Summary
Work History
Education
Skills
Languages
Timeline
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Sulakshana Chatterjee

Charlotte,NC

Summary

Over 5 years of extensive experience in Operations’ Management, Service & Team Management. Worked as Operations Specialist in Lowe’s companies Inc ,proficiency in managing & leading teams for successful customer service operations & experience. A keen planner & implementer. Resourceful in acting as an escalation gate to resolve critical issues of the team members. Skilled in conducting various training sessions for enhancing performance and quality of service. Proficient in managing & leading teams for running successful Service Process Operations & experience of implementing procedures, service standards for business excellence. Excellent people management skills.

Work History

Financial Analyst

Lowe’s Companies Inc
Charlotte, NC
03.2022 - Current
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Passionate about learning and committed to continual improvement.
  • Paid attention to detail while completing assignments.
  • Identified issues, analyzed information and provided solutions to problems.
  • Participated in team projects, demonstrating an ability to work collaboratively and effectively.
  • Acted as a team leader in group projects, delegating tasks and providing feedback.
  • Applied effective time management techniques to meet tight deadlines.
  • Proven ability to develop and implement creative solutions to complex problems.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Skilled at working independently and collaboratively in a team environment.
  • Demonstrated creativity and resourcefulness through the development of innovative solutions.
  • Worked effectively in fast-paced environments.
  • Exercised leadership capabilities by successfully motivating and inspiring others.
  • Organized and detail-oriented with a strong work ethic.
  • Worked well in a team setting, providing support and guidance.

Retention and Winback Specialist

Limtex Infotech
Kolkata, India
05.2011 - 11.2012
  • Managing Operations for Retention & Winback process as per the Service Level
  • Making Deliveries for the client on various projects
  • Conducting various training sessions for enhancing performance and quality of service
  • Strategic analysis of the situation and provide correct solution
  • Tracking and maintaining the performance data for the team, to coach associates to achieve the set SLA’s
  • Focusing on the set targets and achieving 100% quality
  • Responsible to take escalation calls
  • Taking training sessions with the team to help improve on their performance.
  • Collaborated to develop and maintain targeted profit plans to sustain growth.
  • Evaluated financial performance of investments, acquisitions and other business opportunities to provide strategic recommendations.

Senior financial specialist

Wizard Enterprize
Kolkata, India
05.2010 - 05.2011
  • To make outbound calls to refax the details for the B2B process
  • Was working for Telstra ,Ausie Telecom industries as their financial expert team and billing
  • Work involved customer’s telecom billing and financial details
  • Developed queries and performed analysis to optimize business intelligence.
  • Helped clients make informed decisions about financial future.
  • Informed clients of strategies for reducing debt and maximizing savings.

Operation Recon Process Specialist

Vishnu solution
Kolkata
07.2007 - 09.2007
  • Responsible for supporting investment transaction accounting, position reconciliation for the purpose of accurate reporting
  • Performed advisor/client reporting, firm-level financial reporting and risk reporting
  • Provide expertise in transactions, securities, pricing, reconciling and account valuation with the use of various systems including, Access, Excel and other internal supporting applications
  • Resolve discrepancies by working with internal business units and external parties such as
  • Work with business units (internal and external) to resolve investment data related issues
  • Update and maintain department procedures
  • Perform cash and positions reconciliation which includes identifying, analyzing and correcting transaction to position breaks
  • Data flow management and quality control to ensure all investment data is processed into downstream systems
  • Gather metrics and create reports
  • Evaluation of daily transactions, records & reconciliation
  • Processing internal support requests from other departments

Education

Bachelor of Arts -

University of Calcutta

Skills

  • Skill Set:
  • Proficiency in Google Suite (Calendar, Docs, Gmail, Sheets, Slides, etc)
  • Expertise in Microsoft Office Suite (Word, PowerPoint, Excel, Outlook)
  • Software experience: Data Science & Genesis
  • Excellent Verbal and Written communication
  • MS Office Suite
  • Finance
  • Data Analysis
  • Superior Time Management
  • Sales and Marketing

Languages

English
Native/ Bilingual

Timeline

Financial Analyst

Lowe’s Companies Inc
03.2022 - Current

Retention and Winback Specialist

Limtex Infotech
05.2011 - 11.2012

Senior financial specialist

Wizard Enterprize
05.2010 - 05.2011

Operation Recon Process Specialist

Vishnu solution
07.2007 - 09.2007

Bachelor of Arts -

University of Calcutta

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Sulakshana Chatterjee