Project: PMO as Shared Services Duration: June 2020 - Present • Preparation of Revenue business plan for upcoming year. • Analyzing the statement of work for pure-turnkey and non-pure turnkey projects. • Preparation and analysis of cost budget and revenue budgets. • Calculation and analysis of profitability and realization. • Consolidation of projected revenue and cost statement. • Tracking and monitoring of revenue targets to decrease the chances of negative deviations. • Optimal utilization and allocation of manpower resources on projects. • Tracking and monitoring of billing cycle, unbilled revenue and on-time billing according to milestones defined. • Sourced, vetted and managed vendors needed to accomplish project goals. • Tracking of outstanding invoices and taking effective action against delayed payments after analyzing the root cause. • Responsible for monthly revenue report, outstanding report and milestones report submitted to top management Project: Financial Planning (Wealth Management) Duration: January 2019 - June 2020 • Performed due diligence and valuation processes. • Worked with clients to support understanding of rationale and details of financial strategies. • Analyzing financial data received from clients to develop strategies for meeting clients' financial goals. • Reviewing strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives. • Managing and updating client portfolios. Project: Loan Syndication (Commercial Banking) Duration: May 2016 - December 2019 • Asset Servicing – Rollovers, rate resets, facility set ups. • Monitored daily transactional exception activity on syndicated and participated facilities, including system posting of all funds received or disbursed. • Received daily research and maintenance requests from lending officers, relationship associates, bank customers and correspondent financial institutions and performed the necessary analysis and system input required. • Reviewed and cleared various exception reports including Fees, Interest, Past-due and Paid loan, by determining the necessary monetary and systems maintenance required for resolution. • Completed pay-off quotes and verification of loans. • Monitored and performed system input as needed for the proper administration and correctness. • Managed email box for Loan Operation and distributed incoming wires, e-mails and request to appropriate business areas. • Responded to inquiries within guideline and provided a high level of service in order to maintain a good working relationship with internal and external customers.

Project: Cash Reconciliation Duration: April 2012 - May 2016 • Reconciled branch reports and general ledger accounts to identify unusual transactions, fraud and accounting errors. • Research on various transactions made by the teller and customer at the branch. • Balance the general ledger of each branch by passing reconciliation entries between the general ledgers or with the tellers who are over or short with x/y dollars for the same working day. • Calculated fees due, interest and change for customer transactions. • Handled various accounting transactions. • Researched and resolved account discrepancies. • Provided journal entries and performed accounting on accrual basis. • Trained new employees on proper cash routines, procedures and requirements. • Completed audit papers by thoroughly documenting audit tests and findings. • Build a strong repository of Operations and Domain knowledge in the team. • Developed customized policies, procedures and controls, disaster recovery plans and technical documentation for applications, systems and infrastructure. • Responsible for sharing Weekly call, Monthly Dashboard and Service Delivery call for the process and sharing the same with the clients.

Project: Check Research and Adjustment (Retail Banking Operations) Duration: January 2010 - January 2012 • Performed research to resolve exception items though Federal Reserve, Financial organizations. • Complete customer research requests within Service Level Agreement timeline. • Support customer and line of business projects that impact Research and Adjustments with respect to Credit card payments, Loan account, Quick deposit, ATM transactions and Lock box items. • Reconcile the teller journal on day-to-day activities made by the teller at the branch and the expectation through teller out in SAP. • Verify the customer details in case of new account holders, in case of missing information verify through KYC compliance. • Investigate the executed transactions to ensure compliance. • Report about the suspicious activities like fraud and report the same to AML of a particular region.