ANKUR LOHANI
Toronto,Canada
Summary
Dynamic Foreign Exchange Specialist at Scotiabank with a strong foundation in data management and analytical skills. Proven ability to utilize SQL for comprehensive reporting while building and maintaining robust client relationships. Recognized for enhancing operational efficiency and delivering exceptional support in high-pressure environments. Committed to excellence in financial operations and continuous improvement.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Foreign Exchange Specialist
Scotiabank
Toronto, Canada
04.2021 - Current
- Manage workflow for foreign cash orders
- Provide support to branch partners with real time exchange rates for foreign cash
- Assist with the order shipment inquiries and handle escalations
- Follow business procedures and processes for smooth day to day operations
- Maintain records of daily foreign currency transactions
Tax reporting Associate - Seasonal contract
TD Bank
Toronto, Canada
02.2024 - 04.2024
- Assisted with tax inquiries from front office partners and clients
- Issued slips based on book of records
- Investigated transactions on ISM(Kyndryl) for a particular account for tax purposes
- Overview of registered & non-registered investment accounts
Operations Analyst - Contract role
TD Bank
Toronto, Canada
04.2019 - 10.2020
- Managed settlement processing reported global equity and fixed income trades through TD depositories
- Performed data profiling, analyzed, and communicated results in support of data quality processes
- Created SQL queries to provide ad-hoc reports, analysis, and datasets based on business needs
- Interacted with partners, counter parties and depositories to resolve settlement-related inquiries in a timely manner, ensuring that issues are escalated to management when approvals are required
- Provided accurate and timely reports to clients and partners according to established SLAs
- Performed quality investigations, emphasizing accuracy, timeliness and escalated matter when required
Reconciliation Analyst
Royal Bank of Canada
Toronto, Canada
10.2017 - 01.2019
- Worked on applications like PeopleSoft, Enterprise Business Intelligence, GL Requester, BBM Online Update Menu, Unit Directory, ESOD-Update, BPM-Cart, Chart of Accounts, Cash management system, Sales Platform, Iris, Siebel, Application launch pad
- Used Macros to create charts to analyze customer claims
- Monitor and process transactions in various accounting software
- Reconciled business accounts
- Communicated and followed-up directly with the Security services like Brinks, Garda to investigate ATM transactions
- Acted as a process back-up for the team and helped to finish the task before the deadline
- Followed-up with customers on a regular basis to fix pending transactions and resolved the error in ledger accounts
Life and Living Benefits Advisor (Finance and Investment Planner)
RBC Insurance
Toronto, Canada
06.2016 - 10.2017
- Established relationship and educated clients about financial planning
- Educated clients about retirement and investment products like RRSP and TFSA
- Acquired knowledge of data flows within the Organization
- Ensured appropriate forms, medical examinations and other policy requirements are completed
Donor Care Associate
Plan International Canada
Toronto, Canada
01.2015 - 05.2016
- Kept track of revenue reports and provided support to meet monthly revenue budget
- Provided exceptional customer service in all interactions with our donors
- (Phone, email, written and live chat)
- Data collection for donors/customers for internal usage like making charitable donations
- Updated donor information such as phone number, address, date of birth and other relevant information on CRM software
- Assisted with special projects, staff training, and other general office tasks as needed or assigned
Education
Certificate - Big Data Analytics
York University
Toronto, ON, Canada04.2025
Postgraduate - Business, Finance & Computer Science
Lambton College of Applied Arts & Technology
Sarnia, Ontario, Canada08.2014
Bachelor’s - business administration
Jagannath University
06.2011
Skills
- Communication skills
- Problem solving
- Critical thinking
- MS Excel
- Python programming
- Statistical Analysis
- Data visualization
- Data management
- Data cleansing
- SQL quering
- Client relationship management
- Attention to detail
- Analytical skills
- Data analysis
Certification
- Lean six sigma yellow belt
Languages
English
Professional
References
References available upon request.
Timeline
Tax reporting Associate - Seasonal contract
TD Bank
02.2024 - 04.2024
Foreign Exchange Specialist
Scotiabank
04.2021 - Current
Operations Analyst - Contract role
TD Bank
04.2019 - 10.2020
Reconciliation Analyst
Royal Bank of Canada
10.2017 - 01.2019
Life and Living Benefits Advisor (Finance and Investment Planner)
RBC Insurance
06.2016 - 10.2017
Donor Care Associate
Plan International Canada
01.2015 - 05.2016
Certificate - Big Data Analytics
York University
Postgraduate - Business, Finance & Computer Science
Lambton College of Applied Arts & Technology
Bachelor’s - business administration
Jagannath University