Mathi Rajaratnam
Markham,ON
Summary
Detail-oriented RESP professional with experience in process improvement, financial analysis and consulting services. Proven track record of successfully streamlining business operations and reducing costs. Passionate team player with extensive history in employee development. Adept at analyzing data to identify trends and developing strategies to improve efficiency. Talented Team Leader experienced and dedicated to enhancing employee satisfaction and business success. Diplomatic and friendly with proven commitment to employee training. Hardworking team player bringing necessary experience and knowledge to tackle any operational demand.
Overview
23
23
years of professional experience
Work History
Team Leader, Business Process Consultant
CI Investments/CGI
06.2015 - 11.2023
- Monitored team performance to confirm compliance and provided constructive feedback to increase productivity and maintain quality standards within RESP.
- Optimized business needs by evaluating assignments and effectively troubleshooting issues before it reaches escalation.
- Worked with team to identify areas of improvement and devised solutions based on findings.
- Collaborated with IT team on automating RESP Multiday Redemptions QA Test Cases
- Directed the IT team with government policies and guidelines to create the Registered Disability Savings Plan. Led the emergence of team training and developed multi-department wide communications
RESP Specialist
CI Investments
03.2007 - 06.2015
- Process RESP related transactions including the setup of new RESP accounts, processing purchases, transfers, Switches and redemptions.
- Assess grant applications for requirements and qualifications and submit grant requests. Grant offerings currently include Canada Education Savings Grant (CESG), Additional Grant, Canada Learning Bond (CLB) and Quebec Education Savings Incentive (QESI).
- Assist with ongoing audits by HRSDC, CRA and other third parties. RESP issues including grant submissions, 16/17 validation, over-contributions, AIP qualification, proof of enrollment and many more concepts.
- Participated in testing projects with· I.T. team to develop and successfully implement system enhancements and new functionality.
- Assisted with development of compliance objectives and strategies.
Client Account Services Representative
Invesco
12.2000 - 03.2007
- Efficiently investigated account related problems and processed transactions for Mass settlements and Bulk Purchases received with cheque or through Electronic Funds Transfer (EFT) in timely manner to avoid loses or gains on funds.
- Made proactive calls and sent fax requests on items that were not in good order or required clarification, to increase turn around times and maintain service delivery standards.
- Handled transfers, correspondence, rejects and follow-up requests to other institutions to ensure timely processing to meet strict deadlines.
- Selected to verify items processed by other team members and new employees to maintain high quality service levels on sensitive tasks.
- Resolved clients’ problems and reconciled accounts that were not in good order.
- Assigned to multiple task types for (RSP) and (RESP) financial transactions such as Mass settlement, Bulk purchase, Transfer purchase, T3’s Pre-Authorized Chequing Plan (PAC).
Education
Computerized Accounting Certificate
CDI
Scarborough2000
High School Diploma -
Victoria Park Collegiate Institute
Toronto, ON1995
Skills
- Risk Mitigation
- Interdepartmental Coordination
- Employee Coaching and Mentoring
- Process Enhancement
- Financial Reconciliation
- Data Analysis
Timeline
Team Leader, Business Process Consultant
CI Investments/CGI
06.2015 - 11.2023
RESP Specialist
CI Investments
03.2007 - 06.2015
Client Account Services Representative
Invesco
12.2000 - 03.2007
Computerized Accounting Certificate
CDI
High School Diploma -
Victoria Park Collegiate Institute
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