Headline

Financial Data Analyst | Power BI | SQL | MIS & KPI Reporting | Fund Accounting | Reconciliation | BFSI

About

Financial Data Analyst with 4+ years of experience in BFSI, specializing in financial reporting, reconciliation, KPI tracking, and dashboard automation. Currently working with global fund managers, delivering accurate regulatory reporting, dividend processing, and financial analysis. Proven track record of improving reporting efficiency by 20% through automation and process optimization. Skilled in: Power BI | SQL | Advanced Excel | Financial Analysis | MIS Reporting | Fund Accounting | Controls Testing Experience includes working with global clients like Prudential, AXA, and PIMCO, ensuring high-quality financial operations and compliance. Open to opportunities in: Financial Data Analyst | MIS Analyst | BI Analyst | Senior Financial Analyst

Location

Mumbai

Work experience

Senior Associate at SS&C GlobeOp, Jul 2024 - Aug 2025 · 1 yr 2 mos, Mumbai, Maharashtra, India, Managed dividend distributions for 15+ fund managers with 100% accuracy across multiple schedules Led annual regulatory and client reporting, including AIIR and Tax Specification Reports Performed financial analysis and KPI reporting using Excel and Power BI, supporting regulatory submissions Streamlined reporting workflows, improving operational efficiency by 20% Collaborated with cross-functional teams to ensure zero-error compliance and client satisfaction

Business Associate at Padmavati Enterprises (Family Business), Jul 2023 - Jun 2024 · 1 yr, • Worked for 1 year in family business (HUF) – Padmavati Enterprises • Handled Excel operations, Tally accounting, and basic financial records • Managed administrative tasks and supported day-to-day business operations.

Associate at State Street Syntel Services Private Limited (Financial Kpo), Jul 2020 - May 2023 · 2 yrs 11 mos, Navi Mumbai, Maharashtra, India, Supported end-to-end mutual fund operations and OTC transfers for global clients including Prudential, AXA, and PIMCO Conducted daily trade reconciliation, controls testing, and data quality validation Utilized Excel (VLOOKUP, Pivot Tables) for reporting accuracy and analysis Optimized reporting workflows, improving team productivity by 20% Supported financial operations by validating trade flows and ensuring adherence to controls

Education

Executive MBA, Finance and Financial Management Services, NMIMS Global

Bachelor of Laws - LLB, Lords universal college