Year of professional experience
Sahana Priya A
CMA USA
Bengaluru,Karnataka
Summary
I'm a Certified Management Accountant (CMA USA) with a Master's in Finance and Accountancy, passionate about financial reporting, analysis, and internal controls. At Goldman Sachs, I managed high value trade operations while gaining exposure to fund accounting, reconciliation, compliance and inventory management, ensuring accurate financial tracking and operational efficiency. I'm passionate about translating data into insights that improve processes and business growth.
Overview
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1
Work History
Equity Execution Analyst - Client Ops
Goldman Sachs - Russel Tobin
06.2025 - 11.2025
- Managed high value EMEA client settlements with accurate trade processing and reconciliations.
- Coordinated with Config, Tax and Audit teams to resolve accounting discrepancies & ensure date integrity.
- Prepared commission and client reports to support audits and financial decisions.
- Ensured compliance with accounting standards and internal controls.
Business Operations Associate
Jumbotail Technologies Pvt Ltd
05.2022 - 07.2022
- Onboarding clients by ensuring documentation accuracy & compliance.
- End to end financial & operational processes within supply chain and retail functions.
- Analyzed market & transaction data to advance process improvements and client satisfaction.
Education
Certified Management Accountant -
Institute of Management Accountants (IMA)
USA01.2025
MCom - Finance and Accountancy
NCMS, Bangalore North University
01.2025
BCom - undefined
NCMS, Bangalore North University
01.2022
PUC - Commerce and Accountancy
St. Joseph's Girls' PU College
Skills
- Financial Modelling
- Equity Valuation
- Portfolio Management
- Risk Management
- Problem Solving
- Communication Skills
- Willingness to Learn
- Detail Oriented
- Tally ERP
- Real Page
- QuickBooks
- SAP FICO
- SQL
- C
- Sales Force
- Advanced Excel
- Infor Cloud Suite
- Google Workspace
Websites
Accomplishments
- Supported high-value equity settlements at Goldman Sachs with zero buy-in risks.
- STP automation recognition for trade allocations.
- Cleared CMA USA on first attempt with an outstanding score.
- Awarded Best President - St. Joseph's CBPur.
- Contributed to youth and NSS initiatives.
Languages
English
Bilingual or Proficient (C2)
Kannada
Bilingual or Proficient (C2)
Telugu
Bilingual or Proficient (C2)
Hindi
Upper intermediate (B2)
Arabic
Elementary (A2)
Personal Information
- Passport Number: V8313800
- Father's Name: Anthony Swamy K
- Title: CMA USA
- ID Type: Passport
- ID Number: V8313800
- Date of Birth: 20/07/2001
- Gender: Female
- Nationality: India
Disclaimer
I declare that all the information stated above is true and complete to the best of my understanding.
Timeline
Equity Execution Analyst - Client Ops
Goldman Sachs - Russel Tobin
06.2025 - 11.2025
Business Operations Associate
Jumbotail Technologies Pvt Ltd
05.2022 - 07.2022
Certified Management Accountant -
Institute of Management Accountants (IMA)
MCom - Finance and Accountancy
NCMS, Bangalore North University
BCom - undefined
NCMS, Bangalore North University
PUC - Commerce and Accountancy
St. Joseph's Girls' PU College