ANEENA BABY
Bengaluru
Summary
Detail-oriented and results-driven professional with 7+ years of experience in financial reporting, analysis, and operations. Expertise in financial and tax operations, reporting frameworks, project management, people management, and leveraging data visualization tools to simplify complex financial data. Proficient in streamlining processes, managing teams, and supporting business objectives through effective reporting and strategic recommendations. Adept at working collaboratively with cross-functional teams with proven ability to train teams and implement improvements to enhance operational efficiency and ensure compliance with financial regulations.
Overview
7
7
years of professional experience
Work History
Tax Senior
Ernst & Young
Bangalore
03.2022 - Current
- Financial Reporting & Dashboards: Developed and maintained financial reports and dashboards using Power BI, ensuring accurate and timely reporting for management and clients.
- Client & Stakeholder Management: Conducted client demos, local teams & partners training on tax management tools, collaborating with product teams to implement process improvements and address client needs.
- Process Enhancement & UAT: Led process optimization initiatives, including UAT testing and QA support for system updates and new feature deployments.
- Financial & Data Analysis: Analyzed financial & tax operations, providing actionable insights for decision-making and management reporting. Guiding local teams & clients across the globe on tax workflow tool queries.
- Project Management: Managed cross-functional projects, ensuring timely delivery and process improvements in financial operations.
- Training & Documentation: Developed and delivered training materials, process docs, and FAQs for client and team onboarding, ensuring up-to-date knowledge on tools and processes.
- Automation & Data Integration: Supported the automation of financial reporting workflows and data integration, enhancing operational efficiency and reducing manual errors.
- People & Team Management: Lead multiple projects, updating various trackers, monitoring & guiding councilees performances.
Senior Financial Analyst
Envestnet Asset Management Inc
Trivandrum
11.2017 - 03.2022
- Portfolio Management & Risk Validation: Processed portfolio terminations and asset distributions, ensuring risk assessments were completed to avoid financial losses during liquidations.
- Billing & Rebates: Verified portfolio billing activities and collaborated with the billing team to process rebates and maintain accurate financial records.
- Client Portfolio Maintenance: Managed operational activities for client portfolios, ensuring timely updates and accurate records at custodians.
- Financial Reporting & Performance Review: Analyzed quarterly financial performance reports of portfolios, providing actionable insights and recommendations for improvements.
- Service Level & Issue Management: Ensured adherence to service level agreements and managed service requests on the JIRA platform, responding promptly to inquiries from stakeholders.
- Tax Harvesting & Risk Assessment: Approved tax harvest requests, validating them against financial risks to ensure compliance with internal guidelines.
- Process Improvement & Automation: Recommended and implemented process enhancements, exploring workflow automation to optimize portfolio management.
- Team Collaboration & Communication: Organized team meetings, tracked process updates, and communicated changes to ensure smooth operations and efficiency.
- Documentation & Reporting: Ensured comprehensive documentation of process changes, prepared reports, checklists, and maintained data accuracy to improve quality control.
- Leadership & Team Engagement: Led the MAS Recreation team, organizing weekly events to foster team engagement and maintain a positive work environment.
Education
MASTER OF BUSINESS ADMINISTRATION - Finance major
DC School of Management And Technology
Vagamon, Kerala, India01-2017
BACHELOR OF ARTS - ECONOMICS
Mahatma Gandhi University
Kottayam, Kerala, India01-2014
Skills
- Financial Reporting
- Financial Analysis
- Power BI
- SQL Basics
- Microsoft Dynamics
- MS Applications
- Azure
- Jira platforms
- Service Now
- EYQ (EY AI tool)
- Power Apps
- Workflow Tools
Recognitions And Awards
- Received strategic impact rating for 2 years consecutively in EY
- Received EY appreciate spot awards, exceptional client service awards, and highest performing team awards.
- Multiple appreciation emails from clients
- Awarded with multiple learning & bronze badges from EY & Envestnet
- 250 + successful client & local team demos/training over the span of 3 years.
- Received Exceed expectations rating 3 years consecutively in Envestnet.
- Winner in Envathon 2020 (annual tech fest at Envestnet)
- Received award for highest productivity (140%) at Envestnet.
- Suggested & implemented multiple enhancements & process improvements in both Envestnet & EY.
- 1st Dan Black belt in Karate Shito-Ryu style
Timeline
Tax Senior
Ernst & Young
03.2022 - Current
Senior Financial Analyst
Envestnet Asset Management Inc
11.2017 - 03.2022
MASTER OF BUSINESS ADMINISTRATION - Finance major
DC School of Management And Technology
BACHELOR OF ARTS - ECONOMICS
Mahatma Gandhi University