SALONI JINDAL
FINANCIAL ANALYST
Ghaziabad
Summary
Enthusiastic professional with a demonstrated history of working in the financial services industry. Skilled in third party funds reconciliations, defined contribution reconciliation, data analysis, & client money management. Highly motivated, deadline-committed and goal driven individual.
Overview
4
4
years of professional experience
3
3
years of post-secondary education
Work History
SENIOR ASSOCIATE
Fidelity International Limited
GURGAON
11.2022 - Current
- Performed Key Regulatory (CASS 6) and Non regulatory reconciliation to ensure internal systems are in sync and anomalies in upstream processes are captured and resolved timely. Also ensure segregation of client money under shortfall protection in compliance with CASS 7 rules.
- Supported project and change testings along with regression testings and health check of internal system.
- Played a key SME role in Reconciliation team, supporting BAU Deliveries, issue management, training, knowledge transfer and upskilling the team members and tracking/improving the overall health of the processes.
- Driving automation by raising continuous improving idea in multiple reconciliations, involved in change initiatives like migration (Transition of new process) system upgrade etc.
ASSOCIATE
Fidelity International Limited
GURGAON
01.2020 - 10.2022
- Ensuring appropriate regulations & controls are followed to protect client money and best practice.
- Standards are maintained across all activities within the sphere of controls.
- Having a sound understanding of systems used in reconciliation and settlements.
- Well versed in Defined contributions reconciliation.
- Publishing reports for senior stakeholders.
- Creating forums to expedite resolutions for the reconciliation breaks.
Education
B.com (NCWEB) - Finance
Janki Devi Memorial College
New Delhi, India 07.2015 - 06.2018
Skills
Financial Management
Performance monitoring
Training and mentoring
Project Coordination
Account Reconciliation
Decision-Making
Timeline
SENIOR ASSOCIATE
Fidelity International Limited
11.2022 - Current
ASSOCIATE
Fidelity International Limited
01.2020 - 10.2022
B.com (NCWEB) - Finance
Janki Devi Memorial College
07.2015 - 06.2018
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