Richard Biju Mani
Toronto,ON
Summary
Strategic and analytical finance professional with a demonstrated 3+ year track record in delivering precise financial reporting, conducting thorough analysis, and generating influential reports. Proficient in developing inventive models and strategies to enhance company efficiency and productivity. Acknowledged for professionalism and the aptitude to quickly acquire job-specific skills, resulting in overall organizational growth.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Analyst - Corporate Actions
BNY Mellon
12.2022 - 04.2024
- Oversaw end-to-end management of Broker Claims, implemented streamlined processes that significantly enhanced efficiency in claim handling and ensured timely payments to brokers.
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
- Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
- Executed essential custody functions for both mandatory and voluntary corporate actions across organizational accounts, guaranteeing accurate and timely processing.
- Ensured accurate and timely processing of all entitlements for income and corporate actions, adhering to internal service level agreements (SLAs)
Financial Analyst
Waypoint Systems
07.2020 - 10.2021
- Employed quantitative data analysis techniques to collect, analyze, and effectively manage data, resulting in a remarkable 35% cost reduction and driving significant business improvement.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Utilized advanced proficiency in Microsoft Excel to create comprehensive financial reports, including profit and loss models, balance sheets, and management reports, enabling accurate forecasting of financial outcomes.
- Demonstrated responsibility for managing various financial transactions, such as processing cheque deposits, allocating customer payments, issuing refunds, and addressing payment inquiries.
Operations Analyst, Investment Banking
Wells Fargo
03.2019 - 03.2020
- Provided valuable support to senior investment professionals in the evaluation of private equity investment opportunities
- Responsibilities included conducting extensive research, performing thorough financial analysis, and preparing compelling presentation materials.
- Managed multiple projects simultaneously, delivering results within tight deadlines while maintaining high-quality standards.
- Optimized operational efficiency by analyzing and streamlining processes.
- Diligently monitored the financial and operational performance of existing portfolio companies, actively contributing to ongoing analysis and assisting in strategic decision-making.
Technical Sales Specialist
Way Point Systems
12.2018 - 03.2019
- Maintained and grew sales relationships with existing clients.
- Identified and solicited potential clients.
- Provided input into product design where goods or services must be tailored to suit clients' needs.
- Developed sales presentations and proposals
- Prepared and administered sales contracts and maintained customer records
Education
Post Graduate Diploma - Financial Planning
Seneca College
08.2022
BBA (e-Banking & Finance) -
Manipal University
11.2018
Skills
- Analytical Thinking
- Excel proficiency
- Process Improvements
- Risk Analysis
- Team Collaboration and Leadership
- Documentation And Reporting
- Project Management
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Arabic
Limited Working
Additionalinformation
- Amateur soccer, tennis and golf player, avid reader, music and personal investing, Lean Six Sigma Green Belt - T
- V (04/2019), The Aspire Edge Program - Toronto Finance International (02/2022 - Present), SQL Bootcamp (WIP)
Certification
- Lean Six Sigma Green Belt TÜV 2019
- SQL Bootcamp
Timeline
Analyst - Corporate Actions
BNY Mellon
12.2022 - 04.2024
Financial Analyst
Waypoint Systems
07.2020 - 10.2021
Operations Analyst, Investment Banking
Wells Fargo
03.2019 - 03.2020
Technical Sales Specialist
Way Point Systems
12.2018 - 03.2019
Post Graduate Diploma - Financial Planning
Seneca College
BBA (e-Banking & Finance) -
Manipal University
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