Summary
Overview
Work History
Education
Skills
Technology - Software
Personal Particulars
Acquired Skills - Languages
Recent Achievements
Timeline
Generic
Pumathi Nadarajan

Pumathi Nadarajan

Johor Bharu

Summary

  • Information Processor with 4 years of experience in a high-pressure and fast paced environment. Independently motivated team player aiming to boost department efficiency by utilizing my strong ability to successfully complete projects well within their deadlines.
  • To become associated with a company where I can utilize my skills and gain further experience while enhancing the company’s productivity and reputation. Seeking for a position that will utilize my diverse experience to positively impact company profitability.
  • To be a qualified accounting professional and valued team player with business acumen, computer literacy, and a commitment to quality and accuracy.

Talented Manager with expert team leadership, planning and organizational skills built during successful career. Smoothly equip employees to independently handle daily functions and meet customer needs. Diligent trainer and mentor with exceptional management abilities and results-driven approach. Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.

Overview

10
10
years of professional experience

Work History

Finance and payable Manager

Indian Story Pte Ltd
08.2023 - Current
  • Provides business plans to facilitate the attainment of goals
  • Managing sales from finding a client to securing the deal
  • Provide sales report to enhance the customers
  • Remain in frequent contact with the clients in your responsibility to understand their needs
  • Main Role: Manage and oversee the full spectrum of financial activities, including tax, budgeting, and feasibility studies
  • Prepare and analyze monthly and yearly tax related job function
  • Conduct in-depth feasibility studies to assess the financial viability of potential property projects and land proposals
  • Ensure timely and accurate submission of tax filings
  • Coordinate with auditors, tax agents, and regulatory authorities for statutory audits and tax matters
  • Work closely with internal teams to monitor budget control and cash flow management
  • Liaise with bankers to manage treasury functions and optimize cash flow
  • Assist in ad-hoc financial assignments and projects as required.
  • Increased team productivity by implementing streamlined processes and effective communication strategies.
  • Achieved departmental goals by developing and executing strategic plans and performance metrics.
  • Reduced operational costs through comprehensive process improvement initiatives and resource management.
  • Facilitated successful cross-functional collaborations for the completion of key projects, fostering strong working relationships among team members.

Senior Administrator

RBC Investor & Treasury Services
08.2021 - 08.2023
  • The Senior Administrator, Transaction Management is responsible for the accurate and timely operation of agreed day to day processes supporting the transaction management, cash & security tracking, document management and ownership verification functions across the range of Private Capital Services structures supported by the business, and for reviewing the work of other administration team members in support of the ‘maker checker’ process control function
  • All audit and regulatory requirements must be clearly satisfied, and key service level agreements met as evidenced through the timely and accurate completion of processes
  • Understanding and execution of mandatory escalation processes in accordance with agreed procedures when required is essential
  • Main Role: Responsible or delivering end to end white glove service to our clients by leveraging RBC’s local offices, global operations, and specialist teams
  • Effectively manage internal and external senior stakeholders
  • Responsible that quality level as agreed in the Service Level agreements with our clients is met across all operational teams
  • End to end process knowledge is mandatory
  • Leading the client engagement in all day-to-day service aspects, in collaboration with all the PCS Operations functions for all allocated clients.

Administrator

RBC Investor & Treasury Services
01.2014 - 07.2021
  • Provides support within a function or business unit
  • Collect, processes, and analyzes data and information to develop recommendations and conclusion at a level appropriate to the role
  • Main Role: Ensure operational events are maintained at an absolute minimum or where occurring is not nature as part of managing key risk indicators
  • Ensure active dialogue with counterparties in relation to the successful processing of entitlements
  • Ensure all corporate events entries are processed accurately within the required timeframes
  • Global Fund Platform (Business Set-up & Trailer Fees): GFP Business Set up Team merge with the Data Service Delivery Team to deal with fund creations in which the validation process has been migrated to Luxembourg
  • Get insights on fund creations by applying GFP knowledge to fit in the GFP fields for MDF system
  • Main task includes the complete scope of date related to financial instruments
  • Such as: Maintain all static data on MDF / Multifonds
  • Identifiers (ISIN, SEDOL, CUSIP, TICKER, RIC , INTERNAL CONDIFICATION), reference data (name, country, currency, issuer)
  • Hedge Fund Pricing daily
  • Price stock lending and certain other daily prices as well as some weekly prices
  • Deals with Fund Creation, Account Creation, Database Maintenance & Payment details creation for Funds and Fund validation In Global Fund Platform
  • Making calls to the Transfer Agent of the Funds to obtain information regarding the fund, sub-fund or share class
  • Maintain Corporate Action events
  • Ensure that all data maintenance is completed accurately and within timeframes
  • Description data (classifications, reference rate, coupon, options)
  • Must possess client focus ensuring that all enquiries and workflows are dealt with in a professional manner and within the defined timeframes
  • Adherence to procedures and risk management controls always
  • Underlying Assets for derivatives or commodities trading (energy, agricultural, metal).

Education

BABM -

SUNDERLAND UNIVERSITY

ACCOUNTING -

OXFORD UNIVERSITY (CAT,LLCI)

FOUNDATION -

SEGI UNIVERSITY IN COMMERCE
01.2010

Skills

  • Independent
  • RESPONSIBLE AND A Flexible person
  • Honest and trustable
  • Self dispense and organized
  • Eager to learn
  • Versatile
  • Fast learner
  • Good team player
  • PERFORM ALL ASSIGN DUTIES IN A TIMELY MANNER
  • Workforce Management
  • Operations Management
  • Financial Management

Technology - Software

  • Photoshop
  • MS Office (Word, Access, Excel, PowerPoint and outlook)

Personal Particulars

880727-23-5344, -, MALAYSIAN, Female, 07/27/88, Single, 34 years old, Excellent, Hindu, 51 kg, 168 cm, Indian

Acquired Skills - Languages

  • FLUENT IN SPOKEN AND WRITTEN ENGLISH
  • FLUENT IN SPOKEN AND WRITTEN BAHASA MALAYSIA
  • FLUENT IN SPOKEN TAMIL

Recent Achievements

  • Take lead of the team processing in the absence of a Senior Administrator and Supervisor
  • Received Pin up award and Bravo from oversight and SMF Manager
  • Attended calls and meetings for crisis, logbook, and projects.
  • In charge of weekly planner and white board
  • Attending weekly conference call.
  • Escalation done on point.
  • Performed DSD rotational to DSD Hiport
  • Fully competent in all queues in SMF
  • Key person for AIP MDF static data cleans up.
  • Dedicated trainer and prepared training material and guideline for new comers.

Timeline

Finance and payable Manager

Indian Story Pte Ltd
08.2023 - Current

Senior Administrator

RBC Investor & Treasury Services
08.2021 - 08.2023

Administrator

RBC Investor & Treasury Services
01.2014 - 07.2021

BABM -

SUNDERLAND UNIVERSITY

ACCOUNTING -

OXFORD UNIVERSITY (CAT,LLCI)

FOUNDATION -

SEGI UNIVERSITY IN COMMERCE
Pumathi Nadarajan