Financial Analyst Senior

Abha Sharma

Senior Financial Analyst

Phoenix, United States

+1-602-***-**** · ****.******@*****.***

Skills

Leadership

Customer Service

Communication Skills

Microsoft Office

Financial Reporting

Financial Analysis

analytics

Languages

English

Hindi

Profile

Highly skilled and dynamic Financial Systems Analyst, bringing forth the experience of 10 years and ability to effectively manage and oversee optimal financial services such as "Reconciliation, Portfolio management, investment banking, Reporting" to name a few for organizations. Dynamic Auditing with experience working for both small and large company portfolios. Adept in verifying data, compiling information, and creating detailed financial reports. Skilled in performing research to ensure accuracy for all financial transactions. A Self Starter with a strong attention to detail, team player wholly committed to ensuring compliance with company policies and laws. Employment History

Senior Financial Analyst, Northern Trust, Bengaluru August 2012 — June 2018

• Manage a cluster of 3 to 4 Analysts & assist to develop them by providing frequent feedback's.

• Represent Northern as a client servicing partner and cater all client requirements and queries.

• Training, including Subject Matter expertise on Mark to Market calculations on Derivatives Instruments.

• Handling Sensitive and High Risk Clients and ensuring the clients needs are fulfilled with minimum to no error.

• Single point of contact for PACE (Customized Reports) Queries in the Team.

• Assessing large amounts of financial data to evaluate portfolio status, and create formal year end reports on the client’s

• investment position.

Senior Financial Analyst, JP Morgan Chase, Bengaluru August 2011 — June 2012

• Communicating regularly with partner locations across a range of pending issues and calls from the Clients side to get further information on unverified asset and cash movement.

• Review Holding Reconciliations, investigate differences and either process activity required to resolve breaks or Redirect/escalate breaks as required to appropriate party

• Preparing daily Asset and cash MIS & Weekly holding variance MIS to be report to Top Management

• Checking accuracy of information by reviewing daily and periodic exception reports/Valuation.

• Audit, reconcile, maintain, and deliver performance data in the form of reports and statements also known as PACE (Performance Analysis Calculation Engine) reports to the subscribed clients. Financial Analyst, Northern Trust, Bengaluru

July 2007 — October 2010

• Assessing daily operational activities of a client's Portfolio, and ensuring all the financial accounting records on systems are

• accurate like Price, Cash Flow and ROR.

• Identifying and trouble-shooting Accounting issues,taking it with the internal and external parties to get a resolution.

• Timeliness & accurate deliver of client reports.

• Act as a point of contact for all operations & Client Relationship Managers for queries representing your clients.

• Managing multiple databases & applications.

Education

Master of Business Administration, Rajasthan University, Jaipur July 2004 — June 2006

Bachelor of Commerce, Mumbai University, Nashik

July 2001 — June 2004

Recognition & Contribution

• Handled on the job training for the new entrants. Evaluate their performance and provide their feedback.

• Conduct process reviews and presentations & document best practices.

• Active part of the cultural committee, which conducts curricular Activities.

• Appreciation for handling Gem team.

• Appreciation from various critical clients from Singapore, London and NA. Extra-curricular activities

Sports, Northern Trust, Bengaluru

August 2014 — August 2016

Company organized Cricket championship winner.

Cultural committee, Northern Trust, Bengaluru

October 2015 — December 2017

Part of cultural committee, organized various activities including quiz, dance competition and sports activities.

References

References available upon request

Contact this candidate