Sulekha Pandey
Operations Lead Associate
Maharastra
Summary
Forward-thinking Operations Specialist bringing 7 years of expertise in Wealth management. Cultivates rapport with individuals to optimize project goals and output, resolve complex problems and deliver innovative improvement strategies. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
8
8
years of professional experience
6
6
years of post-secondary education
1
1
Certification
Work History
Lead Associate
Voya Financial
Pune
11.2020 - Current
- Mentored and guided employees to foster proper completion of assigned duties.
- Built strong relationships with customers through positive attitude and attentive response.
- Facilitated training for associates through daily coaching and regular performance appraisals.
- Demonstrated knowledge of company mission and goals and mentored employees in reaching objectives aligned with company core values.
- Assisted with new hire processing and existing training programs.
- Coordinated weekly meetings for internal and external groups.
- Increased customer service success rates by quickly resolving issues.
- Increased accuracy and productivity to 100% by minimizing downtime and streamlining quality control procedures.
- Completed daily logs for management review.
- Trained and supervised employees on office policies and procedures.
Senior Process Executive, Senior associate
Cognizant Technology Solutions India Private Limited as
Pune
01.2018 - 10.2020
- RESPONSIBILITIES:-
- Working on tax reconciliation for fed and state taxes on monthly basis
- Taking approval from onshore teams and preparing journal for amounts adjustment
- Tax build request for 1099R, 1099INT (interest) 1099DIV (dividend) and 5498 tax records for US clients.
- Preparing 1042S for non residents.
- Working on W8 and W9 forms.
- Research on IRS Penalty Tape and B Notice every year.
- Using 1099PRO for preparing tax records and VMware software
- Doing disbursement of Variable & Fixed funds.
- Preparing SOP and updating quarterly basis.
- Also preparing various reports required monthly and daily basis.
- Performed quality checks Variable .
Process Executive
TCS
Pune
03.2015 - 11.2017
- Process associate handled payment received from employer and applying them on selected funds.
Education
B.com - Accounting And Finance
Nagpur University
SKP Portal Colleges 06.2007 - 06.2010
Higher Secondary - Commerce
Maharashtra State Board
Lohiya College 06.2005 - 06.2007
SSC -
Maharashtra State Board
School Of Home Science 06.2004 - 07.2005
Skills
Ticketing Tools: - Vmware, VANTAGE, 1099 PRO,Oracle and Blackline
Certification
Loma
Signature
Sulekha Pandey
Timeline
Loma
07-2023
Lead Associate
Voya Financial
11.2020 - Current
Senior Process Executive, Senior associate
Cognizant Technology Solutions India Private Limited as
01.2018 - 10.2020
Process Executive
TCS
03.2015 - 11.2017
B.com - Accounting And Finance
Nagpur University
06.2007 - 06.2010
Higher Secondary - Commerce
Maharashtra State Board
06.2005 - 06.2007
SSC -
Maharashtra State Board
06.2004 - 07.2005
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