Vishal Sharan

Delivered high-quality support and solutions on behalf of Bank of America, maintaining strong working relationships with onshore clients.

Global Wealth Investment Management (GWIM)

• Contributed to a sub-project within Global Wealth & Investment Management, focused on validating analyst ratings and estimates for accuracy and compliance.
• Supported data quality assurance efforts in GWIM by validating equity ratings and earnings estimates on the MyMerrill, Merrill Edge, and CEW websites.
• Participated in a validation sub-project under GWIM, verifying the accuracy and consistency of financial ratings and analyst estimates prior to publication.
• Collaborated with the GWIM team on a specialized project to validate and reconcile research data, including ratings, and earnings forecasts.
• Executed validation tasks in a GWIM sub-project, focusing on identifying discrepancies in ratings and estimates, to maintain data integrity.

Distribution Feeds Group (DFG)

• Ensure accurate and timely delivery of reports/feeds to internal stakeholders, clients, and regulatory bodies.
• Monitor automated report distribution systems, and resolve failures or exceptions proactively.
• Ensured feed accuracy and completeness through collaboration with upstream data teams before release. Created and maintained distribution log and audit trail for released reports, adhering to data privacy protocols.
• Address and resolve client or internal queries related to report content, timing, or delivery.
• Ensure strict adherence to data privacy and information security protocols.

• Managed daily operations and ensured efficient workflows.
• Specialized in Credit Card Fraud Operations with hands-on experience in L to U claims, chargebacks, and pre-arbitration processes, ensuring compliance with regulatory standards and minimizing financial loss.
• Managed inbound customer calls, resolving queries and concerns in a timely and efficient manner.
• Assuring all monthly, weekly, and daily deadlines are met on time.
• Reach out to customers, credit managers, and sales via email and chat for missing remittance or cash on account queries.
• Maintained positive working relationship with fellow staff and management.
• Maintained organized records of all customer accounts receivable activity.
• Monitored customer account details to minimize risk of non-payments, delayed payments and other irregularities.
• Developed strong working relationships with internal stakeholders such as Sales, Credit and Collections, Treasury, Tax Departments.
• Investigated and resolved complex fraud cases, utilizing analytical skills and attention to detail to identify patterns and trends, resulting in reduction in fraudulent activities within the department.
• Collaborated with cross-functional teams to develop and implement fraud prevention strategies.
• Supporting in improvement of overall efficiency and effectiveness of the fraud detection and prevention processes.

• Financial analysis: Conducted in-depth financial analysis leading to the identification of investment opportunities.
• Audit Success: Led the preparation for and successful completion of annual financial audits, resulting in zero audit findings for three consecutive years.
• Training and Development: Trained and mentored junior team members, resulting in improved team efficiency.
• System Implementation: Successfully implemented a new financial management system, resulting in increased workflow efficiency and timely reporting.