Summary
Overview
Work History
Education
Skills
Websites
Languages
Timeline
Generic

POOJA BUGGA

Bengaluru

Summary

Dynamic finance and accounting professional with 4 years of experience at Goldman Sachs, demonstrating a strong ability to enhance operational efficiency and mitigate financial risks. Expertise in investment break analysis, custody reconciliation, and process automation drives effective compliance and reporting outcomes. Proven track record in leading cross-functional initiatives ensures successful integration and strategic support within financial operations. Passionate about leveraging analytical skills and strategic insight to contribute to a high-performing finance team.

Overview

4
4
years of professional experience
4
4
years of post-secondary education

Work History

Associate - Investment Guidelines

Goldman Sachs
Bengaluru
10.2022 - Current
  • Analyzed investment breaks across diverse strategies, including Short Duration, Money Market, UK Pensions, and US Municipals.
  • Led root cause analysis and resolution efforts, coordinating with cross-functional stakeholders to mitigate financial risks.
  • Managed strategic integration of NNIP post-acquisition, overseeing testing, reconciliation, and go-live support as primary point of contact for reporting.
  • Enhanced workflow efficiency by automating processes, transitioning from traditional communication to streamlined systems.
  • Developed and implemented training programs for compliance protocols and reporting standards.
  • Acted as point of contact for client queries and delivered periodic and ad-hoc portfolio compliance reports.

Senior Analyst - Portfolio Custody Reconciliation

Goldman Sachs
Bengaluru
06.2021 - 09.2022
  • Took end-to-end ownership of Tokyo and Singapore GSAM client accounts, serving as the primary liaison across operations and business partners.
  • Enhanced audit trails through meticulous data reconciliation and documentation practices.
  • Strengthened audit trails and reduced reconciliation timelines by automating processes and enforcing rigorous data validation protocols.
  • Led cross-functional efforts to implement risk mitigation strategies across global portfolios.
  • Directed a 15-member team through a high-stakes process migration, ensuring seamless knowledge transfer, minimal disruption, and full operational continuity.

Client Development Intern

Anand Group
Bengaluru
07.2016 - 08.2016
  • Developed client onboarding POCs and supported employee welfare strategy implementation.

Education

Master of Professional Accounting | Master of Business Administration -

James Cook University
Singapore
11.2018 - 03.2020

Bachelor of Business Administration - Finance

Center For Management Studies, Jain University
06.2015 - 04.2018

Skills

  • Investment Break Analysis
  • Financial Reporting
  • Risk Mitigation
  • Regulatory Compliance
  • Data Reconciliation
  • MS Office
  • JIRA
  • Ion Sentinel
  • Bloomberg

Websites

Languages

English
Bilingual or Proficient (C2)
Hindi
Upper intermediate (B2)
Telugu
Bilingual or Proficient (C2)

Timeline

Associate - Investment Guidelines

Goldman Sachs
10.2022 - Current

Senior Analyst - Portfolio Custody Reconciliation

Goldman Sachs
06.2021 - 09.2022

Master of Professional Accounting | Master of Business Administration -

James Cook University
11.2018 - 03.2020

Client Development Intern

Anand Group
07.2016 - 08.2016

Bachelor of Business Administration - Finance

Center For Management Studies, Jain University
06.2015 - 04.2018
POOJA BUGGA