• Overseeing monthly and quarterly financial close activities, including preparation of management reports, performing variance assessments (Budget vs. Actual/Forecast), and tracking financial KPIs to aid strategic decisions.
• Driving financial projections and engaging in annual planning and rolling forecast processes to align with organizational objectives and resource allocation.
• Coordinating recurring reporting deliverables, addressing stakeholder queries, and producing customized analytical reports.
• Tracking capital market movements and business performance indicators, interpreting financial data trends, and identifying key variance drivers.
• Leveraging data visualization and analytics platforms, designing interactive dashboards to present cost trends, operational metrics, and business insights.
• Partnering with senior in strategic financial initiatives by ensuring forecasting accuracy, monitoring budget adherence, and delivering insight-driven recommendations.
• Optimizing financial reporting processes by streamlining workflows and enhancing data accuracy, leading to a reduction in close time and increased reporting efficiency.
• Collaborating with cross-functional teams to ensure accurate and timely delivery of financial data, supporting strategic initiatives and operational improvements.
• Developing and refining financial models to forecast revenue, expenses, and cash flow, enabling more informed decision-making across business units.
• Conducting comprehensive financial analysis to evaluate business performance, identify cost-saving opportunities, and recommend corrective actions where needed.
• Providing strategic financial insights and recommendations based on detailed financial analysis, helping to guide business leaders in making data-driven decisions.

• Supervised BBH’s Luxembourg-based onshore team, ensuring adherence to investment policies by reviewing alerts and conducting root cause analysis using Charles River Development (CRD).
• Recorded and tracked Passive/Active breaches in the Breach Log Database (BLD), collaborating with the onshore team to verify breaches and report findings to clients.
• Administered rule and account mapping in CRD, ensuring alignment with client and regulatory standards, while addressing compliance alerts related to trading strategies and controls.
• Monitored portfolio transactions to ensure compliance with investment limitations and assisted compliance teams in addressing queries.
• Contributed to Global Investment Compliance by preparing data analytics, reports, and conducting periodic compliance assessments for regulatory standards.
• Worked with global teams to implement compliance protocols, update UAT servers (CRD) for new securities, fund launches, and liquidations as per client specifications.
• Spearheaded SOP development, facilitated new hire training, and ensured timely review of team alerts for accuracy and compliance.
• Addressed user inquiries and nurtured strong relationships with stakeholders to ensure effective communication.
• Implemented proactive compliance monitoring strategies, identifying potential issues before they became breaches, significantly reducing compliance risk.
• Streamlined the breach identification and resolution process, reducing response time and improving accuracy of compliance reporting by leveraging data analytics tools.
• Partnered with regional compliance teams, IT, and trading desks to ensure seamless implementation of compliance rules and efficient management of alerts in the trading system.
• Assisted in developing automated compliance reporting systems, resulting in improved efficiency and faster decision-making for senior management.
• Supported the creation of regulatory filings and audit documentation, ensuring the company met all regulatory deadlines and reporting requirements.

• Oversaw US region operations for State Street, Boston, USA, ensuring efficient execution of daily, weekly, and monthly client deliverables, consistently meeting deadlines.
• Managed hedge fund investments, including bonds, dividends, derivatives, and security descriptions, while performing factor calculations and ensuring compliance with the Investment Company Act of 1940.
• Created, optimized, and validated client Standard Operating Procedures (SOPs), contributing to continuous process enhancements for greater efficiency.
• Monitored and updated performance and deadline tracking systems, ensuring project timelines were consistently met.
• Delivered training on processes and client requirements to onboard new team members, effectively handling inquiries and maintaining strong relationships with stakeholders.
• Directed and mentored a team to achieve operational objectives and ensure high performance and productivity levels.

ACHIEVEMENTS:

• Recognized as “Syntel Champ” within just five months of joining, a testament to rapid impact, dedication, and exceptional performance early in the role.
• Promoted through fast-track progression in just 9 months, reflecting consistent excellence, reliability, and value-driven contributions to key projects.
• Twice awarded “Titan of the Month” (January & May 2020) for delivering outstanding results and consistently exceeding performance expectations.
• Repeatedly achieved a “Zero-Error” performance benchmark, showcasing precision, quality assurance, and a strong commitment to operational excellence.
• Received direct client commendations from Boston-based partners, highlighting superior client service, communication, and delivery excellence on critical assignments.