Financial Planning Business Manager
Resume:
Pune, Maharashtra ******
*****.********@*****.**
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SAPNA SHETTY
Dynamic and performance-driven business professional with high integrity, strong work ethic and great leadership skills. Meticulous and resourceful Business Manager with proven success leading productive teams, controlling budgets, networking to drive growth initiatives and marketing to maximize brand outreach. PROFESSIONAL
SUMMARY
KEY STRENGTHS • Financial Planning
• Budget Management
• Forecasting
• Meeting facilitation
• Project Scheduling
• Scope Management
• Program Management
• Resource Planning
• Demand forecasting
• Cross-Functional Communication
• Stakeholder Management
INTEGRATION MANAGEMENT OFFICE, 05/2017 - Current
Credit Suisse Services (Part of UBS), Pune, Maharashtra PROFESSIONAL
EXPERIENCE
Analyzed and evaluated existing systems, processes, policies, and procedures to identify areas for improvement.
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Coordinated with stakeholders to define requirements and ensure alignment of objectives.
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• Oversaw the development of user documentation and training materials.
• Ensured compliance with industry standards, regulations, and best practices.
• Conducted regular reviews of integration projects to assess progress against goals. Facilitated communication between team members across multiple departments throughout the project lifecycle.
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• Collaborated with vendors on product selection, pricing negotiations, contracts. Maintained an up-to-date inventory of all hardware and software components used in integrations projects.
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• Submitted budget estimates, progress reports and cost tracking reports.
• Identified project needs by reviewing project objectives and schedules. Developed and updated project plans to document objectives, technologies, schedules, and funding.
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• Produced thorough, accurate and timely reports of project activities. Experienced in Project Management workflows, methodologies, financials management, capacity-planning and record keeping
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TEAM MANAGER, RETAIL OPERATIONS, 07/2015 - 01/2017 Capita, Pune, Maharashtra
Responsible for administering budgets, work allocations, Project lifecycle operations, reports preparation for senior management
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• Budget allocation and defining for 12+ suppliers
• Work Planning of 150 resources across all the global projects
• Maintenance of governance model for software delivery Maintain risk and issue log with respective PMs and flag any risk in leadership meetings
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• Coordination to remove any impediments bounding project delivery
• FTE/Headcount calculation for own team and portfolio projects Timesheet management, budget management, rates correction, Sow signings, invoice processing, actuals vs forecast, budget vs forecast, L&D coordination
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Planning roles creation, coordinating with HR for onboarding of new team resources as well as Project resource onboarding
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Maintain log of trainings for resources to ensure proper upskill as the requirement of projects
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Received 6 gold bars for Accountability, Client focus and Stakeholder management from different Stakeholders
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Manage day–to-day planning and operations of the team ensuring that it continuously delivers on quality, speed and accuracy within the agreed upon SLA frameworks
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• Conduct seat planning/utilization for the team
• Manage and update team roster
• Liaise with Business Planning & MI team for team's resource planning Manage and optimize workflows (pipeline and individual work queues) and associated costs through appropriate resource planning and management of OT and FTEs
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Coordinate with the Process Leader (and at times the onshore team) to conduct needs analyses and facilitate / impart process & soft skills trainings for the team
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Identify and facilitate development of training Champions/Subject matter experts within the team
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Report on team performance, customer feedback and daily activities Liaise, coordinate and manage relationships with other departments, the onshore operations team
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• Monitor and manage team's leave, attrition, attendance, breaks
• Co-ordinate with the transport/ IT team to resolve issues related to the shift Conduct periodic performance appraisals and feedback sessions for the Team Coach and Process Associates and provide on-time feedback
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Participate in calls with the client to understand expectations, provide feedback and reports and resolve queries or escalations
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Monitor breaches to ensure smooth functioning in accordance to the pre-set deadlines, procedures and service standards
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Ensured in significantly reducing the average turnaround time in query resolutions from 12 mains to 5 mins, achieved this through studying the time and motion of the process
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Worked on the different parameters of quality and ensured meeting the quality standards, earlier quality score was 50-55%, and now that has improved to 85%
