Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages Known
Strenghts
Co-Curricular Activtes
Timeline
Generic
Laxmi Sadhana Muktevi

Laxmi Sadhana Muktevi

Hyderabad

Summary

Detail-oriented Tax Operations Analyst with strong skills in tax documentation and compliance. Proven ability to streamline processes and enhance operational efficiency while ensuring adherence to regulatory requirements.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Tax Operations Analyst

Franklin Templeton
Hyderabad
12.2023 - Current
  • Process tax transactions includng income and withholding payment and maintaining tax tables at country and account levels for various markets.
  • Respond and working on internal and external inquiries regarding withholding, Residency of certifcation, tax documents and foreign reclaims.
  • Comprehending about the process flow and the corpoate rules and methods.
  • Worked on new account openings, closing accounts foreign reclaims, Backup, NRA and Fatca withholdings and other regulatory requirements.
  • Experience on tax forms like W-9, W-8BEN, W-8BEN-E.
  • Determining of Pension Payroll Payments/ filing for Federal and various states in our internal application and completing for various frequencies like daily, semi-weekly, semi -monthly, monthly, quarterly, annual as per federal/state website requirements.
  • Knoweledge in handling Cost Basis information, K-1's.

Financial Data Analyst

Metrics4 Analytics Pvt Ltd
Hyderabad
01.2023 - 12.2023
  • Captured live and historic corporate actions through investor relations, stock exchanges and SEC Filings.
  • Corporarte actions such as earnings release, earnings calendar, guidance, conference, buyback, share repurchase.
  • Worked on RSU'S new project.
  • Been as a mentor for college interns and ensured full accuracy
  • Played a key role in Special projects such as UK & Indian earnings.
  • Exposure in handling data validation and stayed updated on changes that effected the work flow.
  • Provided guidance and leadership to new joinees, fostered their professional development.

Financial Data Analyst

Metrics4 Analytics Pvt Ltd
Hyderabad
05.2022 - 08.2022
  • Worked as intern and been observed as full time employee.
  • Worked on Japan Corporate actions such as "Guidance"

Education

MBA (PGDM) - Finance & HR (90%)

Dhruva College Of Management
Hyderabad
04-2023

B.Com - Computer Applications (91%)

Little Flower Degree College
Hyderabad
08-2021

MEC (80%) -

Sri Gayatri Jr College
Hyderabad
04-2018

SSC (85%)

BVBHS
Hyderabad
04-2016

Skills

  • MS Office
  • SEI Wealth Platform
  • Global Plus
  • Global Inquiry
  • IBM Lotus Notes

Accomplishments

  • Got Appreciaton for meeting project deadlines at Franklin Templeton.
  • Rewarded for quarterly outstanding contribution and exemplary work at Metrics4 Analytics.
  • Honoured for best presentation at Dhruva College Of Management.
  • Awarded for Best Event Coordinator at Dhruva College of Management.
  • Been as a Discipline Head at LFDC.

Certification

  • Pursuing AI for Finance.
  • Certified Merit for Debate at LFDC.
  • Certified Tally Professional by Institute of Tally Learnings.

Languages Known

  • English
  • Hindi
  • Telugu
  • Spanish (Basic)

Strenghts

  • Meticulous
  • Proactive

Co-Curricular Activtes

  • Participated in stepathon- An Involved event at Franklin Templeton.
  • Participated and awarded for group ganesh idol making at Metrics4 Analytics Pvt Ltd.
  • Volunteered for Office events at Metrics4 Analytics Pvt Ltd.
  • Participated in various college events.

Timeline

Tax Operations Analyst

Franklin Templeton
12.2023 - Current

Financial Data Analyst

Metrics4 Analytics Pvt Ltd
01.2023 - 12.2023

Financial Data Analyst

Metrics4 Analytics Pvt Ltd
05.2022 - 08.2022

MBA (PGDM) - Finance & HR (90%)

Dhruva College Of Management

B.Com - Computer Applications (91%)

Little Flower Degree College

MEC (80%) -

Sri Gayatri Jr College

SSC (85%)

BVBHS

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Laxmi Sadhana Muktevi