Jeffry Paul Pananchery
Edakunny,India
Summary
To join a reputed organization where I can leverage my expertise in finance, branch operations, and tax services to drive organizational success while pursuing professional growth. Aiming to utilize my skills to innovate and enhance business processes.
Overview
19
19
years of professional experience
Work History
Branch Operations Manager
CSB Bank Limited
07.2011 - Current
- Customer Relationship Management: Successfully built and nurtured lasting relationships with a diverse clientele by identifying specific needs and delivering customized financial solutions, contributing to an increase in customer retention by 20% over three years
- Branch Profitability: Implemented strategic operational measures and cost-saving initiatives, resulting in a consistent year-on-year growth in branch profitability by 15%
- Loan Portfolio Management: Directed a comprehensive portfolio of retail and business loans, ensuring creditworthiness assessments and timely approvals, thus reducing loan processing times by 25%
- Regulatory Compliance: Maintained 100% compliance with all banking regulations and statutory requirements, avoiding penalties and ensuring a strong reputation for the branch
- Leadership and Training: Mentored and trained a team of 15 employees on banking best practices, enhancing staff productivity and achieving improved operational efficiency
- Conflict Resolution: Effectively addressed customer grievances, achieving a 90% resolution rate within 24 hours
Assistant Manager
Deloitte Tax Services
05.2006 - 07.2011
- Tax Preparation and Filing: Prepared and reviewed over 300 U.S
- Corporate and partnership tax returns annually, ensuring compliance with IRS regulations and optimizing tax liabilities for clients
- Process Optimization: Spearheaded the development of streamlined workflows for tax return preparation, reducing average processing time by 30%
- Technology Utilization: Leveraged advanced tax software tools such as ETS, Go-Systems Fixed Asset Software, and Corptax to improve accuracy and efficiency in tax filings
- Team Collaboration: Collaborated with cross-functional teams to deliver high-quality tax consulting services during peak seasons, contributing to a 98% client satisfaction score
- Training and Mentorship: Provided training to new team members, enhancing their understanding of tax codes and software applications, and improving team productivity
- Achievements: Played a key role in a client’s successful IRS audit, demonstrating expertise in compliance and detailed documentation
Education
Master of Business Administration - Finance
St. Joseph's P.G. College
01.2006
Bachelor of Commerce - accounting, taxation, and business administration
New Scholars Degree College
01.2004
Skills
- Strategic planning
- Opening and closing procedures
- Staff supervision
- Compliance reporting
Highlightsandkeyachievements
- Enhanced branch profitability and operational efficiency through strategic initiatives.
- Streamlined loan portfolio management for better creditworthiness assessments and approvals.
- Improved customer satisfaction and retention via personalized financial solutions.
- Optimized tax workflows for greater accuracy and compliance.
- Contributed to successful audits with expertise in compliance and documentation.
- Led and mentored teams to achieve productivity and collaboration excellence.
Timeline
Branch Operations Manager
CSB Bank Limited
07.2011 - Current
Assistant Manager
Deloitte Tax Services
05.2006 - 07.2011
Bachelor of Commerce - accounting, taxation, and business administration
New Scholars Degree College
Master of Business Administration - Finance
St. Joseph's P.G. College
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