Purbani Choudhury
Chennai
Summary
Accomplished financial professional with over 8 years of experience in Asset Servicing, specializing in leading teams and optimizing processes for high-risk transactions. Demonstrates proficiency in compliance assurance and operational discrepancy resolution. Adept at providing subject matter expertise and improving team efficiency. Seeking opportunities to leverage expertise in a dynamic organization.
Overview
9
9
years of professional experience
Work History
Senior Financial Analyst - Corporate Actions
Bank Of New York Mellon
09.2022 - 03.2025
- Led mentorship initiatives to guide the Corporate Actions Team in handling complex, high-dollar transactions.
- As a Subject Matter Expert, provided guidance to less experienced staffs on complex queries.
- Analyzed financial data to support decision-making and process improvements.
- Enhanced team performance by implementing progress monitoring systems.
- Identified opportunities to improve workflows, contributing to enhance efficiency of the team and reduce error rates.
Financial Analyst - Financial Controls
Bank Of New York Mellon
04.2020 - 08.2022
- Performed quality checks on Reconciliation and Settlement
- Researched aging breaks and extracting allocation details from different departments.
- Developed and maintained comprehensive SOPs for new transitions, improving operational efficiency.
- Collaborated with cross-functional teams to resolve client escalations, enhancing client satisfaction.
- Monitored the image queue and ensuring all the requests received are being processed.
Process Associate - Corporate Actions
Bank Of New York Mellon
04.2016 - 03.2020
- Reviewed and Analyzed Gain and Loss Reconciliations to ensure accurate Corporate Action Transaction Processing.
- Researched and resolved complex client account discrepancies, ensuring compliance and accuracy.
- Prepared dealer billing and Invoice, Operational Risk Entries, Write-ups
- Tracked and Researched Daily Missing NAV and Dividend Rates and ensuring timely and accurate pricing of funds and distribution of dividends.
- Prepared Financial reports and Fund Audit reports on Daily, Weekly, Monthly basis or as per Client Request.
Education
MBA - Finance
SRM University
05-2015
B.Tech - Biotechnology
Anna University
04-2012
Skills
- Subject Matter expertise in Asset Servicing
- Corporate actions
- AML/KYC Compliance
- Settlement and Reconciliation
- High Risk Transaction Research
- Gain/Loss Analysis
- Financial Reporting and Analysis
- Process Improvement
- Data analysis
- Cross-functional collaboration
- Team mentorship
- Performance monitoring
- Process documentation
- Operational risk management
- Decision making
- Asset management
- Internal controls
Timeline
Senior Financial Analyst - Corporate Actions
Bank Of New York Mellon
09.2022 - 03.2025
Financial Analyst - Financial Controls
Bank Of New York Mellon
04.2020 - 08.2022
Process Associate - Corporate Actions
Bank Of New York Mellon
04.2016 - 03.2020
MBA - Finance
SRM University
B.Tech - Biotechnology
Anna University
Highlights
- Successfully migrated Pricing and Dividend Distribution Processes.
- Reconciled 3500 breaks on an average in a month which includes cash, position and dividend reconciliation which helped in reducing aged items in Financial Controls team.
- Supported AML/KYC compliance team by reviewing 35,000+ cases within strict deadlines, completing 600 cases in just 2 weeks whie managing BAU tasks.
- Recognized for supporting critical client processes and achieving operational excellence during major transitions.
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