Summary
Overview
Work History
Education
Skills
Certification
Skills Highlights
Awards
Projects
Timeline
Generic
ROSHNI PATEL

ROSHNI PATEL

Summary

Experienced Investment Banking Manager with a demonstrated ability to drive results, adept at overseeing and optimizing various processes while leading a team of 23 members. Recognized for excellence with multiple performance awards. Continuously enhancing analytical and decision-making capabilities. Seeking advancement in a prestigious Investment Bank to leverage analytical, managerial, and industrial expertise in fortifying financial operations.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Process Manager

eClerx Services Ltd
05.2023 - Current

- Reconciliation Leadership:

¨ Oversaw reconciliation process for $120 billion in value across multiple financial products and exchanges.

¨ Addressed approximately 23,000 complex breaks within a single year.

- Migration Management:

¨ Led migration process by relocating onshore to Citi London for three months.

¨ Ensured compliance with regulations and maintained uninterrupted business operations during transition.

-Team Development:

¨ Directed and developed a team of 23 members.

¨ Established Standard Operating Procedures for efficient workflow.

¨ Maintained client relationships through effective communication.

- Process Automation and Collaboration:

¨ Leveraged Trade Lifecycle Management expertise to spearhead automation initiatives.

¨ Collaborated with diverse teams and technology partners.

Provided comprehensive flow charts to visualize data lineages, expediting issue resolution.

Data Governance & Data Quality

eClerx Services Ltd
04.2022 - 05.2023
  • Proficient Demonstrated proficiency in utilizing strong analytical and problem-solving skills to detect and rectify data flow discrepancies, process flow gaps, and problem areas
  • Skilled in optimizing processes through business analytics
  • Established and maintained effective communication and rapport with Subject Matter Experts (SMEs)
  • Provided guidance on project objectives, facilitating the successful acquisition of attributes and Last Traceable Points (LTPs) for testing through the application of multiple derivation logics
  • Successfully managed a 90% attrition rate at the outset of a process, subsequently rebuilding and leading a resilient team of 15 members
  • This team received multiple client appreciations for every trace and made substantial contributions to process development and growth
  • Attained a 100% success rate across all data traces, including the significant achievement of passing the 'Federal Bank Audit' for the first time in Four years
  • Prepared numerous presentations detailing weekly and monthly progress updates on parallel tracing activities for presentation to company executives.

Education

MBA - Core Finance -

Institute of Management, Nirma University
04.2022

PGDIFA -

Gujarat University, School of Commerce
03.2019

B. Com Hons -

Faculty of commerce (SMPIC)
03.2018

Skills

  • Analytical & Problem Solving
  • Core Finance
  • Core Decision Making
  • Managerial outlook
  • Process Migration Expert
  • Reconciliation & Resolution
  • Trade Life Cycle Management
  • Data Governance
  • Data Lineage & Big Data
  • Regulatory and Compliance
  • Automation - Change Management
  • Microsoft Office Tool
  • Applications: Bloomberg, SQL, TLM, Visio, Tableau, AMC, SMC, Excel, Power Point Tool
  • Cross-functional team leadership
  • Process Automation
  • Workflow Analysis
  • Process Improvement

Certification

  • Bloomberg Market Concepts Certification
  • Microsoft Power BI
  • SQL
  • MS Excel
  • Comprehensive Banking and Insurance Program

Skills Highlights

  • Analytical & Problem Solving
  • Core Finance
  • Core Decision Making
  • Managerial outlook
  • Process Migration Expert
  • Reconciliation & Resolution
  • Trade Life Cycle Management
  • Data Governance
  • Data Lineage & Big Data
  • Regulatory and Compliance
  • Automation - Change Management
  • Microsoft Office Tool

Awards

  • Recognized for the outstanding performance.
  • Recognized with Values award in 2023 & 2024.
  • Best team of the Quarter award.
  • Letter of appreciation from Government of India, Ministry of Youth Affairs and Sports, New Delhi for taking initiative in inculcating the democratic values in young generation
  • Letter of appreciation from Ravi Shankar Prasad, Minister Electronics and IT Government of India for Digital India

Projects

R K Kapadia and Associates Company Secretaries, Finance Intern, 05/21/21, 07/21/21, Scrutinized and Conducted research on government initiatives, producing detailed reports from 15+ sources. Proficiently managed client relationships, analyzing financial statements and providing tailored recommendations. High on Life Foundation, Operations and Research associate intern, 05/21/21, 07/21/21, Collaborated with the program lead to develop, implement, and communicate the foundation's goals, priorities, while efficiently managing events and program activities as an associate liaison.

Timeline

Process Manager

eClerx Services Ltd
05.2023 - Current

Data Governance & Data Quality

eClerx Services Ltd
04.2022 - 05.2023

MBA - Core Finance -

Institute of Management, Nirma University

PGDIFA -

Gujarat University, School of Commerce

B. Com Hons -

Faculty of commerce (SMPIC)
ROSHNI PATEL