Kalpana G
Bangalore
Summary
Dynamic and results-oriented professional with extensive experience at Northern Operating Services Private Limited, adept in process automation and client relations. Excelled in roles requiring the application of MS Office and technical review to enhance operational efficiency. Proven leadership skills in managing teams to exceed objectives, demonstrating a commitment to excellence and continuous improvement.
Overview
12
12
years of professional experience
Work History
Consultant
Northern Trust
Bangalore
05.2024 - Current
- As a consultant, I manage three processes: collateral, alternative services, and private equity, and I am involved in the end-to-end process. With my expertise, I was able to smooth the process and maintain good relations and communication with clients and peers.
- Build KPIs on a monthly basis.
- Take care of break analysis.
- Work on process automation projects.
Team Leader
Northern Operating Services Private Limited
Bangalore
04.2022 - Current
- Setting objectives for the team and ensuring each one of them do fulfill the same
- Addressing and managing escalations
- Reviewing and getting SOP & DPAD approved on a yearly basis
- Validate and approve time tracked by team on weekly basis
- Managing month beginning reports
- Scheduling one n one with the each member of the team to have the feedback as well as provide feedback on their performance
- Recruiting new candidate for the team
Technical Coordinator
Northern Operating Services Private Limited
Bangalore
05.2019 - 04.2022
- Updating DPAD and procedure Docs
- Handling escalation and process related issues
Senior Analyst-HFS Cash Management
Northern Operating Services Private Limited
Bangalore
03.2017 - 05.2019
- Foreign Exchange :
- Trade matching and affirmation for FX trades between the Fund and its counter parties
- Resolve mismatches trades with the Fund and its counter parties
- Cash Management:
- Executing wire payments on the Fund's behalf, including third party and investor related activity
- Create & verify the setup of all Payment Models (standing instruction) and provide support as needed
- Monitor for payment settlements and provide clients with payment confirmation
- Ensure approved activity posted to the books and records
Analyst-EMEA Fax Admin
Northern Operating Services Private Limited
Bangalore
01.2015 - 03.2017
- Processing clean cash and Trade related multi-currency payments
- MT103, MT202, MT299, MT199 and MT599 are few Swift messages usually worked on
- Proficient in exception management by research and resolving reconciliation breaks in TLM
- Responsible to process Journals to offset trades Cash Receipt and Cash Payment journals and payments in the Books of accounts
Process Associate in Accounts Receivable Process (O2C)
Accenture services private Ltd
Bangalore
06.2013 - 12.2013
- Consolidation of orders: consolidating the Order which we receive to respective Outlook on the respective hubs
- Updating in share point, assigning the same to the processors to process
- Keeping the track for the orders which we assigned to processors to process in share point
- Identifying improvement areas and opportunities on the process and giving ideas to standardize the process
Education
MBA - Finance
Vtu
Bangalore05-2013
Skills
- Business presentation
- Reporting writing
- Assessments
- Technical review
- MS office
- Reports and documentation
Accomplishments
- Appreciation from Relationship Manager and Client for streamlining the process.
- Spot award - for Focused Client Relationship, Excellence in Execution and Productivity.
- Bronze awards - for Excellence in Execution and Productivity
Languages
English
First Language
English
Upper Intermediate (B2)
B2
Hindi
Intermediate (B1)
B1
Affiliations
- As an member of engagement committee, we try to keep all the partners engage by organizing various events based on festivals. Also conduct town hall, anchor day, etc.
Timeline
Consultant
Northern Trust
05.2024 - Current
Team Leader
Northern Operating Services Private Limited
04.2022 - Current
Technical Coordinator
Northern Operating Services Private Limited
05.2019 - 04.2022
Senior Analyst-HFS Cash Management
Northern Operating Services Private Limited
03.2017 - 05.2019
Analyst-EMEA Fax Admin
Northern Operating Services Private Limited
01.2015 - 03.2017
Process Associate in Accounts Receivable Process (O2C)
Accenture services private Ltd
06.2013 - 12.2013
MBA - Finance
Vtu
Similar Profiles
Augustine AlexanderAugustine Alexander
Senior Analyst at Northern TrustSenior Analyst at Northern Trust
Tayler McEntireTayler McEntire
Global Payroll Consultant - Workday at Northern TrustGlobal Payroll Consultant - Workday at Northern Trust
Manojkumar DManojkumar D
Technical Coordinator at Northern TrustTechnical Coordinator at Northern Trust