Senior Data Process Analyst

Sumanth Raj Senior Data Process Analyst

Results-driven and detail-oriented Senior Data Process Analyst with over 6+ years of experience in Taxation, Data Analysis, and Tax Managed Services. Proven ability to lead high-performing teams, streamline complex workflows, and ensure the accurate and compliant delivery of critical financial and tax data in fast-paced, deadline-driven environments. Skilled in identifying process inefficiencies and implementing data-driven improvements to boost productivity and align with business goals. Seeking a challenging role where I can apply my analytical expertise, leadership strengths, and process optimization skills to drive operational excellence and support strategic growth initiatives.

Broadridge Financial Solutions Private limited 11/2019 – 02/2025 Hyderabad, India Senior Data Process Analyst

• Reviewing diverse tax forms such as 1042S, 1099, 1065, 1120, 1120S and 1040 for State and Multistate with accuracy.

• Increased accuracy by 15% through efficient handling of files within the TMS system.

• Handled key processes such as data reconciliation, date of death updates, and manual income file management.

• Reduced processing time by 20% by tracking escalations and meeting SLAs effectively.

• Led a team of 15 members, assigned tasks, trained new team members, and ensured smooth and efficient work delivery.

• Created clear documentation to help the team follow processes easily and consistently.

• Worked closely with clients and internal teams to gather requirements and plan how to execute tasks.

• Managed daily and ad-hoc tasks, while providing regular training and support to team members.

• Built and maintained reports and charts using Excel and Google Sheets, updating weekly and monthly trackers accurately.

• Supported the JPMorgan and UBS tax process from the start and helped with process migration and documentation.

• Created an automation for management reports, saving 2 hours of manual work every day. Cognizant Technology Solutions 04/2018 – 08/2019 Hyderabad, India Research Analyst

• Experienced in end-to-end U.S. mortgage processes including loan origination, servicing, and closing, with expertise in verifying legal documents, title reports, and property liens.

• Collaborated with U.S. banks such as Caliber, Ditech, The Money Source, and Pacific Union to research and validate tax information for mortgage clients.

• Conducted delinquent tax research, resolved unpaid property taxes by coordinating with tax authorities, and ensured timely payments.

• Reviewed and corrected financial and tax data in the Trust Tax System, ensuring compliance with U.S. tax laws.

• Resolved tax and mortgage-related issues while maintaining SLA targets, and supported smooth process execution during updates and changes.

• Improved data quality and accuracy by fixing tax codes, reconciling transactions, and enhancing documentation standards.

Excel Advanced Sovos Taxonomy Mocha PJMA TAX 3.0 Visual Basics in Macros Power BI Fiserv One Source Project Management Effective communication Leadership skills Time management Data analysis Use Case Development Documentation (Functional & Technical) Requirement Gathering Team work US Accounting and Taxation Reconciliation Statistical Data Analysis Monthly & Quarterly Dashboards Tax Advisory Star performer

Awarded the Star Team recognition for Q3 and star performer for Q4. Recognized for managing 1M accounts for 1099Q & 1099R forms with zero defects. Awarded star performer of the month for 4 times for delivering high volumes with accuracy and within deadlines. 98%+ Quality Score – Maintained consistently.

Won ACE awards for handling major clients.

Participations & Recognitions

Awarded as a winner in Badminton and Caroms team at Broadridge Finance Solutions. Committed to making a positive impact on society through corporate social responsibility initiatives, volunteerism. Served as a member of Sports Committee at Broadridge Financial Solutions – ICS. Data Analyst certification

Teks Academy

Master of Business Administration 2016 – 2018 Hyderabad, India Bhavans College Osmania University

(AUTONOMOUS)

Master of Business Administration 2013 – 2016 Hyderabad, India MNR DEGREE COLLEGE Osmania University

Board of Intermediate Education 2011 – 2013 Hyderabad, India BHAVAN’S SRI AUROBINDO COLLEGE

Osmania University

Secondary School Certificate 2001 – 2011 Hyderabad, India Loyola Public School Osmania University

I hereby declare that all the information written in the resume is true as per my knowledge. Sumanth Raj

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