12 years of experience in Financial Operations Analysis. Analytical professional with technical knowledge and critical thinking skills to thrive in data-driven environments. Tackles challenges with positivity and drive to overcome. Works great alone or with others and consistently exceeds expectations.
Overview
12
12
years of professional experience
Work History
Consultant 2
AON Consulting Pvt Ltd
04.2023 - Current
Handling and updating member data as per the request received.
Analyzed existing methods to develop best practices for performance improvement.
Evaluated needs of departments and delegated tasks to optimize overall production.
Facilitated training sessions for new employees.
Created plans to propose solutions to problems related to efficiency.
Collaborated with clients to develop action plans to address specific challenges and objectives.
Leading team huddles and providing all the required updates.
Resolved team and individual challenges through proactive problem-solving.
Motivated team to consistently deliver optimal effort and generate impactful ideas for process enhancement.
Worked effectively in team environments to make the workplace more productive.
Prioritized and organized tasks to efficiently accomplish goals.
Managed activities consistently to maintain SLA compliance.
Revised standard operating procedures for accuracy.
Monitored errors and omissions closely to ensure accuracy.
Process Champion
Lifeworks (Now merged with TELUS)
03.2020 - 04.2023
Reviewed and updated participant data in backend applications adhering to requests from call centers.
Determined benefits for eligible retirees and their beneficiaries using in-built applications.
Assessed plans to determine death benefits for surviving spouses post participant’s demise.
Evaluate and manage benefit requests in alignment with specific participant plans for both monthly and lump sum distributions.
Reviewed and updated participant death records in the system.
Reviewed and processed various requests including tax forms, direct deposit forms, and personal data change forms.
Monitored status of submitted, returned, and unresolved requests.
Facilitated team building activities, ensuring strong inter-team relationships.
Ensured timely execution of all allocated responsibilities adhering to defined SLAs.
Conducted comprehensive and efficient reviews of tasks within TAT.
Motivated team members to enhance productivity.
Process Champion
Mercer
10.2017 - 03.2020
Updated participant data across backend systems based on requests from call centers.
Determined retirement benefits for eligible recipients through integrated applications.
Evaluated spouse benefit eligibility as outlined in plan provisions after participant's demise.
Reviewed monthly and lump sum benefits for accuracy as per plan details.
Reviewed and updated participant deaths in the system.
Reviewed and processed diverse administrative form requests, including tax forms and direct deposit forms.
Oversaw data management for completed, returned, and ongoing requests.
Engaged in Mercer Care volunteering and corporate social responsibility initiatives.
Managed completion of assigned responsibilities adhering to defined SLA standards.
Executed efficient review process for assigned and completed tasks adhering to TAT.
Senior Analyst
Deutsche Bank
01.2015 - 10.2017
Handled two distinct regions, Netherlands and Amsterdam, within the Account Management process effectively.
Monitored and recorded all incoming requests to maintain service level agreement standards consistently.
Executed validation processes for foreign account tax compliance under FATCA guidelines.
Managed account lifecycle processes, including opening and closure.
Monitored group mailbox for regional requests across Netherlands and Amsterdam.
Managed publication of Daily Management Information System (MIS) along with global and month-end reports.
Conducted request analysis using data extracted from SharePoint systems.
Increased automation and efficiency in delivering bold concepts for Client Data Services.
Standardized Key Operating Procedures through weekly SharePoint updates.
Handled escalations across onshore and offshore teams.
Managed bulk client access requests including additional account-related services with precision.
Facilitated training for new team members on CDS processes.
Assessed team training needs and conducted routine refresher sessions.
Reported issues related to workflow tools to facilitate timely resolution.
Engaged in co-curricular initiatives fostering creativity and innovation.
Contributed to multiple corporate social responsibility initiatives.
Implemented bulk upload of Email Management System application tickets on SharePoint, saving 50 minutes daily.
Earned recognition from loans team for expediting a request swiftly, ensuring no client disruptions.
Utilized skills in IMS Amsterdam process to assist with seamless migration, ensuring 100% resiliency across two locations.
Investigated and addressed key elements contributing to rejected requests.
Achieved a monthly reduction in the reject rate, dropping it from 5% to 1%.
Analyst
Deutsche Bank
02.2013 - 01.2015
Delivered timely and precise review of client accounts in adherence to established KPIs and SLAs.
Handled daily live requests from middle office for debit card issuance, Internet banking access, and POS terminals.
Spearheaded comprehensive ownership across designated areas.
Consistently met client requirements, preventing any escalation.
Directed and oversaw ad hoc projects from upload to task completion with precision.
Education
Bachelor in Commerce -
Rajasthan University
04-2012
Senior Secondary -
Tagore International School
03-2009
Skills
Advanced PowerPoint Skills
Excel Proficiency
Experienced in Document Formatting
Completion of Reports
Key Operating Procedure (KOP)
Teamwork
Team collaboration
Performance tracking
Problem-solving
Decision-making
Process improvement implementation
Awards
Superstar Award- Lifeworks, 01/2021
SPOT - Excellence Award - Deutsche Bank, 04/2017
SPOT - Excellence Award - Deutsche Bank, 10/2016
Languages
English
Hindi
Languages
Hindi
First Language
English
Proficient (C2)
C2
Affiliations
Baking
Drawing/Sketching
Chocolate making
Accomplishments
Silver Award - AON December 2024
Impromptu Award - AON November 2023
Impromptu Award - AON September 2023
Superstar Award- Lifeworks January 2021
SPOT - Excellence Award - Deutsche Bank April 2017
SPOT - Excellence Award - Deutsche Bank October 2016
Timeline
Consultant 2
AON Consulting Pvt Ltd
04.2023 - Current
Process Champion
Lifeworks (Now merged with TELUS)
03.2020 - 04.2023
Process Champion
Mercer
10.2017 - 03.2020
Senior Analyst
Deutsche Bank
01.2015 - 10.2017
Analyst
Deutsche Bank
02.2013 - 01.2015
Bachelor in Commerce -
Rajasthan University
Senior Secondary -
Tagore International School
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