Hi, I’m
Tanaka Chikwavaire
Calgary,AB
Summary
Operations professional with 5+ years of experience in financial services and licensing operations, specializing in end-to-end reconciliation, transaction monitoring, and payment processing across ACH, wires, card networks, and EFT rails. Proven track record collaborating cross-functionally with Product, Finance, Legal, and Compliance teams to investigate payment exceptions, resolve discrepancies, and maintain 100% data accuracy in fast-paced FinTech and banking environments. Known for tenacity and ownership mindset in identifying automation opportunities, maintaining comprehensive documentation, and driving operational excellence while ensuring seamless payment flows and regulatory compliance.
Overview
7
years of professional experience
1
Certification
Work History
Adaptavist
LICENSING & RENEWALS SPECIALIST
07.2023 - Current
Job overview
- Own and manage end-to-end software licensing operations for global customers, ensuring compliance, timely renewals, and seamless deal execution through meticulous reconciliation and transaction monitoring
- Oversee all purchasing activities including processing vendor invoices, purchase orders, and renewals, with demonstrated attention to detail and data entry accuracy to maintain financial operations integrity
- Handle operational and administrative tasks including updating internal documentation, SOPs, and process guides, identifying patterns and opportunities for workflow automation to enhance team efficiency
- Partner with Sales, Legal, and Finance across cross-functional teams to support complex negotiations, ensuring accuracy of contracts, billing, and procurement processes through clear communication and collaboration
- Maintain comprehensive records and process documentation in HubSpot and Confluence, executing disciplined documentation maintenance and approval workflows that contribute to smoother onboarding and improved client transparency
Financial Horizons
INVESTMENT SPECIALIST
01.2022 - 07.2023
Job overview
- Oversaw back-office administration and escalations for segregated funds and insurance transfers, monitoring transaction flows and resolving discrepancies with tenacity and resourcefulness
- Liaised between advisors and insurance carriers to execute time-sensitive financial transactions and resolve client issues, demonstrating cross-functional collaboration and ownership mindset in fast-paced environments
- Owned document processing and compliance checks with 100% data accuracy in WealthServ, ensuring end-to-end transaction integrity and regulatory adherence
- Streamlined internal workflows and investigated breaks in processes to reduce delays and enhance advisor satisfaction, showcasing problem-solving abilities and comfort with operational ambiguity
Scotia McLeod
INVESTMENT ASSOCIATE
09.2020 - 01.2022
Job overview
- Supported two financial advisors with full-cycle client service, trade execution, and administrative operations, monitoring transaction flows and maintaining accurate records for compliance and audit trails
- Managed all client documentation including Salesforce notes, KYC records, and compliance logs with 100% accuracy, demonstrating meticulous attention to detail and documentation maintenance discipline
- Opened and maintained investment accounts (TFSA, RRSP, and non-registered) and prepared financial and tax documents, ensuring seamless client service through accurate data entry and transaction processing
Castle Financial Group Ltd
LOAN SUPPORT SPECIALIST
02.2021 - 12.2021
Job overview
- Managed 100 plus client loan files concurrently as project lead from application to servicing, executing end-to-end reconciliation and transaction monitoring with meticulous attention to detail
- Coordinated with clients, accountants, private bankers, and underwriters to gather and verify complex financial data, demonstrating strong cross-functional collaboration and communication skills in collaborative environments
- Led annual loan reviews and ensured ongoing compliance with contractual obligations, maintaining comprehensive documentation and identifying exceptions requiring escalation to senior teams
- Regularly resolved edge-case challenges in documentation and underwriting through resourcefulness and problem-solving, working under pressure to maintain accuracy in compliance-sensitive operations
Scotia McLeod
BRANCH OPERATIONS ASSISTANT
07.2019 - 09.2020
Job overview
- Managed all branch administrative operations including processing share certificates, cheques, new issues, and account corrections, developing foundational expertise in transaction processing and financial operations
- Supported all wealth advisors and handled reception duties, client inquiries, mail distribution, and supply management, demonstrating adaptability and time management in fast-paced, cross-functional environments
- Maintained compliance standards and coordinated with internal departments to support accurate, efficient branch performance, ensuring all transactions met regulatory requirements and operational excellence standards
Education
Schwartz School of Business St.FXAntigonish, NS
Bachelor of Business Administration from Advanced Major in Finance
05-2019
University Overview
- Academic Achievements: Dean's List 2015 - 2017
- Silver Award for service to St.FX community
- Jason Simmons Award for outstanding achievement, and enthusiasm in a specified area
- Presidents Circle of Young Alumni class of 2019
- In course Scholarship 2016 - 2018
Skills
- Payment reconciliation
- Transaction monitoring
- HubSpot
- Salesforce
- Confluence
- End-to-end transaction processing
- Documentation maintenance
- SOP development
- Process automation
Languages
English
Native or Bilingual
Certification
Canadian Securities Course (CSC) - CSI
Timeline
LICENSING & RENEWALS SPECIALIST
Adaptavist
07.2023 - Current
INVESTMENT SPECIALIST
Financial Horizons
01.2022 - 07.2023
LOAN SUPPORT SPECIALIST
Castle Financial Group Ltd
02.2021 - 12.2021
INVESTMENT ASSOCIATE
Scotia McLeod
09.2020 - 01.2022
BRANCH OPERATIONS ASSISTANT
Scotia McLeod
07.2019 - 09.2020
Schwartz School of Business St.FX
Bachelor of Business Administration from Advanced Major in Finance