Microsoft Excel
NEEDHI TIWARI
Capital Market Analysst
Bangalore
Summary
Dynamic Capital Market Associate with three years of experience specializing in finance and data analysis. Skilled in reconciling financial discrepancies and translating complex data into actionable insights to enhance client experience. Demonstrated ability to lead teams, manage budgets, and improve operational efficiency through effective communication and stakeholder engagement. Passionate about leveraging analytical skills and attention to detail in an Analyst role to support data-driven initiatives and advance organizational goals.
Overview
7
7
years of professional experience
7
7
years of post-secondary education
3
3
Languages
Work History
Fund Admin Analyst
Accenture
05.2024 - Current
- Preparing market opening documents for various funds in different global markets.
- Collaborating with custodians and sub-custodians to ensure that the funds are prepared for trading in the market, according to their scheduled launch dates.
- Experience in handling areas such as management fees, carried interest, partner contributions, distribution calculations, and fair value calculations.
- Administering daily fund operations, such as fund accounting, transfer agency, and corporate actions.
- Enhanced team collaboration by providing clear communication of complex findings through visualizations and reports.
- Developed comprehensive training materials for new analysts, improving onboarding efficiency.
- Improved financial accuracy by diligently reviewing and analyzing financial statements, reports, and reconciliations.
- Enhanced credit risk management by analyzing financial statements and conducting thorough due diligence.
Client transition Associate
Accenture
07.2022 - 05.2024
- Coordinating the reconciliation, moratorium review, and loading of external transition management trade execution files for new or existing accounts.
- Ensuring timely delivery of account-opening documentation, orchestrating custodial and market openings, and coordinating asset-in-kind processing.
- Initiating the setup of account records for new accounts and portfolios, reviewing and approving new account setups, and facilitating the appropriate use of internal trade restriction flags.
- Assisting and training colleagues, serving as a global expert for account record setups, and updating process and control checklists.
- Enhanced company''s internal control systems for better risk management and compliance with GAAP.
BUSINESS ANALYST
Swarna Technology Pvt. Ltd.
10.2021 - 03.2022
- Created and maintained comprehensive documentation, including business requirements, functional specifications, and test plans, to ensure proper understanding and implementation of project deliverables.
- Facilitated workshops and meetings to elicit and prioritize business needs, fostering collaboration and consensus among cross-functional teams.
- Performed gap analysis between existing systems or processes and the desired state, identifying areas for improvement or enhancement.
- Conducted market research studies to provide valuable insights for strategic planning initiatives.
- Facilitated Scrum framework – sprint planning, backlog grooming, daily scrums, sprint reviews, and sprint retrospectives.
- Developed custom Scrum boards for better task tracking and transparency within the team.
CA Intern
TGC & Co firm.
01.2019 - 10.2019
- Filed tax returns and prepared government reports, adhering to standards of compliance.
- Enhanced financial reporting accuracy by streamlining accounting procedures and implementing effective internal controls.
- Streamlined tax accounting processes for increased efficiency in completing tasks.
- Maintained strict adherence to ethical standards, ensuring that all accounting activities were conducted with integrity and professionalism.
- Assisted in the timely preparation of financial statements, ensuring compliance with relevant accounting standards.
Education
MBA - Finance
CMR Institute of Technology
Bengaluru, India 04.2019 - 01.2021
Bachelor of Commerce - Accounting And Finance
New Horizon College
Bengaluru, India 04.2015 - 01.2018
Pre-University Education - undefined
New Horizon College
01.2013 - 01.2015
School Certificate - undefined
Mother Mary English School
01.2012 - 01.2013
Skills
- Documentation expertise
- Data visualization tools
- Audit support
- SQL and databases
- Account reconciliation
- Client relations
- Cross-functional collaboration
- Financial analysis
Software
Power BI
Basic SQL
Bloomberg
Accomplishments
- Successfully managed and supported three cross-functional teams simultaneously in an agile environment, ensuring seamless coordination, timely deliverables, and high team performance.
- Designed and implemented a ticketing mechanism to streamline work assignment, tracking, and on-time delivery, significantly improving team efficiency and accountability.
Timeline
Fund Admin Analyst
Accenture
05.2024 - Current
Client transition Associate
Accenture
07.2022 - 05.2024
BUSINESS ANALYST
Swarna Technology Pvt. Ltd.
10.2021 - 03.2022
MBA - Finance
CMR Institute of Technology
04.2019 - 01.2021
CA Intern
TGC & Co firm.
01.2019 - 10.2019
Bachelor of Commerce - Accounting And Finance
New Horizon College
04.2015 - 01.2018
Pre-University Education - undefined
New Horizon College
01.2013 - 01.2015
School Certificate - undefined
Mother Mary English School
01.2012 - 01.2013
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