PRIYANKA SHARMA

Audit Analyst at Peel Financial Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Mississauga, Ontario, Canada, CA
Languages
  • English | Hindi | Punjabi Full professional proficiency

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Vamsi Nellutla

Priyanka distinguishes herself with her superior and exceptionally well researched project solutions using advanced Machine Learning algorithms in R and Python. She has excellent communication skills and her work is always clear and concise as well as interesting to read. Highly proficient in applying the latest regression and classification modeling techniques with great demonstrated teamwork skills while executing group projects. A very well disciplined personality who always went well beyond the requirements ensuring high quality of the project with her contagious perseverance and pro-active mindset.

Amit Gupta

I had interaction with Priyanka while she was working with Hdfc. She is an individual who is professional and always working with customer centric approach and ensuring there are no deviations to organisational practices. She has extreme patience while interacting with people which is so critical for client dealing. She has gone extra mile in multiple instances, where she has helped me take right decision pertaining to my investments. She has attitude to find solutions and think differently.

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Credentials

  • Managing Jira Projects: 3 Helpful Concepts and Features
    LinkedIn
    Aug, 2023
    - Nov, 2024
  • SQL Essential Training
    LinkedIn
    Aug, 2023
    - Nov, 2024
  • Project Management Foundations: Ethics
    LinkedIn
    Apr, 2023
    - Nov, 2024
  • Agile Product Owner Role: Techniques
    LinkedIn
    May, 2021
    - Nov, 2024
  • Data Science Foundations: Fundamentals
    LinkedIn
    May, 2021
    - Nov, 2024
  • Getting Started as a Business Analyst
    LinkedIn
    May, 2021
    - Nov, 2024
  • Leadership Foundations
    LinkedIn
    May, 2021
    - Nov, 2024
  • Six Sigma: Black Belt
    LinkedIn
    May, 2021
    - Nov, 2024
  • Introduction to Business Analytics
    LinkedIn
    Apr, 2021
    - Nov, 2024
  • Introduction to R
    DataCamp
    May, 2020
    - Nov, 2024
  • Developing Big Data Solutions with Azure Machine Learning
    Microsoft
    Oct, 2019
    - Nov, 2024
  • Digital Marketing and Innovation Management
    ZHAW School of Management and Law
    Jun, 2018
    - Nov, 2024
  • Acelerate Customer Service Program
    Axis Bank
    Mar, 2017
    - Nov, 2024
  • Certificate of Appreciation - Contribution to banking operations / services
    Axis Bank
    Jan, 2017
    - Nov, 2024
  • TxB Academy - Advance Remittances
    Axis Bank
    Apr, 2016
    - Nov, 2024
  • TxB Academy - Buyers & Suppliers Credit
    Axis Bank
    Apr, 2016
    - Nov, 2024
  • TxB Academy - Current Accounts
    Axis Bank
    Apr, 2016
    - Nov, 2024
  • TxB Academy - Export Bill Collections
    Axis Bank
    Apr, 2016
    - Nov, 2024
  • TxB Academy - Foreign Exchange
    Axis Bank
    Apr, 2016
    - Nov, 2024
  • TxB Academy - Payments (Easy Pay)
    Axis Bank
    Apr, 2016
    - Nov, 2024
  • Information Security Awareness
    Axis Bank
    Apr, 2015
    - Nov, 2024
  • Front End Officer Course for branch banking - KYC, AML & Due Diligence
    Axis Bank
    Mar, 2015
    - Nov, 2024
  • Service Excellence and Complaint Management
    HDFC Bank
    Mar, 2011
    - Nov, 2024

Experience

    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Audit Analyst
      • May 2023 - Present

      •Conducted thorough financial analysis, reviewed lease/loan documents, and financial statements to ensure accurate credit spread determination. •Collaborated with lender partners for compliant funding and timely resolution of audit queries. •Developed financial models and implemented efficient audit procedures, adhering to corporate development and audit methodology. •Played a key role in automating information reports, enhancing management reporting efficiency. •Balanced compliance with lender policies, improving customer service principles. Show less

    • Canada
    • Real Estate
    • 200 - 300 Employee
    • Site Administrator
      • Jan 2023 - Mar 2023

      •Processed payments from corporation accounts, reconciled recoverable expense statements for accounts, and verified flexible journal entries for accuracy •Managed accounts receivables and chargebacks, preparing budgets for presentation to board members and stakeholders at monthly and annual general meetings •Conducted expense analysis, reviewed purchase orders, and ensured accurate coding of expenses and invoice allocation •Performed revenue analysis from invoicing to revenue recognition to returns, ensuring accurate, timely, and complete information •Prepared monthly reports, followed up on arrears, and generated ongoing aged monthly arrears reports using report writing software Show less

