Amatullah Godiwala
Mumbai
Summary
Finance Specialist with a proven track record at SS&C Technologies, excelling in financial analysis and client management. Expert in capital gains tax validation and data interpretation, delivering precise reports that enhance decision-making. Recognized for fostering strong client relationships and ensuring compliance, driving operational excellence in high-pressure environments
Overview
9
9
years of professional experience
Work History
Finance Specialist
SS&C Technologies
Mumbai, India
01.2020 - Current
- Ensuring requests are processed as per client instructions, including: Deposit deals and redemption requests in client account, Switch/ Product Switch request, Transfer In/ Transfer out request
- Placing Deals on live environment by verifying the source of money for investment
- Analysed and evaluated Capital Gains Tax (CGT) requests received from client financial advisors, verifying data accuracy and authenticity through Tableau-generated reports
- Deal with High-Net-worth corporate clients, coordinating with the clients and the management on various process-specific issues and also to develop and improve client relations with specific emphasis on client and Investor satisfaction
- Managed error correction and stock transfer scenarios involving manual interventions, ensuring timely submission of final daily reports
- Investigated complex queries from financial advisors and senior management, delivering detailed analytical reports within defined SLAs to support transparency and strategic decision-making
- Reviewed and validated CGT data prior to submission, ensuring accuracy, regulatory compliance, and the Integrity of all transactional Information
- Provided training and onboarding support for new team members, promoting operational consistency and maintaining high-quality standards in collaboration with existing staff
Senior Analyst
Atos Syntel
Mumbai, India
06.2018 - 12.2019
- Ensured all work was processed in accordance with the UK vetting template requirements, and created a comprehensive vetting checklist to support the investigations process
- Handled high-priority requests involving discrepancies in trade placement such as late or incorrect terms, amounts, accounts, or funds
- Monitored payment settlements to ensure timely and accurate execution to clients, agents, or executors, strictly adhering to data protection regulations
- Conducted root cause analysis of operational errors and prepared detailed reports for presentation to senior management
- Investigated trade failures by reviewing trade status and identifying failing trades for resolution
Intern - Forex Market Analyst
VALEURHR E Solutions Pvt Ltd
12.2016 - 06.2017
- Conducted virtual trading in Forex markets using Rice Bowl systems, simulating real-time trading environments
- Performed technical analysis using trend lines, support and resistance levels, and multi-timeframe charting (1-min, 10-min, and 10-sec) to determine precise entry and exit points
- Applied key price action patterns Including Head & Shoulders, Inverted Head & Shoulders, Double Top/ Bottom, and Fibonacci retracements to anticipate market movements
- Managed risk-reward ratios by setting appropriate stop-loss and take-profit levels based on market clearance levels
- Delivered daily presentations summarizing previous day's trades, including number of trades executed, profit/ loss, and rationale behind trade decisions
Education
Financial Markets Advance Module - Financial Markets
NSE Academy
05-2018
Options Trading Advance Module - Financial Markets
NSE Academy
03-2018
Derivative Advance Module - Financial Markets
NSE Academy
01-2018
Bachelor - Management Studies
K.J Somaiya College of Arts And Commerce
Mumbai03-2016
Skills
- Financial analysis
- Client management
- Data Analysis & Interpretation
- Capital gains tax
- Data validation
- Capital Markets
- Stakeholder Management
Accomplishments
- Exceptional Award, Received the Exceptional Award for client reporting and maintaining 100% high-quality consistent standards and productivity
- Excellence Award, Recognized with Excellence award for outstanding annual performance, demonstrating excellence in delivery, productivity, and team collaboration.
- Spot Award, Award received for migrating new processes and supporting team members through cross-training.
- Champ and Titan Award, Award received for reducing volume and completing work within deadlines and SLA.
Timeline
Finance Specialist
SS&C Technologies
01.2020 - Current
Senior Analyst
Atos Syntel
06.2018 - 12.2019
Intern - Forex Market Analyst
VALEURHR E Solutions Pvt Ltd
12.2016 - 06.2017
Financial Markets Advance Module - Financial Markets
NSE Academy
Options Trading Advance Module - Financial Markets
NSE Academy
Derivative Advance Module - Financial Markets
NSE Academy
Bachelor - Management Studies
K.J Somaiya College of Arts And Commerce