Hi, I’m
Chandralekha Vijay Anand
Investment Banking Specialist
Chennai,TN
Summary
An astute finance professional with experience in derivatives settlements, reconciliation, trade review in investment banking operations and client management, disputes handling and accounts receivables for a Shipping and Logistics Company looking forward to leverage my professional, analytical, financial and communication skills to execute projects with the higher level of integrity.
Overview
9
years of professional experience
2022
years of post-secondary education
Work History
S&N Financial Services
Team Leader – Bookkeeping and Accounting US & Canada Accounts & QA Testing Manager
08.2023 - Current
Job overview
- Team Supervision: Lead and manage a team of bookkeepers, ensuring accuracy and meeting deadlines
- Financial Record Maintenance: Oversee preparation and management of ledgers, balance sheets, and income statements for US and Canadian clients
- Account Reconciliation: Supervise bank, accounts payable, and receivable reconciliations, ensuring timely resolution of discrepancies
- Reporting & Analysis: Prepare financial reports, analyze data, and provide insights to management
- Process Improvement: Identify areas for efficiency improvements and streamline manual tasks
- Compliance & Regulatory Adherence: Ensure compliance with US and Canadian accounting standards and regulations (GAAP, IFRS)
- Budgeting & Forecasting: Assist in preparing and monitoring budgets and financial forecasts
- Audit & Internal Controls: Support internal and external audits and implement strong internal controls
- Client Interaction: Communicate with clients regarding financial records, transactions, and queries
- Team Development: Provide training and development to improve bookkeeping skills within the team
- Task Delegation & Time Management: Delegate tasks and manage workloads to meet deadlines
- System & Software Management: Ensure effective use of accounting software for US and Canadian bookkeeping processes
- Conflict Resolution: Address and resolve conflicts within the team and with clients
- Test Planning & Preparation: Develop test plans, test cases, and scripts based on business requirements
- Test Execution: Perform end-user testing to validate accounting software functionality
- Test Data Setup: Prepare relevant test data for accounting processes (invoices, payments, etc.)
- Functional Testing: Validate core accounting functions like general ledger, invoicing, and financial reporting
- Usability Testing: Assess user interface for ease of use and alignment with accounting workflows
- Performance Testing: Ensure the software handles large volumes of data and performs efficiently
- Error Reporting & Issue Documentation: Identify and document bugs, errors, and issues for developers
- Regression Testing: Verify that new features do not impact existing functionalities
- User Feedback: Gather and assess feedback from end-users to improve software functionality
- Collaboration with Development Teams: Work with developers to clarify issues and ensure software meets user needs
- Test Reporting: Prepare detailed test reports, highlighting issues and results
- Training & Support: Assist with training materials and post-implementation support for end-users
State street HCL Services
Specialist – Pre –NAV Trade Review Process
02.2020 - 01.2023
Job overview
- Trade Validation & Verification: Ensure accuracy and compliance of trades with regulatory and internal policies
- Reconciliation: Reconcile trade data across systems and resolve discrepancies
- Risk Management: Identify and mitigate trade-related risks, ensuring adherence to risk frameworks
- Exception Handling: Review and resolve trades breaching tolerance limits or exceptions
- Trade Confirmation & Documentation: Oversee trade confirmations and ensure accurate documentation
- Process Improvement: Identify inefficiencies and collaborate on process optimization
- Stakeholder Collaboration: Coordinate with internal teams to resolve trade issues and escalate concerns
- Training & Knowledge Sharing: Mentor junior team members and stay updated on industry best practices
- Reporting & Documentation: Prepare reports for management and maintain records for audits
BNP PARISBAS INDIAN SOLUTIONS PVT LTD
Associate – Derivative Settlements – (OTC Market)
01.2018 - 09.2019
Job overview
- Trade Booking & Validation: Book and validate OTC derivative trades for accuracy
- Reconciliation & Dispute Resolution: Reconcile trade data and resolve discrepancies
- Confirmation & Settlement: Ensure timely trade confirmation and settlement
- Risk & Exposure Monitoring: Track and monitor positions and exposure limits
- Collateral Management: Manage margin calls and ensure proper collateral posting
- Regulatory Reporting & Compliance: Ensure compliance with regulatory requirements
- Client & Counterparty Communication: Liaise with clients and counterparties regarding trade details
- Trade Lifecycle Management: Oversee the full lifecycle of OTC derivative trades
- Process Improvement: Identify inefficiencies and suggest process optimizations
- Reporting & Documentation: Prepare trade status reports and maintain audit documentation
- Cross-functional Collaboration: Coordinate with Front Office, Risk, and Back Office teams
RR Donnelley
Accounting Associate
07.2016 - 10.2017
Job overview
- Invoice Generation: Prepare and issue accurate invoices based on contract terms
- Collections & Follow-ups: Contact customers to follow up on overdue payments
- Account Reconciliation: Reconcile customer accounts and resolve payment discrepancies
- Dispute Management: Address and resolve billing disputes with customers
- Credit Management: Review and manage customer credit limits and payment terms
- Aging Reports & Analysis: Prepare aging reports and analyze overdue accounts
- Payment Processing: Accurately process received payments and apply to customer accounts
- Cash Flow Management: Monitor cash flow and ensure timely receipt of payments
- Customer Relationship Management: Build strong relationships and offer flexible payment terms
- Reporting & Documentation: Maintain accurate records and prepare regular collection reports
- Process Improvement: Identify inefficiencies and contribute to process optimization
Education
Imarticus Learning
Certified Investment Banking Operations Professional
University Overview
Mepco Schlenk Engineering College
Master of Business Administration
01.2014 - 01.2016
University Overview
- Anna University Roll No. 201451007
- GPA: 84%
PKN Arts & Science College
Bachelor of Business Administration
01.2011 - 01.2014
University Overview
- University First Rank
- Madurai Kamaraj University Roll No. B1211951
- GPA: 82.68%
SKDJ Higher Secondary School
H.S.C
University Overview
- Roll No. 753126
- GPA: 85.4%
Mary Sargent Girls Higher Secondary School
S.S.C
University Overview
- Roll No. 062002
- GPA: 87.2%
Skills
Critical thinking
Tools And Software
Tools And Software
- Accounting Suite
- QBO
- QBD
- Booke AI
- Netsuite
- Xero
- Keeper
- Canopy
- Swift Alliance
- Murex
- Bloomberg
- Tally
Additional Qualifications
Additional Qualifications
- Honors Diploma in Computer Application
- Certificate in soft skill development Programme
- Type Writing in English
Timeline
Team Leader – Bookkeeping and Accounting US & Canada Accounts & QA Testing Manager
S&N Financial Services
08.2023 - Current
Specialist – Pre –NAV Trade Review Process
State street HCL Services
02.2020 - 01.2023
Associate – Derivative Settlements – (OTC Market)
BNP PARISBAS INDIAN SOLUTIONS PVT LTD
01.2018 - 09.2019
Accounting Associate
RR Donnelley
07.2016 - 10.2017
Mepco Schlenk Engineering College
Master of Business Administration
01.2014 - 01.2016
PKN Arts & Science College
Bachelor of Business Administration
01.2011 - 01.2014
SKDJ Higher Secondary School
H.S.C
01.2011
Mary Sargent Girls Higher Secondary School
S.S.C
01.2009
Imarticus Learning
Certified Investment Banking Operations Professional
01.2017
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