Avani Padaliya
Wroclaw,Poland
Summary
Analytical professional with strategic mindset seeking to leverage strong problem-solving abilities and robust data analysis skills. Proficient in synthesising complex information and implementing solutions to optimise operations. Aims to drive operational efficiency and enhance business performance through insightful analysis and strategic planning.
Overview
5
5
years of professional experience
2
2
years of post-secondary education
Work History
Operation analyst, Associate
BNY Mellon
Wroclaw
02.2022 - 04.2025
- Managed daily reconciliation of financial transactions and fund billing processes, ensuring data accuracy and compliance with financial controls.
- Performed internal audits to verify asset servicing fees, including custodian, trustee, and calculation agent charges, maintaining data integrity.
- Expertly handled Enterprise Billing unit operations, focusing on invoicing for services offered by BNYM Asset servicing and Corporate trust activities such as Trustee, Custodian, Calculation agent fee, Transfer agent and portfolio administrative
- Assisted in analyzing feedback trends under the guidance of senior analysts, using Excel and Google Sheets for data summarization
- Analysed customer aging reports for better management of collections efforts.
- Drafted initial reports highlighting key trends and observations to aid in decision-making
- Coordinated with international teams to resolve discrepancies in fund billing, ensuring smooth operations and high-quality financial data management.
- Participated in closing the feedback loop by ensuring clients were informed about actions taken based on their feedback
- Ensured timely collection of payments by tracking outstanding amounts and following up on overdue accounts.
Sales and Support Representative
Opstalent
Wrocław
04.2022 - 12.2022
- Handled financial dispute resolution, performing root-cause analysis on fund-related transactions and discrepancies.Overview dispute and refund cases.
- Expanded client base through successful networking efforts.
- Propose and implement solutions to satisfy clients
- Solving transaction disputes and claim management
Manager Customer service representative
Lange Robert Lange Corporation
Warszawa
02.2020 - 05.2021
- Managing internal Management and resolve client's complaint
- Identify and escalate issues to supervisors
- Training and coaching for the new joiners
- Monthly reconciliation for the inventory
Education
Master - Hospitality and Tourism Management
University of Euroregional Economy
11.2017 - 09.2019
Skills
- Analytical and problem-solving skills
- Capability to multitask
- Quick learner
- Microsoft Office
- Ability to work under pressure
- Communication skills
- Good listening and analytical skill
- Team player
- Deductive Reasoning
- Oracle
- Practical knowledge of financial market
- Derivatives
- CDS (Credit Default Swap)
- Private Equity
- Hedge Fund
- Corporate trust
- OTC Market
Languages
English
Polish
Custom
- Derivatives
- CDS (Credit Default Swap)
- Private Equity
- Hedge Fund
- Corporate trust
- OTC Market
Timeline
Sales and Support Representative
Opstalent
04.2022 - 12.2022
Operation analyst, Associate
BNY Mellon
02.2022 - 04.2025
Manager Customer service representative
Lange Robert Lange Corporation
02.2020 - 05.2021
Master - Hospitality and Tourism Management
University of Euroregional Economy
11.2017 - 09.2019
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