Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Interests
Languages
Personal Information
Timeline
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Prasoon Mathur

Prasoon Mathur

Group Lead Information Reporting & Delivery|Cash Maganement
Gurgaon

Summary

Strategically minded Finance professional with 8+ years of proven success in accounting,reconciliation & Reporting for middle office operations. Ameriprise Chairman's Award Honoree, Worked on more than 5 process improvement idea's and process onboarding. Self Motivated and excels in high pressure environments.

Overview

10
10
years of professional experience
5
5
years of post-secondary education

Work History

Group Lead - Third Party, Product & Regulatory Rep

Ameriprise Financial
11.2023 - Current
  • Managing 14 staff members.
  • Developed effective improvement plans for teams in alignment with goals and specifications.
  • Managing Third party, Product Reporting and Regulatory operations.
  • Establish data quality assurance and control processes for Regulatory Reporting team.
  • Work with data platforms like Morningstar, Bloomberg,Financial Express and Refinitiv to ensure data and documents are reflected accurately.
  • Exceeded performance targets through diligent work ethic and focus on results-driven tasks.
  • Learned and followed all organisational policies and procedures to maintain safe and professional working environments.

Group Lead - Cash Management

Ameriprise Financial
01.2018 - 10.2023
  • Managed Cash Reconciliation team with 100% SLA and helped in work transitions.
  • Led by example, demonstrating commitment to the company''s mission and consistently delivering high-quality work
  • My role was part of Global Operations team operating in US, UK and India.
  • My role included interaction with Portfolio Managers and Portfolio Manager Assistants to provide overdraft monitoring and notification to these teams.
  • Monitored group performance on a regular basis, analyzing data and trends to identify areas for improvement.
  • Supported staff with developing professional skills and abilities, uplifting team performance.

Senior Fund Accountant

Ameriprise Financial
02.2015 - 01.2018
  • Performing daily accounting and reconciliation of fund activity including shareholder activity, fund expenses, fund distributions, reconciling NAV/AUV, reviewing security trades and reconciling cash transactions.
  • Preparing monthly reports and follow balancing procedures on custodian reconciliations, fixed expense analysis and statement reconciliations.


Education

Bachelor of Business Administration -

Jaipur National University
Jaipur, Rajasthan
06.2008 - 06.2011

MBA -

ICFAI Business School
Gurgaon, Haryana
03.2012 - 03.2014

Skills

Result Oriented

People's Management

Adaptable to change

Advanced Excel/Macros

Quality Control

Websites

Accomplishments

  • Strategically built team of 14 members operating in Regulatory, Product and 3rd party reporting.
  • As part of global transformation, Transitioned work to streamline processes.
  • Single handedly managed Regulatory Reporting quality control work.
  • Developed and Introduced STIF reconciliation on Aladdin by collaborating with Blackrock team(2023).
  • Ameriprise Chairman's Award Honoree(2020).

Interests

Reading self improvement books

Languages

English
Hindi

Personal Information

  • Date of Birth: 05/06/90
  • Gender: Male
  • Nationality: India

Timeline

Group Lead - Third Party, Product & Regulatory Rep

Ameriprise Financial
11.2023 - Current

Group Lead - Cash Management

Ameriprise Financial
01.2018 - 10.2023

Senior Fund Accountant

Ameriprise Financial
02.2015 - 01.2018

MBA -

ICFAI Business School
03.2012 - 03.2014

Bachelor of Business Administration -

Jaipur National University
06.2008 - 06.2011

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Prasoon MathurGroup Lead Information Reporting & Delivery|Cash Maganement