James Soy
Senior Financial Service Operations - C05 at Citi India
- Role
- Senior Financial Service Operations - C05 at Citi
- Location
- Pune Division, MH, IN
- LinkedIn followers
- 500 followers
About James Soy
The team at Citi India thrives on meticulous coordination, and as their Senior Financial…
Experience
Senior Financial Service Operations - C05
Jan 2025 — Present · Pune, IN
Processing financial transaction and research of their stakeholder and clients to manage their funds and documentation of their requests. Followed systematic procedures and guidelines to ensure the financial assistance to clients. Resolved settlement exceptions and reconciliation breaks to ensure timely and accurate financial reporting. Maintain SOPs (Standard Operations Procedures) documentation, revise procedures and ensuring compliances of such. Managed and monitored operational query mailbox and providing the necessary professional support and services in timely manner. Assisted in process improvement projects, contributing to the automation of routine reporting tasks. Collaborated with cross-functional teams in improving processes, reducing redundancies and improve operational efficiency. Meetings with stakeholders regarding process improvement and any changes in processes. Lead and supervised the team, guiding and supporting professional development, allocating work requirements, and coordinating team resources and held meetings to discuss the situation. Handle COB (Continuity of Business) Testing to ensure the continuity of the process in exceptional circumstances with 100% results. Have been a team player always trying to go the extra mile by contributing to financial assistance, cross- training, trained new resource.
Education
Savitribai Phule Pune University
Bachelor of Commerce - BCom
2019 — 2022
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