ANNA MCSTRAVICK

• Administered daily transactions for BMO’s Registered Disability Savings Plan (RDSP) products, ensuring timely and compliant processing of contributions, withdrawals, and government grant/bond entitlements.
• Executed and validated fund movements and settlement instructions, supporting accurate payment flows across client and institutional accounts.
• Investigated and resolved transaction discrepancies and client account exceptions, applying strong problem-solving and risk awareness.
• Ensured adherence to regulatory guidelines set by the Canada Revenue Agency (CRA) and internal controls related to registered product operations.
• Collaborated with internal operations, compliance, and transfer agency teams to uphold data integrity and optimize transaction processing.
• Gained hands-on exposure to back-office payments operations, registered product regulations, and fund administration workflows within a financial services environment.

Payments Analyst

• Analyzed and reviewed large datasets related to UK Government business loan schemes during the Covid-19 pandemic, ensuring compliance with agreed client tolerances.
• Performed recalculations to address data inconsistencies identified by Alteryx, delivering error-free payment files for government-backed loans, ensuring adherence to KPIs and SLAs.
• Delivered weekly Payments Management Information (MI) reports, reviewed by senior managers prior to being sent directly to the client.
• Resolved complex queries using problem-solving skills and process expertise, improving client satisfaction.
• Trained new hires and upskilled team members, fostering a culture of growth and operational excellence.
• Demonstrated commitment to personal and professional growth by obtaining professional qualifications and completing online courses while volunteering for development opportunities.

Quality Controller Analyst

• Conducted quality control checks to maintain accuracy and compliance with organizational standards.
• Designed and delivered regular comprehensive training programs for team members, leveraging technical expertise to ensure smooth operations and onboarding.
• Independently prepared and presented weekly Quality Management Information (MI) reports to leadership, supporting data-driven decision-making.
• Identified risks and improvement opportunities, regularly reporting to senior management for strategic planning.
• Streamlined business processes, improved team efficiency, and conducted performance evaluations with actionable feedback.
• Contributed to the creation of a standardized quality framework, collaborating with delivery managers to define procedures and ensure compliance with contractual obligations.
• Developed "Route to Competency" processes and proposed quality-checking strategies to enhance engagement-level performance.
• Created Quality Control trackers with detailed visualizations, providing management with real-time insights for informed decision-making.

Corporate Collections Analyst

• Managed a large portfolio of customer accounts to recover funds, reducing a baseline aged debt profile by £13.8 million within 7 months.
• Maintained strong client relationships while ensuring timely payment collections, improving cash flow and customer retention.
• Analyzed financial data to minimize credit risk and implemented effective collection strategies.
• Delivered high-quality outcomes across diverse projects within timelines and scope and through significant collaboration with internal stakeholders in PwC and external client stakeholders.
• Actively participated in problem-solving forums, identifying solutions to enhance project outcomes and foster team collaboration.
• Provided regular project updates to teams, ensuring alignment and transparency on changes and improvements.
• Recognized for exceptional performance and nominated by team leads to showcase work to senior managers, reinforcing trust and dependability.