Vikramjeet Singh Panju
Thane
Summary
Professional with proven success in transitioning complex CPU projects, focusing on issuing corrected and duplicate tax forms including 1099R, W2, and 1042S. Expertise in year-to-date reconciliation and managing changes impacting participant checks and tax ledgers. Committed to delivering results under pressure while maintaining attention to detail and a methodical approach to problem-solving. Eager to embrace new challenges and continuously enhance skills in a dynamic work environment.
Overview
10
10
years of professional experience
Work History
Expert – Business Support
DHL Global Forwarding
11.2023 - 01.2026
- Worked on Reporting & Management Services – handling multiple different types of reports and helped in settling processes.
- Coordinating directly with client and reporting them on daily basis.
- Met month-end reporting objectives and deadlines.
- Worked in the database management processes which need strong communication skills, technical and process knowledge, proficiency in Microsoft Excel and database tools.
- Cleansing IPT received from Gatekeepers, HOP, Commercial Owner or Tender Partners (BMT).
Senior Associate
State Street Syntel Services Pvt Ltd
04.2021 - 09.2023
- Validating documents provided by the investor, and processing their request based on the KYC checklist.
- Managing the onboarding of new investors and ensuring that all required banking, shareholder details, Broker, CRS/FATCA and other details are set up.
- Reviewing and verifying the identity of new onboarding investors based on the investor's screening and classifying them in High risk matrix.
- Working in coordination with treasury, counterparties, dealing team, reconciliation and settlement team.
- Preparing email responses to the end client and maintaining the shareholder data.
- Handling client calls for various monthly and weekly meetings and client engagement activities and presenting various senior management reports.
Pension Data Sr. Analyst
State Street Retiree Services (SSRS)
04.2019 - 09.2021
- Responsible for benefits payment for high priority clients which pertains to Pension payments.
- Final reconciliation and reporting to the client.
- Ensuring 100% Quality Check (QC) for the manual inputs processed by reportees.
- Replying to client’s sensitive e-mails and providing accurate status on timely basis.
- Ensure all escalations are replied with details, fill RCA report and adhering SLA timeliness.
- Being a part of special project committee who deals with testing of new business & development of new ideas.
- Organizing a training session for new hires regarding process workflow.
- Leading the team & managing the deadlines in absence of First Line Manager.
Pension Data Sr. Analyst & Tax reporting specialist
State Street Retiree Services (SSRS)
10.2016 - 03.2021
- The Central Processing Unit (CPU) team is responsible for all financial and non-financial changes that affect the check and tax ledgers of the US retirees.
- Ensuring ledger adjustments processing and YTD reconciliation is done by the team at regular intervals of time.
- Ensuring Quality Check is done for all types of tax forms (1099R/W2/1042S).
- Preparing agenda & MOM of Monthly client call meeting.
- Assign daily processing among team members & get processed / reviewed the same from them.
- Participate in monthly calls, meetings & discuss issues and provide inputs with client.
- Create process workflow charts on various projects & get them approved from client.
- State Street Retiree Services (SSRS) provides a wide range of disbursement services which includes payments service includes gross to net calculation, clearing, reconciliation, and control reports. Also included are tax calculation, withholding, reporting, and reconciliation for federal, state, and non-resident alien (NRA) taxes.
Pension Data Jr. Analyst
State Street Retiree Services (SSRS)
10.2017 - 12.2018
- Processing of US/Canadian retirees pension/lump sum payments under DBP & DCP through the files, excel spreadsheets & manual inputs.
- Checking & Analyzing the instructions received from client reports.
- Resolving inquiries via e-mails within the timeframes.
- Reconcile the retiree’s pension payments & deductions data of client’s book with the retiree’s pension payments & deductions data of record keeper book.
Pension Data Officer
State Street Retiree Services (SSRS)
07.2016 - 09.2017
- Ensuring 100% processing of retirement payments through transaction file & manual processing for the assigned accounts.
- Assist in Reconciliation & Analysis of various Defined Benefit & Defined Contribution retirement plans which includes Modification, Record Keeping & Reporting.
Education
Bachelor in banking & Insurance -
University of Mumbai
01.2016
H.S.C. -
Mumbai Board
01.2013
S.S.C -
Mumbai Board
01.2011
Skills
- MS Office applications
- Adaptability
- Creativity
- Commitment to learning
Accomplishments
- 100% accuracy in processing and Quality Check (QC)
- Appreciated by the client for doing First Line Manager QC in 2018-12-01
- Worked on all high profile and important clients of pension fund payments
- Appreciation received from onshore team for providing accurate status from time to time
- Received Titan Award in an organization to work effectively within the team
- Awarded with the Certificate of 'Performers Converge' for the consistent outstanding performance given
Languages
English
Punjabi
Hindi
Marathi
Custom Section
P5293729
Promotions
- Associate (E1), 2017-10-17
- Senior Associate (E2), 2019-01-01
Timeline
Expert – Business Support
DHL Global Forwarding
11.2023 - 01.2026
Senior Associate
State Street Syntel Services Pvt Ltd
04.2021 - 09.2023
Pension Data Sr. Analyst
State Street Retiree Services (SSRS)
04.2019 - 09.2021
Pension Data Jr. Analyst
State Street Retiree Services (SSRS)
10.2017 - 12.2018
Pension Data Sr. Analyst & Tax reporting specialist
State Street Retiree Services (SSRS)
10.2016 - 03.2021
Pension Data Officer
State Street Retiree Services (SSRS)
07.2016 - 09.2017
Bachelor in banking & Insurance -
University of Mumbai
H.S.C. -
Mumbai Board
S.S.C -
Mumbai Board