SUBY ALPHONSA JOHN
Associate Process Specialist
Kochi
Summary
Expert at assigning and delegating tasks, completing process/projects before deadline. Expert in portfolio reconciliation. Specialist in projects with client having Conversion accounts. Expertise with record keeping, reporting and presentation. Proven track record of establishing processes, Streamlining workflow, and creating teamwork environment to enhance productivity innovatively.
Overview
8
8
years of professional experience
5
5
years of post-secondary education
Work History
Assoicte Process Specialist
Envestnet
Trivandrum
07.2015 - Current
- Primary Responsibility of the team is client account reconciliation with custodian data and client portfolio performance evaluation with custodian.
- Orchestrate a team of 8 members with appropriate work allocation to ensure the delivery as per the service level agreement.
- Partnered with cross-functional teams to conduct thorough discovery and due diligence on existing processes.
- Developed production techniques and production processes to meet customer and organizational needs.
- Conducted training and applied change management to achieve desired outcomes.
- Analyzed process flows and identified areas of improvement to increase productivity and reduce costs.
- Identified and resolved process issues to drive optimal workflow and business growth.
- Performed quality assurance checks on transactions and account actions to assess compliance with state and federal regulations.
- Collaborated with team to define business requirements for organizational processes, achieve productivity standards, and adhere to accuracy standards.
- Evaluated financial performance of clients and identified potential areas of improvement.
- Developed and maintained database of financial records for clients.
Education
MBA - Accounting And Finance
KRISTU JAYANTI COLLEGE
Bangalore 06.2013 - 06.2015
Bachelor Of Commerce - B.Com
MG University
Kottayam 03.2009 - 03.2012
Skills
Team management and leadership skill
undefinedTimeline
Assoicte Process Specialist
Envestnet
07.2015 - Current
MBA - Accounting And Finance
KRISTU JAYANTI COLLEGE
06.2013 - 06.2015
Bachelor Of Commerce - B.Com
MG University
03.2009 - 03.2012
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