Shubham Waghmare
Nagpur
Summary
Financial professional with extensive experience at Morgan Stanley and State Street Bank, specializing in payment processing and multi-currency transactions. Demonstrated expertise in regulatory compliance and client onboarding, resulting in improved operational efficiency.
Skilled in stakeholder engagement and project restructuring, leading to enhanced workflows and increased client satisfaction.
Recognized for high productivity and proficiency in process optimization, data analysis, and workflow management.
Overview
3
3
years of professional experience
Work History
Process Associate
Tata Consultancy Services
Nagpur
01.2023 - Current
- I work for a U.S.-based company, State Street Bank, as a Liaison Officer.
- Partnered with global teams to streamline processing workflows for 401(k) plans, defined benefit plans, and the US taxation system.
- Deliver final payments to end consumers as per specific plan requirements.
- Handled consistent payment processing for defined contribution and benefit plans within Pension and LS framework.
- Maintained expertise in sanctions screening processes to uphold regulatory standards.
Financial Analyst
eClerx company
Pune
02.2022 - 12.2022
- Here, I used to work for Morgan Stanley.
- We were into building payments.
- I used to work from the onboarding of clients to the final payments, building into the system.
- We used to build ACH/Wire and check payments.
- Being specific, I used to work with wire payments and create multi-currency wires, such as the dollar, CHF, pound, euro, etc.
Education
MBA - Financial Management
Dr. Ambedkar Institute Of Management Studies And R
Nagpur 01-2017
BBA - Financial Management
Dr. Ambedkar Institute Of Management Studies And R
Nagpur01-2014
12 - Science Education
Kendriya Vidyalaya
Nagpur 01-2014
Skills
- Payment processing and multi-currency transactions
- Sanctions screening and regulatory compliance
- Financial analysis and audit reporting
- Client onboarding and relationship management
- Cost reduction and operational streamlining
- Project restructuring and business strategy development
- Communication improvements and stakeholder engagement
Accomplishments
- Awarded for outstanding performance and contribution in capital markets operations
- Email appreciation from the client for my commitment to excellence, my contribution to the industry, and the teams’ efforts in making a difference for our clients, shareholders, and communities
Languages
Marathi
First Language
English
Upper Intermediate (B2)
B2
Hindi
Proficient (C2)
C2
Timeline
Process Associate
Tata Consultancy Services
01.2023 - Current
Financial Analyst
eClerx company
02.2022 - 12.2022
MBA - Financial Management
Dr. Ambedkar Institute Of Management Studies And R
BBA - Financial Management
Dr. Ambedkar Institute Of Management Studies And R
12 - Science Education
Kendriya Vidyalaya
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