SURBHI SINHA

Business Administration:

• Generated AI Agent for process improvement.
• Escalated client issues and operational breaks through established BNY workflows.
• Prepared reports using internal systems for management review and team tracking.
• Processed trade lifecycle tasks across settlement, reconciliation, and exception resolution.
• Prepared internal and external error logs and other monthly reports.
• Supported BNY client service workflows across cash, trade, and account operations.
• Reviewed transaction exceptions under BNY control procedures and escalation standards.
• Reconciled balances across BNY records, ledgers, and settlement reports.
• Coordinated with internal teams on BNY operational issues and service requests.
• Maintained accurate documentation for BNY audits, controls, and client records.
• Monitored deadlines for BNY daily processing, settlements, and reporting tasks.
• Managed multiple tasks while keeping strong attention to detail.
• Built positive working relationships with staff and management.
• Oversaw cross-border transaction settlement and reconciliation procedures from start to finish, guaranteeing correctness, prompt break resolution, and compliance with operational regulations.

Shared Services:

• Managed account identification and separated items into tiered fee and flat fee groups.
• Executed adjustments for basis points to ensure accurate financial reporting.
• Prepared 13G regulatory reporting files for multiple clients.
• Prepared 13F quarterly regulatory reporting files for a client.
• Performed client billing for multiple clients by pulling market values from OLE Macro, updating Revenue Manager, and correcting MVs in billing accrual files.
• Prepared client statements for multiple clients through NARF setup and portfolio statement processing in OCS.
• Handled invoice preparation and approval activities for selected clients.
• Executed account list reconciliation between prior and current periods to identify new and closed accounts

• Worked with offshore teams across cities and countries to keep reports accurate and timely.
• Extracted, transformed, and analyzed data from source systems; reviewed data issues and recorded key findings.
• Provided process training for new joiners and completed assessments.
• Built client scorecards to measure productivity against KPI requirements in service level agreements.
• Sent reports to end users on time and completed first-level data checks.
• Applied process monitoring knowledge aligned with ISO 9001:2008 requirements.
• Used FMEA methods and root cause analysis to support issue investigation.
• Coordinated with operations teams to gather and complete business activity reporting across business lines.
• Supported productivity and efficiency improvements by reducing cycle time, processing time, and error rates.
• Helped prepare client-wise SOPs based on business requirements.
• Prepared internal and external error log sheets and monthly reports.

• Extracted, transformed, and analyzed data from known sources.
• Reviewed data issues, investigated root causes, and reported key findings.
• Created client scorecards to track productivity against KPI targets in service level agreements.
• Updated client records and account details in BNY databases.
• Maintained professional communication with clients and internal BNY partners.
• Analyzed data from approved sources, identified data issues, and documented key findings.
• Developed client scorecards to monitor productivity against KPI standards in service level agreements.
• Managed client records and account details within BNY databases.
• Supported clear, professional communication with clients and internal BNY partners.
• Distributed reports to end users on time and completed first-level data validation.
• Data extraction, transformation, and analysis supported review of known sources.
• Key data issues were investigated and findings were reported for action.
• Client scorecards improved visibility into productivity against KPI standards in service level agreements.
• Client records and account details remained current in BNY databases.
• Reports reached end users on time, with first-level data validation completed before release.