Durga Poojitha
Senior Financial Analyst
Bengaluru,KA
Summary
Accomplished Senior Financial Analyst at Northern Trust, adept in financial statement analysis and client reporting. Excelled in developing financial models, enhancing process efficiency, and leading successful audits, showcasing exceptional planning and analytical skills. Proven track record in improving financial performance and client satisfaction, with a focus on strategic cost-saving and meticulous financial oversight.
Overview
3
3
years of professional experience
Work History
Senior Financial Analyst
Northern Trust
10.2023 - Current
- Developed and implemented financial models to analyze the impact of capital investments on business performance.
- Analyzed financial data to identify trends, discrepancies, and opportunities for improvement.
- Identified cost-saving strategies to maximize profitability and reduce expenses.
- Conducted thorough reviews of monthly financial statements to ensure accuracy in client reports.
- Created detailed reports summarizing financial performance metrics for senior management review.
- Provided technical expertise in developing complex financial models.
- Collaborated with cross-functional teams to fix the breaks and deliver the client statements as early as possible, ensuring the accuracy and integrity of financial records.
- Conducted audit checks on 5500 (ERISA) reporting for filing US tax.
- Specializes in overseeing financial reporting through auditing domestic and global accounts, ensuring stringent end-to-end checks. Highly skilled in reviewing and processing transactions, recognized for in-depth knowledge of audit procedures, and ethical standards as per GAAP.
- Analyzed ongoing market trends and gathered relevant data for process improvement to reduce risk in client deliverables.
- Played an integral role in transitioning new clients to Northern Trust through effective communication with the client service team, identifying their core requirements, and facilitating a seamless transition.
- Accountable for preparing monthly/quarterly NAV workbooks and fund-level financial statements.
- Continuous participation in different projects for process enhancement.
- Coordinated the annual audit process by preparing schedules and organizing documents requested by auditors.
- Created presentations and documentation to deliver financial data to associates and professionals.
- Presented findings to executive team, highlighting areas of risk exposure and opportunities for improvement.
Financial Analyst
Northern Trust
04.2021 - 10.2023
Education
MBA - Finance & Marketing
KLE's IMSR (Karnataka University)
Hubli, India 04.2001 -
Bachelor of Science -
JSS College
Dharwad, India 04.2001 -
Skills
1) Financial Statement Analysis 2) Client Reporting
3) Valuation Analysis 4) Fund Accounting
5) Financial Reporting 6) Transaction Analysis
7) Portfolio Valuation 8) Corporate Actions
9) Power BI 10) Trade Settlements
11) Microsoft Excel 12) Planning
13) Forecasting 14) Reconciliation
Accomplishments
- Awarded 7 recognitions over 4 years of span, which includes 3 quarterly performance awards & 4 Monthly recognitions.
- Have received multiple appreciations from senior managements, middle offices, client service managers for the dedication, support, timeliness, accuracy, expert service & ad-hoc service throughout my tenure.
Timeline
Senior Financial Analyst
Northern Trust
10.2023 - Current
Financial Analyst
Northern Trust
04.2021 - 10.2023
MBA - Finance & Marketing
KLE's IMSR (Karnataka University)
04.2001 -
Bachelor of Science -
JSS College
04.2001 -