Gayathri Anandh
Bangalore,KA
Summary
Over 8.5 years of experience as a proven Financial Analyst in the professional services, mutual funds, retail, and investment banking sectors Proficiency in cost investigation, development of financial reporting, financial modeling, and foreign exchange and mutual fund pricing analysis Excellent business communication and interpersonal skills
Results-focused professional with deep understanding of business analytics and data-driven decision-making. Proven ability to generate valuable insights and streamline processes. Known for effective team collaboration and adapting to dynamic environments. Skilled in data interpretation and strategic planning.
Overview
9
9
years of professional experience
Work History
Senior Analyst
Deloitte Support Service India Pvt Ltd
02.2020 - 04.2023
- Stakeholder Management and identifying best practices to enhance client deliverables
- Investigate incurred costs to the businesses for appropriateness, working across multiple teams as necessary
- Publish cost commentaries to Financial Managers and Business Finance team so they can make informed business decisions
- Propose, prepare, and process journal entries, including accrual, prepayment, and cost reallocations
- Execute month end activities for each period financial close
- Support testing activities for SAP and applications in Citrix (remote desktop) using UAT environment
- Train, mentor and develop new joiners in the team
- Promoted in less than 12 months
- Received multiple appreciation acknowledgements from internal management and client stakeholders
- Awarded 2 spot awards and 1 applause award
- Spot award for proactively helping the team members and coordinating the activities in Cos Mindblowers (Fun activity)
- Applause award for stepping up to train the new hires, review process of peers and played a vital role in S4 testing for UK
- Spot award for proactively taking up challenge and for teamwork
- Successful transition of process of Cost Investigations from UK Member firm to GFS
- Key player in establishing committee focused on increasing community across the broader team bonding activity and received appreciation from leadership
Senior Analyst
Wipro BPO
11.2012 - 08.2014
- Company Overview: Citibank operations
- Research company data from the client and update prices of FX Brokerage payables
- Investigate competitor product portfolio and benchmark performance of high performing mutual funds/ investment products
- Conduct due diligence on companies and industries by researching, reading financial statements and market data
- Quantitatively analyze stock’s statistical data in relation to recent market activity and create detailed report for the senior management
- Keep up to date with market developments, new investment products and all other areas that can affect the markets, e.g., movements in the economies of relevant countries
- Develop various types of financial models to value debt and equity for mergers, acquisitions, and capital raising transactions for portfolio managers
- Develop recommendations for product offerings, private equity transactions, mergers and acquisitions, and valuations
- Meet with and providing information to fund managers; this might include summaries of research, investment ideas, key events from the proceeding day
- Make recommendations to fund managers, being able to position ideas and articulate to the fund manager about the risk or payoff for each recommendation
- Support operations for NAM, EMEA, and APAC region for foreign exchange payables
- Citibank operations
- Completed the process training very quickly and took over new challenges
- Migrated Hong Kong Process internally and started handling independently
- Identified and implemented automation in the payment procedure
- Trainer for all new joiners
- Received appreciation for handling the fun activities across the team
Senior Buying Admin
TESCO HSC
01.2011 - 12.2011
- Maintain product pricing and promotions in Dairy category
- Interact with suppliers in UK to update cost
- New product setup, promotion and maintenance of retail prices
- Regular checks on cost and retail prices of Dairy category
- Handled major projects related to Undercharges (cost related report)
- Investigation on errors and reports to be sent to top management
- Resolve queries related to labels/ promotions/ retails in stores with the TAT of 24 hours
- Handle training requirements for the new employee in the team
- Prepare training materials and training plan to new joiners
- Managing all client queries and escalation
- Successful completion of initial process related training and ranked top in accreditations
- Received appreciations from the buyers in UK for handling the issues instantly
- Reduced undercharges to a great extent and received appreciation from top management
- Cross trained in other processes and shared the best practices amongst team members
Compliance Analyst
Franklin Templeton Investments
11.2009 - 11.2010
- Financial modeling: input data into proprietary financial models to create charts, dashboards and supporting material
- Maintain up-to-date knowledge of financial services industry happenings and current events
- Conduct preparation and review of materials used in the financing of clients, including investment memoranda, management presentations and pitchbooks
- Perform various valuation methods: comparable companies, precedents, and DCF
- Regular check on accounts (internal accounts) and check percentage of investments is within the set regulations
- Interact with the Global teams for resolving the issues relating to Portfolio accounts
- Involved in the quality checking for Certifications and the process related issues
- Effective at handling the tools like Charles River, Global Max and Onetis
- Handle major projects related to SWAPS every week
- Handle work related to Florida, Hong Kong and San Mateo funds
- Handle training in process and involved in the knowledge transfer to new employees
- Assist Equity Analysts and Portfolio Managers in the critical evaluation of potential equity investments
- Successfully completed many training courses and received appreciation
- Received appreciation from counterparts for handling issues very quickly
- Involved in fun activity of the team and organized many events successfully
- Handled transport issues for the team and served as a SPOC for the transport department
Data Analyst Pricing
Fed by Info PVT Ltd
05.2007 - 08.2009
- Company Overview: UK Based Data Providing Firm (TRUSTNET)
- Collection of fund prices from International Fund Management for UK and offshore funds
- Interact with Global Fund Managers to resolve queries on pricing of the Mutual Funds
- Acquisition of new funds from the Fund accounting team of reputed mutual fund companies and handling DQR (Data Quality Report)
- Analysis of data to update on websites like Trustnet and IMA (Fund Listings)
- Provide data to companies like Bloomberg, Thomson Reuters, Skandia and other vendors
- Maintain deliverables as per SLA
- Involve in conversion of the incoming files into a feasible form for processing of Data
- UK Based Data Providing Firm (TRUSTNET)
- Completed major project in Xceptor (new tool that was developed recently)
- Received appreciation from Clients for quick turnaround on queries
- Highest achiever of targets in the team and consistent performer
Education
Master of Business Administration - Finance
04.2007
Bachelor’s - commerce
04.2005
Skills
- Client management
- Client relationship management
- Data analysis
- Report preparation
- Performance monitoring
- Stakeholder communication
Timeline
Senior Analyst
Deloitte Support Service India Pvt Ltd
02.2020 - 04.2023
Senior Analyst
Wipro BPO
11.2012 - 08.2014
Senior Buying Admin
TESCO HSC
01.2011 - 12.2011
Compliance Analyst
Franklin Templeton Investments
11.2009 - 11.2010
Data Analyst Pricing
Fed by Info PVT Ltd
05.2007 - 08.2009
Master of Business Administration - Finance
Bachelor’s - commerce
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