Akash Jain

About Akash Jain

Currently working as Operational Data Administrator - CBRE As a dedicated professional specializing in compliance, data integrity, and financial management, I bring a wealth of experience in ensuring operational excellence and regulatory adherence. My role encompasses a variety of responsibilities, including:Compliance Management: Conducting conflict of interest checks, AML (Anti-Money Laundering) checks, and project registration.Data Integrity: Maintaining and monitoring data integrity across various systems such as CIS, PeopleSoft, and Salesforce. I ensure that all data is accurate, up-to-date, and compliant with organizational standards.Project and Opportunity Management: Managing opportunities and fee structures in ClientIQ (Salesforce), ensuring accurate data entry, and maintaining governance standards. Financial Operations: Generating invoices, managing inter-company transactions, and ensuring accurate financial reporting. Skills: Proficient in MS Office (Teams, Word, Excel, Outlook), with Advance Excel skills. Knowledgeable in PeopleSoft and Salesforce, with strong analytical, numerical, and communication skills).I am passionate about leveraging my skills to drive efficiency and accuracy in compliance and financial operations, contributing to the overall success of the organization.Previously was part of Wells Fargo (Sept 2018 to June 2024)Experienced as Real Estate Tax Lead with a demonstrated history of working in the financial services industry. Skilled in Banking, Microsoft Tools specially Excel, data analysis, strategic planning and Teamwork.Graduation - BBA from IIMC and MBA from Pallavi College of Business Management

Experience

1. Operational Data Administrator

   CBRE

   Jun 2024 — Present · Hyderabad, IN

Education

• Hindu Public School

  iimc hyderabad, BBA

• IIMC Degree College

  bba, Accounting and Finance

• Pallavi Colleage of Business Management

  Master of Business Administration - MBA, Finance