Prasuna Ranga
Saint-Laurent,QC
Summary
Results-driven process analyst with over 10 years of experience in fiduciary services, accounts receivable/payable, mortgage default operations, trade finance, and AML/fraud investigation. Proven ability to enhance process accuracy, strengthen financial controls, and deliver high-quality results within tight deadlines. Expertise in financial reporting, workflow optimization, and cross-functional collaboration, with a strong record of mentoring teams in complex operational settings.
Overview
16
16
years of professional experience
Work History
Fiduciary Services Analyst
Maples Group
Montreal, Canada
06.2021 - Current
- Undertaking client set-up and data maintenance within the internal database.
- Streamlined analysis of financial data for the respective clients.
- Monitor investments and provide recommendations.
- Prepare weekly reports of the accounts and lead presentations to the respective AVP’ and SVP’s for the clients.
- Preparing internal checklists for on boarding and/or liquidating or terminating clients.
- Managing, tracking and undertaking a review process on reports received by certain client entities and coordinating responses on behalf of the client entities;
- Coordinating due diligence documentation and completing KYC and bank account opening forms for our client entities.
- Managing and completing scheduled internal and client activities/tasks for a portfolio of clients and/or Client Service Professionals;
- Monitoring one or more central inboxes and actioning requests as part of a centralised support team;
- Assisting with ad-hoc projects as requested; and Assisting Assistant Vice Presidents, Vice Presidents and Senior Vice Presidents with achieving quarterly key performance indicator targets and delivering first class customer service to our clients.
- A high degree of attention to detail, accuracy and efficiency, to multi-task and excellent organisational, prioritisation and communication skills.
- Fund services, Montreal, Canada
Cash Officer Co-Worker
IKEA
Montreal, Canada
12.2020 - 06.2021
- Fulfill daily business tasks in line with operational routines, regulations and guidelines.
- Verify and document customer information in applicable systems, with high quality.
- Follow cash handling procedures to ensure the security of our monies.
- Ensure a seamless customer service experience by properly and efficiently actualizing the resolution provided to our customers’ issue (i.e. arranging returns, exchanges, refunds and other services).
- Montreal, Canada - Contract Position
Senior Process Executive
Cognizant Technology Solutions Pvt Ltd
, India
05.2015 - 03.2019
- Increased accuracy of customer accounts by implementing new auditing process to check for inaccurate or unusual addresses, payment terms, etc.
- Reduced bad debt by analysing delinquent accounts and common payment problems.
- Resolved on-going issue with late invoices by implementing automated invoice process, which increased most of the on-time payments.
- Provided accounting support and information for the client in the areas of accounts payable and record keeping systems.
- Processed accounts payable invoices and payments, generated reports and accounting for transactions.
- Paid invoices by verifying transaction information scheduled and prepared disbursements and obtained authorization of payment.
- Prepared monthly billings to clients gathers and sorts all related information.
- Report any discrepancies in the database to the concerned department for the immediate correction.
- Follow guidelines provided by the client.
- Achieve process SLAs / metrics productivity and quality targets within the established timelines.
- Raise process related issues on time with process lead and team lead.
- Resolve process related queries and expedite on data requests.
- Adhere to shift handover process.
- India
Senior Team Member
Bank of America
, India
09.2010 - 06.2014
- Efficiently manage mapped portfolio.
- Responsible for trade fee revenues from mapped base and new to bank trade customers in the work database.
- Resolve any service related Issue by coordinating with Internal & external stakeholders.
- Acquire quality importer / exporter with regular Trade / FX transaction.
- Providing the clients fund and non-fund based working capital facilities for business operations.
- Analyzing the financial statements and preparing credit scoring for companies.
- Maintaining Healthy portfolio by Monitoring existing clients, periodical reviews/renewals of existing limits, Unit visits, & discuss with clients for suggesting corrective measures if any for mutual benefit.
- Handling Trade based queries from the Branch & increase forex revenue by smoothening transactions process by proactive liaison with Forex service and Credit departments.
- Meet the daily SLA’s for the Process.
- India
Education
Master’s - Business Administration (Finance)
Badruka Institute of Management (AIMA)
HYDERABAD01.2012
Bachelors - Business Management (HR & Marketing)
GITAM University
Vizag01.2010
Skills
- Financial analysis
- KYC compliance
- Data management
- Complex problem solving
- Client relations
- Effective communication
- Team collaboration
- Process improvement
- Client onboarding
- Portfolio management
- Data verification
- Defect tracking and reporting
- Requirements analysis
- Training and mentoring
- Documentation and reporting
- Risk analysis
Timeline
Fiduciary Services Analyst
Maples Group
06.2021 - Current
Cash Officer Co-Worker
IKEA
12.2020 - 06.2021
Senior Process Executive
Cognizant Technology Solutions Pvt Ltd
05.2015 - 03.2019
Senior Team Member
Bank of America
09.2010 - 06.2014
Master’s - Business Administration (Finance)
Badruka Institute of Management (AIMA)
Bachelors - Business Management (HR & Marketing)
GITAM University