Boston, Massachusetts, United States
Finance & Technology Professional with 8+ years of experience in financial operations and data analysis. Proven ability to leverage technology to streamline processes, solve complex problems, and support efficient trade execution within the investment lifecycle. Skilled communicator with a strong understanding of financial regulations and a passion for innovation in the financial services industry.
Investment System Consultant with Putnam Investment (Franklin Templeton) - Ensured efficient trade execution and seamless user experience by managing, supporting, and optimizing trading systems through close collaboration with vendors, business users, and development teams.
Drove financial transparency and efficiency by leading communication during fund audits, streamlining processes with automated Excel calculations, and empowering informed decision-making through actionable data visualizations of trial balance discrepancies.
Responsible for servicing all aspects of trade processing and settlements across multiple products traded on behalf of State Street Global Advisors.
Led and assisted in developing the high-performing Corporate Actions teams across India (Hyderabad, Mumbai, Bangalore) for successful business transitions. Ensured smooth operations & risk mitigation during project development overseas.
Analyzed corporate actions for 2,500+ global clients across 18,000+ funds, ensuring accuracy and regulatory compliance through report reviews, audit trails, and custom tie-out sheets. Championed process improvements by testing cloud-based tools and advocating for enhancements.
- Responsible for the tracking and management of inventory. - Executed account payable reporting’s and reconciliation procedures. - Worked with management to document and offset unusual expense variance in their respective areas. - Ensure accurate tracking of supply data such as back orders and product recalls.
• Coordinated diet orders and food services for our patient. • Responsible for the tracking and changes of our patient's diet. • Served as a liaison between the Nutrition Department and other departments. • Assisted management on the testing and implementation of various systems used by our department.
•Head of finance, decreased purchasing cost by 30% through establishing new distributor connections. •Prepared quarterly budgets, analyzed variances, and initiated corrective actions that lead to a 15% decrease in operational expenditures •Executed sales revenue analysis, prepared data and information of the pharmacy performance for regular reports •Assisted clients, managed staff members and sales events improving the customer experience