Summary
Overview
Work History
Education
Skills
Timeline
Generic

Suraj Yadav

Kalyan

Summary

Detail-oriented Finance & Compliance professional with 1.5 years of experience in 1099 reporting, CRS, and FATCA operations. Expertise in W8/W9 tax form validation and client documentation review for regulatory compliance. Experienced in Cost-basis reconciliation and break resolution, while managing high-volume data and ensuring adherence to SLA and audit standards.

Overview

5
5
years of professional experience

Work History

Finance Analyst

Eclerx
Navi Mumbai
08.2024 - Current
  • Worked on 1099-B reporting and cost-basis reconciliation
  • Performed reconciliation of transactions to identify Errors
  • Identified and resolved breaks such as missing trades, cost mismatches
  • Validated W8 & W9 tax forms to ensure correct and compliant data.
  • Executed high-volume CRS/FATCA work, ensuring data accuracy and compliance.
  • .Communicated with clients and teams to collect documents and fix issues

Accountant Intern

Monica Vikas Kulkarni and Co.
Dombivli
01.2023 - 03.2024
  • Assisted with financial statement preparation and documentation for client accounts.
  • Supported month-end close processes by reconciling bank statements and accounts.
  • Conducted data entry for invoices and expense reports in accounting software.

Phone Banking Officer

ICICI Bank
Thane
07.2021 - 09.2021
  • Answered incoming customer calls regarding account inquiries, payments, and product information.
  • Assisted customers with account inquiries and transaction issues.
  • Provided information on banking products and services to clients.

Education

PGDM - Management

Welingkar Institute of Management
Mumbai
01-2024

B.COM - Commerce

Kerala Samajam Model College
Dombivli
04-2021

Skills

  • 1099-B reporting
  • Reconciliation
  • Data Analysis
  • CRS/FATCA compliance
  • MS Excel
  • Client Coordination

Timeline

Finance Analyst

Eclerx
08.2024 - Current

Accountant Intern

Monica Vikas Kulkarni and Co.
01.2023 - 03.2024

Phone Banking Officer

ICICI Bank
07.2021 - 09.2021

PGDM - Management

Welingkar Institute of Management

B.COM - Commerce

Kerala Samajam Model College
Suraj Yadav