Financial Analyst with 3+ years in trade reconciliation and investment banking operations. Skilled in data visualisation and discrepancy resolution, ensuring accuracy, compliance, and operational efficiency. Dedicated to applying my expertise to deliver impactful financial insights and drive value for the organisation.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Intermediate Representative - Trade Analyst
BNY Mellon International Operations Ltd.
Pune
12.2022 - Current
Conducted monthly trade reconciliations, including holdings, trades, accruals, market values, and pricing, ensuring 100% accuracy in financial reporting.
Resolved cash/unit discrepancies, ensuring daily financial accuracy and timely NAV calculations for high-value client portfolios.
Optimized portfolio reconciliation processes, resolving discrepancies across 100+ trades daily, Reduced trade reconciliation errors by 15% and improved reporting accuracy
Performed daily accruals for interest and dividends on bonds and equities, reducing manual errors by 10%.
Executed internal and external reconciliations across custody and accounting platforms, ensuring compliance with regulatory standards.
Designed and implemented an automation solution for accrual processes on GRX, reducing manual workload by 2% across all regions and improving operational efficiency.
Trained and mentored new team members, ensuring smooth onboarding and task accuracy.
Handled critical client inquiries and investment manager queries, fostering strong relationships and improving client retention by 20%.
Business Development Associate
Byju's
Bangalore
07.2021 - 08.2022
Analyzed market trends and trade data to identify new business opportunities, resulting in a 25% increase in client acquisition.
Developed and maintained a robust pipeline of opportunities through effective engagement and prospecting, contributing to a 15% growth in revenue.
Built strong relationships with partners and customers, fostering long-term business partnerships.
Education
Executive Post Graduate Programme in Management - Finance
Indian Institute of Management
Kozhikode
08-2027
B.com - Finance
Devi Ahilya Vishwadyalaya
Indore
01.2021
Skills
TLM for cash/ unit
GRX for external reconciliation
NAV calculations
Bloomberg
Financial Modeling
DCF Valuation
Data Visualization
Tableau
Power BI
Automation Tools
Advanced Excel
Stakeholder Management
Certification
Financial Modelling and Valuation, The Wall Street School, Delhi
Accomplishments
Spotlight Award – BNY Mellon: Recognised for achieving a 10% reduction in manual errors within financial reporting processes, significantly enhancing operational efficiency.
International Toastmasters Winner: Secured first place in a prestigious speech contest, demonstrating exceptional communication and presentation skills.
Global Accruals Automation – GRX Platform: Designed and implemented an automation solution for accrual processes, reducing manual workload by 2% across all regions and improving accuracy in financial reporting.
Professional Development
Advanced Excel for Financial Modeling - Coursera
Power BI - Data Visualization
ECRM - Corporate actions
TLM for Cash and Unit Variance
GRX for Trade reconciliation
Jira for Internal query
Timeline
Intermediate Representative - Trade Analyst
BNY Mellon International Operations Ltd.
12.2022 - Current
Business Development Associate
Byju's
07.2021 - 08.2022
Executive Post Graduate Programme in Management - Finance
Data management quantitative analyst at BNY Mellon International Operations India pvt ltdData management quantitative analyst at BNY Mellon International Operations India pvt ltd
Intermediate Representative at BNY MELLON INTERNATIONAL OPERATIONS CENTRE LTDIntermediate Representative at BNY MELLON INTERNATIONAL OPERATIONS CENTRE LTD