Sonal Lahoti
Pune
Summary
Seeking a position with a dynamic and progressive organization where I can learn as well as contribute to the growth of the organization with my skills
Overview
2
2
years of professional experience
Work History
Account Services Associate
Fidelity National Information Services
Pune
08.2022 - 01.2023
- Primarily responsible for preparation of Compliance Testing of 401(k) and 403(b) Plans.
- Process assigned tasks for US Retirement Plan Administration.
- The process includes: indicative, enrollment, contribution, distribution for Defined Benefits and Defined Contribution plans.
- Composition of Contribution Reconciliation, Asset Reconciliation, Variance Report, Cover Letter.
- Running basic reports which included non-discrimination such as 410(b) and ADP-ACP and 414(s) for excluded compensation.
- Support clients in Compliance testing of retirement plans for compliance under IRS.
- Communicate and follow-up with internal/external clients via phone/email for assignments.
- Review, research and provide feedback on discrepancies.
- Consistently meet target goals for SLA parameters of TAT, productivity, quality,etc.
- Applications used: OMNI Admin, OMNI Workflow, Relius, DVW, WINSc, FIS financial record keeping software, participant and sponsor facing websites.
Financial Analyst
Eclerx Services Limited
Pune
05.2021 - 11.2021
- Handling day to day trade settlement operations of IRS and CDS products.
- To manage daily processing of cash flows by clients.
- Working on Data capture, cataloguing, data processing, system inputs and updates, reconciliations, settlements and fund transfers.
- Handling different stages of client/product life cycle across stages - KYC, reference data management, portfolio reconciliation, document capture, system reconciliation, pre and post settlements, brokerage functions, drafting, trade support, etc.
- Ensuring all transactions are settled within cut-off times accurately as well as efficiently while exercising due diligence
- Handling multiple Reports including unconfirmed transactions and non-reconciled breaks.
- Worked cross-functionally with internal departments to align and validate data inputs.
- Able to serve as subject matter proficient and mentor new joiners in the team.
Education
MBA in Finance -
MIT World Peace University
Pune01.2021
BBA -
SRTMUN
Latur01.2018
HSC -
RSC
Latur01.2015
SSC -
SBLES
Latur01.2013
Skills
- Trade settlement
- Flexibility
- Communication skills
- Team work
- Quick learner
- Compliance Testing
Accomplishments
- Best Intern Award
- Participated in the leadership enhancement and managerial competition NETA 2
- Won Various certificates for drawings, paintings.
Internship
SHRIRAM LIFE INSURANCE, Insurance , Client Acquisition, 05/2019, 07/2019
Languages
- English, Full Professional Proflciency
- Hindi, Full Professional Proflciency
- Marathi, Native or Bilingual Proflciency
Projects
A study on customer preference in Life Insurance Industry w.r.t selected states in India (2019)
Languages
Hindi
First Language
English
Proficient (C2)
C2
Marathi
Advanced (C1)
C1
Timeline
Account Services Associate
Fidelity National Information Services
08.2022 - 01.2023
Financial Analyst
Eclerx Services Limited
05.2021 - 11.2021
MBA in Finance -
MIT World Peace University
BBA -
SRTMUN
HSC -
RSC
SSC -
SBLES
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