Summary
Overview
Work History
Education
Skills
Certification
Visa status
Domain knowledge
Education
Software knowledge
Languageskills
Profile Snapshot
Timeline
Generic
Shubhranshu Panda

Shubhranshu Panda

U.S retirement services Expert
Lohegaon Pune

Summary

Seeking a challenging position in a professional organization that values visible contributions and fosters both organizational and personal growth. With a resourceful and innovative mindset, aims to utilize skills and abilities to make a meaningful impact.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Group Manager

SS&C
2 2018 - Current
  • Handling team size of 26 associates including 1 managers of Reporting and testing. Supporting other processes like: Plan setup and Plan maintenance, Contribution and distribution, and Client delivery.
  • Established Compliance testing and Form 5500 business in SS&C (Earlier known as DST worldwide services.
  • Handling New client Transactions
  • Taking care of Quality and deliverables
  • Internal and external audit
  • Identified areas of improvement through regular performance reviews, providing constructive feedback and coaching for team members.
  • Implemented training programs to improve staff skillsets, enhancing overall productivity and job satisfaction.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Setting yearly goals/KRA for team members and Managers
  • Also working with L&D team in planning and implementation of training of new hires.

Assistant Manager

TATA Consultancy Services (TCS)
03.2014 - 02.2018
  • Handled 18 FTE team of Compliance testing and Reporting team
  • Played a key role to establish Compliance testing and Form 5500 business in TATA Consultancy Services (TCS)
  • Done due diligence of Compliance testing and Form 5500 reporting Process
  • Providing Compliance testing and Reporting services to clients.
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Developed strong working relationships with staff, fostering a positive work environment.
  • Improved customer satisfaction by addressing and resolving complaints promptly.

Process Champion

Mercer India Pvt. Ltd.
09.2008 - 03.2014
  • Worked as an acting manager and took care of the team in the absence of manager
  • Prepared draft Form 5500 and 8955 SSA for Define contribution and Health & Benefit plans & draft 1041 forms.

Analyst

Patni Computers Pvt ltd.
06.2007 - 09.2008
  • Worked with Cash and Share team
  • Reconciled the variances which arise due to day to day trading in market of 401K retirements plans.

Education

MBA - Finance

Sikkim Manipal University
Sikkim Manipal
04.2001 -

Skills

Business Development

Certification

ASPPA (American Society of Pension Professionals & Actuaries) RPF 2 certified.

Visa status

Have active B1/B2 US visa (Valid till 2034)

Domain knowledge

Strong domain knowledge of Defined Contribution, Define Benefit and Health and Benefits

Education

  • MBA, Finance, Sikkim Manipal University, 2011
  • M.com, CCSU, Meerut College Meerut, 2001
  • B. Com, CCSU, Meerut College Meerut, 1999
  • 12th, Kendriya Vidyalaya, Meerut Cantt, 1996
  • 10th, Kendriya Vidyalaya, Meerut Cantt, 1994

Software knowledge

  • FT Williams and Relius for preparing Form 5500.
  • ASC/Smart desk for preparing compliance testing results.

Languageskills

  • English
  • Hindi
  • Oriya

Profile Snapshot

17+ Years of experience in Define contribution Domain also have knowledge of Define benefits and Health and benefit processes. Successfully completed transactions with multiple clients and established business in Companies like TCS and SS&C (earlier Known as DST). Working as Group Manager in SS&C . Handling team of 26 FTE of Compliance testing and Form 5500 Reporting, Supporting  Plan setup and Plan maintenance, Transaction Processing as well as Client delivery teams. Worked as an  Asst. Manager in TATA Consultancy Services (TCS) Established and handled  team of 18 FTE of Compliance testing and Form 5500 Reporting. Worked as Process Champion at Mercer (India) Pvt. Ltd. Gurgaon with Form 5500 team (Preparing draft Form 5500, 8955 SSA and Form 1041 also worked with Reconciliation and contribution team). Worked with Patni Computers in a Reconciliation Process (Cash and Share team). Process is based on 401k retirement plan key work was to reconcile the variances of dollar amount and shares which arises due to trade done in the market on day to day basis.

Timeline

Assistant Manager

TATA Consultancy Services (TCS)
03.2014 - 02.2018

Process Champion

Mercer India Pvt. Ltd.
09.2008 - 03.2014

Analyst

Patni Computers Pvt ltd.
06.2007 - 09.2008

MBA - Finance

Sikkim Manipal University
04.2001 -

Group Manager

SS&C
2 2018 - Current
Shubhranshu PandaU.S retirement services Expert