Monali Patel, Mba, Msm Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, United States

Chicago, Illinois, United States

Wilmington, De

At Chubb Global Casualty, my core responsibility is to facilitate the overall project design and implementation as well as perform quarterly fluctuation analysis for audit support. Moreover, I deliver effective software solutions to various issues in collaboration with all levels of organizations. I also utilize QlikView to incorporate project's lifecycle, including risks, benefits, and opportunities, in order to proactively improve and mitigate manual processes. Furthermore, I coordinate complex delivery schedules for all project materials with offshore team to ensure seamless flow of the project functions.Some of my key skills during this role includes:• Utilized Qlik data analytics features as strategic approaches to business goals leading to consistent reduction of manual processes by 25%.• Defined project specifications and responsibilities in close collaboration with clients in order to promote project awareness and perspective among project members.• Identified improvement areas and implemented robust strategies to improve monthly reporting by 50% and secured over 40 hours per month.• Promoted internal and external communications to remove barriers, increase visibility and facilitate the dissemination of information.

Wilmington, De

During my role over here, I spearheaded conductance of performance reviews and professional development of four investment accountants. In addition to this, I mentored and coached numerous colleagues and delivered potential growth and development opportunities within the team. I also tracked project progress through clear and concise status and time management reporting.Some of my key accomplishments during this tenure includes:• Served as a departmental liaison for four clients and managed $3.5 billion in assets under AUM.• Developed, modified, and optimized standard operating procedures to enhance overall operational effectiveness of the organization.• Evaluated potential issues and monitored compliance of project members against commitments and formulated numerous operational controls and procedures to enhance operational workflow.• Developed insights from previous projects to evaluate and propose cost-cutting and enhancement efforts.

Wilmington, De

While working over here, I interacted with clients and brokers on daily basis to support audits of financial information. I also prepared reconciliation reporting, and client predictions, and reviewed portfolio valuation bundles to assure accurate asset pricing. Furthermore, I mentored, coached, and trained new accountants on various complex funds groups and implementation of best practices and procedures.Some of my key achievements during this role includes:• Ensured validation of trade transactions in adherence to compliance standards and guidelines.• Processed and validated corporate actions for the clients to decide on investments in a timely and precise manner.

Wilmington, Delaware, United States

At Bank of New York Mellon, I obtained a daily average net asset value (NAV) calculation up to accuracy of 99% for both general ledger balance and daily net asset value of funds for daily onshore and offshore pricing portfolios. In addition to this, I managed hedge and mutual funds as well as assured appropriate linkage of assets between fund manager, custodian's holdings, and MV.Some of my key accomplishments during this tenure includes:• Researched and resolved complex potential issues including general ledger, trades, corporate actions, and cash and assets reconciliation issues in line with GAAP specifications.

Bear, Delaware, United States

Operational Functions/Reporting• Introduce alternative channels to customers to reduce traffic in branches according to bank SOP’s. • Process all the cash counter transactions accurately in accordance with the set objectives.• Manage the branch daily cash needs with Head Teller for better coordination of cash shipments between the branch and central vault. • Cross sell products based on customer potential and needs without affecting their primary work and service standards contributing in the achievement of the branches KPIs.• Maintain accurate checking on all end of day reports and rectifying of highlighted discrepancies to ensure all controls and procedures are adhered to.Compliance:• Complies with all relevant CBE regulations, banking laws, AML regulations and internal CIB policies and code of conduct in order to maintain CIB’s sound legal position and mitigate any potential risks.

Master Of Science, Management

Wilmington, DE

Master Of Business Administration, Management Information Systems

Wilmington, DE

Bachelor Of Science, Accounting And Finance

Wilmington, DE