Team Member (Band 2.2) at Coforge (2026-02 – Present)
Cash Management, Reconciliations, Payment Processing, Fee Administration, Operations & Quality, and Client Relations
- Cash Management: Facilitate account funding and manage cash transfers, including BACS, CHAPS, and SIP payments.
- Reconciliations: Process cash reconciliations, clearing Recon breaks and TLM breaks.
- Payment Processing: Execute transfer of funds to onshore accounts and settle cash payments via SWP.
- Fee Administration: Create fee rules and packages (Real-time and Periodic), process one-time fee loaders, and handle fee asset transfers.
- Operations & Quality: Act as a Quality Analyst (QA) for quality checks, create and review Standard Operating Procedures (SOPs), and generate monthly MIS reports.
- Client Relations: Resolve client queries and manage requests received through the CSM portal.
Process Analyst at Broadridge Financial Solutions (2022-08 – 2025-12)
Tax Compliance, Account Maintenance, Data Validation, Corporate Actions, Reporting, and Client Support
- Tax Compliance: Reconciled TAX and MONEY files to generate accurate 1099 and 1042S forms.
- Account Maintenance: Reviewed and certified FATCA accounts and validated W9/W8 forms.
- Data Validation: Verified reclassification details by security and reconciled tax forms prior to production.
- Corporate Actions: Processed mandatory allocations such as tender cash, cash purchases, and stock mergers.
- Reporting: Reported state withholding to respective states and identified Fair Market Value (FMV) for corporate actions.
- Client Support: Resolved client queries post-tax form generation and managed relationships for multiple US and Canadian clients.
Secretarial Associate at V CAN & Associates (2019-12 – 2022-07)
Compliance, Corporate Secretarial, Financial Documentation, and Record Management
- Compliance: Filed statutory forms for event-based compliance and handled GST registrations for various companies.
- Corporate Secretarial: Performed tasks related to company incorporation (SPICE+, AGILE PRO) and drafted AGM/BM notices and annual reports.
- Financial Documentation: Filed forms AOC 4, MGT 7, MGT 14, and DPT 3.
- Record Management: Organized records by applying proper codes to invoices, files, and receipts.
