Summary
Overview
Work History
Education
Skills
Accomplishments
Job Description
Strengths
Personal Information
Disclaimer
Hobbies
Timeline
Generic
Sai Vineeth Poutla

Sai Vineeth Poutla

Senior Financial Analyst
Vijayawada,Maharastra

Summary

"I am actively seeking a role within an organization where I can leverage my extensive experience and analytical skills to contribute to its development and growth. With a background rooted in Investment Banking, encompassing 6 years of dynamic involvement, I have honed my expertise through roles such as Senior Analyst at State Street HCL Services (SSHCL) in Securities and Settlements, as well as Financial Analyst at Société Générale in Cash Reconciliation & Settlements. Currently serving as a Senior Financial Analyst within the Custody Client Services Team at Northern Trust, I have consistently delivered high-quality work and demonstrated a commitment to excellence. My academic foundation includes a degree in Commerce from P.B. Siddhartha College, Vijayawada (Krishna University), complemented by extensive training with Onshore Clients at the State Street Headquarters in Boston. Notably, I have successfully managed the migration of settlements and cash reconciliation teams from Luxembourg to India, showcasing my adaptability and strategic acumen." To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

6
6
years of professional experience
3
3
years of post-secondary education
4
4
Languages

Work History

Senior Financial Analyst

Norterntrust
Pune
03.2022 - Current
  • Make sure all the trades were settled in the market by monitoring real-time market application DTCC .
  • Communicating both the internal and external parties if there are any mismatches on CP allegements and client instructions.
  • We do also take care wire payments both incoming and our going wires.
  • It is also our core responsibility to get all the funds claimed properly to the client accounts.
  • Taking care of Client onboarding.
  • New account openings.
  • Actively calling IM's or Clients to address issues.
  • Aliasing with our tech teams and resolve client techinical issues for our portal access & Granting access to IM's and Clients.

Financial Analyst

Société General
Chennai
01.2021 - 02.2022
  • Monitoring Cash Payments and Receives.
  • Verifying Standard Settlement Instructions with Agent Back Office.
  • Amending trades with request of booking desk.
  • Processing allegements.
  • Daily cash reconciliation.

Senior Analyst

State Street HCL Services (SSHCL)
Chennai
06.2018 - 12.2020
  • Classifying trades on the basis of booking directions Buy & Sells.
  • Taken care of trade processing till settlement in Market.
  • Investigating on each unmatched trade and finding out the reason for unmatched.
  • Investigating on pending and Rejected trades then finding out the reason for rejection.
  • Reaching out appropriate Booking desk or Counter parties for discrepancies in trades.
  • Identifying allegements which are coming from CPs and informing to appropriate Booking desk.

Education

Bachelor of Arts - B.COM

P.B. Siddhartha College of Arts & Sciences
Vijayawada
06.2015 - 04.2018

Skills

Decision Making

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Accomplishments

  • Assisting with cross training for analyst and above in order to create back up on each activity
  • I have been a part of successfully migrated new transition within stipulated time with zero error.
  • I was awarded by the Process excellence team for providing new process improvement and reducing workforce.
  • Lot many appreciations for stabilization of transition and process improvement ideas with Accuracy
  • Became one among the (3 )Spokesperson in our team
  • Clear Global Investments Foundation Certification from CFA Institute, United states of America
  • Cracked the NSE Academy's Certification in Financial Markets(NCFM): Beginner's Module With 89%

Job Description

IN the past I worked for transaction services for middle office, which helps to resolve all trade related issues such as having a better understanding with trader, trade enrichment, and validation with trading desk and clients in order to mitigate the risk. I have been dealing with the securities like fixed income, equities and mutual funds make sure to settle the trades on timely manner for meeting client expectations and reaching the market deadlines. Now I am working with cash reconciliation and settlements team where we are the responsible to book MT103 & MT202 instructions and to chase the clearing house i,e (Clear-Stream) To settle them in the market, also performing reconciliations of daily and monthly for both CASH Part and securities part and justify the cash balance if any brakes found. Areas of handling: APAC, EMEA, North & South America. Roles and responsibilities: Serves for Electronic Trade Delivery (SWIFT) repair and process and settlement. Processing and authorizing trades that include equities, fixed income securities and mutual funds. Maintaining updated documents regarding process changes for enhancing quality improvement. Developing SOPs for high level process flow and client specific instructions. Identifying the challenges, multifarious scenarios and provide the solution to accomplish the task in successful way. Demonstrating high level diligence in monitoring authorization work queues. Proactively identifying service issues with client facing impact and bring them to the attention of the management.

Strengths

  • Problem Solving
  • Adaptability
  • Optimism
  • Determination
  • Automation
  • Idea generation


Personal Information

Date of Birth: 12/23/96

Disclaimer

I hereby declare that all the above information provided by me in this application is true to the best of my knowledge and belief.

Hobbies

"In the fiery grip of my love for bike riding, I've traversed the expanse from Kashmir's snow-kissed peaks to the sun-drenched shores of Kanyakumari, clocking over 2800+ kilometers in a mere 15 days. But that's not all. Recently, I embarked on a journey from Dwaraka to Bangladesh, spanning the west-east axis for over 2500+ kilometers. Across these adventures, I've weaved through the heartlands of nearly 20 states and union territories, each ride etching tales of freedom and exploration into the asphalt of our vast, diverse landscape."

Timeline

Senior Financial Analyst

Norterntrust
03.2022 - Current

Financial Analyst

Société General
01.2021 - 02.2022

Senior Analyst

State Street HCL Services (SSHCL)
06.2018 - 12.2020

Bachelor of Arts - B.COM

P.B. Siddhartha College of Arts & Sciences
06.2015 - 04.2018
Sai Vineeth PoutlaSenior Financial Analyst