of agents and franchisees.

▪ Addressed customer queries and ensured 100% data management.

▪ Assisted in month-end report preparation.

M/s Rao & Basri, Chartered Accountant, Mangalore, India

Assistant Accountant Nov 2010 – Jan 2012

▪ Maintained ledgers, journals, and prepared monthly statements, trial balances, and balance sheets.

▪ Participated in statutory and concurrent bank audits, private company audits, and handled income tax and sales tax matters.

▪ Conducted tax audits, internal audits, and managed VAT-related tasks.

▪ Maintained various books of accounts and organized month-end, quarterly, and year-end processes.

▪ Prepared project reports and contributed to maintaining accurate financial records.

Education & Recognitions:

Recognitions:

• Recognition of Outstanding Performance in the year 2024-2025 in Saudi American Glass Company.

• Recognition of Outstanding Performance in the year 2021-2022 in Saudi American Glass Company

• Best Employee of the year 2018 in Future Generali India Life Insurance Company Ltd.

Education:

• Master Of Business Administration: Finance

Sikkim Manipal University – Mangalore- India, 04/2014

• Bachelor Of Business Administration: Management

St Philomena College, Mangalore University – Mangalore-India, 04/2010

• A-Levels: Business and Accountancy

Sacred Heart College – Mangalore-India, 04/2007.

Areas of Expertise:

• Proficient in Windows Operating System and MS office package – Excel, Word, PowerPoint, Outlook.

• Epicore ERP Data Process Management -SAG

• BPMS-IBM Data processing for insurance.

• Lifeasia-400 insurance software

• Tally 5.4, 7.2, Tally 9, Tally ERP 9 Accounting software.