Srividya Dasari
Toronto,Canada
Summary
Results-driven financial analyst with a proven record at Northern Trust, specializing in financial analysis and team collaboration. Achieved significant reductions in report preparation time by implementing automated solutions, enhancing overall process efficiency. Proficient in technical analysis and communication, effectively delivering actionable insights that engage stakeholders. Aiming to leverage these skills to drive strategic initiatives and optimize performance in future roles.
Overview
6
6
years of professional experience
Work History
COPR - Copy & Print Centre Representative
Staples
Vancouver, Canada
01.2023 - 01.2024
- Managed cash transactions, delivered excellent customer service, and assisted with print and copy requirements
- Supported sales, refilled goods, and kept the workplace clean
- Used point-of-sale systems, handled client complaints, and taught new personnel
- Customer Satisfaction: Communicate with customers and recreate product according to their needs with the services available
- Efficiency Improvement: Implemented organizational strategies that improved the efficiency of print and copy services
Client Valuation Reporting Analyst
Northern Trust
Bangalore, India
08.2020 - 06.2022
- Valuation Reporting: Developed and provided detailed client value reports, assuring accuracy and compliance with regulatory requirements
- Data Analysis: Conduct in-depth financial data analysis to identify trends, offer actionable insights to clients and internal stakeholders and support strategic decision making
- Process Improvement: Implemented efficient processes and leveraged technology to increase productivity and minimize errors in report generation
- Software Proficiency: Compiled and analyzed data using financial software and tools such as Power BI, Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), and Northern Trust's proprietary systems
- Compliance and Risk Management: adhered to strict compliance standards and risk management protocols to safeguard data integrity and reduce risks
- Coordination: Collaborated effectively with multiple departments, including accounting, legal, and IT, to gather necessary data and implement and ensure accurate and timely reporting
- Training and Mentorship: Provided mentorship and training to new team members, provided support, knowledge and help skill development
- Efficiency Improvement: Implementing automated processes resulted in a considerable reduction in report preparation time
Intern in Human Resource Management
Kotak Mahindra Bank
Bangalore, India
06.2018 - 08.2018
- Recruitment and Onboarding: Assisted in recruitment process, which include screening resumes, coordination in initial interviews and activities for new hires
- Coordination and management: Provided administrative support, including scheduling, research, and document management
- Office operation: Oversee and organize meetings and team activities
Payroll Management Intern
Bharat Heavy Electricals Limited (BHEL)
Bangalore, India
10.2017 - 01.2018
- Conducted research on BHEL’s payroll process and systems to find areas for improvement and efficiency
- Analyzed payroll data and trends to aid in the development of more effective payroll strategies
- Collaborated with payroll professionals in the company to learn about company’s best practices and develop new procedures
Education
Master’s - Business Administration
University Of Canada West
Vancouver, BC, Canada09.2023
Bachelor’s - business administration, Major Finance
Jain University
BANGALORE, INDIA01.2020
Skills
- Financial Analysis
- Attention to Detail
- Communication
- Analytical and Problem-Solving
- Technical Proficiency
- Team Collaboration
- Research Methodologies
- Data Interpretation
- Technical Writing
- Presentation Skills
- Customer Service Excellence
- Time Management
- Record Management
- Organizational Skills
- Confidentiality
- Technical Skills
- Network Architecture
- Project management
- Product Management
Websites
Timeline
COPR - Copy & Print Centre Representative
Staples
01.2023 - 01.2024
Client Valuation Reporting Analyst
Northern Trust
08.2020 - 06.2022
Intern in Human Resource Management
Kotak Mahindra Bank
06.2018 - 08.2018
Payroll Management Intern
Bharat Heavy Electricals Limited (BHEL)
10.2017 - 01.2018
Master’s - Business Administration
University Of Canada West
Bachelor’s - business administration, Major Finance
Jain University
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