Pooja Bhatt

**** ****** *****

Carrollton, Texas 75006

972-***-****

admilq@r.postjobfree.com

Education

University of Texas at Arlington Arlington, TX

Bachelor of Business Administration (BBA) in Finance. May 2015 Experience

Fannie Mae, Plano, Texas

Securities Analyst Sept 2019- Present

● Monitor, analyze and accurately execute medium to high complexity transactions to support business operations

● Own and develop relationship with internal partners and external customers and vendors, working with them to optimize and enhance our integration and business results

● Work across business units to improve monitoring, discover issues, mitigate risk and deliver better value to the customer

● Adhere to internal controls and provide support for audit and regulatory reviews.

● Identify, appropriately escalate, and evaluate solutions for operating gaps or other potential adverse conditions that could pose risk to the control environment.

● Identify and resolve customer transaction reporting, processing, accounting and control issues. Analyze data, research issues, work through exceptions, and

● resolve discrepancies under limited guidance of leadership (as required).

● Report on common sources of technical issues or questions and make

● recommendations for fixes and enhancements

● Provide subject matter expertise on projects and key strategic initiatives Fidelity Investments, Westlake, Texas Lead Fund Accountant July 2017- August 2019

● Analyze, research and resolve any issues that occur, as well as provide aid and direction to fund analysts.

● Support business relationships with customer/suppliers and respond to ad hoc inquiries.

● Lead, participate, and organize various meetings with managers, team leads, and analysts.

● Contribute in development of cross-divisional business initiatives, projects and process improvements.

● Supervise/support team operations by reviewing assigned tasks, coaching/providing feedback, and effective training.

● Subject matter expert/trainer on multiple tasks across team.

● Coordinating weekly/monthly rotation of schedule, while overseeing/confirming all deliverables are completed by set deadline.

● Ensure tasks are recorded upon completion for the purpose of daily metrics.

● Create, maintain, update and review existing policies and procedures.

● Delegate and prioritize responsibilities to analysts while recognizing strengths/abilities to build strong team foundation. Senior Fund Accountant January 2016 – July 2017

● Calculate the daily Net Asset Value of the various funds that Fidelity manages and supports.

● Analyze and report NAVs while adhering to policy, procedures, and regulatory guidelines along with other ad-hoc responsibilities.

● Review and examine daily/monthly reconciliations, expense accruals, disbursements and trade input.

● Provide daily support of business relationships with customer/suppliers such as the shareholder service area, custodian banks, fund administration, portfolio management, and trading/custody operation on a fund specific basis.

● Participate in continuous process improvement and projects across the organization. Fund Accounting Analyst II April 2015 – December 2015 Fund Accounting Analyst Co-Op January 2015 – April 2015 Shopmieux, Dallas, Texas September 2014- December 2014 Operations Intern

● Assisting in operations of company such as shipping out orders, assisting in the pricing and buying of merchandise, uploading products to company website, assisting photographer, social media upkeep, online customer service, working as a team and individually, assisting in marketing and public relations, & meeting deadlines for assigned projects.

● Contributing and implementing ideas that would benefit growth of the company, which is e-commerce based. Kohl’s Department Stores, McKinney, Texas March 2010-December 2011 POS/ Credit Sales Associate

● Displaying outstanding customer service in a friendly and courteous manner.

● Processing transactions accurately and efficiently at the Point-of-Sale.

● Assisting store to achieve daily credit goals by soliciting, processing, communicating, and activating new Kohl’s charge accounts.

Collin College, McKinney, Texas February 2011- August 2011 Testing Center- Student Assistant

● Organizing, answering phone calls, keeping track of confidential material, maintaining integrity of the testing environment; completing logistics tasks for various tests being issued. Achievements and Skills

● Experienced in Microsoft Office products such as Word, PowerPoint, & Excel (formulas, pivot table, v-lookup, charts/tables, formatting, etc).

● Experience using databases to pull SQL query results.

● Experience using Bloomberg terminal.

● Yellow Belt Six Sigma Certificate – November 2016

● Selected by management to participate in achieving “FPCMS Lead Program” and received certificate at Fidelity Investments.

● Presented team “Rising Star award” October 2015 – Fidelity Investments.

● Held one of the top rankings for number of Kohl’s credit cards activated.

● Named Associate of the month at Kohl’s Department Store. (Kohl’s Superstars) Volunteer Experience

● “Self-Branding for Success Apprenticeship” Student Mentorship Program –Oct 2017 to Dec 2017); various other Fidelity Cares events; Representing Fidelity Investments at multiple University Career Events for Students/University Alumni.

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