Summary
Overview
Work History
Education
Skills
Core Competencies
Accomplishments
Personal Information
Timeline
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Akshay Mandanna J

Kodagu

Summary

Experienced Financial Analyst with 5+ years in Global Services Management and Insurance. Revolutionized operational efficiency through innovative solutions, resulting in cost reduction. Optimized trade processes, achieving an impressive 80% reduction in booking errors. Detail-oriented with a talent for developing actionable recommendations that drive profitability and business performance.

Overview

6
6
years of professional experience
3
3
years of post-secondary education
4
4
Languages

Work History

Securities Operations Specialist

Wells Fargo
Bengaluru
01.2024 - Current
  • Support in testing for T+1 settlement project with various Investment Managers
  • Responsible in handling already executed trades activities between the Investment managers and the broker and support secondary validation of trades
  • Clearing daily queries of Investment Managers
  • Collaborating and updated the ASL (Authorised Singer List) and our procedure list into our internal website for verification
  • Reconciling, working on location differences and updating the balance into the WF books of account
  • Confirmation and Affirmation of Securities on SEI Billed by the broker on DTC

Financial Analyst II

Northern Trust
Bengaluru
10.2021 - 12.2023
  • Pioneered a solutions-driven approach by diagnosing and resolving underlying challenges, resulting in a 45% increase in operational efficiency within the first quarter.
  • Methodically scrutinized client accounts, adeptly rectifying discrepancies in accounting transactions, which contributed to a 90% reduction in errors, and optimized services in collaboration with client servicing, execution, and fund company counterparts
  • Booking and Confirming the securities as per the instruction received by the IM and the Fund company
  • Exercised meticulous vigilance in monitoring, prioritizing, and executing client trade inputs and approval queues
  • Involved in clearing trade exceptions like Mortgage-backed securities, Future Funds, and equities
  • Collaborated with IMLG, Entitlements & Reconciliations for smooth flow exceptions
  • Cleared more than 4000+ exceptions in a time span of 6 months.

Assistant Business Process (P&C - Claims Processing)

DXC Technology PVT LTD
Bengaluru
03.2019 - 09.2021
  • Analysed Policy & claim agreements provided by brokers and experts (Adjustors/Lawyers) and processed claims payments on behalf of Lloyds of London
  • Aided various lines of business in Property & casualty insurance, specifically Property, General Liability, Professional Indemnity, Cargo, Aviation, and Marine claims
  • Handled the escalations raised by Brokers, syndicates, and experts
  • Dealing with all major Catastrophic losses (Hurricane Irma, Sandy, etc.), performing sanction checks on the available documents identifying the involvement of sanctioned territories, and advising the team on, whether we can process or not
  • Conduct regular meetings with Lloyds insurance professionals regarding operation activities and new industry-oriented updates

Education

B.com - Taxation and Finance

St Anne's Degree College
Virajpet
01.2015 - 01.2018

Skills

  • Critical thinking

  • Risk Management

  • Logical Approach

  • Communication

Core Competencies

  • Financial Analysis
  • Binder’s concept
  • Financial Management Professional Experience
  • Trading Markets
  • US Exception Concept
  • Quality management
  • Claim Analysis &Settlement
  • General insurance concepts

Accomplishments

  • Attained a flawless 100% task completion rate, showcasing exceptional accuracy and efficiency in all assignments.
  • Earned a prestigious spot award for prominently contributing to heightened productivity and superior quality standards.
  • Assumed a pivotal role in nurturing new team members through comprehensive training and engaging knowledge-sharing sessions.
  • Garnered repeated accolades as the standout performer of the month throughout 2020-2021.
  • Commended multiple times by Account Managers and Client Servicing teams for consistently delivering exceptional results and fostering strong client relationships.

Personal Information

Date of Birth: 12/12/1997

Timeline

Securities Operations Specialist

Wells Fargo
01.2024 - Current

Financial Analyst II

Northern Trust
10.2021 - 12.2023

Assistant Business Process (P&C - Claims Processing)

DXC Technology PVT LTD
03.2019 - 09.2021

B.com - Taxation and Finance

St Anne's Degree College
01.2015 - 01.2018

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Akshay Mandanna J