SAIGEETHA Koralla
Gurgaon
Summary
Dynamic executive with a strong commitment to driving change and fostering improvement. Demonstrates a proven track record in developing strategic initiatives and managing projects that yield measurable results. Skilled in aligning action plans with corporate objectives to support organizational growth. Possesses 15 +years of field expertise, aimed at delivering impactful solutions in professional roles.
Dedicated finance professional actively pursuing US CPA and PMP certifications to enhance expertise in accounting and project management. Proven ability to improve processes, manage financial reporting, and collaborate effectively across teams. Strong analytical skills combined with a commitment to continuous learning and professional development.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Assistant Vice President
Citi Services India Pvt Ltd
Gurgaon
08.2021 - Current
- Specialized in timely regulatory filings and governance calls.
- Directed effective transitions and implementations.
- Managed expense invoice payments efficiently.
- Implemented automated strategies to drive efficiency and regulatory adherence.
- Collaborated with cross-functional teams to design solutions and integrate technology.
- Managed and executed migration projects in accordance with Location Strategy plans.
- Utilized automation systems to maintain compliance with internal control standards.
- Integrated strategic platform features resulting in cost-efficiency.
Manager
State Street Corporate Services (Mumbai) Pvt Ltd
Bangalore
09.2018 - 07.2021
- Manages a team of 12, overseeing financial statements for mutual funds in compliance with US GAAP, including performance appraisals
- Conducts 2nd level reviews on various client financial statements, ensuring timely regulatory filings and distribution
- Proficient in Fund suite Sx and ARC reporting tools.
- Led compliance with client service scope, controls, and procedures.
Senior Analyst
Northern Operating Services Pvt Ltd
Bangalore
03.2010 - 09.2018
- Prepares NQ, SA and Annual financial statements for Property Funds
- Manages various line items such as debtors, investments, and creditors in Management Accounts
- Handles expense reporting for REIF funds, including invoice payments through various bank portals
- Facilitated NAV production by collecting relevant information and updated SOP’s
- Manages weekly operating expense payments for clients through multiple banking systems and journals posted in Yardi Voyager
- Conducts 1st level and targeted reviews on client financial statements of NQ’s, SA and Annual to ensure timely regulatory filings and distribution
- Working with fund accounting team and Upstream teams to identify any accounting issues/gaps and implementing corrective actions
- Prepares various financial statements and reports, including schedules of investments and significant transactions
- Interacting with auditors (internal and external) and other departments within the organization to respond to any accounting or financial reporting-related queries that may arise
- Prepares reclaim forms and submits documents to tax authorities on behalf of clients
- Handled various markets within the team
- Manages cash exceptions and ensures accurate payments to clients
- Coordinates with Relationship Managers regarding client documents
- Communicate with tax authorities regarding refund status and document queries
- Reconciles sub-custodian monthly reports with the system's reports
- Addressed rejected claims and resolves issues accordingly
- Participated in a Transfer Agency (TA) project related to changing the banking platform
Process Executive
Deutsche Bank
Bangalore
07.2006 - 05.2007
- Assisted in managing equity settlements process.
- Partnered with stakeholders to create impactful solutions.
- As a Middle Office and Settlements Associate, monitor trade flow, ensure post-trade processes run smoothly, resolve discrepancies before settlement, maintain settlement information, participate in system tests, and liaise with sales for client issues.
Education
MS - Finance
ICFAI School of Financial Studies
Hyderabad01.2009
B.Com -
Sri Bhagawan Mahaveer Jain College
Bangalore03-2006
12th -
Sri Bhagawan Mahaveer Jain College
Bangalore03-2003
10th -
The Oxford English High School
Bangalore03-2001
Skills
- Analytical Troubleshooting Skills
- Process Management Supervision
- Regulatory Compliance
- Business Strategy Implementation
- Risk Mitigation Strategies
- Staffing and Recruitment
- Leadership in Cross-Functional Collaboration
- US GAAP/IFRS GAAP Expertise
- Financial Reporting for Mutual and Hedge Funds
- Expense Payment Management
Certification
- US CPA, Pursuing
- PMP, Pursuing
Accomplishments
- Bronze Award for smooth audit sign off with Client appreciation
- Silver Award-Quality of drafts from Audit
Languages
English
First Language
Telugu
Advanced (C1)
C1
Kannada
Beginner
A1
Tamil
Beginner
A1
Hindi
Advanced (C1)
C1
Projects-Preprocessor
- Defining BBG data sourcing requirements & data quality standards
- Collaborating with RAD team on template development
- Identifying and addressing data discrepancies and anomalies
- Developing data validation protocols
- Ensuring efficient data processing and integration
References-Sankalp MN (NOSPL)
References available upon request.
Timeline
Assistant Vice President
Citi Services India Pvt Ltd
08.2021 - Current
Manager
State Street Corporate Services (Mumbai) Pvt Ltd
09.2018 - 07.2021
Senior Analyst
Northern Operating Services Pvt Ltd
03.2010 - 09.2018
Process Executive
Deutsche Bank
07.2006 - 05.2007
- US CPA, Pursuing
- PMP, Pursuing
MS - Finance
ICFAI School of Financial Studies
B.Com -
Sri Bhagawan Mahaveer Jain College
12th -
Sri Bhagawan Mahaveer Jain College
10th -
The Oxford English High School
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