Detail-oriented Reconciliation Representative with a solid background in financial services and banking operations. Experienced in reconciling accounts, investigating discrepancies, and ensuring compliance with industry standards. Enthusiastic about joining a dynamic Collateral Team to process collateral, manage client transactions, and deliver outstanding service. Commitment to delivering high-quality work and collaborating effectively with team members. Excited about the opportunity to contribute to a prestigious financial services provider and make a meaningful impact in a client-focused environment.
Hi, I’m
ADITYA PATEL
Wroclaw
Summary
Overview
3
years of professional experience
Work History
Bank of Newyork Mellon (BNYM)
Reconciliation Representative
2022.01 - 2023.01 (1 year)
Job overview
- Displayed excellent problem-solving skills when faced with complex reconciliation challenges, quickly identifying the root cause and implementing effective solutions.
- Managed high volumes of transactions while maintaining strict deadlines for reconciliation activities, prioritizing tasks accordingly.
- Streamlined the reconciliation process by identifying discrepancies and implementing corrective actions.
- Handled day-to-day accounting processes to drive financial accuracy.
- Continuously sought opportunities for professional development, participating in industry-relevant training programs to enhance knowledge and skills.
- Supported internal audits by preparing detailed reports and providing relevant documentation as needed.
- Demonstrated strong attention to detail when reviewing complex financial data, ensuring accurate representation within company records.
- Collaborated with cross-functional teams to ensure accurate reporting of financial data across multiple systems.
Union Bank of Switzerland (UBS)
Banking Operations
2021.01 - 2022.01 (1 year)
Job overview
- Timely managed settlements of pre-defined asset transfers (cash and securities) related to trading transaction especially in the area of pre-matching, crafting, re-alignment and reconciliation
- Conducted regular audits of electronic banking operations to ensure compliance with regulatory requirements and industry best practices.
- Kept daily performance in the area of agreed KPI and KRI at required level, ensuring proper escalation and red flags to mitigate reoccurring issues
- Managed daily banking operations, ensuring compliance with federal regulations and internal policies.
- Participated in continuous professional development programs, staying current on industry trends and best practices in banking operations.
- Built strong relationships with external partners and regulators, ensuring smooth communication and cooperation in all banking operations matters.
- Collaborated with cross-functional teams to develop comprehensive solutions for complex banking operations.
McDonald's
Restaurant Worker
2019.08 - 2019.10 (2 months)
Job overview
- Successfully balanced multiple responsibilities simultaneously, including taking orders, serving meals, clearing tables, and attending to guest needs promptly.
- Provided exceptional customer service during high-volume shifts, maintaining a calm demeanor under pressure.
Education
University of Wrocław Wrocław
BBA from Finance
07.2023
University Overview
- Thesis Statement: Corporate finance and its components
M B Patel English Medium Secondary & HigherSecondary School Gandhinagar, Gujarat, India
Higher Secondary Education
06.2017
University Overview
Ahmedabad Management Association
How to Start an Export Business IELTS
01.2018
University Overview
British Council
01.2017
University Overview
Skills
Strong problem-solving and analytical skills
Bank Reconciliation
Data Entry and Management
General Ledger
Critical Thinking
Interpersonal Skills
Communication
Collaboration
Leadership
Attention to Detail
Time Management
Software and Tools
Software and Tools
Accounting Software: Abacus, ARO, GRX, RMS, Gretl, Enova
Spreadsheets: Excel, Google Drive, Open Office (pivot tables, vertical lookups, macros)
Text Editors: Word, Google Docs, LibreOffice (text editing, formatting, colaborating)
Communication: Teams, Zoom, Outlook, Gmail, Google Sheets, Microsoft Forms (chat, mail merge, filters, folders)
Data storage and sharing: One Drive, Google Drive,
Presentations: PowerPoint, Google slides, Canva
Operating systems: Microsoft Windows, IOS
Personal Data Processing Agreement
Personal Data Processing Agreement
I agree to the processing of personal data provided in this document for realising the recruitment process pursuant to the Personal Data Protection Act of 10 May 2018 (Journal of Laws 2018, item 1000) and in agreement with Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 on the protection of natural persons with regard to the processing of personal data and on the free movement of such data, and repealing Directive 95/46/EC (General Data Protection Regulation).
Languages
Hindi, Gujarati
Native language
English
Proficient
C2
Polish
Beginner
A1
Hobbies
Hobbies
New Technologies, Business, Photography, Cinematography, Social Platforms
Timeline
Reconciliation Representative
Bank of Newyork Mellon (BNYM)
2022.01 - 2023.01 (1 year)
Banking Operations
Union Bank of Switzerland (UBS)
2021.01 - 2022.01 (1 year)
Restaurant Worker
McDonald's
2019.08 - 2019.10 (2 months)
University of Wrocław
BBA from Finance
M B Patel English Medium Secondary & HigherSecondary School
Higher Secondary Education
Ahmedabad Management Association
How to Start an Export Business IELTS
British Council
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