PRIYANKA NAIK
West Vancouver,BC
Summary
Highly motivated and results-oriented finance professional with five years of experience across departments in customer service management, financial operations, cash management, and payment processing. Accurate financial analysis with a track record of optimising operational effectiveness and driving strategic decision-making.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Customer Services Representative
MONEY MART, Momentum Financial Services
02.2023 - Current
- Handled various products such as loans, checks, forex, and western Union in accordance with standard operating procedures
- Conducted diligent financial assessments to determine eligibility and issued payday advances and installment loans to customers
- Managed cash transactions daily, ensuring accurate balancing of drawer during opening and closing procedures
- Utilized effective communication skills to recommend appropriate products and services based on customer requirements.
Operations Specialist(Japan Process)|Trade Finance
CITI BANK
01.2022 - 12.2023
- Promoted to the position of Operation Specialist in Cash & Trade Operations
- Processed high-volume wire/swift transfers and handled NOSTRO account charges
- Lead a team of officers to handle the migration process of Japan
- Assisted in ideation on automation solutions, payments, migration strategy and automation budgeting
- Generated and analysed reports on payment activities, identifying trends and proposing process enhancements
- Investigated and resolved payment discrepancies, coordinating with internal teams and clients to address issues promptly
- Conducted daily cash flow analysis and forecasting to optimize liquidity management.
Operations Officer(Canada Process)|Trade Finance
CITI BANK
04.2019 - 01.2022
- Reconciled various accounts in adherence to CITI standards, identifying breaks and collaborating with internal teams for prompt resolution
- Maintained proactive communication with customers across portfolios for North American trade operations, ensuring a high level of customer satisfaction
- Effectively handled internal escalations, including client feedback, payment processing delays, and problem resolution
- Monitor critical client accounts and publish weekly reports to the senior management and the client
- Generated weekly overdue reports and devised strategies for recovering outstanding payments from clients
- Led a major project for treasury and trade, overseeing its successful execution and delivering optimal results
Analyst|Hedge Fund Taxation
MORGAN STANLEY
07.2018 - 03.2019
- Identify the discrepancy in tax reports and raise them to the accounting team
- Prepare monthly, quarterly, and annual tax estimates for the Hedge funds holder
- Analyze tax issues and prepare comprehensive documentation that contains justification and conclusions of the reports
- Assist in calculation of foreign tax credits, fund income and expense allocations
Finance Intern
Smart Medic
05.2017 - 06.2018
- Researched accounting issues and proposed solutions to avoid repeat occurrences
- Identified potential cost savings through focused financial analysis
Education
MBA - Finance
University Canada West
Vancouver, BC12.2023
Masters in Commerce - Finance
Mumbai University
India12.2019
Bachelor in Financial Markets - Finance
University Mumbai
India12.2014
Skills
- Exceptional Customer Service Skills
- Outstanding Team Player and Leader
- Data analysis and reporting
- Ability to Prioritize & Meet Deadlines
- Enthusiastic and Optimistic
- Excellent Presentation and Negotiation Skills
- Detail Oriented & Organized
- Problem-solving and attention to detail
- Process improvement and automation
- Microsoft Office Suite Expert
Accomplishments
- Honored with following awards for completing the automation project in CITI BANK successfully .Delivers with Pride (Gold) – Automation of process,Delivers with Pride (Silver) – Recovery of $3million funds from client
- Got Star performer award for consecutive 3 months at Morgan Stanley
- Selected as delegate at Model United Nations conference Jan 2019 Malaysia to speak about ''No Poverty''
Certification
- Canadian Securities Course - Candidate
- Investment Banking Operations - Bombay Stock Exchange
- Investment Banking Training - Barclays Bank
- Peer Leader at University Canada West (Act as a point of contact for new students and guide them to the respective departments in the university for query resolution)
Timeline
Customer Services Representative
MONEY MART, Momentum Financial Services
02.2023 - Current
Operations Specialist(Japan Process)|Trade Finance
CITI BANK
01.2022 - 12.2023
Operations Officer(Canada Process)|Trade Finance
CITI BANK
04.2019 - 01.2022
Analyst|Hedge Fund Taxation
MORGAN STANLEY
07.2018 - 03.2019
Finance Intern
Smart Medic
05.2017 - 06.2018
MBA - Finance
University Canada West
Masters in Commerce - Finance
Mumbai University
Bachelor in Financial Markets - Finance
University Mumbai
Similar Profiles
AYESHA AKTHERAYESHA AKTHER
Financial Services Representative/ Coach at MOMENTUM FINANCIAL SERVICES GROUP ( MONEY MART)Financial Services Representative/ Coach at MOMENTUM FINANCIAL SERVICES GROUP ( MONEY MART)
AYESHA AKTHERAYESHA AKTHER
Financial Services Representative at MOMENTUM FINANCIAL SERVICES GROUP ( MONEY MART)Financial Services Representative at MOMENTUM FINANCIAL SERVICES GROUP ( MONEY MART)
Maricela JimenezMaricela Jimenez
Customer Service Representative at Money Mart Financial Services and ACE Cash ExpressCustomer Service Representative at Money Mart Financial Services and ACE Cash Express
David Parra DazaDavid Parra Daza
Customer Service Representative at Canadian Imperial Bank of CommerceCustomer Service Representative at Canadian Imperial Bank of Commerce
Oliver McKnightOliver McKnight
Volunteer at McKnight CarpentryVolunteer at McKnight Carpentry