    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Business Analyst
      • Jul 2019 - Dec 2020

      •Led and/or participated in user experience projects aimed at setting deliverables and business strategies while maintaining congenial relationships with key business partners •Worked on troubleshooting issues, communicating root cause and findings to team members, leadership, and stakeholders to ensure models are well implemented and optimized •Partnered with business channels such as compliance department, information technology, and other stakeholders to identify change opportunities and develop relevant strategic action plan •Developed use business cases to support large scale divisional projects including the evaluation of current state, recommendation of best practice process and systems improvements, identification of risks and design of effective functional and technical solutions Show less

    • United Kingdom
    • Higher Education
    • 700 & Above Employee
    • Business Analyst
      • Sep 2017 - Dec 2018

      • Client: KONICA MINOLTA, LONDON, UK • Project: Derived feasibility analysis for “Digital Workplace – Workplace of the future” for Konica Minolta BIC and studied the impact of ambidextrous approach in identifying profitable locations for business. Developed vision, scope, requirements, traceability matrix, use case documents, root cause analysis (RCA), analyzed gaps and process impacts with various stakeholders • Client: Little Vikings, Bristol, UK • Project: Defined client specific requirements to provide feasible solutions for enhancing business process and revenue generation for a tourism venture (for kids & family) that aimed at exploring new market opportunities such as organic growth or franchise models for business expansion across the U.K. Developed category segmentation which provided customizable view of market share and led to decrease in cost by 47% • Client: Yorkshire More, Leeds, UK • Project: Enhanced the revenues using digital media, marketing events, designing growth strategies, advising on business development, and fundraising opportunities for a social enterprise working for mental health charities. Interacted with VP / Directors of Operations and conversion testing teams on planning and supporting execution of Ops, implementation, defining and maintaining standardized processes, tracking, and reporting the test progress Show less

    • India
    • Banking
    • 700 & Above Employee
    • Customer Service Manager
      • Jan 2013 - Aug 2017

      •Developed client centric propositions for individual, Small and medium business’s commercial standalone accounts and large corporates as Huawei Technologies, Genpact and American Express for hedging & mitigating risk and business growth worth USD 12 million •Coordinated with partners on key initiatives, showcasing exceptional experiences in customer i interactions. •Led a high-performing team, achieving operational excellence with attention to detail and confidentiality •Managed customer demands, compliance, and policies, ensuring service quality and resolution. •Proposed new projects, restructuring processes, and improving client experience. •Innovatively proposed and successfully implemented new account opening projects, strategically restructuring the account opening process. Resulted in a remarkable 66% reduction in operational document processing, significantly enhancing the client experience. •Spearheaded a team of service officers, adeptly managing daily operations, audit requirements, and business development efforts. •Skillfully handled customer service requests for high-net-worth clients across 250 branches in the North & East Region. •Engineered transformative changes to Operations, Front Office, and Online System processes, elevating the client document acceptance rating from under 80% to an exceptional 96%. Played a pivotal role in logistics and the successful implementation of pilot testing. •Collaborated closely with the Executive Vice President and stakeholders to launch "IPS," an innovative online tool for wealth managers. The tool effectively reduced process turnaround time by an impressive 27% and bolstered profitability by 19%. Show less

    • India
    • Banking
    • 700 & Above Employee
    • Personal Banker | Branch Banking
      • May 2010 - Jan 2013

      •Ensured adherence to compliance guidelines and regulatory reporting standards while performing branch operations. •Conducted financial analysis of client portfolios, advising financial solutions for risk diversification gaining competitive advantage while exceeding portfolio growth expectations by 20% for FY 2010-11. •Enhanced the high-net worth client portfolio from USD 2.8 million to USD 4.7 million in 5 months. •Handled customer queries to provide excellent customer service, ensuring due diligence and compliance with guidelines. •Probed to understand customer personal banking before extending lines of credit and exposure •Identified opportunities to improve service delivery. •Executed complex transactions and overrides accurately, following established guidelines/procedures and adhering to formal or informal Service Level Agreement(s) (SLAs) and timelines. •Identified, documented, and investigated processes/exceptions arising from transactions/processes beyond first level operations service delivery. Show less

Education

  • University of Leeds
    Master of Business Administration - MBA, Leeds University Business School, UK
    2017 - 2018
  • Apeejay School Of Management
    Post Graduate Diploma in Management, Marketing | Finance
    2008 - 2010
  • Panjab University
    Bachelor of Science (B.Sc.), Computer Science
    2003 - 2006

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