Shreya Ghosh
@shreyaghosh1
Client-focused financial operations professional ensuring accurate, compliant payment workflows.
What I'm looking for
I am a client-focused financial operations professional with hands-on experience in payment processing, reconciliation, and client coordination within banking and service environments.
At TEKSystems supporting BMO Wealth, I manage end-to-end payment workflows, ensure transaction accuracy, and work with Operations, Finance, and Risk to resolve exceptions while maintaining strict internal controls and documentation.
Previously, I produced Excel-based financial reports and streamlined reporting at Mount Mero Group, and managed a 200+ tenant portfolio at Campus Living Centres—improving renewal rates, reducing billing errors, and ensuring audit compliance using Salesforce and Yardi.
I bring strong communication, organization, and process-optimization skills, with a focus on confidentiality, data accuracy, and delivering seamless client experiences both in-person and remotely.
Experience
Work history, roles, and key accomplishments
Payment Operations Associate
TEKSystems
Oct 2025 - Present (0 months)
Manage end-to-end payment processing and reconciliation for BMO Wealth client accounts, ensuring transaction accuracy, compliance with wealth management policies, and timely resolution of payment exceptions.
Client Service Coordinator
Campus Living Centres
Mar 2022 - Jan 2023 (10 months)
Managed a portfolio of 200+ tenants, drove a 50%+ renewal rate through targeted outreach, and reduced billing errors by 15% by streamlining workflows with finance.
Financial Analyst Intern
Mount Mero Group
Feb 2020 - Aug 2020 (6 months)
Coordinated audit documentation and developed Excel-based financial reports, improving monthly close efficiency by 10% and ensuring on-time compliance submissions.
Education
Degrees, certifications, and relevant coursework
McMaster University
Honors Bachelor of Arts, Economics
Activities and societies: Vice President of Finance, McMaster University Student Centre (Sep 2022–Apr 2023)
Honors Bachelor of Arts in Economics completed in July 2023, focusing on economic theory and quantitative analysis.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Interested in hiring Shreya?
You can contact Shreya and 90k+ other talented remote workers on Himalayas.
Message ShreyaFind your dream job
Sign up now and join over 100,000 remote workers who receive personalized job alerts, curated job matches, and more for free!
