Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Prajwal Kulkarni

Pune

Summary

Fast learning, results-oriented professional, utilizing skills in the investment banking field to drive business goals. Possessing exceptional problem-solving and analytical skills, able to work effectively and efficiently in high performing teams.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Senior Analyst: Reconciliation

Northern Trust Operating Services
12.2023 - Current
  • Reconciled unapplied funds by reviewing claim history and determining appropriate allocations.
  • Conducted thorough research to identify root causes of unapplied funds.
  • Maintained detailed documentation of unapplied funds, including source, amount, and resolution status.
  • Provided regular reports on unapplied funds status and trends to inform management decisions.
  • Identified opportunities for process improvement in handling unapplied funds as senior team member.
  • Developed and implemented new procedures to enhance automation and improve efficiency.
  • Assessed financial risks related to unapplied funds, addressing potential revenue loss or misallocation.
  • Responded to auditor inquiries, ensuring compliance with standards through proper documentation.

Analyst 2 - Derivatives

Northern Trust Operating Services
09.2022 - 11.2023
  • Supported derivative department through collaboration with static team.
  • Executed end-to-end processing for derivatives products, including futures and OTC transactions.
  • Utilized GMI and Fund Master applications for efficient operations.
  • Conducted call-back procedures for payment processing with Investment Managers.
  • Established SSIs necessary for payment processing.
  • Addressed ad-hoc requests from operations teams due to client-driven changes.
  • Investigated daily discrepancies arising from derivatives postings.
  • Facilitated internal setups for new clients, ensuring broker and Investment Manager access.

Financial Analyst

Flex India Pvt. Ltd.
03.2021 - 10.2022
  • Process invoices as per the standard operating procedures and meet the targets
  • Maintain daily productivity log for the team
  • Reporting activities - Generate and update the VMI reports
  • Analyse and process daily transaction reports received from customer
  • Contact customer and confirm receipt of invoice/shipment
  • Reporting & Reconciliation of Sales and Inventory on weekly basis
  • Creation of SO's
  • Finding out sales accruals and posting to that period only

Education

MBA - Finance

Modern Institute of Business Management
Pune

BBA - Financial Management

Modern College of Arts, Commerce & Science

HSC -

Maharashtra Board

SSC -

Maharashtra Board

Skills

  • Reconciliation
  • Process improvement
  • Data analysis
  • Financial reporting
  • Compliance auditing
  • Risk assessment
  • Team collaboration
  • Automation techniques
  • Effective communication
  • Problem solving
  • Critical thinking
  • Time management

Certification

  • Completed Financial Modeling from IMS preschool.
  • Completed E-certification on 'Introduction to Corporate Finance' from University of Pennsylvania.
  • Completed training on Financial Markets.
  • Attended State Level Seminar on E- Commerce.
  • Workshop on Appropriate Dressing for Interviews & Public Speaking.
  • Completed Employability Enhancement Program.

Timeline

Senior Analyst: Reconciliation

Northern Trust Operating Services
12.2023 - Current

Analyst 2 - Derivatives

Northern Trust Operating Services
09.2022 - 11.2023

Financial Analyst

Flex India Pvt. Ltd.
03.2021 - 10.2022

MBA - Finance

Modern Institute of Business Management

BBA - Financial Management

Modern College of Arts, Commerce & Science

HSC -

Maharashtra Board

SSC -

Maharashtra Board

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Prajwal Kulkarni