Karthikeyan M
Bangalore
Summary
An aspiring investment banking professional with a certificate in IB Operations. Possess knowledge related to AML/KYC, derivatives, Reconciliation & Investigation. A meticulous and motivated individual seeking out to build a successful career with a company seeking for an adaptable and determined team player dedicated in growing, supporting, and performing in liaison with the company goals and objectives.
Insightful Subject Matter Expert known for high productivity and efficient task completion. Specialize in analytical problem-solving, innovative solution development, and effective knowledge transfer. Excel at clear communication, adaptability, and teamwork to navigate complex projects with ease.
Overview
7
7
years of professional experience
1
1
year of post-secondary education
Work History
Subject Matter Expert
Wells Fargo
Bangalore
01.2025 - Current
- Led cross-functional teams to develop training materials for staff and clients.
- Facilitated workshops to enhance knowledge sharing among team members.
- Collaborated with stakeholders to identify and address knowledge gaps effectively.
- Analyzed industry trends to inform best practices and strategic recommendations.
- Designed and implemented process improvements for operational efficiency.
- Mentored junior staff on subject matter expertise and professional development.
- Offered one-on-one support for team members and managers to drive continuous improvement.
- Provided subject matter expertise during meetings with senior leadership team members in order to discuss potential opportunities or challenges.
- Created technical documentation including system diagrams, process flow charts, and white papers.
- Maintained positive working relationship with fellow staff and management.
- Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
- Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
- Implemented strategies to take advantage of new opportunities.
- Monitored operations and reviewed records and metrics to understand company performance.
- Evaluated needs of departments and delegated tasks to optimize overall production.
- Audited company's legal documents to verify compliant policies and procedures.
Senior Associate - Wealth and Investment Management
Wells Fargo
Bangalore
04.2023 - Current
- Billing and Invoicing
- Generate and distribute accurate invoices for asset management services.
- Ensure invoices align with contractual agreements or client terms.
- Resolve discrepancies related to billing and payments.
- Payment Collection
- Monitor and manage accounts receivable balances to ensure timely collections.
- Communicate with clients to follow up on outstanding invoices and resolve disputes.
- Develop and maintain payment plans when necessary.
- Account Reconciliation
- Reconcile client accounts and ensure accuracy in the application of payments.
- Investigate and resolve unapplied or misapplied payments.
- Prepare monthly ageing reports and escalate overdue accounts.
- Compliance and Documentation
- Maintain accurate records of transactions, correspondence, and collections efforts.
- Ensure compliance with company policies, contractual terms, and industry regulations.
- Collaboration
- Work closely with asset management teams to understand contract terms and ensure proper billing.
- Liaise with finance and accounting teams to address discrepancies or adjustments.
- Provide excellent customer service to clients while addressing inquiries.
Accounts Payable Specialist
Verity Global Solutions
Bangalore
12.2021 - 10.2022
- Produced month-end closing reports and provided actionable suggestions on remittance for quick resolution.
- Reached out to vendors and customers to verify information and follow up on client issues.
- Reported financial data and updated financial records in ledgers and journals.
- Reviewed account documentation for over 13 accounts, rectified issues and contacted vendors about account changes.
Client Receivable Analyst (Accounts Receivable)
Hewlett Packard (HP)
Bangalore
02.2021 - 12.2021
- Collected payments on past due bills.
- Investigate and resolve any irregularities or enquiries.
- Collection activity includes reviewing AR reports, performing daily analysis, and decision making to identify potential risks and implement effective solutions.
- Ensured appropriate contact and relationship for all accounts.
- Maintaining assigned accounts on collections and meeting target set by management.
- Research customer inquiries about missing payments and correct reporting.
- Resolved problems, improved operations and provided exceptional service.
- Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
Finance Associate
Edureka
Bangalore
02.2020 - 01.2021
- Collected payments on past due bills.
- Created list of people who have not made payments.
- Informed customers of overdue accounts and amount currently owed.
- Utilized various techniques and recovery strategies.
- Created and verified invoices.
- Oversaw accounts payable and receivable transactions.
- Resolved various escalated billing charges.
Background Verification Specialist
Aegis, Star Tek
Bangalore
01.2019 - 01.2020
- Made outbound calls to collect information and verify applicant employment and academic enrollment.
- Served on specialist team that checked client-specific instructions made for company standards.
- Assisted with training of other verification specialists in the company.
- Served on an adjudication team where background checks were proved and formatted to proper standards for each client.
- Worked with customers to understand needs and provide excellent service.
- Used coordination and planning skills to achieve results according to schedule.
Client Executive
Sri Balaji Decorators
Bangalore
08.2018 - 12.2018
- Provide client and competitors information and intelligence to Sales Manager.
- To work closely with Account Managers and Sales Manager in achieving sales targets.
- Sell with integrity and treat customers fairly.
Education
Master's in Business Administration (MBA) - Finance
St. Joseph's College
Bangalore, India 06.2024 - 09.2025
Bachelor of Commerce (BCOM) - Finance
St Aloysius International University
Bangalore, IndiaSkills
- Flexibility and adaptability to the environment
- Customer Service Management
- Microsoft & S4
- Entry verification
- Transaction reviewing
- Invoice Processing
- Account Reconciliation
- Vendor invoice processing
- Records coordination
- Vendor relationship management
- Financial analysis
- Data visualization
- Process improvement
- Team collaboration
- Billing and invoicing
- Compliance management
- Training development
- Deep expertise
- Strategic thinking
- Training and mentoring
- Teamwork
- Decision-making
- Relationship building
- Teamwork and collaboration
Websites
Languages
- English
- Kannada
- Hindi
- Tamil
Languages
English
First Language
Tamil
Intermediate
B1
Timeline
Subject Matter Expert
Wells Fargo
01.2025 - Current
Master's in Business Administration (MBA) - Finance
St. Joseph's College
06.2024 - 09.2025
Senior Associate - Wealth and Investment Management
Wells Fargo
04.2023 - Current
Accounts Payable Specialist
Verity Global Solutions
12.2021 - 10.2022
Client Receivable Analyst (Accounts Receivable)
Hewlett Packard (HP)
02.2021 - 12.2021
Finance Associate
Edureka
02.2020 - 01.2021
Background Verification Specialist
Aegis, Star Tek
01.2019 - 01.2020
Client Executive
Sri Balaji Decorators
08.2018 - 12.2018
Bachelor of Commerce (BCOM) - Finance
St Aloysius International University