Results-driven professional with a strong background in optimizing operational workflows and enhancing team productivity. Proven ability to streamline processes and foster effective collaboration among diverse teams. Committed to delivering high-quality results while adapting to dynamic environments, leveraging strong communication and problem-solving skills to overcome challenges and drive success. Passionate about contributing to organizational goals through innovative solutions and a proactive approach.
Overview
5
5
years of professional experience
2
2
Certifications
2
2
Languages
Work History
Senior Associate
Tata Consultancy Services (TCS)
08.2024 - Current
Managed financial operations related to agent compliance, payments, and fund positions, ensuring adherence to regulatory and internal standards. Collaborated with stakeholders to resolve issues and maintain accurate financial reporting.
Oversaw agent compliance verification processes, ensuring adherence to AML regulations, product training requirements, and active licensure.
Maintained and updated policy records, adhering to established Standard Operating Procedures (SOPs) and facilitating the closure of pending cases.
Collaborated with agents, onshore stakeholders, and internal teams to resolve training and licensing-related issues, fostering effective communication and prompt resolutions.
Ensured accurate documentation to support compliant processing of policy-related workflows, streamlining operational processes.
Conducted daily fund position calculations and cash reconciliations to maintain balance accuracy and contribute to financial reporting integrity.
Investigated fund data discrepancies and escalated complex exceptions to the onshore team for resolution, reinforcing data accuracy.
Processed manual, urgent, statutory, and regulatory wire payments, adhering to stringent compliance protocols.
Processed manual and regulatory transactions in accordance with internal control standards and with full attention to compliance.
Communicated with clients regarding fund expenses and performance-related information, maintaining transparency and professionalism.
Achievements:
Enhanced agent compliance through meticulous verification processes, mitigating regulatory risks.
Resolved complex fund data discrepancies, ensuring financial reporting accuracy.
Business Advisory Analyst
Accenture Solutions Pvt. Ltd.
10.2020 - 08.2024
Oversaw investment accounting processes, NAV calculations, portfolio reconciliations, and financial reporting. Collaborated with stakeholders to resolve issues and ensure financial accuracy.
Specialized in investment accounting processes, focusing on insurance clients and financial products.
Executed month-end Net Asset Value (NAV) calculations, aiding prompt financial close activities.
Undertook portfolio reconciliations to identify mismatches and uphold financial accuracy.
Managed fund calculation methodologies and contributed to quarterly and annual financial reporting.
Collaborated with stakeholders to resolve calculation and reporting issues, adhering to expected timelines.
Achievements:
Enhanced NAV calculation accuracy through meticulous reconciliation processes.
Reduced reporting errors through the implementation of thorough data validation procedures.
Accelerated financial close activities by streamlining procedures.
Education
B.Sc. - Mathematics
Bonsecours College For Women
01-2020
Skills
AML Compliance
NAV Calculation
Portfolio Reconciliation
Cash Reconciliation
MS Excel
Communication Skills
Problem-solving
Client Management
Collaboration
Adaptability
Process Optimization
Accomplishments
Awarded Best Performance Award for outstanding contribution and operational excellence, recognizing exceptional performance.
Consistently achieved Best Performance Award, underscoring sustained high-quality performance.
Awarded Star of the Business Award, highlighting significant contributions to business success.
Recognized with a top-tier performance rating, leading to accelerated promotion, reflecting advanced skill and commitment.