Kajal Wadhwani
Senior Financial Analyst
Kalyan
Summary
Financial operations specialist bringing 7+ years of expertise in brokerage reconciliation, trade reconciliation, and invoice analysis. Proven ability to resolve discrepancies, enhance processes, and ensure regulatory compliance. Skilled in collaborating with stakeholders and adapting across various financial products, including commodities and credit derivatives.
Overview
4
4
Languages
9
9
years of professional experience
Work History
Senior Financial Analyst
EClerx Services Ltd.
09.2022 - Current
- Reviewed and analyzed invoices from external vendors for accuracy and compliance with contracts and agreements.
- Identified discrepancies and unusual charges, coordinating with internal teams and external partners to resolve issues promptly.
- Matched invoices with internal records, including trade data and settlement files, ensuring consistency and proper reconciliation.
- Verified invoice details such as dates, amounts, and reference numbers, maintaining accurate financial records.
- Initiated and tracked payments, following company policies and obtaining necessary approvals.
- Provided regular updates to stakeholders on invoice status and resolutions.
- Maintained organized documentation of all communications and issue resolutions for audit and compliance purposes.
Associate Pension Administrator
Marsh & McLennan Co.
02.2021 - 08.2022
- Reviewed and processed retirement and transfer requests for UK Defined Contribution Pension Schemes.
- Verified member details and conducted pre-checks using system records.
- Prepared retirement/transfer packs, checklists, and forms based on member requests.
- Managed both manual and automated (BOT) member correspondence.
Financial Analyst
EClerx Services Ltd.
10.2017 - 11.2019
- Performed brokerage reconciliation for Indian commodities, ensuring accuracy of trade and settlement data.
- Identified and resolved data mismatches to support compliance and operational efficiency.
- Conducted root cause analysis for invoice discrepancies for US clients, recommending and implementing process improvements.
- Collaborated with stakeholders to resolve issues and enhance invoice management workflows.
- Cross-trained in Credit Derivatives Reconsideration, supporting reconciliation and validation of complex transactions.
Education
M.Com -
Mumbai University
Mumbai, India 04.2001 -
Bachelor of Commerce -
Mumbai University
Mumbai, India 04.2001 -
Skills
Regulatory Compliance
Invoice Management & Root Cause Analysis
Financial modeling
Cash flow management
Automated & Manual Correspondence Handling
Data Reconciliation & Validation
Stakeholder Collaboration
Cross-functional Training
Workflow Optimization
Automated & Manual Correspondence Handling
Accomplishments
- Received a professional excellence award from the Financial Management Association.
- Resolved product issue through consumer testing.
Timeline
Senior Financial Analyst
EClerx Services Ltd.
09.2022 - Current
Associate Pension Administrator
Marsh & McLennan Co.
02.2021 - 08.2022
Financial Analyst
EClerx Services Ltd.
10.2017 - 11.2019
M.Com -
Mumbai University
04.2001 -
Bachelor of Commerce -
Mumbai University
04.2001 -
Hobbies
Passionate about exploring diverse music.