Blessy Wilson
Bamber Bridge,Preston
Summary
Results-driven finance professional with 6 years of experience in bank and cash reconciliation, corporate actions, financial reporting, data analysis, and portfolio accounting. Hold an MBA in Finance and currently secured master’s degree in accounting and finance. Core skills include reconcile accounts, data analysis, financial reporting, relationship management, and process improvement. Received multiple best employee awards for work quality, process improvement, and mentoring new hires. Seeking to leverage analytical mindset, attention to detail, and passion for streamlining processes to add value in a finance or accounting role. Equipped with a strong work ethic and ability to collaborate cross-functionally. Excel at managing stakeholders, delivering actionable insights, and improving team performance.
Overview
6
6
years of professional experience
8
8
years of post-secondary education
Work history
Process Specialist
Envestnet Asset Management
Trivandrum
2016.12 - 2022.12
- Performing daily reconciliations for cash, security, and suspense transactions
- Review the errors and fix them
- Post entries into the portfolio accounting system based on an exception finding
- Processing basic mandatory and voluntary corporate action events
- Support data management, Client reporting, trade processes, and problem resolution
- Daily monitoring and management of corporate actions
- Format and validate multiple sources of data using available tools
- Upload and reconcile Account Performance Data
- Engage in client statement verification
- Being a part of Functional testing and quality check activities
- Ensure that service level agreements (SLAs) with clients are maintained under certain circumstances
- Assist in maintaining statistics of work performed for MIS reporting
- Client communication and supporting the team in achieving the goal
- Involved in planning and estimation of tasks and testing the deliverables
- Preparing various reports regarding the working process using Excel
- Contribute to maintaining a library of reference material needed to ensure accuracy in work performed
- Reviewed files, records, and historical data to obtain the required business information for development requests
- Training and mentoring new hires
- Daily quality check for overall processes
- Maintenance of procedural documentation
- Exposure to basic documentation tools (MS Word, PowerPoint, and MS Excel)
- Conducted training classes, held personal meetings, and led special workshops to improve employee performance.
Education
MSC - Accounting and Finance
University Of Dundee
United Kingdom, Scotland 2023.01 - 2024.01
MBA - Finance and HR
University Institute of Management
Kerala, India 2014.06 - 2016.08
Bachelor of Commerce - Finance
University of Kerala
Kerala, India 2011.06 - 2014.03
Higher Secondary - Commerce
NSS HSS Choorakode
Kerala, India 2009.06 - 2011.03
SSLC - Science and Mathematics
Girls Higher Secondary School
Kerala, India 2008.06 - 2009.03
Skills
- Bank reconciliations
- Share reconciliation
- Problem-Solving
- Corporate Action
- Research skill
- Client Services
- Multi-tasking
- Quick Learner
- Punctual and reliable
- Good Team Player
- Microsoft Excel (Intermediate)
- Microsoft Powerpoint
- Analytical skill
- Microsoft Office Suite
Accomplishments
- I was honored to receive Best Employee awards from the management team in the third quarter of 2019, the second quarter of 2021, and again in the third quarter of 2022.
- I collaborated with technical teams to develop scripts and automation to avoid manual effort. This helped save time and reduce repetitive manual work.
- I was involved in the testing and implementation phase of a new project.
- I participated in a business challenge organized by the University of Dundee. The challenge provided an opportunity to showcase my skills and knowledge.
REFERENCE
Available on request
Timeline
MSC - Accounting and Finance
University Of Dundee
2023.01 - 2024.01
Process Specialist
Envestnet Asset Management
2016.12 - 2022.12
MBA - Finance and HR
University Institute of Management
2014.06 - 2016.08
Bachelor of Commerce - Finance
University of Kerala
2011.06 - 2014.03
Higher Secondary - Commerce
NSS HSS Choorakode
2009.06 - 2011.03
SSLC - Science and Mathematics
Girls Higher Secondary School
2008.06 - 2009.03