Snehal Patel
Mississauga,Ontario
Summary
Results-oriented finance professional with 10+ years of progressive experience in accounting, financial analysis, operations, and strategic planning, with a proven track record of leading high-performing teams to deliver actionable insights, and drive business success.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Lead Product Support Analyst
RBC Investors and Treasury Services
Toronto, Ontario
04.2022 - Current
- Lead day-to-day operations for institutional and high-net-worth clients, ensuring regulatory compliance, operational accuracy, and superior service.
- I led a team of analysts, represented management in high-level meetings, and drove the execution of strategic goals with a focus on continuous improvement.
- Acted as the Subject Matter Expert for allocated markets, assessing market changes, and adapting account-opening procedures accordingly.
- Managed relationships with sub-custodians, clients, and internal partners, proactively resolving issues, and ensuring seamless account administration.
- Oversaw the full lifecycle of securities and cash accounts, including openings, closures, fund name changes, KYC/AML compliance, and documentation updates across global markets.
- Conducted risk assessments, due diligence, and market analysis, contributing to enhanced service optimization and operational resilience.
- Leveraged SQL, Python (Pandas, NumPy), Power BI, Tableau, Power Automate, and SharePoint to analyze data, automate reporting workflows, develop dynamic dashboards, and streamline processes, resulting in improved decision-making and reduced operational errors.
- Produced actionable reporting on market updates, client metrics, and operational risks, guiding leadership, and supporting compliance.
- Mentored junior analysts, fostering a culture of continuous learning, process improvement, and cross-functional collaboration.
- Identified operational inefficiencies, proposed best practices, and led initiatives to enhance service quality, standardization, and client satisfaction.
- Led cross-functional projects and stakeholder engagements, managing complex account setups, transitions, and service model enhancements.
Senior Specialist, Custody Services
CIBC Mellon
Toronto, Ontario
02.2022 - 03.2022
- Provided technical advice, training, and support to teams in Toronto, assisting the Team Leader/Supervisor with coordinating onshore and offshore activities.
- Identified process improvements, cost reduction opportunities, and contributed to project testing for operational enhancements.
- Supported clients by providing feedback on trade match rates and STP rates, ensuring timely issue resolution.
Specialist, Custody Services
CIBC Mellon
Toronto, Ontario
06.2020 - 02.2022
- Managed CDS, DTC, FX, and global trade settlements, coordinating credit and financial activities for import/export operations.
- Performed due diligence on transactions, including verifying signatures, authorizing cash and security transactions, and investigating overdrafts and idle balances.
- Ensured timely settlement of cash and securities transactions, minimizing market exposure through daily reconciliations, and escalations.
- Monitored client accounts, resolved discrepancies with counterparties, and maintained effective relationships with clients and investment managers.
- Provided global macroeconomic, emerging markets, and technical analysis for global hedging portfolios.
- Managed high volumes of emails, ensuring quick turnaround on client queries, and maintaining compliance with operational policies and procedures.
Sr. Accounts Processing Officer
CIBC Bank
Toronto, Ontario
11.2019 - 06.2020
- Managed operations for Fixed-Term Funds and Personal Portfolio Services to ensure compliance and efficiency.
- Performed daily reconciliations of cash, transactions, and positions with third-party custodians to eliminate discrepancies.
- Executed accurate internal and external transfers, FX, wires, EFTs, estate transfers, and cheque clearing.
- Opened and maintained various client accounts, processing asset bookings and bond classifications promptly.
- Facilitated communication between investment managers and traders for efficient trade corrections and corporate actions.
- Ensured adherence to banking policies while addressing queries from branches and business partners.
Consultant
Bell Canada
Toronto, Ontario
08.2019 - 10.2019
- Engaged clients to understand their needs, budgets, and financial goals, recommending tailored solutions.
- Advised customers on cost optimization, financing options, and payment plans to support informed decisions.
- Improved monthly performance by 20% through effective client relationship management and solution-based consulting.
- Gained experience in financial transactions, credit checks, and compliance with company policies.
Sr. Financial Analyst
HDFC Bank
Vadodara, Gujarat
07.2016 - 04.2019
- Conducted a cost-benefit analysis for large portfolios to support business decisions.
- Attracted and retained clients by cross-selling mutual funds, insurance, loans, and other products.
- Managed cash operations, foreign exchange, and daily customer balance statements.
- Twice awarded 'Star of the Quarter' for excellence in customer service and operations.
Financial Analyst
IndusInd Bank
Vadodara, Gujarat
11.2014 - 07.2016
- Managed fund and equity investments, performing risk and performance analysis.
- Advised clients with tailored financial solutions, and excellent service.
- Acquired new clients, met sales targets, and supported business growth through cross-selling, and relationship management.
Education
Accounting Degree + CPA PREP Candidate -
McMaster University
08-2024
Bachelor’s in Information Technology -
Dharmsinh Desai University
04-2014
Skills
- Team leadership and cross-functional collaboration
- Operational Risk and Reconciliation Management
- KYC/AML compliance and account administration
- Global Securities and Cash Operations
- Fund accounting
- Financial and Data Analysis (SQL, Python, Power BI, Tableau, Excel, PowerPoint)
- Stakeholder management
Certification
Canadian Securities Course(CSC®)Level 1
Foundation of Data Governance Certificate- Collibra
Certified Scrum Product Owner (CSPO)
Advanced Certified Scrum Product Owner (A-CSPO)
Timeline
Lead Product Support Analyst
RBC Investors and Treasury Services
04.2022 - Current
Senior Specialist, Custody Services
CIBC Mellon
02.2022 - 03.2022
Specialist, Custody Services
CIBC Mellon
06.2020 - 02.2022
Sr. Accounts Processing Officer
CIBC Bank
11.2019 - 06.2020
Consultant
Bell Canada
08.2019 - 10.2019
Sr. Financial Analyst
HDFC Bank
07.2016 - 04.2019
Financial Analyst
IndusInd Bank
11.2014 - 07.2016
Accounting Degree + CPA PREP Candidate -
McMaster University
Bachelor’s in Information Technology -
Dharmsinh Desai University
Similar Profiles
PETRINA GERALDINE ELVINPETRINA GERALDINE ELVIN
Senior HR Specialist at CACEIS (formerly RBC Investor & Treasury Services)Senior HR Specialist at CACEIS (formerly RBC Investor & Treasury Services)
NINA SAMARDZIC MUNOZNINA SAMARDZIC MUNOZ
Senior Client Executive at RBC Investor And Treasury ServicesSenior Client Executive at RBC Investor And Treasury Services
Karin BIEDERMANNKarin BIEDERMANN
Customer Service Representative at RBC Investor and Treasury ServicesCustomer Service Representative at RBC Investor and Treasury Services
Jaismeen GabriaJaismeen Gabria
Bookkeeper at Parklawn Preschool Inc.Bookkeeper at Parklawn Preschool Inc.
Vidhya SathyavetiVidhya Sathyaveti
Support Worker at WalmartSupport Worker at Walmart