GEETIKA SHARMA
Naperville,IL
Summary
Experienced transaction operations expert with a 12-year track record in various aspects of business. Thrives in multicultural organizations and excels at enhancing cross-functional collaboration with both internal and external stakeholders. Strong communication and relationship management skills contribute to successful teamwork and a commitment to continuous improvement. Results-focused and proactive in planning day-to-day operations, adept at solving operational issues while considering all aspects of the process and product. Self-motivated and consistently delivers exceptional results within stringent targets and deadlines.
Overview
19
19
years of professional experience
Work History
Team Leader- Payments and QA
Flagstone
08.2023 - 05.2024
- I Lead a team of 7 team members which included 5 Payments Executives and 2 Quality assurance Executives
- Releasing more than 300 payments daily for Flagstone operations
- Handling relationship with more than 50 Partner banks and Monitoring instructions sent to all Partner banks daily
- Enhancing manual process to improve the quality and making the more time efficient
- Liaising with internal stakeholders like settlements, customer service on daily basis to make sure timely payment is reached to the customers
- Part of the migration of new internal platform to make process more automated
- Designing training matrix for the team, including rotation of tasks for all processes
- Ensuring all the processes are correctly documented and updated.
- Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.
Senior Product Operations Manager
Raisin
08.2019 - 07.2023
- I was dealing in operations/ payments/ reporting/ settlements of Fixed Term products from more than 50 European Banks which also includes interest rate calculations and reporting daily’s payin and payouts
- Participating in process improvement and automation to reduce manual intervention and make process more efficient
- Maintaining relationship with internal stake holder, customer operations, relationship management team to streamline onboarding of banks smoothly on our platform
- Providing training to other team members on processes and the use of equipment to boost department productivity and hiring the right talent for the team
- Analysis customer data to identify opportunities and improve relationships
- Monitoring and processing daily pay-outs to service banks, ensuring timely escalations and payment executions
- Streamlined operations to consistently deliver on targets.
Senior Product Specialist
NordIX AG
01.2016 - 08.2019
- Monitoring currency exchange derivatives for EUR, GBP and USD Market - Onboarding new Clients updating SLA document, updating policies and procedure as required
- Ensuring effective communication with international brokers like Intl FC Stone
- Processing and calculating Invoice for all the clients, preparing fax payment orders for internal and external payments.
Associate- Team Leader
Morgan Stanley
04.2010 - 06.2011
- I managed three different middle office teams (total of 7 Team Members), deal review for Interest rate swap, Credit default swap and Trade Processing
- Generating accurate daily and monthly analysis for Management, and auditors
- Documenting Standard Operating Process and implement changes to make process time accurate and efficient
- Migrating process from different locations, and successfully integrating in present teams
- Identified and resolved teams needs promptly and efficiently
- Facilitated process reviews to improvise performance and drive improvements
- Trained and mentored team members in procedures.
Team Member
J P Morgan Chase
04.2008 - 04.2010
- Investment Bank, EMEA Exotics- Deal Review - Worked in Middle Office role as a link between front office and back office
- Maintaining effective communicating with Traders, higher management and other internal stakeholder
- Closely dealing with Trader's assistants indicating discrepancies in term sheet and risk management systems
- Preparing weekly report for higher management indicating outstanding trades, discrepancies and number of trades reviewed by per team, calculating MTM profits or loss
- Worked collaboratively to complete daily operational tasks against team targets.
Officer
ABN AMRO Services
08.2005 - 10.2007
- Bond Settlements - Working with Euroclear, ClearStream and LCH settlements for bonds in timely manner to avoid any delays
- Matching trades and ensuring complete trade settlement cycle
- Worked on bond settlement for US market and EMEA region
- Interacting with clients and confirming settlement details of all outstanding trades and escalating discrepancies to traders
- Successfully moved 12 new processes from London to India ensuring reduction in cost, cross training, and successful integration
- Performing daily cash and stock reconciliation for Nostro accounts.
Education
Master's, MBA -
Hamburg School of Business Administrations
01.2016
Master's, MBA Finance -
Pune University - India
01.2005
Bachelor of Commerce -
University of Mumbai
01.2003
Skills
- Settlements expert
- Customer relationship management and communications
- Reconciliation
- Payments
- Process Improvement and documentations
- Team management and training
- Reporting /escalations and problem solving
- Attention to Detail
- Problem-Solving
Timeline
Team Leader- Payments and QA
Flagstone
08.2023 - 05.2024
Senior Product Operations Manager
Raisin
08.2019 - 07.2023
Senior Product Specialist
NordIX AG
01.2016 - 08.2019
Associate- Team Leader
Morgan Stanley
04.2010 - 06.2011
Team Member
J P Morgan Chase
04.2008 - 04.2010
Officer
ABN AMRO Services
08.2005 - 10.2007
Master's, MBA -
Hamburg School of Business Administrations
Master's, MBA Finance -
Pune University - India
Bachelor of Commerce -
University of Mumbai
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