D LAKSHMI SOORYA
Kovilpatti
Summary
As I am a person with good decision-making, leadership, and multitasking skills, I always use the opportunities in an efficient way. That helped me throughout my journey to get better at all the things. These skills molded me into a good finance professional, and enabled me to handle critical tasks and provide timely resolutions with accuracy.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Backoffice Reconciliation Associate 2
State Street
Coimbatore
08.2024 - Current
- Company Overview: A financial services company where I am a part of custodian banking services.
- Resolved client issues by their deadlines, boosting Net Asset Value (NAV).
- As an associate in back-office reconciliation, I need to ensure that the accuracy of both the custody side (the actual securities and assets) and the accounting side (the corresponding monetary records) is vital.
- My role likely involves settling trades, processing maturities, handling foreign exchange transactions, cash management, and reconciling between custody and accounting systems, identifying any discrepancies, investigating the causes, and taking appropriate action to resolve them.
Associate Analyst
Triple Dart
Bangalore
11.2022 - 06.2023
- I did an internship at 'Tripledart' as an Associate Analyst.
- There I am working with the Finance team. I did cash flow visualization, accounting, and tax filing.
- Learning about the tech stacks for the accounting needs.
Education
B.com - Accounting & Finance
PSGR Krishnammal College For Women
Coimbatore05-2023
Skills
- Multi-Client Horizon
- TLM
- Zoho Books
- Cash Flow Analytics
- Content Writing
- Microsoft Excel
- Microsoft Office
- Multitasking capacity
- Problem-solving abilities
Certification
- Principles of Management course offered by IIT Roorkee
- Development of Soft Skills
- "Securities Market" Course by Coimbatore Capital
Accomplishments
- In the final year project, I led a team of five members and successfully completed the project by analyzing the top five IPOs' price performance from the year 2018 to 2022
- I had volunteered in Codissia Intec 2022, a trade fair that is one of the largest trade fairs conducted in Tamil Nadu
- I got 1st prize in the ADZAP competition, in which our group acted in a marketing advertisement in an inter-college competition
- In State Street, I solved the issues within the client's deadline, which will increase their Net Asset Value (NAV)
Passion
I am a content writer, and I aim to explain all things in personal and business finance
I analyze startups and their business strategies
Timeline
Backoffice Reconciliation Associate 2
State Street
08.2024 - Current
Associate Analyst
Triple Dart
11.2022 - 06.2023
B.com - Accounting & Finance
PSGR Krishnammal College For Women