Tapas Kamat
Pune
Summary
Steadfast finance manager with 15 years of experience managing multimillion-dollar business operations. Successfully optimizes frameworks and cultivates cohesive teams to meet and exceed business financial goals. Excellent reporting, record keeping and relationship-building abilities.
Overview
2025
2025
years of professional experience
1
1
Certification
Work History
Business Analyst
FIS & GENPACT
05.2023 - Current
- Processing daily financial transactions
- Prepare individual and team monthly performance reports.
- Good hands on Defined Contribution (Money in and Money out )
- Training and mentoring new team members.
- Handling gain and loss calculations.
- Solving onshore queries
Process Specialist ( 401k Specialist )
Fidelity Investments
11.2021 - 04.2023
- Prepared team quality report to track progress and efficiency
- Processing gain/loss as per stock market fluctuation
- Processing plan to plan transfer
- Solving Onshore and mentee queries
Process Specialist ( 401k Specialist )
Principal Global Services
07.2019 - 11.2021
- Processed of client funds
- Trained in Required minimum distribution
- Employer stock option plan
- Principal home queue trained
- Death claim specialist
- Resolve exception
- Monitor and evaluate the performance of the team, prepare team performance report on a weekly basis.
Intern
Moneylicious ( Share Trading Firm )
12.2018 - 01.2019
- Analyzed problems and worked with teams to develop solutions.
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
- Sorted and organized files, spreadsheets, and reports.
- Prepared project presentations and reports to assist senior staff.
Intern
CA Chandawarkar Accountancy Firm
Education
MBA -
University of Pune
Pune, India04-2019
Bachelor of Commerce -
University of Pune
Pune, India04-2016
Higher Secondary Certification -
Garware College of Commerce
Pune04-2013
Secondary School Certification -
Jog School
Pune04-2011
Skills
- Assertiveness
- High Energy Level
- Quick Learner
- Ability to pressure driven environment
- Ready to work in night shift
- Basics in computers
- Excel
- Team handling and new joined training
Certification
- Loma 281(Meeting customer needs with Insurance & Annuities)
Hobbies & Interests
- Thrill seeker with a passion for adventure sports and exploring new experiences
- Movie enthusiast
- Enjoy travelling and immersing in diverse cultures
Timeline
Business Analyst
FIS & GENPACT
05.2023 - Current
Process Specialist ( 401k Specialist )
Fidelity Investments
11.2021 - 04.2023
Process Specialist ( 401k Specialist )
Principal Global Services
07.2019 - 11.2021
Intern
Moneylicious ( Share Trading Firm )
12.2018 - 01.2019
Intern
CA Chandawarkar Accountancy Firm
MBA -
University of Pune
Bachelor of Commerce -
University of Pune
Higher Secondary Certification -
Garware College of Commerce
Secondary School Certification -
Jog School
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