
Prachi Gumgaonkar
@prachigumgaonkar
I onboard FX and banking clients while improving compliant, high-volume financial operations.
What I'm looking for
At State Street Global Markets, I onboard investment managers, banks, and funds onto Direct FX trading platforms across EMEA. I coordinate ISDA verification, EMIR and MiFID II classification, credit lines, trading limits, SSIs, and compliant fund terminations.
Previously at JPMorgan Chase, I led DDA client onboarding across 14 booking locations for US and EMEA clients. I mentored six team members and partnered with IT to deploy a BOT that eliminated 17 hours of manual work each day.
At Accenture, I managed an approximately $8M US O2C portfolio covering cash application, reconciliation, lockbox postings, collections, disputes, and month-end close. I reduced unapplied cash balances by 30%+ and delivered clean, compliant reporting cycles.
I bring 12+ years across global banking operations, accounts receivable, billing, and client onboarding, supported by SAP, Power BI, Advanced Excel, SOP authoring, and stakeholder management.
Experience
Work history, roles, and key accomplishments
Onboards EMEA clients onto Direct FX trading platforms, ensuring ISDA documentation, regulatory classification (EMIR, MiFID II), and static/credit setup. Coordinates with Credit, Legal, KYC, and Regulatory teams to resolve queries and maintain accurate onboarding pipeline.
Education
Degrees, certifications, and relevant coursework
Welingkar Institute of Management
Master of Business Administration, Finance
Pursued an MBA in Finance, graduating in March 2017.
Mulund College of Commerce
Bachelor of Commerce, Accounts and Finance
Completed a Bachelor of Accounts and Finance, graduating in April 2013.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Job categories
Skills
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