Priyaparna Phani
Calgary,CANADA
Summary
Management graduate with 7+ years of progressive experience in financial operations and administration. Detail-oriented and client-focused, with a strong track record in banking operations, account management, and relationship building. Skilled in guiding clients through business accounts, insurance, debt, loans, and receivables. Proven ability to drive sales and revenue through tailored banking solutions. Equally effective working independently or collaboratively.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Banking Specialist – Treasury Services
Bromwich and Smith
02.2023 - Current
- Oversee financial operations and trust accounting for proposal and bankruptcy clients. Manage online payments, EFTs, invoices, creditor cheques, garnishees, tax returns, and various cheque requests. Handle bank account assignments, estate conversions, and court fees across all provinces. Conduct mid-month and month-end bank reconciliations; process levy cheques, filing fees, and unclaimed dividends per OSB guidelines.
- Ensure accurate trust account reporting, including receipts, disbursements, manual journal entries, and bimonthly cheque and fee runs. Maintain compliance with the Bankruptcy and Insolvency Act (BIA) and provide treasury oversight and financial reporting to corporate.
- Processed customer transactions efficiently, ensuring accuracy and compliance with regulatory standards.
- Resolved client inquiries and issues, enhancing customer satisfaction through effective communication and problem-solving.
Sr. FinOps Analyst – Global Accounts Receivable (Pay by Invoice)
Amazon
10.2021 - 10.2022
- Managed the Accounts Receivable Contact Management team for Amazon US Pay by Invoice accounts. Resolved issues related to invoices, unapplied payments, cash applications, and account reconciliations. Maintained accurate AR records, supported aging and collections processes, and cleared discrepancies. Collaborated cross-functionally to resolve customer disputes and enhance service delivery. Contributed to process improvements through testing and feedback.
- Key Achievement: Received the Zenith Award for exceptional “Customer Obsession” with 8 PRRs in Q1 2022. Successfully managed 322 emails and 1,234 inbound calls, demonstrating strong ownership and a results-driven approach.
Asset Desk Manager – Retail Assets (Assistant Manager)
Axis Bank Ltd.
03.2020 - 08.2021
- Led branch retail asset operations, driving loan product sales through lead generation, product training, and customer engagement. Handled end-to-end service for pre- and post-disbursal loan customers across 12 retail loan products. Managed coordination with Credit Processing Centers to ensure timely loan disbursements and superior customer experience.
- Team Management: Oversaw 15 branch staff and 12 Relationship Officers to meet and exceed retail asset targets.
- Key Achievements: Achieved 136% of the half-yearly retail loan target. Attained 90% of the FY21 overall retail asset budget.
Assistant Branch Manager – Branch Operations
The Federal Bank Ltd.
08.2014 - 06.2016
- Managed day-to-day branch operations including transaction authorization, cash handling, ATM operations, vault/locker management, and account services. Oversaw compliance as Branch Compliance Officer and supported sales of mutual funds, insurance, loans, and gold loan products. Assisted the Branch Manager during audits and ensured high standards of customer service.
- Team Management: Supervised a team of 2 – a bank teller and a customer service officer.
- Key Achievement: Awarded Champions Trophy for highest group health insurance premium during a bank-wide campaign.
Sales Executive – Bancassurance (SME Insurance)
SBI General Insurance Co. Ltd.
07.2012 - 08.2013
- Handled insurance sales for the SME segment linked to SBI commercial loans in the Jamshedpur region. Drove branch penetration through regular visits, product training, and visibility initiatives. Ensured compliance with process guidelines and accurate policy documentation. Managed relationships with underwriting and claims teams to deliver prompt customer service. Developed and maintained a regional customer database to support loan-linked insurance coverage.
Education
Post Graduate Diploma - Banking And Finance
Manipal University
Bangalore, India01.2014
MBA - International Business (Marketing and Logistics/Supply Chain Management)
GITAM School of International Business, GITAM University
Visakhapatnam, India01.2012
Bachelor - Foreign Trade
Brihan Maharashtra College of Commerce, Pune University
India01.2009
Indian School Certificate -
Sacred Heart Convent School
New Delhi, India01.2006
Indian Certificate of Secondary Education -
Sacred Heart Convent School
New Delhi, India01.2004
Skills
- Insolvency
- Branch operations
- Payment processing
- Transaction monitoring
- Banking document preparation
- Financial regulatory compliance
- Banking regulations
- Balance verification and reconciliation
- Vault monitoring
- Reliable and responsible
- Teamwork and collaboration
- Teamwork
- Positive attitude
- Problem-solving
- Account services
Accomplishments
Received the Zenith Award in Amazon India for exceptional “Customer Obsession” with 8 PRRs in Q1 2022 • Successfully managed 322 emails and 1,234 inbound calls, demonstrating strong ownership and a results-driven approach • Achieved 136% of the half-yearly retail loan target in Axis Bank India • Attained 90% of the FY21 overall retail asset budget being the Asset Desk Manager
Certification
Pursuing Post Graduate Certificate Program in Public Accounting (2025-2026)
Timeline
Banking Specialist – Treasury Services
Bromwich and Smith
02.2023 - Current
Sr. FinOps Analyst – Global Accounts Receivable (Pay by Invoice)
Amazon
10.2021 - 10.2022
Asset Desk Manager – Retail Assets (Assistant Manager)
Axis Bank Ltd.
03.2020 - 08.2021
Assistant Branch Manager – Branch Operations
The Federal Bank Ltd.
08.2014 - 06.2016
Sales Executive – Bancassurance (SME Insurance)
SBI General Insurance Co. Ltd.
07.2012 - 08.2013
MBA - International Business (Marketing and Logistics/Supply Chain Management)
GITAM School of International Business, GITAM University
Bachelor - Foreign Trade
Brihan Maharashtra College of Commerce, Pune University
Post Graduate Diploma - Banking And Finance
Manipal University
Indian School Certificate -
Sacred Heart Convent School
Indian Certificate of Secondary Education -
Sacred Heart Convent School