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Subject Matter Expert at SSNC fintech | Financial Reporting | Certified by CISI Finance & Security market | Transfer Agency | Asset Management | Cash Reconciliation | Bank Reconciliation

About

Skilled financial professional with 6 years of experience in reconciliation, asset management, transfer agency, and wealth management. Currently serving as a Specialist in Reconciliation and Financial Reporting, I possess a strong track record in ensuring data accuracy, resolving complex discrepancies, and streamlining reconciliation processes to support operational efficiency and regulatory compliance. Certified by the Chartered Institute of Securities and Investment (CISI) for UK Capital Markets regulations I bring deep expertise in financial instruments, trade lifecycle management. Known for my analytical skills, attention to detail, and commitment to delivering high-quality results, I thrive in dynamic environments, collaborating with cross-functional teams to optimize financial operations and support organizational goals.

Location

Mumbai

Work experience

Financial Analysts at SS&C Technologies, Jul 2020 - Present · 6 yrs, Navi Mumbai, Maharashtra, India, Specialist in Reconciliation and Financial Reporting with over 4 years of expertise in wealth management, asset reconciliation, and transfer agency operations. Adept at ensuring accuracy and integrity in financial records, I specialize in streamlining reconciliation processes, investigating and resolving discrepancies, and delivering insightful financial reports that drive informed decision-making. With a strong foundation in managing complex portfolios and deep knowledge of the trade lifecycle, I bridge operational precision with strategic insight. My role emphasizes fostering seamless collaboration between stakeholders, maintaining compliance with regulatory standards, and implementing process enhancements to optimize efficiency in a fast-paced financial environment. By leveraging a blend of analytical expertise and industry acumen, I consistently deliver results that uphold the highest standards of accuracy and reliability, ensuring smooth financial operations and client satisfaction

Associate at Atos Syntel, Dec 2018 - Jul 2020 · 1 yr 8 mos, Mumbai, Maharashtra, India, Reconciliation of client money verifying trades, cash flows, validating bank statement opening balance & closing balance, matching of trades postings. Investigation of client money variance & fixing on same time. Finalising & ensuring the reports are prepared as per regulatory standards. Monthly reporting. Tax year reporting. Quarterly & Half yearly internal audit.

Education

Bachelor of Commerce - BCom, Accounting and Finance, University of Mumbai

UK Finance & Investment Regulations, Accounting and Finance, The Chartered Institute for Securities & Investment (The CISI)