Summary
Overview
Work History
Education
Skills
Certification
References
Languages
Careeraccomplishments
Timeline
Generic
Rajashree Vittal

Rajashree Vittal

Bengaluru

Summary

Experienced Senior Financial Analyst with 9+ years specializing in financial planning, analysis, and reporting. Expertise in onboarding, maintenance, and backoffice support, driving strategic decision-making and optimizing business performance. Proven ability to analyze complex financial data, identify trends, and deliver actionable insights to senior management. Proficient in financial software, advanced Excel functions, and effective collaboration with cross-functional teams. Committed to continuous learning and staying updated with industry trends.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Senior Financial Analyst

Societe Generale Global Solutions pvt ltd
Bengaluru
05.2022 - 09.2024
  • Timely response to on shore team for any queries raised
  • Providing small scale training to new joiners and assisting them to get accesses
  • Support the month-end and year-end close processes, including journal entries and account reconciliations
  • Prepare reports and presentations on broker accreditation activities and outcomes for management and regulatory agencies
  • Participate in industry conferences and seminars to stay informed about best practices and emerging trends in broker accreditation
  • Monitor industry trends and regulatory changes to ensure accreditation processes remain current and effective
  • Maintain accurate and up-to-date records of accredited brokers and their compliance status
  • Provide guidance and support to brokers regarding accreditation requirements and assist with any inquiries or concerns
  • Collaborate with internal teams to develop and implement policies and procedures for broker accreditation and ongoing monitoring
  • Evaluate broker performance and adherence to industry standards through regular audits and assessments
  • Conduct thorough reviews of broker applications and supporting documentation to ensure compliance with accreditation requirements
  • Managing the allocations que and getting it done within SLA (Service Level agreement)
  • Involving in Training and development of new joiners
  • Being promoted as Quality check officer within 6 months of joining

Broker Accreditation Officer

ANZ Support Services pvt ltd
Bengaluru
10.2020 - 04.2022
  • Prepare reports and presentations on broker accreditation activities and outcomes for management and regulatory agencies.
  • Participate in industry conferences and seminars to stay informed about best practices and emerging trends in broker accreditation.
  • Monitor industry trends and regulatory changes to ensure accreditation processes remain current and effective.
  • Maintain accurate and up-to-date records of accredited brokers and their compliance status.
  • Provide guidance and support to brokers regarding accreditation requirements and assist with any inquiries or concerns.
  • Collaborate with internal teams to develop and implement policies and procedures for broker accreditation and ongoing monitoring.
  • Evaluate broker performance and adherence to industry standards through regular audits and assessments.
  • Conduct thorough reviews of broker applications and supporting documentation to ensure compliance with accreditation requirements.
  • Managing the allocations queue and getting it done within SLA (Service Level Agreement).
  • Involving in training and development of new joiners.
  • Being promoted as a Quality Check Officer within 6 months of joining.

Content Financial Analyst

Thomson Reuters
Bengaluru
12.2008 - 12.2014
  • Collecting, Analyzing, and Restructuring financial statements of public and private listed companies of the US and European countries.
  • Ensuring compliance with US, IFRS, and Local GAAPs and regulatory reporting.
  • Financial updates concentrated on the US Market, European market including the Netherlands, Germany, and Middle East countries.
  • Handling client queries, verifying errors, and providing clarification and value-added information.
  • Presented financial data in standardized formats and in conformance with US GAAP, IFRS, and other local GAAPs of the Netherlands and Middle East countries.
  • Analyzing financial strengths of public companies (equity), such as ratio calculation, earnings per share calculation, business segment analysis, analyzing and collecting data from footnotes, analyzing capability of debt repayment, and normalized income from business. Collecting auditor's opinion and new accounting policy changes, calculation of book value and NAV.
  • Providing financial training on different profiles to new joiners.
  • Engaged in simplification of tool, resulting in reduction of standard timeliness.

Career Accomplishments
Awarded 'Employee of the month' three times in a row, which is held quarterly.
Awarded as 'High potential Employee,' this is a very prestigious award.

Education

Bachelor of Commerce - Finance

PES Degree college
Benagaliru, India
06.2008

Skills

  • Lead and mentor junior analysts
  • Guidance and support
  • Work independently
  • Meet tight deadlines
  • Attention to detail
  • Accuracy
  • Financial reporting standards
  • GAAP
  • IFRS
  • Financial reporting
  • Financial analysis
  • Identify errors
  • Discrepancies in financial data
  • Understanding of financial statements
  • Income statements
  • Balance sheets
  • Cash flow statements
  • Understanding of macroeconomic factors
  • Impact on financial markets
  • Managing multiple priorities
  • Managing projects simultaneously

Certification

Dip in IFRS, Zell education - ACCA Approved, Pursuing

References

Vijay Gopalakrishna, Manager, SocGen, 9740183932

Imran - Team Lead, SocGen , 9894664786

Languages

  • English, Bilingual or Proficient (C2)
  • Hindi, Bilingual or Proficient (C2)
  • Kannada, Bilingual or Proficient (C2)

Careeraccomplishments

  • Awarded 'Employee of the month', three times in a row.
  • Awarded as 'High potential Employee'.
  • Being Promoted as Quality Check officer within 6 months of my joining

Timeline

Senior Financial Analyst

Societe Generale Global Solutions pvt ltd
05.2022 - 09.2024

Broker Accreditation Officer

ANZ Support Services pvt ltd
10.2020 - 04.2022

Content Financial Analyst

Thomson Reuters
12.2008 - 12.2014

Dip in IFRS, Zell education - ACCA Approved, Pursuing

Bachelor of Commerce - Finance

PES Degree college
Rajashree Vittal