Headline

Driving Business Efficiency & Strategy | Ops Leader | Power BI | Process Optimization | 6+ Years in Financial Services

About

I am a Business Operations professional with 6.5+ years of experience in US Retirement Services, currently working as an Assistant Manager. Over the years, I have developed strong expertise in process optimization, team leadership, and data-driven decision-making. I enjoy identifying inefficiencies, building structured solutions, and improving operational performance. My recent focus has been on leveraging tools like Power BI and SQL to create actionable insights for leadership, enabling better business decisions and improved outcomes. I am now looking to transition into roles that involve strategy, program management, and business transformation, where I can contribute beyond operations and drive measurable impact.

Location

Pune District

Work experience

Assistant Manager at GENPACT, Sep 2024 - Present · 1 yr 10 mos, Pune, Maharashtra, India, • Led end-to-end administration of retirement and 401(k) plans, ensuring accurate processing of contributions, allocations and compliance deliverables. • Managed compliance testing for complex retirement plans including ADP/ACP, Coverage, Top Heavy, 402(g), 415(c), 414(s), ABT and Cross Testing. • Acted as primary client and stakeholder contact, translating regulatory and business requirements into executable project plans. • Drove process improvement initiatives by identifying inefficiencies and implementing automation and standardization, improving productivity and accuracy. • Ensured adherence to ERISA, IRS, and DOL regulations; supported internal and external audits with zero major findings. • Supervised and mentored team members, allocated workloads, tracked performance metrics and improved quality scores. • Prepared detailed management reports, dashboards and risk assessments to support leadership decision-making.

Process Specialist at Infosys Consulting, Jul 2023 - Aug 2024 · 1 yr 2 mos, Pune, Maharashtra, India, • I performed detailed compliance testing for 401(k) and money purchase plans, ensuring regulatory accuracy and timely delivery. • Review and interpret plan documents, adoption agreements, amendments, notices, and summary plan descriptions. • Calculate projected and actual contributions, employer match, safe harbor, and profit-sharing allocations using multiple allocation methodologies. • Address client queries, resolve discrepancies, and provide data-backed solutions.

Process Associate at Tata Consultancy Services, Apr 2021 - Jul 2023 · 2 yrs 4 mos, Nagpur, Maharashtra, India

Process Associate at Tata Consultancy Services, Apr 2021 - Mar 2023 · 2 yrs, India

Junior Analyst at Hexaware Technologies, Apr 2021 - Jul 2023 · 2 yrs 4 mos, Worked under USD FT INVESTIGATION of Citibank. Worked on SWIFT, Message Loading, Handled Cases, case types were Unable to apply, Beneficiary claims non receipts on Funds, Recall of Funds, Return of Funds, Frauds Investigation, Handle OFAC Cases (Compliance Investigation) Review and Analyse Cases Handle Day to Day Transaction queries Experience into International & Domestic payments/ remittance / money transfer, swift messages via MT103 MT200, MT202 COV, Nostro vostro, cash management, Swift Messages Reconciliation, USD Accounting, Banking process, Fund transfer.

Financial Analyst at Hexaware Technologies, Jan 2020 - Mar 2021 · 1 yr 3 mos, Mumbai, Maharashtra, India

Education

Bachelor of Commerce - BCom, Rashtrasant Tukadoji Maharaj Nagpur University (RTMNU)