Summary
Overview
Work History
Education
Skills
Accomplishments
Activities and hobbies
Timeline
Generic
Shreesha B S

Shreesha B S

Bengaluru

Summary

A sharp financial expert skilled in analysis, communication, and decisive decision-making. With a proven record of transforming numbers into actionable insights, I am eager to contribute my analytical prowess and strategic mindset to a team focused on financial finesse and forward planning.

Overview

4
4
years of professional experience

Work History

Senior Analyst (Level 3)

Northern Trust
Bengaluru
08.2022 - Current
  • Handling client queries and resolving issues related to asset information and holdings.
  • Conducting thorough reviews of operational processes, associated risks, and controls, including event reviews, thematic analysis, and in-depth causal analysis.
  • Directly engaging with clients, their accountants, third-party vendors, and representatives.
  • Demonstrating strong problem-solving abilities, particularly in researching and resolving inquiries from account officers and clients.
  • Investigating potential loss events and actual losses, conducting process reviews as necessary involving the Operations Unit responsible for errors or control.
  • Ensuring seamless transition and onboarding of client projects and processes.
  • Serving as Subject Matter Expert (SME) for financial reporting.
  • Utilizing Power BI, Alteryx, and Power Automation to generate ideas for auditing status logs.
  • Collaborating with various financial departments to perform monthly, quarterly, and annual financial reporting, including reviewing and analyzing financial data. Conducting financial and trend analyses to assess business performance.
  • Researched and evaluated financial market trends to identify opportunities and risks, developing strategic guidance to enhance client financial outcomes.

Financial Analyst (Level,1,2)

Northern Trust
Bengaluru
08.2020 - 08.2022
  • Audit and perform quality checks on monthly portfolio statements for Large Corporates, Pension Funds, and High Net Worth Individuals.
  • Collaborate proactively with the operations team to investigate and resolve any exceptions or client issues.
  • Ensure the daily, weekly, and monthly processes and deliverables are completed on time and accurately.
  • Escalate issues appropriately and highlight them for governance reporting, such as Monthly Operating Reviews and Business Risk and Control Committees.
  • Monitor daily transactional activities to ensure completion and escalate issues as needed. Ensure agendas and annual reports are promptly received and distributed to clients.
  • Ensure agendas and annual reports are promptly received and distributed to clients.
  • Identify discrepancies in financial data and recommend corrective actions as necessary.
  • Review financial documents and records to verify accuracy and compliance with relevant laws, regulations, and standards.

Education

Bachelor of Commerce - International Accounting And Finance

Jain University
Bangalore
01-2020

Skills

  • Advanced Excel and VBA Macro
  • Data Visualizing and Story telling
  • Innovative and team building
  • Mindset
  • Microsoft Dataverse
  • Relationship Building
  • Client Relations
  • Incident Management
  • Documentation And Reporting
  • Performance Evaluation and Optimization
  • Reporting and documentation
  • Client Support

Accomplishments

  • Participated in many sport events and won football tournament recently.
  • Have received appreciations from Senior managements & Client service managers.
  • Have been recognized on division level for working on various project.

Activities and hobbies

  • Engaging in sports and passionate sports enthusiast.
  • Volunteer Work.
  • Travel and Aviation Geek.
  • Passionate about traveling.

Timeline

Senior Analyst (Level 3)

Northern Trust
08.2022 - Current

Financial Analyst (Level,1,2)

Northern Trust
08.2020 - 08.2022

Bachelor of Commerce - International Accounting And Finance

Jain University

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Shreesha B S