Sameer Chaudhari
Pune
Summary
Accomplished Senior Financial Analyst from Northern Trust Operating Services, adept in data analysis and project management. Demonstrated expertise in financial instruments, corporate actions, and asset management with a proven track record of enhancing operational efficiency. Excels in interdepartmental coordination and leveraging tools like Bloomberg for strategic decision-making.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Senior Financial Analyst
Northern Trust Operating Services
Pune
09.2022 - Current
- Skilled financial analyst able to handle demanding build timelines, with strong design, development, and project management abilities.
- Knowledge about analyzing and verifying data, and managing quality assurance activities.
- Proficient in helping businesses meet their required needs, with a forward-thinking approach.
- Always willing to take on any task, and adapts quickly to new needs and policies.
- Setting up and maintenance of financial instruments such as equities, fixed income instruments, derivative instruments, and money market securities, etc. (inclusive of listed securities as well as private securities in collaboration with private teams/alternative investment teams).
- Processing various mandatory and voluntary corporate action events, such as reclassification, identifier changes, delisting of the securities, mergers, and acquisitions, etc.
- Having experience in core asset management, inclusive of alternative funds and mutual funds.
- To perform root cause analysis of errors and suggest controls in consultation with inline managers.
- Exposure to vendors and tools such as Bloomberg, S&P Global, Reuters, ICE, Alteryx, and DTCC for day-to-day financial operations.
- Handling accrued interest breaks for the fixed-income securities with the help of Bloomberg and Snowflake.
- Represent the team on department, cross-functional processes, and project assignments.
Education
Masters of Commerce - Advance Costing and Auditing
The University of Pune
Pune04.2022
Bachelors of Commerce - Cost Accounting and Research Analysis
The Institute of Cost and Management Accountants of India
Pune04.2020
ICWA/ CMA Intermediate - Cost Accounting, Taxation and Audit
The University of Pune
PuneSkills
- Due diligence
- Data analysis
- Interdepartmental Coordination
- Project Management
- Statistical analysis
- Ms Office Suite
- Report preparation
- Cash flow management
- Financial statements expertise
Certification
- Data Analytics certification program, Grant Thornton LLP
- Certified Investment Banking and operations professionals, Imarticus Learning
- Consultancy Program certification, IIM Bangalore
- Goethe Zertifikat Fit-1 and A-2, German Literature
- Project Management, Institute of Management Accountants of the United States of America (IMA)
- Introduction to Cash flow management, Institute of Management Accountants of the United States of America (IMA)
Hobbies and Interests
- Travelling
- Reading
- Watching Podcasts
Languages
- English
- German
- Hindi
- Marathi
Accomplishments
- Received an Extra Miler award twice in a single year( 2023-Q1 and Q3)
- Bagged several awards for as a part of the team for the efforts that we carried out during day-to-day operations multiple times.(2023 and 2024)
Languages
Marathi
First Language
English
Proficient (C2)
C2
German
Intermediate (B1)
B1
Affiliations
- Active participant for the school kit distribution activity for the Seva Sahayog Organization since past couple of years.
- Led a team of 55 Volunteers during tree plantation event happened in the month of October 2023 and 2024.
Timeline
Senior Financial Analyst
Northern Trust Operating Services
09.2022 - Current
- Data Analytics certification program, Grant Thornton LLP
- Certified Investment Banking and operations professionals, Imarticus Learning
- Consultancy Program certification, IIM Bangalore
- Goethe Zertifikat Fit-1 and A-2, German Literature
- Project Management, Institute of Management Accountants of the United States of America (IMA)
- Introduction to Cash flow management, Institute of Management Accountants of the United States of America (IMA)
Masters of Commerce - Advance Costing and Auditing
The University of Pune
Bachelors of Commerce - Cost Accounting and Research Analysis
The Institute of Cost and Management Accountants of India
ICWA/ CMA Intermediate - Cost Accounting, Taxation and Audit
The University of Pune
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