Yashish Patadia

Delivering exceptional customer service by accurately processing 50+ financial transactions, including deposits, withdrawals, wire transfer assistance, online ACH, audit support, credit approval processes and funds transfer payments Provided administrative support for banking relationships with the Investor team, performed liquidity management processes that enhanced bank reconciliations leading to a reduction in discrepancies and ensured the timely resolution Implemented and maintained online banking management systems, enhancing user experience

Associate Banker at TD Bank (2025-07 – Present)

• Delivering exceptional customer service by accurately processing 50+ financial transactions, including deposits, withdrawals, wire transfer assistance, online ACH, audit support, credit approval processes and funds transfer payments
• Provided administrative support for banking relationships with the Investor team, performed liquidity management processes that enhanced bank reconciliations leading to a reduction in discrepancies and ensured the timely resolution
• Implemented and maintained online banking management systems, enhancing user experience

FinTech Analyst Intern at Avinya Infotech (2025-05 – 2025-08)

• Analysing over 20 financial asset strategies and emerging industry developments through P&L reconciliation and forecast modelling to support strategic initiatives, and conducting extensive market research on money market trends
• Utilising VBA, Excel, and Power BI to perform risk monitoring and interpret large datasets for financial reviews, reporting automation, and customer information, leading to data-driven decision-making and improving report accuracy
• Monitored a data pipeline for fixed income analysis, bond pricing, enhancing the accuracy of economic forecasts and improving decision-making processes

Sales Consultant at Michael Kors Outlet (2024-03 – 2025-11)

• Focus on client relationships to promote products and encourage sales, offering personalised recommendations and upselling/cross-selling products, contributing to a significant increase in overall life cycle sales
• Developed and managed sales and marketing campaigns through Salesforce, leading to improved tracking of opportunities and a 15% growth in new client acquisitions
• Manage sales transactions and expense reports accurately using the store's point of sale (POS) system, handling cash, credit, and other forms of payment securely, leading to a 100% accuracy rate in payment processing

Financial Accounting Intern at Genex Pharma (2022-11 – 2023-01)

• Assisted in the preparation and analysis of financial statements using Oracle Financials, supporting monthly close processes and variance analysis across reporting periods
• Performed financial data entry and maintained accounting records within enterprise systems, leveraging Alteryx for data cleansing, transformation, and workflow automation to improve reporting efficiency and reduce manual effort
• Utilised QuickBooks to record and manage financial transactions, including accounts payable and receivable, journal entries, and bank reconciliations, ensuring accurate and up-to-date financial reporting

Bachelor of Science in Finance and Global Business – Rutgers University (2026-05)

Associate of Science in Business Administration – Mercer County Community College (2024-05)