Sweta Agrawal
* ******* **** ~ Bridgewater, NJ **807
C 908-***-**** H 908-***-**** **************@*****.***
Financial Analyst/ Accountant
Accounting & Finance ~ Banking / Insurance ~ Financial Services
Highly efficient and self motivated team player with BS in Accounting and
five-plus years experience preparing financial reports, SEC reports
(including 10-K and 10-Qs), FDIC and state regulatory filings, and
monthly closes for diverse hedge funds, managed futures funds, commodity
pools, stocks, bonds, and other securities; Quick learner with strong
organizational and interpersonal skills; Proficient in Excel, PeopleSoft,
nVision, Hyperion, Essbase, and QuickBooks; Fluent in English and Hindi
Selected Accomplishments
. Replaced tedious, error prone, manual work processes with quick,
accurate, automated ones
. Eliminated previously persistent delays in SEC filings by streamlining
SEC reporting process
. Reduced reporting timeframe 83% (six people / four weeks to two people
/ two weeks) by standardizing advance preparatory work (ex: preset
files / formulas with placeholders for data)
. Transformed previously cumbersome AP processes with multi-month
payment delays to simplified system that often cleared invoices within
days
. Eliminated massive preexisting backlog of vendor invoices by speeding
processes and working overtime to process in expedited, timely manner
. Substantially reduced work turnaround times and significantly
increased client satisfaction by establishing better information flow
among different corporate groups
Professional Experience
Financial Analyst, 2008 to present
Consultant for Financial, Pharmaceutical, and Insurance companies
. Prepare periodic journal entries, income statements, balance sheets,
cash flow statements, and closes for stocks, bonds, and other
securities for Bessemer trust, a privately owned wealth management and
investment advisory firm
. Prepare FDIC regulatory filings for the parent company as well as state
regulatory filings for its subsidiaries
. Prepared monthly financial schedules and analyses for Merck's senior
management along with associated commentary for inclusion in the
quarterly board book and in CFO's board presentation
. Analyzed and consolidated monthly financial information for all of
Convatec's plants distributed around the world
. Prepared financial reports and schedules, including annual report, 10-
K, 10-Qs, and earnings releases for Chubb Corporation
. Compiled, recorded, and analyzed stock transactions, computed
average shares for the earnings per share calculations, and prepared
footnotes for inclusion in the annual report
MERRILL LYNCH, Hopewell, NJ, 2006 to 2008 (34 months)
Senior Financial Analyst, promoted directly from Accounting Intern
. Promoted on accelerated track to manage concurrent accounting
functions for 140+ hedge funds and alternative investment products
(managed futures, commodity pools, and exchange funds)
. Prepared GAAP financial statements and SEC reports (10-K, 10-Qs, and
annual reports), monthly close packages. Supported accounting on
subscriptions and redemptions
. Analyzed and interpreted accounting data, and researched and
reconciled discrepancies
. Developed and reviewed external reporting documents for both clients
and internal management using Microsoft Office (Excel, Word, Access,
and Outlook)
BANK OF AMERICA, Hillsborough, NJ, 2005
Associate
. Processed diverse financial transactions including purchases of
various monitory instruments
. Advised clients on financial decisions while cross-selling related
financial products and services
DESIGNER CREATIONS, Bridgewater, NJ, 2001 to 2003, Small business startup
Startup Business Manager, Principal Designer, and Accountant
. Worked my way through college by launching and managing clothing
design business
. Built business from ground zero to customers across multiple states
. Developed and managed budget, P&L, AP, AR, and meticulous client
database
Education
RUTGERS UNIVERSITY, New Brunswick, NJ, 9/2000 to 8/2004
Bachelor of Science (BS) - Accounting
. Honors & Awards: cum Laude Graduate ~ Deans List, multiple
semesters
. Activities: Nonprofit Educational Volunteer ~ Supervised 10-15
volunteers and coordinated summer day camps and other educational
activities for children