Scaty Mandanna
Bangalore
Summary
Senior Business Consultant with 9 years of experience in the Banking industry. Worked with multiple teams in Investment banking domain. Expertise in stock and cash reconciliation, Audit and self assurance, metrics&Dashboard, UAT testing. As a team lead managed team for couple of years.
Overview
9
9
years of professional experience
Work History
Senior Business Consultant
Wells Fargo
Banglore
09.2021 - Current
- Conducted self-assurance audits to evaluate the effectiveness of internal controls and risk management practices.
- Developed and implemented audit plans and procedures to identify control weaknesses, gaps, and opportunities for improvement.
- Conducted interviews with staff members to understand processes and controls in place and to identify potential areas for improvement.
- Reviewed documentation and performed testing to assess the effectiveness of controls and procedures.
- Prepared audit reports detailing findings and recommendations and presented results to management.
- Coordinated with stakeholders to ensure the implementation of recommended improvements.
- Conducted follow-up reviews to assess the effectiveness of action plans.
- Perform UAT testing and implementation
- Performed statistical analyses to gather data for operational and forecast team needs.
Team Lead - Mutual Fund Reconciliation
Wells Fargo
Bangalore
12.2015 - 08.2021
- Mutual funds positional reconciliation of Cash and Securities to view the funds positions send by clients
- Research share differences between trust accounts and holding company records, assigning differences to appropriate departments for resolution
- Identifying new breaks, unresolved breaks - and allow the work-flow associated with break- investigation to be managed and recorded.Process redemption, distribution, mergers, exchange as they pertain to mutual funds
- Performing analysis on movement of securities by calculating, if there is any change in reinvestment options like Dividends and Share Class Conversions
- Processing of Corporate Actions on Mutual Fund Securities as per the information provided by Fund
- Company or various Information provider websites like DST Vision, Advisor Central, vanguard etc
- Checking the positions sent by NSCC and the reconciling the settlement date and Trade date
- Gathering the fund balances by calls, websites, faxes and auto lines and check for the break
- Assign it to AU like corporate actions, trade settlements, mutual fund transfers and income teams for resolutions
- Actively involved in investigating and resolving breaks (both pre-settlement and post-settlement) that arise in the trade exception queue; cleared up breaks and allowed the trade to flow through using Emails & Frontier System
- Processing of Corporate Actions on Mutual Fund Securities as per the information provided by Fund
- Company or various Information provider websites like DST Vision, Advisor Central, etc
- Creating procedures and keeping current procedures up to date
- Assigning work to team members and ensuring completion.Managing daily workload report, Quality report.
- Worked with team to identify areas of improvement and devised solutions based on findings.
- Monitored team performance and provided constructive feedback to increase productivity and maintain quality standards.
Analyst
Infosys
Banglore
05.2014 - 11.2015
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
- Inspected account books and recorded transactions.
- Maintained account accuracy by reviewing and reconciling checks monthly.
Education
B. Com - undefined
Mangalore University, University
07.2011 - 5 2014
undefined
St. Anne’s PU College
Skills
Communicationsundefined
Additional Information
- ACHIEVEMENTS , Wells Fargo champion Award Star performer of the quarter Runner-up in 10k inter-corporate run Courses Courses
Timeline
Senior Business Consultant
Wells Fargo
09.2021 - Current
Team Lead - Mutual Fund Reconciliation
Wells Fargo
12.2015 - 08.2021
Analyst
Infosys
05.2014 - 11.2015
B. Com - undefined
Mangalore University, University
07.2011 - 5 2014
undefined
St. Anne’s PU College
Similar Profiles
PATRICIA M. SCHERERPATRICIA M. SCHERER
Regional Bank Private Banker II at Wells Fargo Bank / Wells Fargo AdvisorsRegional Bank Private Banker II at Wells Fargo Bank / Wells Fargo Advisors
Andrew S. HollenbachAndrew S. Hollenbach
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Laxmikanth ChittampallyLaxmikanth Chittampally
Senior Operational Processor at Wells Fargo India Solution PVT Ltd, Wells FargoSenior Operational Processor at Wells Fargo India Solution PVT Ltd, Wells Fargo
Mayank OberoiMayank Oberoi
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)
Tania KhandakarTania Khandakar
GIS Consultant at Wipro LTDGIS Consultant at Wipro LTD