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.
• 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.
• 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.
• 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.
• 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:

Master Of Science, Management

Wilmington, DE

Master Of Business Administration, Management Information Systems

Wilmington, DE

Bachelor Of Science, Accounting And Finance

Wilmington, DE