United States
Results-driven finance professional with over years of experience across investment banking operations, financial analysis, and corporate finance. Proven track record of handling high-value financial transactions, including settlement and reconciliation of trades worth over $5 billion, at leading financial institutions such as Goldman Sachs and Morgan Stanley. Skilled in financial reporting, budgeting, and risk mitigation, with hands-on expertise in tools like Power BI, Excel, MATLAB, and Tableau. Adept at cross-functional collaboration with global teams, ensuring compliance, accuracy, and operational efficiency. Holds dual master’s degrees in Finance and Management Studies, complemented by certifications in fundamental analysis and investment banking.
Partnered with middle office and trade desk to accurately book and settle over $500M in daily listed derivatives and FX trades. • Executed pre-trade reconciliations in GMI with 100% accuracy and corrected break sheets to ensure precision in trade bookings. • Acted as the primary liaison for global office communications (Europe, UK, India, US), resolving escalations and trade discrepancies efficiently. • Identified financial trade errors, escalated issues to appropriate teams, and ensured seamless daily settlements. • Utilized advanced Excel tools (VLOOKUP, pivot tables, macros) and internal systems to track trade metrics and streamline reporting processes. • Supported regulatory and operational risk mitigation initiatives by identifying process gaps, documenting findings, and recommending workflow improvements. • Contributed to cross-functional process improvement efforts, enhancing trade booking accuracy and reducing settlement failures by 15%
Oversaw clearance and settlement of fixed income and equity trades, managing 30% of daily trade volume. • Collaborated with counterparties, agents, and brokers to resolve settlement discrepancies and ensure timely trade closure. • Ensured adherence to internal controls and regulatory compliance, mitigating financial and operational risk. • Leveraged Power BI and advanced Excel to analyze and process over $5B in financial transactions daily. • Investigated and aged financial discrepancies, proactively resolving trade breaks and initiating borrow requests. • Executed omni partials and managed EOD wire settlements across North America, Europe, and post-Brexit markets. • Participated in daily reconciliation meetings with traders, compliance teams, and middle office staff to ensure alignment on pending items and settlement risk. • Assisted with regulatory reporting and supported audits by preparing accurate documentation of trade exceptions and resolutions. • Recommended process improvements and automation solutions that reduced manual intervention and decreased settlement failures by 10%.
Analyzed and reviewed $50M+ in monthly, quarterly, and annual expenditures to support grant and program budgeting. • Reconciled salary and financial reports, investigated variances, and implemented necessary adjustments. • Maintained productivity databases and prepared trend reports for department leadership to guide strategic decisions. • Collaborated with program managers and finance leads to prepare grant budgets and track funding allocations, ensuring compliance with donor and institutional guidelines. • Supported the development of financial forecasts and cost analyses for inpatient, outpatient, and research services, helping optimize resource allocation across departments. • Prepared and presented customized financial dashboards and variance analyses for senior leadership, enhancing visibility into performance metrics and enabling data-driven decisions.
• Supported the finance team by developing standardized financial reports and forecast models. • Conducted financial analyses for senior management to support budgeting and strategic planning. • Generated monthly budgets, cost estimates, and profitability projections for operational insight. • Collaborated with cross-functional teams to gather financial data, ensuring accuracy and consistency in reporting across departments. • Assisted in the automation of reporting processes using Excel formulas and templates, reducing manual effort and improving turnaround time by 20%.
Adopt safe and hygienic food-handling techniques at the right temperatures to ensure high-quality food service, Prioritize time by switching between several jobs and adapting to where assistance is required. Implement good storage rules by organizing and stocking food inventory for an effective flow of food preparation. Maintain a clean environment by sanitizing workstation and equipment after each use.