Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Gym, travel and Photography
Languages
Disclaimer
Timeline
Generic

Sreedhar Sundarrajan

Scarborough,Canada

Summary

Experienced senior financial analyst and associate in finance with a proven track record of analyzing and verifying financial data to produce accurate financial statements within tight deadlines. Adept at identifying and resolving processing and reconciliation issues, collaborating with cross-functional teams to implement corrective actions and ensure adherence to proper procedures. Skilled in managing and evaluating critical financial processes, consistently identifying and leading transformative improvement opportunities. Demonstrated expertise in overseeing day-to-day financial operations, including transaction processing, control monitoring, reporting, and financial analysis.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Senior Financial Analyst

State Street
04.2022 - 07.2023
  • Analyzed and prepared financial statements including balance sheet, income statement, cash flow, and partner's equity.
  • Performed evaluation of Trial balance to generate input utilized in the creation of core statements, financial notes, IRR workings and FIHI.
  • Increased financial accuracy by conducting in-depth analyses of financial data.
  • Supported in ensuring the accuracy and compliance of accounting standards by working on US GAAP and IFRS checklists.
  • Prepared KPIs and presented them to clients.
  • Streamlined financial reporting processes, resulting in more efficient delivery of critical information to stakeholders.
  • Trained new analysts on corporate policies and procedures and implemented mentoring program, reducing onboarding time.

Process Associate (Rep, Client Processing)

Bank of New York Mellon (BNY Mellon)
07.2020 - 04.2022
  • Analyzed financial scenarios using trading transactions and other client documents to assess client financial paperwork and reports
  • Accountable to follow the deadlines of overnight and current day financial reports
  • Reached out to appropriate Investment firms, securing price by leveraging previous day's NAV for overnight transactions and facilitating settlement
  • Examined investment and financial information for companies, stocks, mutual funds, and other investments by analyzing daily stock reports,
    trading volumes along with company's financial statements as well as additional relevant financial publications.

Financial Associate

RR Donnelley Outsource Pvt. Ltd.
01.2020 - 05.2020
  • Implemented and adhered to standard operating procedures (SOPs) to maintain consistency in the preparation of US mutual fund statement filings.
  • Maintained the integrity of financial statements and offered frontline assistance.

Executive Sales

Share khan Pvt. Ltd.
10.2019 - 01.2020
  • Demonstrated expertise in explaining investment opportunities related to share market, mutual funds, bonds, and commodities while dealing with customer inquiries about Demat accounts.
  • Generated investment opportunities by identifying top shares and facilitating the setup of Demat accounts with margin.

Education

Post-Degree Certificate - Financial Planning And Wealth Management

Lambton College
Toronto, ON
05.2025

MBA - Finance

SRM UNIVERSITY
Chennai, India
05.2019

Bachelor of Commerce - Accounting And Finance

Jaya College of Arts And Science
Chennai, India
05.2017

Skills

  • Financial statement analysis
  • Research and Data Analysis
  • Financial statements expertise
  • Report Preparation
  • Financial and operational reporting
  • KPI Management
  • Financial Planning and advising
  • MS Office Suite
  • Microsoft Excel
  • Microsoft Word
  • Microsoft PowerPoint
  • Adobe Software

Certification

[Area of expertise in Investment Funds in Canada (IFC) as a Financial Advisor] License - [2027-06-25]

Accomplishments

  • Received an excellence award from the State Street.

Gym, travel and Photography

I am passionate about fitness, constantly pushing myself at the gym to stay strong and healthy. When I am not working out, I explore new places and capture breathtaking moments through my camera, blending adventure and art into my travels.

Languages

English
Tamil

Disclaimer

I hereby declare that all the information provided above is true and correct to the best of my knowledge.

Timeline

Senior Financial Analyst

State Street
04.2022 - 07.2023

Process Associate (Rep, Client Processing)

Bank of New York Mellon (BNY Mellon)
07.2020 - 04.2022

Financial Associate

RR Donnelley Outsource Pvt. Ltd.
01.2020 - 05.2020

Executive Sales

Share khan Pvt. Ltd.
10.2019 - 01.2020

Post-Degree Certificate - Financial Planning And Wealth Management

Lambton College

MBA - Finance

SRM UNIVERSITY

Bachelor of Commerce - Accounting And Finance

Jaya College of Arts And Science

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Sreedhar Sundarrajan