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Financial Analyst Service

Albany, NY, 12208
October 16, 2020

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Albany, NY ***** 267-***-****


Accomplished business professional transitioning a sound background in Accounting, Client Support Services and FX Transactions and Finance industries. Ability to merge strategic academic finance experience with insightful ability to understand the big picture to enhance profitability and efficiency. Collaborative management style with strong leadership instincts and ability to excel independently. Specialized ability to design tools for greater efficiency and profitability. Earned reputation as a decision maker and practical troubleshooter with a unique ability to solve large-scale problems often deemed too challenging for others.


Relationship Management Client Service Financial Planning & Analysis Project Management Cost Control Budget Management Business Operations Business Strategy Risk Management Financial Markets Variance & Trend Analyses Performance Management & Measurement Strategic Planning Team Building & Motivation Due Diligence Quantitative & Qualitative Analysis Best Practices


State Street, Berwyn, PA Oct 2018 - Present

Senior Trade Analyst

Partner extensively with compliance, risk management, and operations teams to complete projects.

Initiate process improvement and participate in projects to streamline processes.

Identify and assist in projects to resolve platform exceptions to minimize risk by avoiding manual trade processing.

Acted as oversight and point of escalation for FX settlements team offshore related to a specific method FX settlement.

Created SOPs and trained others on the team onshore and offshore.

Accurately perform daily operational functions for processing FX transactions.

Identify and resolve problem trades, ensure that the resolution is well-documented and communicated to appropriate parties.

Prepare, reconcile, and release accurate SWIFT payment messages to foreign banks.

Generate and review daily risk management and payment reports to ensure accountability of all trades processes.

Research, analyze, and satisfactorily resolve any counterparty settlement discrepancies

Research, analyze and resolve claims.

Envestnet Asset Management, Berwyn, PA Sept 2017 - Oct 2018

Institutional Client Support Specialist

Suggested and implemented improved client service and risk management procedures.

Facilitated best practice process management with various operational, and administrative areas of the organization.

Established and maintained strong and cooperative relationships with key contacts in the financial industry to foster a collaborative environment.

Provided solutions to problems in situations that are atypical, and infrequently occurring based on existing precedents or procedures.

Worked on ad hoc requests while maintaining a high level of daily efficiency.

State Street, Berwyn, PA Nov 2015 - Sep 2017

Trading Analyst

Interfaced with internal teams across State Street and external vendors to provide a full-service support organization.

Worked on projects to eliminate manual work and automate certain processes that were time consuming.

Performed the necessary phone confirmation trade and delivery instructions with counterparties.

Assisted in performing daily operational functions for processing FX and Fixed Income transactions.

Assist in client static data setup, such as Standard Settlement Instructions.

Morgan Stanley, West Conshohocken, PA Apr 2015 - Sep 2015

Junior Accountant

Provided both standard and ad hoc reporting and analytics to colleagues throughout the group.

Collaborated with FoHF to complete various reporting requests on a timely basis.

Completed investment subscription docs accurately and efficiently.

Coordinated reporting from various groups; project cash availability and cash needs in the future across all portfolios.

Processed various trades as requested by the investment team.

Bank of America/ Merrill Lynch, Pennington, NJ Nov 2014 - Mar 2015

Financial Analyst/Tax Reporting Analyst

Reconciled investment income and proceeds that are paid to clients, to the 1099 Forms to ensure accurate reporting.

Validated client information that appears on forms by checking against the firm’s source records and statements.

Supported the team in reconciling tax that is withheld from clients and paid to IRS and state taxing authorities.

Communicated issues in detail and track them to resolution.

Developed and maintained tracking spreadsheets.

Maintained and updated tax season runbook logs, keep and publish meeting minutes.

Provided management reporting of metrics, issues, and status.

Collaborated with internal teams and vendors to ensure timely and accurate reporting.


Philadelphia University, Philadelphia, PA (May 2019)

MBA, Finance

Pennsylvania State University, Abington, PA (Aug. 2014)

Bachelor’s in Business Administration/Accounting


Technical Skills:

UMP (Envestnet), GTSS, GTM, GRS, Alert (DTC Omego), Athen, LiMA, Odessa, 60-75 wpm, MS Office Package exhibiting strong excel skills, such as V-lookups, pivot tables, formulas

Business Skills:

Ability to adapt positively to an ever-changing environment and to pay close attention to detail, multi-task and coordinate various activities simultaneously.

Good organizational, communication oral and written skills with ability perform well under pressure and manage multiple prioritizes.


Fluent in English, Hindi, Urdu, and Punjabi.

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