Experience in creating solutions around Sales Cloud, Chatter and Custom Force.com Application.
Experience over creating workflows, approval processes, validation rules, assignment, escalation, sharing & security rules Setting up the business process for reassignment of leads, cases, opportunities based on change in owners; Implementing Account and Contact Hierarchy.
Experience in using Salesforce.com Sandbox environments, Change Sets deployment, and EchoSign and Conga Composer apps.
Solid experience in importing and exporting data using Import Wizard, Data Loader and Force.com Partner Portal, Customer Portal and Sites configuration.
To gain long term employment as a Consultant with a company that is looking to be on the cutting edge, a company that puts value on people and the products they are promoting. System analyst specializing in object-oriented analysis and design.
Operating Systems: Windows XP/Vista/7
*Others : MS Excel, MS Word, MS PowerPoint, MS Office Suite and MS Project, MS SharePoint, MS Visio, MS InfoPath
Salesforce Consultant and Business Analyst09/2015 to 07/2016 Company Name – City
Two years' of experience in Salesforce Consulting, Business Consultant and Intelligence and over six years of industry experience in Custody Banking.
Expertise in Enterprise Application, Analysis and Project Coordination As a Salesforce Consultant have worked on Implementation and Support projects Certified Project Management Professional (Prince2 foundation) Extensive expertise in Business Process Study, Requirement Analysis, GAP Analysis, Business Process Mapping, Configuration, Data Migration, Testing and end-user Training Performed Salesforce best practices by setting up data, customizing applications & training users Cohesive Team Player with Fast Learning Curve along with strong analytical, problem solving, technology, planning, organization, communication & interpersonal skills.
Coordinated with systems partners to finalize designs and confirm requirements.
Designed strategic plan for component development practices to support future projects.
Managed creative projects from concept to completion while managing outside vendors.
Developed work-flow charts and diagrams to ensure production team compliance with client deadlines.
Supervised and provided direction for six technical direct reports regarding network activities.
Associate Consultant10/2014 to 08/2015 Company Name – City
Interacted with various business user groups for gathering the requirements for Salesforce implementation and documented the Business and Software Requirements.
Configured the Salesforce.com environment.
Worked on various Salesforce.com standard objects like Accounts, Contacts, Cases, Opportunities, Products, Opportunity Line Items, Leads, Campaigns, Reports and Dashboards.
Created Custom objects to build new application functionality in the Salesforce.com.
Created workflow rules and defined related tasks, time triggered tasks, email alerts, filed updates to implement business logic.
Created email templates, approval processes, approval page layouts and defined approval actions on them to automate the processes.
Created new user accounts and configure Salesforce.com to fit security needs at the user and organization levels.
Created Custom Profiles, Public Groups and Roles to distribute user rights and functionality.
Provided custom reports and dashboards to support the needs of the users and executives.
Worked on enhancing and supporting the application.
Coordination with personnel to ensure delivery is within agreed timeline Responsible for submitting completed report to Management team for review.
Senior Analyst06/2008 to 10/2014 Company Name – City
Senior Analyst12/2010 to 10/2015 Company Name – City
Research and process information regarding SWIFT messaging and sanctions screening using systems such as Fircosoft.
Communicate with third party vendors, internal groups and external contacts Responsible for setting up SWIFT network relationships between Northern Trust and other financial institutions.
Complete Sanctions screening of SWIFT message / payments within the 1 hour SLA.
Repair messages that do not conform to the SWIFT Standards.
Handling of SWIFT RMA Administration and replying all Internal and External Queries Monitoring SWIFT Exceptions Queue.
Monitor Federal Payments and other currency cut off for the SWIFT and OFAC Team.
Where by enhancing processing and client servicing.
Portfolio Accounting Analyst06/2008 to 12/2010 Company Name – City
Record the client investments in hedge funds with various different Hedge fund companies.
Post necessary transactions to trust accounts and update fund price (NAV updating) Verify transactions with fund company statements and reconcile client positions Reconcile position discrepancy with Fund Company and have them rectified Posting any trades to client's accounts as per the trade receipt from the fund company or investment manager.
Initiate wire out and wire in for a new purchase and sell trade of the fund company and ensure the transaction is posted and settled correctly Reviewing daily exceptions reports to verify accuracy of information from fund company Respond to any internal queries from account administrator or client facing team.
MBA: Finance2008The Institute of Chartered Financial Analysts of India-
Awards and Recognitions Chairman's Absolute Quality Award Northern Trust I was awarded chairman's Awards for Absolute Quality, in 2012. The award is one of Northern Trust's highest honors - the Chairman's Absolute Quality Award is given annually to individuals and teams that have demonstrated particularly high-level accomplishments. Chairman's Diversity and Inclusion Award Northern Trust I was awarded chairman's Awards for Diversity, Inclusion and Respect, in 2012. The award is one of Northern Trust's highest honors - the award celebrates contributions such as promoting candor and open communication; promoting an inclusive environment; proactively advocating diversity; advancing development and displaying Northern Trust's values. The Diversity & Inclusion Medallion Northern Trust I was awarded three Northern Trust Diversity & Inclusion Medallions, in 2011 & 2012. The award celebrates contributions such as promoting candor and open communication; promoting an inclusive environment; proactively advocating diversity; advancing development and displaying Northern Trust's values through involvement in community activities. Service Excellence Medallion Northern Trust I was awarded Service Excellence Medallion for the implementation of latest sanctions screening application at Northern Trust.
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The Institute of Chartered Financial Analysts of India