MANDAR JOSHI
Operations Management
Pune
Summary
A dynamic professional with 20+ years of work experience across Finance Operations, Investment Banking, and Asset Servicing Operations. Handled Middle and Back office. Professional in Operations Management, Transition Management (Onshore and Offshore). Experienced in SmartStream tools; TLM (Transaction Lifecycle Management). Robotics (Automation Anywhere), Transformation, system enhancement, Running UAT, Stress Test, Strong analytic and Production Release testing with Project management experience.
Overview
21
21
years of professional experience
Work History
Director of Operations
Entrata
09.2022 - Current
- Oversaw daily operations across multiple departments, ensuring seamless coordination and efficient execution of tasks.
- Defined, implemented, and revised operational policies and guidelines.
- Negotiated with vendors, suppliers and other stakeholders to acquire mutually beneficial contracts and agreement.
- Oversaw successful implementation of operational strategies and policies to drive organizational growth and productivity.
- Monitored budget and utilized operational resources.
- Developed and executed strategic plans to achieve organizational goals and drive sustainable growth.
- Established and monitored quality assurance standards to achieve operational excellence.
- Mitigated risks by developing comprehensive contingency plans that ensured business continuity during unforeseen events or challenges.
- Implemented data-driven decision-making processes to enhance operational performance and achieve targets.
- Drove revenue growth through the identification of new market opportunities and the expansion of existing products/services offerings.
- Identified opportunities for cost reduction and process improvement, implementing changes that resulted in significant savings.
- Analyzed business operations and implemented strategies to improve operational cohesiveness.
- Promoted a culture of safety within the organization by enforcing compliance with established regulations, policies, procedures, as well as conducting regular auditschecks.
- Collaborated with senior management to develop and execute long-term corporate goals and objectives.
Manager- Data Processing
Xento Systems Pvt. Ltd.
Pune
2 2020 - 09.2022
- Managing a team of 50 people with 3 team leaders and guiding them for day today activities
- This is a Back Office operations and constantly challenging operations
- Guiding teams towards their goals of achieving Customer Satisfaction along with volume processing in timely manner
- Xento is a product development company
- The products are mainly for a property management company Entrata a US based company.
Ops Manager-Wealth Retirement and Services-Trust Accounting Reconciliations
FIS Global Services
07.2019 - 02.2020
- Managing a team of 16 people and guiding them for day today activities
- Business is getting migrated from US to Pune
- Setting up process in Pune office
- Involve in recruitment of new people
- Managing Transition map and making sure things go live in stipulated deadline .Assisting staff to prepare Standard Operating Procedures, getting them approved by onshore teams.
Manager-Vice President- Reconciliations
BNY Mellon India Operations Pvt Ltd
04.2009 - 06.2019
- Managing a team of 11 people and guiding them for day today activities
- Worked as Reconciliation both Securities and Cash Reconciliation Manager and handled System Migration along with Bank Migration
- I was a part of migration process where we went to Brussels for Migration
- Played Key role in UAT phase and reviewing BRD/FRD.
Senior Associate-Reconciliation
Statestreet Syntel Sourcing India Pvt Ltd, Pune
04.2008 - 03.2009
- Working with the Reconciliation team on investigation of exceptions falling after data load
- Answering to the email enquiries raised by business areas
- Part of the team who, went to Mumbai for process migration
- Part of the team as Centre of Excellence
Senior Tax Auditor
Shripad Godbole & Assocites (Chartered Accounts)
03.2004 - 04.2008
- Senior Tax Auditor in the Carted Accountant Firm
- Completed many Tax audits for manufacturing and IT companies
- Preparing queries sheets, Discussing and resolving them with accountants, preparing balance-sheet, sending it for senior review and client review.
Education
PG Diploma - Banking And Insutance
ICFAI University
PuneSkills
Team Leadership
Operations Management
Strategic Planning
Performance Management
Time Management
Staff Development
Workforce Management
Domain
- Investment Banking / Wealth Management
- TLM (Transaction Lifecycle Management)
- Reconciliations
- Account Static
- Structured
- Mutual Fund
- Depository Receipts
- Data Processing
- Product Enhancement
Personal Information
Date of Birth: 12/14/80
Valid US B1 Visa
Languages
English
Advanced (C1)
Hindi
Advanced (C1)
Marathi
Advanced (C1)
Timeline
Director of Operations
Entrata
09.2022 - Current
Ops Manager-Wealth Retirement and Services-Trust Accounting Reconciliations
FIS Global Services
07.2019 - 02.2020
Manager-Vice President- Reconciliations
BNY Mellon India Operations Pvt Ltd
04.2009 - 06.2019
Senior Associate-Reconciliation
Statestreet Syntel Sourcing India Pvt Ltd, Pune
04.2008 - 03.2009
Senior Tax Auditor
Shripad Godbole & Assocites (Chartered Accounts)
03.2004 - 04.2008
Manager- Data Processing
Xento Systems Pvt. Ltd.
2 2020 - 09.2022
PG Diploma - Banking And Insutance
ICFAI University