Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Timeline
Generic

Sonal Lahoti

Pune

Summary

Seeking a position with a dynamic and progressive organization where I can learn as well as contribute to the growth of the organization with my skills

Overview

3
3
years of professional experience

Work History

Management Team Member

RNLE School
Latur
06.2023 - Current
  • Built relationships with external vendors and clients while representing the company in a positive light.
  • Developed and implemented programs for youths to foster physical, mental, and emotional development.
  • Developed and implemented strategies to improve efficiency and productivity.
  • Distribute payrolls to the employees.
  • Mentored new hires throughout the onboarding process and provided ongoing coaching as needed.

Account Services Associate

Fidelity Information Services (FIS) Global
Pune
08.2022 - 01.2023
  • I started my career with preparation of Compliance Testing of 401(k) and 403(b) Plans.
  • Process assigned tasks for US Retirement Plan Administration.
  • The process includes: indicative, enrollment, contribution, distribution for Defined Benefits and Defined Contribution plans.
  • Composition of Contribution Reconciliation, Asset Reconciliation, Variance Report, Cover Letter.
  • Running basic reports which included non-discrimination such as 410(b) and ADP-ACP and 414(s) for excluded compensation.
  • Support clients in Compliance testing of retirement plans for compliance under IRS.
  • Communicate and follow-up with internal/external clients via phone/email for assignments.
  • Review, research and provide feedback on discrepancies.
  • Consistently meet target goals for SLA parameters of TAT, productivity, quality,etc.
  • Applications used: OMNI Admin, OMNI Workflow, Relius, DVW, WINSc, FIS financial record keeping software, participant and sponsor facing websites.

Financial Analyst

Eclerx Services Limited
Pune
05.2021 - 11.2021
  • Handling day-to-day derivate trade settlement operations for Future, Options and Swaps.
  • Reviewing Daily accrual of funds as per policy and ensuring all prior trades are correctly accounted for accruing and amortizing properly.
  • Working on international and domestic trade process and authorization transaction.
  • Analyzing executed trades and calculating interest impact, facilitating accurate process.
  • Ensuring all transactions are settled within cut-off times accurately as well as efficiently while exercising due diligence
  • Processing Custody and Accounting instructions
  • Proactive escalation of aged breaks and high value trades for NAV impact of funds.
  • Worked cross-functionally with internal departments to align and validate data inputs.
  • Reporting trade discrepancy, missing instructions, cancel rebook invalid trade processing to trade desk.
  • Executing trade reconciliation for Equity, FX/Cash and Derivatives.
  • Able to serve as subject matter proficient and mentor new joiners in the team.

Education

MBA in Finance -

MIT World Peace University
01.2021

BBA -

Swami Ramanand Teerth Marathwada University
01.2018

HSC -

Rajarshri Shahu College
01.2015

SSC -

Shri Bankatlal Lahoti English School
01.2013

Skills

  • Trade settlement
  • Middle Office Operations
  • Capital Market
  • Reconciliation
  • Derivatives
  • Compliance Testing
  • Flexibility
  • Communication Skills
  • Quick Learner

Websites

Accomplishments

  • Best Intern Award
  • Participated in the leadership enhancement and managerial competition NETA 2
  • Won Various certificates for drawings, paintings.

Timeline

Management Team Member

RNLE School
06.2023 - Current

Account Services Associate

Fidelity Information Services (FIS) Global
08.2022 - 01.2023

Financial Analyst

Eclerx Services Limited
05.2021 - 11.2021

MBA in Finance -

MIT World Peace University

BBA -

Swami Ramanand Teerth Marathwada University

HSC -

Rajarshri Shahu College

SSC -

Shri Bankatlal Lahoti English School

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Sonal Lahoti