PRATHAMESH RAVINDRA KSHIRSAGAR

• Develop persuasive documents that matched client specifications with company abilities and identify opportunities for business growth through client reporting, proposals, and due diligence questionnaires.
• Analyze data to produce detailed reports that offer valuable insights into business metrics and trends, tailored to both regular and ad hoc needs.
• Ensuring all reports adhere to regulatory standards and policies.
• Facilitate audits and process reviews to spot performance bottlenecks and drive improvements.
• Creation and continuous improvement of comprehensive process documentation through robust standards, version control, and cross-functional collaboration to ensure clarity, consistency, and accessibility.
• Facilitate training sessions for staff on new processes, increasing compliance, company updates, new processes, trends, and efficiency.
• Provide detailed analysis and reports for management, provide control for monthly processing, metrics and reporting, and SLAs.

• Canadian Fixed income mutual funds ("Mutual Fund") transfer from region to region.
• NAV Calculation of mutual funds for required time period.
• Redemption and reconciliation of mutual funds.
• Preparation of annual statements, cheques and tax slips, as per CRA ("Canadian Revenue Agency") regulations, etc.
• Facilitated audits and process reviews to spot performance bottlenecks and drive improvements.
• Ensured all queries were addressed, so that client relationships were maintained.
• Reviewed and refined existing processes, identifying opportunities for automation and cost reduction.
• Facilitated training sessions for team members on new processes, increasing compliance, company.
• Provided detailed analysis and reports for management, provide control for daily processing including reconciliation, metrics and reporting, and SLAs.

Achievements:

Best Employee of the Quarter- March 2021

Best Employee of the Month- October 2021

Project Title: Feasibility & Performance Analysis

• Analyzed financial statements to identify trends and provide valuable insights for decision-making.
• Drafted financial reports to support comprehensive investigations.
• Developed strong relationships with clients through effective communication, fostering trust and satisfaction.