Operations Analyst Senior Financial
Resume:
Curriculum-Vitae
Mary Reena Richard
Jacksonville, Florida -32259
E-mail- **************@*****.***
Career Objective
To involve myself with an organization which has the potential for future growth and ample scope for learning. Looking forward to apply all my experience and skills in predictive analysis towards the success of your company via a suitable position.
Soft SkillsTraining:
Client Management, People Management & Leadership skills, Communication Skills.
Six Sigma Training- Yellow Belt training.
Education:
Qualification: M.Com- Mysore University through Distance Education -2003
B.Com- Mount Carmel College, Bangalore- 1999
Work Experience
Bank of America
Designation: GWIM Operations Analyst - Sep 6th 2022-To Oct 21st 2022
Nature of Job: Worked with the Order management process for Wealth Management (Merrill Lynch) .
Key Responsibilties:
Answering queries through mails with regard to discrepancies in orders.
Processing corrections required for the orders.
Updations of foreign exchange rates on the system on timely basis.
Handling reports before the market open on daily basis.
Reconciliations of reports to make sure all orders processed match.
Processing orders when requested.
Previous Work Experience
Symphony Services Corp, now known as Tangoe, Inc.
Designation: Team Lead for Operations - Mar 2003-Apr 2010
Nature of Job: Handling the Invoice Billing process for Telecom Expense Management which included checking and analysing of invoices and also providing spend analysis for clients.
Key Responsibilties:
Attending calls on new projects and training the entire team on the same.
Associated with clients in discussing crucial invoice processing issues as well as conveying pro-active measures to the team.
Managing the TAT on daily basis and consecutive follow up in resolving them.
Having direct interaction with the client over telephonic conferences held on a weekly basis.
Tracking the Transaction Volumes & allocation of the same to the team.
Monitoring the team’s performance and evaluating them on their performance on quarterly basis.
Supervising and monitoring the entire team on daily activities.
To identify areas which can reduce cost & propose to the clients methods that would increase their savings.
Document rules with respect to Spend Management & to provide Spend Analysis with regard to cost reduction to clients.
Co-ordinating with clients to ensure delivery of accepted projects on time.
Responsible for meeting scheduled build plans on a weekly and monthly basis.
Actively involved in collection of metrics and preparation of the weekly/monthly status reports.
Responsible for handling escalation process.
Conducting team meetings on weekly basis.
Identify different opportunities for process improvement and automation of the process.
Handled a team of 25 members.
Conducted performance appraisals for the team.
Conducted interviews to recruit new team members.
Global e-business solutions pvt ltd a subsidiary of Hewlett Packard Europe, which offers back office financial operations for all HP entities.
Designation: Senior Financial Assistant from April 2002 to Mar 2003
Nature of Job: Handling the total process of receivable management from checking of invoices to accounting for the receivables through the ERP package on SAP.
Key Responsibilties:
Timely allocation of cash for different modes of payments on daily basis.
Checking of invoices once they are loaded on SAP.
Solving Customer queries & providing them with adequate & accurate information regarding payments on daily basis.
Maintenance & reconciliation of the relevant accounts involved for the different modes of payments.
Updation of misdirected payments & reconciling of various payments of misdirected accounts.
Reconciliation of all accounts to check if there are any wrong bookings done & correction of the same.
Monthly reconciliation of all accounts by checking the aging reports and match the same with general ledger.
Responsible for meeting monthly target and with a direct responsibility for increasing productivity, efficiency and output.
Responsible for training new joinees.
Primark India Private Limited (Division of Thomson Financial Research)
Designation: Corporate Analyst from Dec 1999 to April 2002
Nature of Job: Analysing Financial data and providing financial information to fund managers and investment banks.
Key Responsibilties:
Fundamental analysis and providing stock performance information about the companies listed in the major stock exchanges all over the world.
Providing comprehensive, accurate and timely data on publicly quoted companies in the United States.
Adherence to the quality, productivity and compliance standards set by the company.
Calculations of ratios, Bookvalue, Net Asset value & Earnings Per Share.
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