Neha Khandagale Bhoir
Auckland
Summary
Financial Analyst with 7 years of experience in reconciliation of derivative products with strong understanding of international settlement markets. Proven track record of performing under high pressure and consistently delivering high quality output with ability to manage multiple task and stakeholders.
Overview
9
9
years of professional experience
Work History
Senior Associate
Accenture
07.2019 - Current
- Worked on 3000+ post trade workflow for OTC derivative transactions in Markitwire on monthly basis
- Performed trade fact reconciliation and providing amendments to brokers for trades in Markitwire and ISDA Confirmations and affirming trades by attaching digital signature in confirmations
- Reported exceptions/errors to client and tracking through to remediation
- Recorded UTI/USI from 150+ ISDA Confirmations and uploading them to TRR dashboard for regulatory purposes on weekly basis
- Mentored junior associates, fostering professional growth and helping them reach their full potential.
Financial Analyst
EClerx Services
08.2017 - 03.2019
- Worked as financial analyst for one of the leading American multinational investment bank and financial services company
- Reconciled 1500+ trades between multiple risk systems, ISDA confirmations, and Term sheet and actively communicated with clients regarding resolution of trades
- Prepared EOD reports, weekly reports, MBR and led client calls to make sure client expectations are managed
- Acted as a team leader in group projects, delegating tasks and providing feedback.
Executive Officer
ICICI Bank
08.2015 - 02.2017
- Managed ICICI securities 75+ High Net Income clients & their portfolio efficiently
- Timely resolution of client queries and problems with help of operational team
- Achieved best level of performance & sales targets set by Senior manager
- Built and maintained positive, productive, and professional working relationship with clients and all internal departments
Education
MBA - Banking, Investment
Mumbai University
Mumbai09.2018
Master of Commerce - Accountancy &Finance
Mumbai University
Mumbai06.2016
Bachelor of Management Studies - Marketing Research
Mumbai University
04.2014
Skills
- Soft Skills
- Critical Thinking
- Agile Delivery
- Collaboration
- Leadership
- Stakeholder Management
- Quick Learner
- Adaptable
Accomplishments
- Received ‘Business Star’ award consistently for two quarters for leading the team with high quality results and excellent client management
- Awarded Spot reward twice for being an active team member in daily client communication and meeting client requirements also for being a consistent performer in achieving daily targets
- Achieved ‘Focus Champion Award’ in ICICI Bank for serving clients efficiently
Additional Information
- Visa Eligibility Valid Work Visa till July 2026
Timeline
Senior Associate
Accenture
07.2019 - Current
Financial Analyst
EClerx Services
08.2017 - 03.2019
Executive Officer
ICICI Bank
08.2015 - 02.2017
MBA - Banking, Investment
Mumbai University
Master of Commerce - Accountancy &Finance
Mumbai University
Bachelor of Management Studies - Marketing Research
Mumbai University
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