Bhagyesh Soni
Reconciliation & Banking Administrator at Wealthtime
Based in United Kingdom
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Seniority
Staff
Department
Finance & Accounting
Location
United Kingdom
Industry
Financial Services
Company size
238
Contact information
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b•••••••@wealthtime.com
Phone
5 credits+44 ••• •••• ••••
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Background
About Bhagyesh Soni
With a BSc in Mathematics with Finance from the University of Plymouth, analytical and problem-solving skills are applied to optimize processes and mitigate risks. Pursuing CFA Level 1 reflects a commitment to advancing expertise in financial reporting and investment management, aligning with goals to excel in the dynamic financial services industry.Wealthtime benefits from robust financial operations where the team ensures precision through bank reconciliations, payment processing, and compliance with financial regulations. As a Reconciliation & Banking Administrator, the focus lies on identifying discrepancies, resolving mismatches, and delivering accurate financial reporting. These tasks support seamless cash flow management and audit readiness.
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