Anunaya Marimuthu
Coimbatore
Summary
Motivated and adaptable finance professional with practical experience in financial analysis, client portfolios, and regulatory documentation. Looking to join EY's US FSO BTC - Tax Analyst team to develop expertise in U.S. tax reporting while contributing to client success and innovation in tax processes. My adaptability and proactive approach enable me to deliver effective solutions, aligning with the organization's vision and my self-development.
Overview
2
2
years of professional experience
Work History
Account Manager
Anand Rathi Wealth Ltd
05.2023 - Current
- Collaborated with product and advisory teams to assess investment strategies and tax-efficient portfolios for HNIs.
- Generated detailed client reports and performance summaries with >95% accuracy.
- Managed full transaction lifecycle including documentation, regulatory compliance, and audit readiness.
- Contributed to a 10% growth in annual team revenue through strategic portfolio recommendations.
- Utilized Excel for financial reporting, portfolio tracking, and risk assessments.
HR Intern
Dalmia Cement
01.2023 - 03.2023
- Assisted in recruitment coordination, scheduling, and database management.
- Developed communication and organizational skills critical for client-facing roles.
Education
MBA - Finance & Human Resource
Ethiraj College for Women
05.2023
B.Com - Retail Marketing
PSG College of Arts And Science
05.2021
Skills
- Basic knowledge of US federal tax regulations
- Financial reporting
- Statement analysis
- Portfolio performance tracking
- Tax-efficient investment planning
- Advanced Microsoft Excel
- Financial models
- PowerPoint for reporting and presentations
- Strong client relationship management
- Business development support
- Acquisition of HNI clients
- Clear written and verbal communication
- Accurate documentation
- Transaction handling
Accomplishments
- Onboarded 5 new HNI clients, expanding portfolio base.
- Delivered 100% error-free client transactions and timely processing.
Timeline
Account Manager
Anand Rathi Wealth Ltd
05.2023 - Current
HR Intern
Dalmia Cement
01.2023 - 03.2023
B.Com - Retail Marketing
PSG College of Arts And Science
MBA - Finance & Human Resource
Ethiraj College for Women
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