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About Me

As a Senior Business Consultant at TSV, I leverage my MBA degree and my certification as a Blockchain Trainer to provide innovative solutions and insights for clients across various industries. I have boosted sales by 20%, improved customer satisfaction, and enhanced brand reputation by delivering attentive, personalized, and high-quality services.

Prior to joining TSV, I worked as a Business Analyst and a Team Lead at LPN Group and Bank of America, respectively, where I gained valuable experience in financial analysis, accounting, and risk management. I performed month-end closings, prepared audit schedules, and reported on P&L and balance sheet. I also identified and implemented process improvements, resulting in a 10% increase in financial status. I am passionate about learning new skills and technologies, and I am always eager to take on new challenges and responsibilities.

EXPERIENCE

EXPERIENCE

2021-2023

BLOCKCHAIN TRAINER & ANALYST

METASOILVERSE

• Analyzed key aspects of business to evaluate factors driving results and summarized into presentations.

• Certified Blockchain Trainer by LPN Academy, London, UK.
• Boosted sales by 20% and improved customer satisfaction by providing attentive, personaliSed client services.

• Provided positive customer experiences and enhanced brand reputation through attentive, helpful service.
• Supported leadership team with reporting, analysis and business presentations to inform divisional strategies.​

2018-2019

TEAM LEAD, REGULATION W

BANK OF AMERICA

  • Performed routine month end closings, accurate and accessible records and kept close eye on transaction updates.

  • Prepared Audit schedules, month end closing, P&L and Balance Sheet reports.

  • Established and enforced internal controls, workflows, and policies for tracking, reconciling, and reporting on accounting

    activities.

  • Identified underlying risk in relation with accounting GAAPs and regulatory reporting.

  • Validated existing accounting management and reporting systems to assess quality and conformance.

  • Worked closely with Traders and Trade reviewers to understand flow and entries before publishing reconciliations to

    respective teams.

  • Improved financial status by 10% by analyzing results, monitoring variances, and recommending actions to management

    staff.

2018-2019

TEAM LEAD, REGULATION W

BANK OF AMERICA

  • Migrated new process from Chester, USA to India and cross trained team on same.

  • Ensured quality check of Reg W 23A transactions for respective exemptions claimed by front office liaising with trading

    desk in case evidence supplied are not appropriate.

  • Analysis and evidencing of derivative transactions to satisfy requirements of section 23B of Reg W which proves

    transactions were done at arm's length.

  • Reviewed evidence supplied by trade support team for various global markets products.

  • Worked as Employee Engagement SPOC for Regulation W team and conducted many events within the span.

  • Reported progress, test metrics and results to project stakeholders.

Jan2017-April2017

INTERN

NUMBRO CONSULTING PVT LTD.

Produced high-quality communications for internal and external use. Developed business, financial, and analytical skills in fast-paced work environment.  Learned new skills and applied to daily tasks to improve efficiency and productivity. Increased Trainings by 50%

EDUCATION

EDUCATION

JAN2023-DEC2023

NORTH AMERICAN BUSINESS MANAGEMENT

CAPILANO UNIVERSITY

Studied advanced financial concepts and strategies. Completed coursework in accounting, financial analysis, strategic management, advance communications, leadership management, business law and Personal finance. 

2016-2018

ICFAI BUSINESS SCHOOL, HYD, INDIA

MBA, FINANCE

Studied business administration with a focus on finance. The major focus was laid on managerial skills, financial analysis & reporting, Investment banking, organisational behaviour, business ethics and project management etc.

There were a lot of opportunities to learn all these subjects theoretically as well as practically.

2013-2016

PANJAB UNIVERSITY, CHANDIGARH, INDIA

BACHELOR OF COMMERCE

Studied business administration with a focus on finance.

It covered various disciplines such as accounting, economics, finance, management, marketing, and business law. The B.Com curriculum aimed to provide a foundational knowledge of business operations, financial analysis, organisational structures, and commerce-related concepts.

Modern Architecture

EXTRA CIRRICULAR ACTIVITIES

CSR Activities at Bank of America

There were multiple opportunities to volunteer for helping the society in various ways. In my role as at Bank of America, I loved to volunteer for such activities. I went to a shelter and helped them make charts and drawings to create awareness about cleanliness. 

I also had an opportunity to interact with women from various minorities and talk about maternity, create awareness about taking days off from work, maintaining healthy environment around them during pregnancy etc. 

One of my favourite visits used to be at "Muskaan", a space for autistic people to spend time. It was an amazing experience to make bags and decorative items with the group while interacting with them. 

KAIZEN

Had the opportunity to lead the official Operations club at ICFAI Business School, Hyderabad, India, consisting of 86 members. The club was responsible for organising various event, guest lectures, workshops and client management. We worked on various live projects as part of the club.

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Represented the Company at an International Level and won the award for best representation. 

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PROJECTS

Through the course of my MBA, my job at Bank of America, and studying North American Business Management at Capilano University, there were many projects that I worked upon and learnt many things from them. 

Workshops

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Guest Lectures

We organised several guest lectures with speakers from all over the world. 

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Webinar

 A webinar about the Differences in Investment portfolios in Canada vs UAE (United Arab Emirates) was recorded by me and my colleague. The webinar provided us with the learning on various types of investments in both countries. 

Podcast

I had an opportunity to record a Podcast hosting Mr. Kunal Gupta, a leading financial expert from an Investment Bank. The interview was valuable and gave a lot of insights about the industry.

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SKILLS

SKILLS

Financial Analysis

Investment Management

Microsoft Excel

Microsoft Word

Project Management

Data Analysis

EXPERTISE

EXPERTISE

FINANCIAL CONSULTING

Providing financial consulting services to clients to help them achieve their financial goals. Collaborating with team members to develop and implement innovative strategies to optimize clients' financial portfolios.

FINANCIAL ANALYSIS

Analyzing financial data to evaluate company performance and make investment recommendations. Preparing financial reports and presentations for clients.

INVESTMENT MANAGEMENT

Managing investment portfolios for clients to maximize returns and minimize risk. Conducting market research and analysis to identify potential investment opportunities.

CONTACT

Sanjay Mitra, VP at Bank of America

“It was great working with Geetanjali in Treasury Product Control. She brought a sense of accountability and ownership for what she did and always stayed a resolution seeker. Best of luck Geetanjali !!!"

CONTACT ME

Geetanjali Singla

FINANCIAL CONSULTANT

Phone:

+17787234067

Email:

Address:

7864 163A Surrey BC Canada V4N0K6

Date of Birth:

July 15th, 1995

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