
Chandana B
Customer Support Executive

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About me
"Financial Advisor & Consultant | CPA Aspirant | Experienced FP&A professional skilled in Financial modelling, budgeting, strategic planning & Stakeholder Engagement | Transforming Finance Strategies"
Education

Dayananda Sagar University
-Executive Master of Business Administration Finance 7.65 CGPA
Bengaluru City University
-Bachelor of Commerce Finance And Accounts
Experience

Silvermine Software
Dec 2019 - Dec 2020Customer Support ExecutiveKey Deliverables:• Managed the filing of Truck Tax (EFORM 2290) on behalf of clients.• Collaborated with upper management to implement necessary changes to improve customer satisfaction

HSBC
Jan 2020 - Aug 2021Contact Center RepresentativeKey Deliverables:• Handled various tasks related to HSBC UK Retail Account opening, payments, disputes, and escalations.• Maintained compliance with established and updated policies and procedures with minimal supervision.• Provided exceptional service to both new and long-standing customers, addressing their concerns and finding solutions.

Goldman Sachs
Dec 2021 - Mar 2023Fees & Commissions Senior AnalystKey Deliverables:• Validated monthly fees and commissions charged by Agent Banks, Clearing houses, and Depositories globally by reconciling them with internal trade data.• Contributed to the CSDR Project and resolved clearing backlogged invoices totaling over $4 million within a couple of weeks.• Evaluated and validated commission and fee invoices to ensure correctness and completeness.• Managed the accurate and timely processing of over 80 monthly invoices, in addition to daily, weekly, and monthly tasks, while effectively managing email communications.• Maintained a 99% accuracy rate in internal validation against vendor charges.• Monitored vendor payments for savings opportunities and resolved accounts payable discrepancies.• Collaborated with the Month-end forecasting team by preparing necessary data. Show less

Deloitte
Apr 2023 - nowEngagement Financial Advisor - ConsultantKey Deliverables:• Currently serving as the primary point of contact and providing advisory services on the financial performance of projects to senior leadership and key internal stakeholders.• Collaborating with Partners, MDs, and senior stakeholders to maximize earnings growth and value for the firm.• Leading discussions with more than 5 Deloitte Partners, presenting KPI Metrics of their Book of Business, discussing potential Billings and Collections risk, and identifying areas requiring logistical support or specific actions.• Accountable for managing project management office functional tasks, tracking expenditures, and handling client bill and receivable collection functions.• Participating in a pilot team to roll out the practice's service delivery model to Deloitte Israel.• In charge of conducting periodic forecasting for all projects. Show less
Licenses & Certifications

Certificate in Investment Banking Operations Professional
.
Certified Public Accountant (CPA)
.
Certified Investment Banking Operations Professional
Imarticus Learning
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