Executive Assistant Customer Service

MADHUSHI PREMACHANDRA

Etobicoke, Ontario 647-***-**** **************@*******.*** LinkedIn

QUALIFICATIONS PROFILE

Corporate Actions Management Risk Mitigation Wealth Management Operations Stakeholder Coordination Dynamic and detail-oriented Senior Analyst with comprehensive experience in corporate tax compliance, audit resolution, and risk management in banking and finance sector. Proven track record in preparing and reviewing US and Canadian tax returns, including federal, state, local, and estate taxes with a strong record of minimizing risks and penalties. Known for leading teams to achieve efficiency and accuracy in corporate action processing. Adept at risk mitigation and compliance with a thorough understanding of wealth management and capital markets. Proficient in monitoring control accounts, reconciliations, and audit procedures. Demonstrated ability to expertly deal with inquiries and escalations, resolving issues effectively. Possess in-depth knowledge and understanding of SAP System.

Three-time "Best Performer" award recipient, reflecting consistently high performance and exceptional results.

Skilled in tax law interpretation, operational process improvement, and collaborative problem-solving with cross-functional teams.

Excellent communication, organizational, and critical thinking skills, devoted to fostering teamwork and operational excellence. CORE COMPETENCIES

Accounting Principles

Corporate Action Processing

Taxation Policies

Investment Performance Measurement

General and Tax Accounting

Tax Research & Audit

Financial Analysis

Risk Management

Income Tax Processes

Process Improvement

Treasury Management

Regulatory Compliance

PROFESSIONAL EXPERIENCE

RBC Capital Markets, Toronto 2022 – Present

Senior Corporate Action Analyst – Data Services

Identify and investigate material changes such as mergers, acquisitions, and dissolutions impacting entities of interest. Analyze and assess external feeds and internal notifications to identify corporate action events. Monitor corporate action events throughout their life cycle to ensure any changes or extensions are accurately recorded and promptly communicated to relevant business lines. Conduct UAT and PIV testing during CDR release cycles. Oversee all corporate action changes within CWM and CM client accounts, assuring accurate entries for trading purposes and proper payment from the depository. Key Contributions:

Orchestrated reference data changes in CDR and managed tasks across account management, KYC, and other stakeholder teams.

Examined and validated specifics of corporate action events and cooperated with teams to identify reference data updates.

Steered in-depth analysis to evaluate large datasets using pivot tables and extracted data for metrics and reports using Tableau.

Liaised and worked closely with senior management, account management, KYC, and front office teams to escalate and promptly resolve complex corporate events.

Informed stakeholder teams about corporate action events and coordinated tasks across various affected teams, such as KYC and Account Management.

Processed elections for corporate action changes via workflow systems and updated instructions to mitigate market exposure. RBC Capital Markets, Toronto 2023 – Present

Senior Client Onboarding Analyst – Data Services

Serve as the main point of contact for clients throughout the onboarding process, confirming a seamless transition from Sales to Business as Usual (BAU). Administer client adoptions, manage account openings, lead in-depth reviews of fund offering documents and legal agreements, set up internal systems, and coordinate project planning. Facilitate the review of fund offering documentation and legal agreements. Provide regular project status updates to clients and stakeholders. Deliver active functional support in drafting and reviewing client service agreements and partner with the legal department to work on template management and control. Key Contributions:

Adopted best practices and procedures to assure effective management of cross-functional coordination for client onboarding while collaborating with service delivery, sales, legal, compliance, and technology teams.

Conducted weekly project calls with stakeholders for smooth onboarding and tracked progress through project planning.

Oversaw the internal review process across various product lines, including fund administration and depository services.

Delivered expert onboarding advice to stakeholders, guaranteeing efficient transitions and collaboration across teams. Madhushi Premachandra, Page 2

RBC Investor and Treasury Services, Toronto 2015 – 2022 Senior Tax Analyst – US Tax Department

Prepared and examined US corporate tax returns for federal, state, and local filings, confirming accuracy through detailed reconciliations of general ledger accounts. Oversaw weekly remittances on the BANCS platform for Capital Markets tax reporting, processing wire transfer instructions promptly. Coordinated compliance for federal, state, and local tax audits. Provided tax expertise and guidance to fund management, monitored changes in tax legislation, and communicated significant updates to stakeholders. Investigated tax challenges, devised innovative tax solutions, and delivered expert advice to clients, resulting in optimized tax outcomes. Precisely collected corporate event information from various external primary and secondary sources to reduce operational and market risk. Key Contributions:

Served as the expert on BANCS and G+ platforms in RBC I&TS, driving effective data analysis and seamless year-end tax reporting.

Initiated process and system improvements that standardized best practices and increased efficiency across tax operations.

Processed section 302 year-end events, certifying compliance and effective communication with relevant managers.

Prepared accurate year-end tax reports, including forms 1099 and 1042, achieving zero complaints or errors.

Conducted thorough tax research, addressing emerging corporate US tax issues, and developing creative tax solutions.

Managed three high-stakes tax reporting projects simultaneously, completing all on or ahead of schedule and with high accuracy.

Undertook remediation projects within QI documentation group, focusing on collecting tax forms and supporting documentation.

Employed effective compliance reporting systems, ensuring consistent adherence to US tax regulations.

Organized annual tax provisions by coordinating effective tax rate reconciliations, generating financial forecasts, and formulating tax planning strategies.

TD Financial Group, Toronto 2011 - 2014

Operating Servicing Officer

Prepared, evaluated, and assessed Canadian tax returns, including T4, T3, and Estate taxes for compliance with regulatory standards. Reconciled monthly tax returns with the general ledger as well as determined and resolved discrepancies. Leveraged knowledge of tax laws to address audit issues, lowering risks and penalties. Created urgent requests through OPC, an automated workflow tool, and collaborated with external service providers for efficient cheque and payment processing. Key Contributions:

Examined and corrected banking errors such as chargebacks, double debits, and misposted transactions, reducing operational risks.

Liaised with external vendors to streamline cheque and payment processing, enhancing service reliability and accuracy.

Created duplicate tax slips (T5 and T4) and worked with specialized teams to correct tax documentation for tax season to maintain regulatory compliance.

Trained new staff in cheque investigations, tax slip corrections, and operational workflows, leading to improved team performance.

Spearheaded the approval process for mortgage capitalization, loan payment extensions, and Credit Bureau amendments, providing customer-centric solutions.

Collaborated with branch partners to resolve loan issues, ensure accurate customer service, and implement effective solutions.

Prepared and processed mortgage and HELOC packages, coordinated discharges, and facilitated administration of credit products. Additional experience as Customer Service Representative at the Bank of Montreal EDUCATION

M.Sc. in International Banking and Finance, University of Strafford, United Kingdom (ongoing) Diploma in Business Administration, Trios College, Toronto Diploma in Sales Management, London Business School, Sri Lanka Diploma in Information Technology, National Institute of Business Management, Sri Lanka TECHNICAL PROFICIENCIES

SAP Microsoft Office Suite Tableau

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