Maera Ahmad

Maera Ahmad

Financial Operations Expert | Compliance Specialist

6 yrs experience · <10 hrs/week

About

With a Bachelor of Commerce in Finance and a minor in Operation Management from Ontario Tech University, I have built a robust career in financial operations and analysis. My journey began as a Capstone Project Coordinator at Logistics in Motion Inc., where I enhanced digital platforms to boost employee engagement. I then advanced to CIBC Capital Markets as a Senior Account Processing Officer, managing high-volume tax slip processing and estate taxes. At RBC Capital Markets, I excelled as a Reconciliation Analyst, handling high net worth client accounts and ensuring compliance. My expertise further expanded at RBC Investor & Treasury Services, where I served as an FX Operations Analyst and later as a Senior Analyst, optimizing transaction processes and ensuring regulatory compliance. My experience reflects a strong commitment to enhancing financial operations and client satisfaction.

Experience

  • Senior Analyst · RBC Investor & Treasury Services12-01-2022 – 10-01-2023

    As a Senior Analyst, contributed to the efficiency and effectiveness of financial operations, ensuring accurate and timely processing of transactions and reports.

  • FX Operations Analyst · RBC Investor & Treasury Services07-01-2021 – 12-01-2022

    As an FX Operations Analyst, supported foreign exchange operations, ensuring compliance with regulatory standards and optimizing transaction processes.

  • Reconciliation Analyst · RBC Capital Markets08-01-2019 – 07-01-2021

    Managed the process of creating, updating and maintaining Excel reports and Macro-based VBA coding to accommodate on-boarding new client accounts ranging between $10 million - $500 million. Ensured true breaks are identified and investigation/reported within the agreed SLAs and items that represent a potential loss to the Bank are escalated immediately while managing high net worth client accounts ($10 million and above).

  • Senior Account Processing Officer · CIBC Capital Markets11-01-2018 – 08-01-2019

    Managed 1000+ tax slips (Registered and Non-Registered Products) during utmost fast-paced and high volume/peak season while successfully prioritizing assigned accounts; resulting in higher client satisfaction. Executed all estate taxes and processed amendment request in critical timing; maximizing client satisfaction.

  • Capstone Project Coordinator (Commerce) · Logistics in Motion Inc.09-01-2017 – 04-01-2018

    Created a version 2.0 of the Logistics in Motion mobile application alongside improved colleague services; resulting in increased employee satisfaction. Improvement of the website with a heightened sense of community and culture to help build the online reputation of the company, and increase colleague engagement; resulting in improvement in online social presence (Instagram, Facebook etc.).

Education

  • Ontario Tech UniversityBachelor of Commerce (B.Com.), Finance Major, Operation Management Minor
  • The Woodlands Secondary SchoolHigh School

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