Ankur Sehgal
New Delhi
Summary
Dynamic and results-oriented professional with a Bachelor's degree in Commerce and CFA level I candidate and with over 4 years of experience in financial operations. Expertise in financial analysis, operations, and strategic decision-making. Possess strong communication and negotiation skills, coupled with a solid understanding of financial markets and regulatory frameworks. Seeking opportunities in the banking and financial services industry to leverage my skills and achieve both professional and personal goals. Passionate about financial markets and sports.
Detail-oriented Senior Associate bringing many years' experience in industry. Knowledgeable about project management and team leadership.
Overview
6
6
years of professional experience
5
5
years of post-secondary education
1
1
Certification
Work History
Senior Associate
Incedo Inc.
03.2021 - Current
- Prepared Monthly, Quarterly, and Annual Financial Reports: Compiled and analysed comprehensive financial reports on a monthly, quarterly, and annual basis, focusing on client and end-user data to provide accurate and actionable insights
- Extracted and Integrated Data from Diverse Sources for Analysis and Reporting: Efficiently extracted, transformed, and integrated data from various sources and formats (databases, spreadsheets, text files) to conduct detailed modelling, financial analysis, and reporting
- Processed and Verified Financial Requests for IRA Accounts: Managed and verified a range of financial transactions, including withdrawals, standing letters, and investment change requests related to IRA accounts, ensuring compliance and accuracy
- Provided Training and Support to New Team Members: Delivered onboarding and process navigation training to new hires, fostering a smooth transition and ensuring familiarity with essential procedures and systems
- Implemented Automation to Improve Reporting Efficiency: Spearheaded the automation of contractually required external client reports, streamlining workflows, enhancing data accuracy, and ensuring compliance with Service Level Agreements (SLAs)
- Responded to Data Queries and Provided Stakeholder Support: Acted as a key point of contact for data-related inquiries, offering timely and accurate responses to stakeholders, ensuring alignment with their needs and business objectives
- Proactively Escalated Critical Issues for Swift Resolution: Identified and escalated critical operational issues to department leadership, ensuring prompt attention and minimising process disruptions
- Suggested Process Improvements to Enhance Efficiency and Productivity: Contributed to continuous improvement initiatives by identifying opportunities to reduce process complexity, streamline workflows, and increase overall team productivity.
- Managed Critical Investment Solutions and Client Account Changes: Oversaw complex tasks related to investment solution modifications, including setting up new client accounts, processing asset transfers, managing holdings, suspending trades, and terminating accounts post-transfer.
- Led cross-functional teams to develop project deliverables and timelines.
- Mentored junior associates on best practices and project management techniques.
- Managed team resources, including assigning tasks, monitoring progress, and ensuring deadlines were met.
Associate
Coforge Ltd.
03.2020 - 10.2021
- Processed and Verified Cash Transactions: Efficiently managed and verified cash transactions, ensuring accuracy and compliance with company policies and procedures.
- Reconciled Daily Financial Transactions: Conducted daily reconciliation of financial transactions, identifying discrepancies and ensuring accurate records for financial reporting.
- Documented and Maintained Reconciled Data on Microsoft Excel: Utilised advanced Excel skills to meticulously document and maintain reconciled financial data, ensuring thorough and up-to-date records for review and analysis.
- Generated and Shared Daily Financial Reports with Clients: Compiled and generated comprehensive daily financial reports, providing clients with clear, actionable insights and fostering transparency in financial operations.
- Maintained Regular Communication with Clients, Ensuring High Deliverability: Cultivated and maintained strong, professional relationships with clients through regular communication, consistently ensuring timely and accurate delivery of services.
- Performed Tasks Related to Investment and Prepared Documents: Assisted in the preparation of investment-related documentation, ensuring all necessary paperwork was accurate and completed in a timely manner.
- Maintained Excellent Financial Standing by Collaborating with Senior and Junior Staff: Contributed to the company's strong financial standing by working closely with both senior leadership and junior staff to ensure alignment, accuracy, and efficiency in all financial processes.
Education
Bachelor of Commerce (B.Com Hons) - Finance
University of Delhi
03.2013 - 05.2016
Class 12 - CBSE
RD Rajpal Public School
New Delhi 02.2012 - 01.2013
Class 10 - CBSE
RD Rajpal Public School
New Delhi 02.2010 - 01.2011
Skills
- Microsoft Office
- Valuation analysis
- Financial Reporting
- Strong Quantitative skill
- Attention to Detail
- Comfortable with nuances around trade life cycle and trade settlement
- Detailed knowledge of Investment products
- Teamwork and Collaboration
Certification
- Excellency in Accountancy, George Academy, 01/01/17
Extracurricular Activities
State Level Swimmer, Awarded the fastest swimmer of the state, 01/01/15 Football Team Captain, University and school football team captain, 01/01/16 Marathon Runner, Participated and completed 10km marathon
Languages
English
Beginner
A1
Timeline
Senior Associate
Incedo Inc.
03.2021 - Current
Associate
Coforge Ltd.
03.2020 - 10.2021
Bachelor of Commerce (B.Com Hons) - Finance
University of Delhi
03.2013 - 05.2016
Class 12 - CBSE
RD Rajpal Public School
02.2012 - 01.2013
Class 10 - CBSE
RD Rajpal Public School
02.2010 - 01.2011