Syed Mohammed Bilal Rizvi
Reconciliation Associate
Kolkata
Summary
Energetic and detail-oriented financial analyst with unique blend of technical expertise and business acumen. Proficient in handling customer queries and producing precise financial statements that have helped enterprises attain their objectives and demonstrate a history of promoting financial achievement.
Overview
1
1
year of professional experience
4
4
years of post-secondary education
4
4
Languages
Work History
Reconciliation Analyst
Clearwater Analytics Ltd
09.2023 - Current
- End to end reconciliation of equity, fixed income and derivative products for client.
- Identification of Cash & Position Breaks and investigation and research for resolutions of breaks accordingly.
- Raising break to concerned team for timely resolution.
- Manage assigned projects & coordinate necessary resources.
- Proactively seek ways to add value to your team & Clearwater.
- Matched purchase orders with invoices and recorded necessary information.
- Developed strong relationships with stakeholders across various departments, facilitating efficient information exchange and problem-solving efforts.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Managed diversified complex portfolio of top 5 client.
- Initiated process improvements that reduced manual effort and increased productivity within team.
Client Servicing Analyst Level 2
Clearwater Analytics Ltd.
2 2022 - 08.2023
- Clearwater Analytics is a software-as-a-service fin-tech company that provides automated investment accounting, performance, compliance, and risk reporting for insurance companies, asset managers, corporations, banks, governments, and other institutions
- Collaborate directly with clients to build and own valuable relationships and ensure their success
- Manage client inquiries & deliver accurate Financial Statements & Analytics (main contacts include C-Level and other key decision makers at world-renowned companies)
- Handle complex accounting & finance questions posed by clients
- Manage assigned projects & coordinate necessary resources
- Help transform quality of service to client and implementation of new clients through innovative change management ideals and inspiring communication
- Proactively seek ways to add value to team & Clearwater.
Education
MBA(Finance) -
Babu Banarsi Das University (Lucknow)
08.2019 - 05.2019
B.COM Hons. - undefined
Calcutta University (Bhawanipur Education Society College)
08.2016 - 05.2019
Class 12 (ISC) - undefined
St. Joseph's College (Kolkata)
04.2015 - 05.2016
Skills
Accomplishments
- Spot Award for Q2 Performance,2023
- Cleared historical suspense for top 5 client (08/2022 - 03/2023)
Timeline
Reconciliation Analyst
Clearwater Analytics Ltd
09.2023 - Current
MBA(Finance) -
Babu Banarsi Das University (Lucknow)
08.2019 - 05.2019
B.COM Hons. - undefined
Calcutta University (Bhawanipur Education Society College)
08.2016 - 05.2019
Class 12 (ISC) - undefined
St. Joseph's College (Kolkata)
04.2015 - 05.2016
Client Servicing Analyst Level 2
Clearwater Analytics Ltd.
2 2022 - 08.2023
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