Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Tarvinderpal Singh

Toronto,ON

Summary

MBA in finance and PMP certified with over 10 years of experience in finance, banking, projects, IFRS, GAAP and accounting domain simultaneously working towards my CPA. Skilled in financial planning, risk & control management, international settlements with proficiency in MS office tools and Alteryx. Result oriented with a proven track record of working collaboratively with team members to achieve goals at the same time being highly tech savvy as per industry needs.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Operations Officer

TD Bank
03.2023 - Current
  • Streamlined operational processes by identifying inefficiencies and implementing targeted solutions.
  • Established effective communication among team members for enhanced collaboration and successful project completion.
  • Streamlined project processes by implementing Agile methodologies, resulting in increased efficiency and reduced costs.
  • Processing and doing quality checking of incoming and outgoing funds
  • Settlement of disputes raised by customer for chargeback
  • Settlement and initiating international remittance market (IRM) wire transfers
  • Processing payments – EFT’s, wires, cheques, transfers, and bank related transactions
  • Journal entry and returned items processing
  • Proficient in industry specific tools such as Intellimatch, AS400,RCM and Tel Agent
  • Provide broad range of operational support and perform other processing activities
  • Contribute to analysis/reporting on critical projects
  • Execute transactions accurately on time and in line with established guidance/procedures


Financial Analyst

Barclays Bank
12.2017 - 11.2022
  • Perform Month-end activities and prepare monthly reporting package and bill dashboards with clear and concise commentary.
  • Achieved significant cost savings by identifying financial inefficiencies and implementing improved processes.
  • Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
  • Increased stakeholder satisfaction by delivering timely, accurate financial information tailored to their specific needs.
  • Identify research and resolved billing variances to maintain system accuracy and currency
  • Providing accurate & timely financial plans with a focus on cost & its drivers
  • Done projects related to SAP-ERP implementation UAT testing and transformation using Alteryx
  • Forge meaningful relationships with departmental heads and become a trusted FP&A partner, highlighting risks, Assist with on-time delivery of monthly financial information internally and externally
  • Contribute to monthly processes of allocation & billing, including planning, monthly budget and forecasting and payroll accounting
  • Prepare monthly reports, variance analysis, and engaging presentations for various stakeholders, including senior management
  • Compile and coordinate financial data for analysis and reconciliation

Senior Associate

Macquarie Bank
05.2017 - 08.2017
  • Preparation of Financials of Macquarie, Income statement accounts and Balance sheets as a year end as well as month end activity
  • Ensuring Liquidation of the dormant entities of the Macquarie
  • Preparing and posting Journals for various accounts in Oracle
  • Raising EDM (Entity dissolution memo) to Directors as well as Tax, legal entity controllers, Corp
  • Governance& HR teams
  • Cleaning up Trial balance by posting manual journal entries of the dissolved entities
  • Communicate with the Client regarding the accounts and general queries.

Team Developer

Bank of America
11.2015 - 05.2017
  • Part of Management Reporting Operations Team in Finance and Accounting knowledge centre of Bank of America
  • Preparation of General ledger & Balance sheet reconciliations
  • Preparation of GST journals and reports for different entities
  • Variance analysis from Revenue schedules & Expense review
  • Expedite in producing timely and precise monthly invoices
  • Extract financial data from ECC (SAP-ERP) and Oracle (Essbase) for reporting purpose
  • Preparing annual plans and forecast by working on BPC planning and consolidation tool in SAP
  • Communicate to the Line of business for the variances and open items in it
  • Posting journal entries for the open items
  • Ensure the movement of accounting transactions posting in correct GL, Cost and profit Centre etc
  • From Oracle to SAP by using Transaction Codes
  • Monitoring, Reporting & Support to the Oracle & SAP team in corrective measures in case of wrong postings and re-class them.

Process Developer

Genpact
08.2012 - 11.2015
  • Worked in the Record to report process in GE Capital –Australia and New Zealand finance Business
  • Financial accounting standard (FAS-91) related to amortization and deferred revenue expenditure in loan fees and cost reconciliation
  • Transitioned high risk accounts across Balance Sheet categories like receivables, other receivables, other liabilities, cash and accounts payable
  • Posting and uploading of month end accrual journals and open item clearance entries
  • Closely worked with business on clearing of open items to ensure that no account should go unreconciled
  • Liaised with auditors (internal & external) for addressing and resolving queries
  • Analysed previous business processes for inherent flaws, avoiding similar pitfalls in subsequent process development lifecycles.

Education

Master of Business Administrator (MBA) -

Amity University
07.2017

Bachelors in Commerce -

Delhi University
04.2011

Skills

  • Procedure Development
  • Project Tracking
  • Strategic Planning
  • Project Planning
  • Advance excel
  • Power BI tool
  • Alteryx
  • SAP- ERP (ECC, BPC)
  • Oracle
  • RCM
  • Financial planning and analysis
  • Management Reporting
  • Project management and coordination
  • Strong awareness of global accounting standards, including US GAAP and IFRS
  • Risk management and controls

Certification

  • Project management Professional (PMP) Certification from PMI (3639648) Expiration date: Aug 29,2026
  • Lean Six sigma Certified
  • CPR & First Aid Certified


Accomplishments

  • Ring fencing of BUK entities in Brexit
  • SAP S4 HANA implementation project testing
  • Consolidation of reconciliations and journals using Six Sigma
  • Process improvements projects involves data transformation using VBA, Power BI and Alteryx

Timeline

Operations Officer

TD Bank
03.2023 - Current

Financial Analyst

Barclays Bank
12.2017 - 11.2022

Senior Associate

Macquarie Bank
05.2017 - 08.2017

Team Developer

Bank of America
11.2015 - 05.2017

Process Developer

Genpact
08.2012 - 11.2015

Master of Business Administrator (MBA) -

Amity University

Bachelors in Commerce -

Delhi University

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Tarvinderpal Singh