Rajeshree Mhatre
Birmingham Gardens,Australia
Summary
Proactive banking and finance professional with a strong commitment to achieving results and a proven track record in operations and management. Demonstrated technical proficiency through successful project execution, showcasing adaptability and quick learning in dynamic environments. Core competencies include strategic problem-solving, effective communication, and continuous improvement, driving both personal and organizational growth. Passionate about leveraging expertise to contribute to innovative financial solutions.
Overview
14
14
years of professional experience
Work History
Operational Analyst
Citicorp Services
Mumbai, Maharashtra
10.2020 - 05.2024
- Streamlined the maintenance of accounting system configurations across regions including Australia, Singapore, and Japan.
- Processed financial documents including purchase orders, vendor invoicing, customer billing and payment receipts.
- Executed meticulous database maintenance to reduce issues in account information.
- Documented accounting data changes to ensure traceability periodically.
- Reconciled vendor statements with system GL records.
- Ensured seamless execution of team operations and communications.
- Troubleshoot, educate, and resolve all queries for members in a positive and knowledgeable manner.
- Analyzed MCA data to ensure accuracy before audit submission.
- Focused on optimizing contact center Key Performance Indicators.
- Supported the training of new team members by imparting practical work knowledge and system familiarity.
- Coordinated travel arrangements and scheduled meetings efficiently.
- Assisted in ensuring alignment and understanding among business partners, senior management, and regulators.
- Formulated effective solutions aimed at boosting productivity and efficiency.
- Conducted pre-production tests for high-risk data setups to ensure accuracy.
- Proposed corrective measures to mitigate issues impacting project timelines.
Analyst
Deutsche Bank Operation International
Mumbai, Maharashtra
09.2010 - 02.2020
- Managed front desk inquiries, attended to walk-in customers, and responded to email queries from banking clients.
- Resolved customer concerns by identifying issues and implementing appropriate solutions.
- Presented existing and prospective customers with valuable service or product information to aid in decision-making.
- Utilized CRM tools effectively in order to manage relationships with customers.
- Provided technical assistance to customers in order to resolve their inquiries or complaints quickly and efficiently.
- Addressed branch inquiries, acting as the primary point of contact for customers.
- Managed customer and sales orders effectively. prepared invoices accurately in system.
- Enhanced efficiency in tracking customer incidents.
- Sustained receivables aged over 90 days to under 2% of total outstanding balances.
- Managed CEO's daily agendas, prepared meeting packs, ensured professional execution.
- Coordinated official events for company employees.
- Managed procurement of office inventories and supplies.
- Managed invoice processing, ensuring receipt and payment compliance.
- Maintained oversight of collection progress, resolving accounts payable questions regularly.
- Oversaw vendor agreements, ensuring accuracy and timely payments to vendors.
Education
Master’s in Business Information’s system - Management Information Systems
Elite Education Institute Pty Ltd
Australia09-2026
Bachelor of Commerce - Accounting, Management and Exports
University of Mumbai
Mumbai, India06.2010
Skills
- Problem-solving abilities
- Cross-Functional Project Coordination
- Microsoft Excel
- Microsoft Outlook
- Microsoft PowerPoint
- MS Word
- Database Management with Microsoft Access
- Knowledge of Xero
- Knowledge of MYOB
- Banking product knowledge
- Inventory Management Skills
- Effective Client Relations
- Skilled in QuickBooks Accounting Solutions
- EFTPOS System Operation
Languages
English
Professional
Hindi
Professional
Marathi
Professional
Gujarati
Professional
Affiliations
- 200 Plus vendor agreement execution completed.
- Multiple employee recognitions received for excellent team player.
- Received Global diversity recognition for 2017
Timeline
Operational Analyst
Citicorp Services
10.2020 - 05.2024
Analyst
Deutsche Bank Operation International
09.2010 - 02.2020
Master’s in Business Information’s system - Management Information Systems
Elite Education Institute Pty Ltd
Bachelor of Commerce - Accounting, Management and Exports
University of Mumbai
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