Priyanka Kumari
Bengaluru
Summary
With over 8+ years of experience in operations and finance roles, I have worked across diverse sectors, including Capital Markets, Pension Fund Administration, Mortgage Servicing, and Accounting. Detail-oriented and decisive, I excel in multitasking and delivering accurate, timely results both independently and within teams. Known for my strong analytical skills, I ensure strict regulatory compliance while continuously optimizing processes and driving improvements.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Operations Executive
Wealthpoint Limited
Auckland
02.2024 - 10.2024
- Recognized and executed enhancements in Adviser and network operations.
- Managed wealth network's commission calculations and payments efficiently.
- Managed onboarding and offboarding processes for advisers within the network.
- Administered comprehensive management of various client policy registers for wealth point advisors.
- Analyzed of business information to understand and support business needs and actions.
- Led multiple audit projects.
- Facilitated productive engagement among all key stakeholders.
Accounts Executive
Full Tank Limited
Auckland
07.2023 - 01.2024
- Executed accurate invoicing while ensuring compliance with procedural standards.
- Maintained strong relationships with vendors by regularly reconciling statements and addressing issues promptly.
- Assisted in the preparation of financial reports and statements related to accounts payable activities.
- Assisted in the month-end closing process, preparing journal entries and supporting documentation for accruals.
- Processed weekly COGs and prepared revenue and transaction reports .
- Assisted in the preparation of budgeting and forecasting of labor costs & sales.
Process Specialist
Fidelity Investments
Bengaluru
01.2020 - 01.2023
- Reviewed requirement documents to assess eligibility and entitlement.
- Assisted in benefit process by supplying required documentation.
- Assist clients in making alterations to their policies, such as beneficiary changes or coverage adjustments.
- Collaborated with technical and operational teams to collect client data for eligibility calculations.
- Handled multiple types of pension benefit requests, including estimates, termination benefits, and final benefits.
- Determined pension benefits according to customer requests via Customer Service Group
- Collaborated with upstream and downstream processes to identify automation opportunities.
- Completed various weekly, quarterly, and yearly projects such as Beneficiary MRD project and Participant MRD project.
Process Associate
Genpact
Hyderabad
10.2016 - 01.2019
- Extracted Fixed Income securities data (Municipal bonds) after deep analysis of legal and financial documents, third party reports and vendor information.
- Ensured that the reference data provided in ICE’s products and services are accurate, comprehensive and in a timely manner.
- Provided customer support for users of ICE products by resolving inquiries in a timely manner.
- Provided a meaningful, well-thought out, well-constructed response for client’s enquiries.
- Procured required documents and/or trusted content utilizing creative internet searches and conducting direct outreach to issuers, underwriters, fiduciary agents, and bond counsel.
- Identified trends and causation of inaccurate and/or incomplete data.
- Worked with Management for policy formation and identify bugs in our database and got it fixed by IT team.
- Participated in ad hoc projects to optimize processes and/or improve the quality of the data set.
- Internal Data Quality checking for the internal team.
Junior Research Associate
S&P Global
Hyderbad
01.2016 - 10.2016
- Part of a team responsible for creating and maintaining reference data for US Municipal Bonds.
- Delivered precise data promptly to financial institutions such as JP Morgan and Goldman Sachs.
- Delivered solutions for client-reported product issues.
- Conducted in-depth analysis of bonds within the Municipal Bond market.
- Sourced documents and discovered incomplete information from underwriters, financial advisors.
Risk Analyst
XL Dynamics
Mumbai
01.2015 - 11.2015
- Review documentation for compliance with internal and regulatory guidelines.
- Addressed red flags in documentation by performing thorough process checks.
- Maintains database by entering, verifying, and backing up data and documents in the system.
- Perform verification as per the process to determine authenticity of data.
- Following up with the client for any discrepancy in the loan files.
Education
MBA - Accounting and Finance
KIIT School of Management
Bhubaneswar04-2015
BBA - Accounting And Finance
KIIT School of Management
Bhubaneshwar04-2013
Skills
- Research and analysis
- Process documentation
- Requirements gathering
- Risk Analysis
- Mortgage underwriting
- Accounts Payable
- Data interpretation
- SQL
- Microsoft Excel
- High attention to detail
- Multitasking Abilities
Certification
- Financial Modelling Certification Program by BSE Institution Ltd.
- Financial Analysis and Modelling using MS Excel by Udemy.
Languages
English
First Language
Hindi
Proficient (C2)
C2
Timeline
Operations Executive
Wealthpoint Limited
02.2024 - 10.2024
Accounts Executive
Full Tank Limited
07.2023 - 01.2024
Process Specialist
Fidelity Investments
01.2020 - 01.2023
Process Associate
Genpact
10.2016 - 01.2019
Junior Research Associate
S&P Global
01.2016 - 10.2016
Risk Analyst
XL Dynamics
01.2015 - 11.2015
MBA - Accounting and Finance
KIIT School of Management
BBA - Accounting And Finance
KIIT School of Management
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