Pooja J Anchan
Bengaluru
Summary
B.Com (Finance) with 10 years of work experience in Commercial, Investment Banking, and Global Trade Services. Dynamic Payment Operations Specialist with extensive experience at JPMorgan Chase Bank, excelling in invoice processing, reconciliation, and vendor management. Proven track record in optimizing payment processes and enhancing operational efficiency. Strong client interaction skills complemented by expertise in Concur and Ariba, driving successful outcomes in fast-paced environments.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Payment Operations Specialist
JPMorgan Chase Bank
Bangalore
05.2022 - Current
- Company Overview: Market Data Services
- Responsible for managing all expenses related to third-party vendors, such as Bloomberg and Refinitiv, for services obtained by JP Morgan end users. The service includes exchanges, hardware, data licenses, one-time charges for specific services rendered, and market data info, which in turn assists the business in executing financial decisions.
- Maintaining inventory for each end user in a third-party inventory system, and posting recoveries against the end-user cost centers based on the market data usage information extracted.
- Reconciling and processing the invoices on a daily basis via the Concur and Ariba payment systems, and posting accrual and prepaid entries to ensure users are charged accurately as the vendor invoices are received during different intervals of time. Also, posting of monthly recoveries.
- Relay with vendors and different teams within JP Morgan for invoice-related queries.
- Responding promptly to requests from vendors concerning their payment status, payment breakdown, and queries.
- Reporting of daily, weekly, and monthly activities for management review.
- Maintaining records of all transactions processed through the system.
- Monitoring, evaluating, finding the root cause, and resolving issues to promote vendor satisfaction and achieve operational results.
- Coordinating with team members, internal team, and external vendors with regard to queries and resolving them within the agreed time.
Senior Process Associate
Amazon Development Centre (India) Pvt. Ltd.
Bangalore
10.2018 - 05.2022
- Company Overview: Trade Complaince - Global Trade Service (Manual and Export Classification)
- Classifying the ASINs based on risk mitigations and providing the accurate codes for the same.
- Investigating the products appearing in the Amazon catalog and classifying the products based on the code, while also controlling commercial items, including dual-use items (items that may have both commercial and military applications).
- Identified opportunities to automate repetitive tasks and improve efficiency.
- Collaborated with team members on projects related to process optimization initiatives.
- Involved in quality check of process before they are executed to maintain high accuracy.
Process Analyst
Tata Consultancy Services
Bangalore
06.2015 - 09.2018
- Company Overview: Custody Middle Office Services, and Client Reporting Team.
- Investigating the cause of overdrawn accounts due to various transactions, like purchase trade, redemption, liquidation, late payments, and withdrawal. Preparing the reports for the same and sending them to the clients on a daily basis.
- Interacting with the clients on process improvement ideas, and if any discrepancies are found in the overdrafts.
- Preparing weekly and monthly overdraft reports for the client on a weekly and monthly basis.
- Clearing of the aged overdraft breaks.
- Relay with different teams within JP Morgan, middle office, custodian, and client-facing team in order to provide the actual cause to the client.
- Involved in extra activities like - Testing of the report automation, Allocation of work.
Education
B.Com -
Mangalore University
Mangalore05-2015
Skills
- Invoice reconciliation
- Invoice processing
- Payment processing
- Vendor management
- PowerPoint presentation
- Cosmic Global
- Titan
- Hi-port
- TLM
- otm
- Automation testing
- Alteryx
Certification
- Diploma in Computer Application
- Certificate of Completion of Manual classification training
Timeline
Payment Operations Specialist
JPMorgan Chase Bank
05.2022 - Current
Senior Process Associate
Amazon Development Centre (India) Pvt. Ltd.
10.2018 - 05.2022
Process Analyst
Tata Consultancy Services
06.2015 - 09.2018
B.Com -
Mangalore University