MANU RAJAN
Mississauga
Summary
A highly self-motivated, enthusiastic, and detail-oriented individual eager to parlay advanced skillet in a role that supports a wide range analysis in a fast-paced environment. Proficient in Financial Planning and Banking statistics, business acumen and computer proficiency, to gather actionable insights and making data-driven decisions. Experienced in interacting with stakeholders, handling operational tasks, resolving conflicts, and looking for new business advancement opportunities.
Overview
3
3
years of professional experience
Work History
Cash Management Officer
TD Financial Group
09.2022 - Current
- Process various finance related transactions accurately, on time and in line with established guidelines and provides a range of administrative, transaction processing, data gathering, verification, cleansing, report production and operational finance support
- Developed analysis through research and recognized business opportunities that increased profitability and sustained customer base across medium to large scale corporate clients.
- Analyzed major financial goals of clients to ensure financial success by updating clients on their portfolio activity while maintaining strong relationships with clients to build trust.
- Manage operational finance activities such as processing, balancing, reconciling, validating transactions, investigating customer issues, preparation of files, data gathering and cleansing, report production.
- Ensure that negotiated fees are updated properly into the billing system and that all steps are followed when processing monthly billing processing, and prepared documentation consistent with business intentions and regulations.
- Adhered to AML, KYC compliance and Code of Conduct as required by TD Bank while also assuring confidentiality and privacy of all parties involved.
Senior Service Representative
BMO Financial Group
10.2021 - 04.2022
- Investigate non-matching and failing trade instructions and take the appropriate actions to ensure settlement of transactions.
- Operation of transactions, clearance, financial reporting, legal requirements, bookkeeping, and IT services.
- Complied with regulatory requirements including BMO Bank Secrecy Act, Anti Money Laundering, Bank Secrecy Act and Code of Conduct.
Education
Financial planning and Wealth Management -
Lambton College
04.2021
Bachelor of Commerce -
University of Calicut
04.2018
Skills
- Executive team leadership
- Team liaison
- Strong verbal communication
- Client / submitter relations
- Operations and finance
- Document preparations
- Bank relationship management
- Payment processing
- Cash management solutions
Timeline
Cash Management Officer
TD Financial Group
09.2022 - Current
Senior Service Representative
BMO Financial Group
10.2021 - 04.2022
Bachelor of Commerce -
University of Calicut
Financial planning and Wealth Management -
Lambton College
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