Sumith Raj S
Toronto,Canada
Summary
Detail-oriented financial professional with extensive experience in cash management, reconciliation, and operational efficiency. Proficient in handling high-volume transactions, resolving discrepancies, and ensuring compliance with established procedures. Skilled in prioritizing tasks, meeting deadlines, and adapting to fast-paced environments.
Overview
10
10
years of professional experience
Work History
Financial Services Representative
Momentum Financial Services
Toronto, Canada
11.2023 - Current
- Company Overview: LinkedIn (https://www.linkedin.com/in/sumith0304/)
- Demonstrated exceptional cash-handling skills by ensuring 100% accuracy in daily financial transactions
- Streamlined cash management processes, resolving discrepancies swiftly to enhance operational efficiency
- Proactively managed customer accounts, ensuring timely resolution of issues and delivering outstanding service
- Maintained a secure and organized cash handling system, reducing errors by 15%
- LinkedIn (https://www.linkedin.com/in/sumith0304/)
Senior Operations Analyst
Envestnet Asset Management Company
04.2019 - 06.2023
- Processed over 500 financial transactions daily with a 99% accuracy rate, optimizing cash flow management
- Reduced processing time by 25% through implementing efficient systems and procedures
- Conducted reconciliation of financial data, ensuring alignment with organizational standards
- Provided backup support for financial reporting tasks, including account reconciliation and transaction monitoring
- Led cross-functional team efforts that resulted in a 75% decrease in errors and a 30% increase in
cost savings.
Assistant Sales Manager
Axis Bank Ltd.
, India
05.2015 - 04.2018
- Company Overview: India
- Managed a portfolio of 300+ clients, implementing strategies that increased revenue by 35%
- Supervised daily cash handling operations, ensuring compliance with regulatory standards
- Successfully achieved a 10% year-over-year sales growth while managing a team of 8 sales representatives
- India
Education
Master of Commerce - Finance
D B College
Bachelor of Commerce - Cooperation
D B College
Skills
- Teamwork
- Leadership
- Time management
- Interpersonal skills
- Attention to detail
- Communication
- Cash Management
- Microsoft Office Applications (Excel, Word,PP)
- Work ethics
- Adaptability
- Problem-Solving
- Digital Literacy
- Customer Service
Timeline
Financial Services Representative
Momentum Financial Services
11.2023 - Current
Senior Operations Analyst
Envestnet Asset Management Company
04.2019 - 06.2023
Assistant Sales Manager
Axis Bank Ltd.
05.2015 - 04.2018
Master of Commerce - Finance
D B College
Bachelor of Commerce - Cooperation
D B College
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