Meena Vasnani

Meena Vasnani

Accounting and Audit

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location of Meena VasnaniPune, Maharashtra, India

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  • Timeline

  • About me

    VP- Manager-Middle Office at BNY Mellon

  • Education

    • Savitribai Phule Pune University

      1995 - 1998
      Bachelor of Commerce - BCom Banking, Corporate, Finance, and Securities Law First
    • Savitribai Phule Pune University

      1998 - 2001
      Master of Commerce Business/Commerce, General
    • SYMBIOSIS INTERNATIONAL UNIVERSITY

      2007 - 2009
      Post-Graduation Certification in Financial Management (PGCFM ) from SIBM Institute, Pune in year 200 Business/Commerce, General Merit

      Post-Graduation Certification in Financial Management (PGCFM ) from SIBM Institute, Pune in year 2009Master degree in Commerce from Pune University in year 2001Govt Diploma in Co-Operation & Accountancy (G.D.C & A) from Pune University in year 2001Bachelor in Commerce from Pune University in year 1998

    • Savitribai Phule Pune University

      1999 - 2001
      Government Dipolma in Corporate Accountancy Accountancy
  • Experience

    • Harish K Lalwani & Associates (Chartered Accountant Firm)

      Mar 1999 - Jun 2003
      Accounting and Audit

      Accounting & Audit Field Completed 3 years of CA Articleship• Accounting & Booking of Purchase, Sales, Cash & Bank Transactions, Preparing Sales Invoices, Excise, Tr-6 Challan, Monthly Returns, Sales Tax, Salary, TDS Accounting, Ledger A/cs i.e. Debtors & Creditors A/cs, Bank Reconciliation, Bank charges• Having experience of doing Internal Audits of 100% EOU, Partnership firms, etc. covering Tax Audit, Statutory Audit, Internal Audit, Stock Audit etc.• Worked on individual and group accounting assignments involving preparation of Trial Balance, P & L A/c, Balance sheet. Show less

    • WNS

      Sept 2003 - May 2004
      Customer Service Associate

      Customer Service Associate Key Deliverables:• Processing the New Business policies, was in UK insurance process• Making Weekly and Monthly Review Reports of the Process.• Team Handling in absence of Process Leader.• Conducting Team Huddles and resolving any queries faced by Team Members.• Had been the fastest Processor in team for the entire tenure served as a processor.• Have maintained highest Accuracy Scores during the tenure served as CSR. Show less

    • AXA

      May 2004 - Aug 2011
      Assistant Manager

      Assistant Manager - Corporate Pensions product Key Deliverables:• Managing a team of 15 Team members and 2 Process Leaders.• Handling Payments Out Process for Corporate Pensions product• Ensuring SLAs (Service Level Agreement) are met in terms of Quality, Productivity, Utilization, Resource Index and Attendance.• Effective pipeline management, quality• Responsible for sending accurate & timely reports to the management• People & Performance management by conducting regular reviews/ 121s/ Appraisals/PIP/PDP• Responsible for analyzing Training needs & preparing the training plan and provide support (Process & soft skills training)• Responsible for Analysis of Team & Individual performance, which led to setting individuals & hence team targets. It also includes monitoring it on Weekly basis.• Managing performance of the team, which includes Monthly 1-on-1s, motivating by rewards & recognition & guiding Individuals on their Competencies, feedback given on strengths as well as opportunities. All this reviewed & monitored on timely basis.• Direct communications via e-mails or phone calls with Counterparts in UK (Bristol).• Team Building activities carried out on and off the floor to boost team’s morale & motivate them to perform better.• Enhancing team’s Initiatives in to processing which means improving in terms of Time, Quality. This is termed as Process Improvement• Responsible for ensuring Quality checks (sample size is achieved on weekly basis)• Handled ISO,ORM & Payment Outs Audits • Involved in the UAT testing of the Metrix line Show less

    • BNY

      Aug 2011 - Jan 2017
      Assistant Manager

      Bank of New York Mellon, Pune, India (8th Aug’11 – 23rd Jan ‘17) Assistant Ops Manager - Cash Operations and Global Collateral Management Key Deliverables:On site Visit: Included 1 week of UK (London) Travelling & 2 Weeks of US (Pittsburgh ) Travel Responsible for managing cash operations (Handled Global Currencies) and collateral management team, this includes cash management, payment processing, cash investigations, Nostro A/c Reconciliation/ Analysis, Interest Allocation, Short Term Investment Funds, Collateral Management reconciliation/Billings & Securities Lending activities (U.S Treasury Bills, Bonds, Notes, Corporate Bonds , U.S & Non – U.S. Equities, Fixed Income etc., Corporate Actions Events, Mark to Market to adjust the daily valuation of a security to reflect current market values for Collateral management. Team size is 32.• Analysis Key Risk Indicators and Key Performance Indicators of different processes, different business reports and formulating the business decisions.• Efficiently handling and resolving complex queries or escalations. Executing business decisions downstream.• Well Versed with different Swift Message Types-MT202, MT103, MT910, MT210, MT192, MT292, MT191, MT940/950. • Good Knowledge of handling MT103 charges.• Assist with daily Nostro account reconciliation process. (TLM, EPH, intelli systems)• Interest Allocation of ideal balances at sub-custodian level.• Securities Lending/ Collateral Management & Mark to Market functions etc.• Assisting and meeting the compliance requirements. Co ordinations with internal/external stakeholders• Review and approve the Risk and Control Self-Assessment document, which includes key risks in the business and controls around to manage key risk indicators. Show less

    • Scotiabank

      Jul 2017 - Apr 2018
      Manager Operations and Administration

      The Manager Operations and Administration responsible for the following areas of the Jamaica Contact Centre operations (Scotiabank) – Forecasting and Scheduling, Accounting, Human Resources, System Administration and Compliance. Contributes to the cost effective operation of the Contact Centre by managing the day-to-day operational and administrative functions of the contact centre.Ensure a smooth and efficient operational routine is in place; ensure the contact centre presents a professional image; and ensures effective daily and periodic management/audit controls are in place. Responsible for the centres’ Human Resource functions including recruiting and onboarding of new staff as well as the coordination and communication of staff benefits and compensation arrangements. maximize service delivery optimizing scheduled hours on the telephones., recommends changes to line management that improve/maintain a high level of performance and assists with the evaluation of staffing impacts resulting from the proposed introduction of new products, systems and procedures. Ensures the impact of such variables such as vacations, sick days, training and team meetings are planned for where possible; and works with centre management to ensure the centre has appropriate staffing coverage. Assist centre management in recommending and implementing strategies to anticipate and preempt future site scheduling problems. Responsible for the systems administration and accounting processes of the centre and will be required to properly investigate, escalate and resolve where appropriate any operational, systems or accounting issues. Also responsible for managing and executing operational projects & changes for ensuring that centre procedures meet with required regulatory guidelines and legislation. Show less

    • BNY

      May 2021 - now
      Lead Manager-Middle Office
  • Licenses & Certifications

    • Post-Graduation Certification in Financial Management

      Symbosis Institute of Business Management
    • PMP

      PMI
      Dec 2016
    • Six Sigma Green Belt Training

      Oct 2011