Geetanjali Singla
Surrey,BC
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Part-Time Agent
Nordia Inc.
07.2023 - Current
- Demonstrated high attention to detail, organization and management of multiple tasks and projects simultaneously.
- Entered customer interaction details in sales system to track requests, document problems, and record solutions offered.
- Educated clients on account services and resolved client inquiries regarding statement information and account balances.
- Expedited resolution times by effectively prioritizing and managing multiple cases simultaneously.
- Improved overall efficiency by providing constructive feedback to peers during team meetings.
Blockchain Trainer
Metasoilverse
04.2021 - 12.2022
- Certified Blockchain Trainer by LPN Academy, London, UK
- Analyzed key aspects of business to evaluate factors driving results and summarized into presentations
- Improved business direction by prioritizing customers and implementing changes based on collected feedback.
- Monitored and reported trainee progress, introducing new learning tools to address individual needs.
- Improved project efficiency by streamlining communication channels and implementing effective collaboration tools.
Team Leader
Product Control, Treasury Finance - Bank of America
01.2020 - 08.2021
- Performed routine month end closings, accurate and accessible records and kept close eye on transaction updates
- Prepared Audit schedules, month end closing, P&L and Balance Sheet reports
- Established and enforced internal controls, workflows, and policies for tracking, reconciling, and reporting on accounting activities
- Identified underlying risk in relation with accounting GAAPs and regulatory reporting
- Validated existing accounting management and reporting systems to assess quality and conformance
- Worked closely with Traders and Trade reviewers to understand flow and entries before publishing reconciliations to respective teams
- Improved financial status by 10% by analyzing results, monitoring variances, and recommending actions to management staff.
Team Leader
Regulation W - Bank of America
04.2018 - 12.2019
- Migrated new process from Chester, USA to India and cross trained team on same
- Ensured quality check of Reg W 23A transactions for respective exemptions claimed by front office liaising with trading desk in case evidence supplied are not appropriate
- Analysis and evidencing of derivative transactions to satisfy requirements of section 23B of Reg W which proves transactions were done at arm's length
- Reviewed evidence supplied by trade support team for various global markets products
- Worked as Employee Engagement SPOC for Regulation W team and conducted many events within the span
- Reported progress, test metrics and results to project stakeholders.
Education
Post-Degree Certificate - North American Business Management
Capilano University
North Vancouver, BC12.2023
MBA - Finance
ICFAI Business School
Hyderabad, India01.2018
Bachelor of Commerce - Finance
USOL, Panjab University
01.2015
Skills
- Financial systems such as - Oracle, OPAL, Sierra, Finman, Vmaster, Hydrogen, Roxx, V2, RAM, Citrix, Quartz, BUCS
- MS Excel and MS Word
- Financial modelling
- Well versed with Blockchain Technology and Web 30 space
- Account Reconciliation
- Client Relationship Building
- Banking Operations
- Investment Strategies
- Financial Reporting
Accomplishments
- Led the Official Operations Club at college as the "Club Head", leading more than 80 students.
- Awarded with bronze awards consecutively for 3 quarters at Bank of America for delivering work.
- Migrated, Trained, and handled international projects from USA to India team at Bank of America
- Dedicated hours to various NGO's as a volunteer for more than 72 hours. Trained 5 new autistic volunteers, helping them with making decorative materials during Diwali festival.
- Exhibited at the Crypto expo Dubai twice in 2021 and 2022. Awarded as "The Best Emerging Cryptocurrency Debut" and "Best Global Coin" at these events.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Languages
English
Full Professional
punk
Native or Bilingual
Hindi
Native or Bilingual
French
Elementary
Certification
- Certified Blockchain Trainer
Timeline
Part-Time Agent
Nordia Inc.
07.2023 - Current
Blockchain Trainer
Metasoilverse
04.2021 - 12.2022
Team Leader
Product Control, Treasury Finance - Bank of America
01.2020 - 08.2021
Team Leader
Regulation W - Bank of America
04.2018 - 12.2019
Post-Degree Certificate - North American Business Management
Capilano University
MBA - Finance
ICFAI Business School
Bachelor of Commerce - Finance
USOL, Panjab University
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