GIRJESH PATEL
London
Summary
Experienced Reconciliation and Financial Operations Professional with over 8 years of experience across investment banking, capital markets, reconciliation operations, and reconciliation technology support. Strong expertise in Intellimatch, Recollector, TLM, trade reconciliation, Nostro reconciliation, exception management, break investigation, and stakeholder engagement. Proven track record of supporting reconciliation platforms, managing data integrity, analysing operational issues, resolving reconciliation breaks, and delivering reporting to business stakeholders. Experienced in working with front-office, operations, technology, and client teams within fast-paced financial services environments.
Overview
9
9
years of professional experience
Work History
Associate Consultant
Hexaware Technologies
11.2022 - 06.2023
- Led the investigation and resolution of reconciliation breaks, driving issues through to completion while coordinating with internal departments and external stakeholders.
- Identified, analysed, and escalated complex reconciliation exceptions, including negative balances, aged breaks, and high-risk discrepancies, to mitigate potential risks.
- Executed end-to-end position and transaction reconciliations, ensuring accuracy and compliance.
- Managed daily cash and securities reconciliations across multiple share plan products, ensuring complete accuracy between internal books and external counterparties.
Senior Associate – Projects
Cognizant
02.2022 - 09.2022
- Coordinated issue resolution and system enhancements with development teams, facilitating timely project delivery.
- Managed Jira and Confluence documentation and communications with stakeholders, ensuring clarity and alignment on project objectives.
- Analysed business requirements and prepared requirement specification documents.
- Delivered application and data support for Intellimatch reconciliation platforms, enhancing reconciliation accuracy.
- Supported reconciliation process improvements and operational reporting.
Lead Engineer – Product Support
FIS Global
02.2020 - 03.2021
- Managed daily cash and securities reconciliations across multiple share plan products, achieving accuracy between internal books and external counterparties.
- Led investigation and resolution of reconciliation breaks, coordinating with internal departments and external stakeholders to ensure timely issue resolution.
- Supported end-to-end position and transaction reconciliations for UK SAYE and SIP schemes, maintaining high levels of accuracy and control in a growing client environment.
- Identified, analysed, and escalated complex reconciliation exceptions, including negative balances, aged breaks, and high-risk discrepancies. Enhancing overall reconciliation accuracy.
- Managed incident resolution and production support activities.
- Created and maintained complex auto-match rules and reconciliation profiles.
- Assisted reconciliation operations teams with daily tasks and challenges.
- Supported Intellimatch, Recollector, and Intellisuite reconciliation applications.
- Worked with Intellimatch versions including Legacy, 9.x, 18.x, 20.x, and 21.x.
Analyst
Deutsche Bank
10.2017 - 10.2019
- Evaluated and championed AI-driven tools to enhance reconciliation workflows and improve exception management.
- Identified automation and process optimisation opportunities, reducing manual intervention and operational risk.
- Developed, documented, and enhanced reconciliation procedures, strengthening operational controls and supporting business scalability.
- Oversaw the reconciliation and operational impact of corporate actions, including dividends, rights issues, stock splits, mergers, and acquisitions, ensuring accurate client asset records.
- Oversaw Nostro reconciliation processes, ensuring accuracy in financial records.
- Conducted investigations into reconciliation breaks and exceptions to identify root causes.
- Executed trade and cash reconciliation activities to ensure financial accuracy.
Analyst
Wipro Limited
06.2014 - 10.2017
- Developed auto-match rules and process improvements to enhance reconciliation efficiency, minimising manual investigation efforts.
- Investigated complex reconciliation exceptions and SWIFT messaging discrepancies, partnering with agent banks and stakeholders to achieve timely resolution.
- Managed daily cash and securities reconciliation operations using Intellimatch and Recollector, ensuring accurate matching of high-volume transactions and positions.
- Produced operational reporting and management information to facilitate risk oversight, exception management, and informed decision-making.
- Contributed to automation and control enhancements, improving reconciliation accuracy, scalability, and operational resilience.
Education
MBA - Finance
Prestige Institute Management & Research (PIMR)
Skills
Trade Reconciliation Cash & Nostro Reconciliation Securities & Position Reconciliation Intellimatch (Legacy & NextGen) Recollector TLM Reconciliation Platform Break Investigation & Resolution Exception Management Corporate Actions Capital Markets Operations Equities & Derivatives SWIFT Messaging (MT103, MT202, MT535, MT536) Stakeholder Management Root Cause Analysis Business Requirements Gathering BRD & FRD Documentation Jira Confluence ServiceNow (SNOW) Agile & Waterfall Methodologies Operational Reporting & Management Information (MI) Process Improvement
Languages
English
Accomplishments
- Reduced aged reconciliation breaks by 30% through proactive investigation and process improvements.
- Improved reconciliation turnaround times by implementing automated exception-tracking workflows.
- Supported reconciliation activities for portfolios covering number in client assets.
- Investigated complex reconciliation exceptions and SWIFT messaging discrepancies, partnering with agent banks and stakeholders to achieve timely resolution.
- Contributed to automation and control enhancement initiatives, strengthening reconciliation accuracy, scalability, and operational resilience.
Timeline
Associate Consultant
Hexaware Technologies
11.2022 - 06.2023
Senior Associate – Projects
Cognizant
02.2022 - 09.2022
Lead Engineer – Product Support
FIS Global
02.2020 - 03.2021
Analyst
Deutsche Bank
10.2017 - 10.2019
Analyst
Wipro Limited
06.2014 - 10.2017
MBA - Finance
Prestige Institute Management & Research (PIMR)