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• Created a incident reporting tracking tool on an excel to save significant time of TEAM LEADER, OPERATIONS, 07/2012 - 10/2014
State Street Syntel Services Pvt Ltd, Mumbai, Maharashtra OPERATIONS ANALYST, 09/2011 - 07/2012
BNY Mellon, Pune, Maharashtra
OPERATIONS ANALYST, 02/2009 - 08/2011
JP Morgan, Mumbai, Maharashtra
the resources
• Active Manager certified with level II from Bearing Point As a team leader I was handling a team of 19 people and my responsibility was to ensure reconciliation of mutual funds and pensions funds
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I was managing these accounts for clients that were based out of Australia, Singapore and Malaysian
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We were using a reconciliation system called TLM (Transaction Lifecycle Management) to perform daily, monthly, weekly reconciliation
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It was also my responsibility to ensure end to end research on the exceptions generated by the Sydney MO recon team and ensuring that all the exceptions are handled within the set deadlines
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• We were also responsible for month end portfolio valuation and research
• A significant part was also to report the activities to the management team
• Shrinkage management to ensure smooth delivery
• SLA Management and BCP planning
• Cross Training people on different skills sets needed to perform well in the jobs Ensure adherence of risk management programs, like training and general awareness of possible risk areas and implications
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I was also Conducting Performance Appraisals and providing regular feedback to improve performance of team members
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PLM migration: worked with TLM and PLM deployment team on migrating PLM application implementation for Aberdeen and DEAM business
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We got new business and I ensured smooth transition of the new Malaysian business, received client appreciation for my contributions
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This was an individual contributor's role and I was responsible for daily, Monthly and quarterly reconciliation of Mutual funds
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• One of my accountability was also to reconcile and process trades I was also doing a quality check on completed accounts, and ensure feedback to the advisor's basis the quality check
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• For daily accounts we use to only match the value of reconciliation For monthly recon business, we were responsible to check the trades and in case of exception we were required to investigate the discrepancies, book the trade accordingly and then settle the trades
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I was a part of the migrations team that travelled to US to migrate this process from JP Morgan, US
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I was working as a loan administrator for the wealth Management department
(Private Banking) and responsibility was to service Mortgages, Students loans and promissory notes
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• I was Disbursing the funds for Student loans, collection and payment of monthly SENIOR CORPORATE ACTIONS ANALYST, 06/2007 - 02/2009 Syntel Sourcing Pvt Ltd, Mumbai, Maharashtra
SENIOR ASSOCIATE, 05/2005 - 05/2007
Syntel Sterling best shores solutions Pvt Ltd, Mumbai, Maharashtra taxes for Mortgages based on applications, KYC and credit history I was responsible for verification of the documents and updating the system for its approval
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This role involved direct interaction with the customers for any query resolution and customer service
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• I was accountable for daily reporting of work to the onshore client
• Ensured MIS, Data management and reporting is updated on a regular basis I was also training and mentoring new joiners on process know how and sharing knowledge that impacted the enhancement of process capability
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Was recognized with Extra Miler award for contribution towards the team in the first Quarter of 2009
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• Received an ACE award for responsibility and accountability I was working on Custodian accounts and was responsible for processing the corporate actions executed on various bonds and stocks markets
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• We were analyzing the actions taken and then post it to the trades Research through Bloomberg, Xcitek and various Websites about the transitions and then take necessary actions
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Constantly interacting with clients for their requirement, with commitment to deliver the assigned task
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• Preparing Corporate actions reasonability test
Proven ability to interface with the corporate, business partners and team members to insure product solution and meet customer requirement
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• Role required me to have strong interpersonal and communication skills
• Sorting and allocating the weekly files to respective team member KG Mittal College of Commerce, Mumbai, 04/2005
Bachelor of Commerce: Finance And Accounting
EDUCATION AND
CREDENTIALS
LANGUAGES Kannada: First Language
English: B2
Upper Intermediate (B2)
Hindi: B1
Intermediate (B1)
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