Akshay Kadam

Financial Analyst

Northern Trust

04.2022 - Current

Managing portfolio of over 460 clients consisting of taxable and non-taxable accounts investing in Global & US Markets.
Conducting Monthly, Quarterly and Annual Audit and Client valuation Analysis and reporting using Financial models and tools.
Managing Accounting Audit books involving equities, bonds, derivatives instruments, & Alternative securities held by various client segments like Large cooperates, public Funds, Corporate and institutional services& insurance companies and so on.
Reviewed and investigated $1.5M of stock exceptions & out-of-balances to identify discrepancies, resulting in smooth and timely reports delivery.
Steered Successful Migration of clients from Chicago and Canada.
Proactively addressed and resolved real-time troubleshooting scenarios, ensuring minimal impact on reporting timelines.
Part of Team Specially handles all the sensitive client requests and Adh Hoc tasks to be performed on regular intervals.
Performing Audit Quality checks to ensure the accuracy and error proof report delivery.
Proactively identified areas for process improvement and implemented strategies to streamline financial reporting procedures, reducing reporting time by 30%.
Assisted the client servicing team in handling client inquiries and resolving customer issues in a timely and satisfactory manner.
Developed and implemented effective communication strategies to enhance client satisfaction and foster longer relationships with multiple client service managers from US & Canada.
Significantly reduced financial discrepancies through effective customer and bank account reconciliations & Financial reporting.
Managed multiple mailboxes, addressing emails diligently and in a timely manner.
Collaborated with internal audit teams to ensure continuous compliance with regulatory requirements and participated in successful audits.