Noida, Uttar Pradesh, India
Finance and operations professional with 5+ years of experience across banking operations, retirement services, reconciliations, financial reporting, transaction monitoring, and compliance functions. Currently working with Capgemini in RTR and reconciliation-related operations, supporting bank reconciliations, journal entries, reporting validation, payroll reporting, and month-end close activities. Previously worked with Bank of America in retirement operations, handling 401(k) hardship claims, account analysis, transaction processing, documentation review, and participant servicing activities. Experienced in high-volume financial operations, reporting accuracy, stakeholder coordination, and operational controls within banking and financial services environments. Core Skills: • Record to Report (RTR) • Bank & Account Reconciliations • Financial Reporting • Journal Entries • Month-End Close Support • Retirement Services Operations • Transaction Monitoring • Compliance & Documentation Review • Excel & Operational Reporting
• Managed retirement operations for 401(k) plans including hardship withdrawals, distributions, account maintenance, and participant servicing activities. • Performed account analysis, eligibility verification, and documentation review to ensure compliance with retirement plan policies and regulatory standards. • Processed high-volume financial transactions while maintaining accuracy, SLA adherence, and operational efficiency. • Supported transaction monitoring, financial record validation, and reconciliation activities within retirement operations. • Assisted in operational risk and control functions by ensuring adherence to internal procedures and compliance requirements. • Coordinated with internal stakeholders and support teams for issue resolution, account servicing, and transaction-related queries. • Maintained accuracy in participant data, financial records, and operational reporting across retirement servicing processes. • Contributed to process improvement initiatives focused on operational accuracy, turnaround time, and service quality.