Ojasvi Sharma

Associate Consultant

Delhi, India5 yrs 9 mos experience

Key Highlights

Expert in financial analysis and contract management.
Proficient in project management and stakeholder engagement.
Strong background in compliance and auditing.

Stackforce AI infers this person is a Finance and Consulting professional with expertise in compliance and project management.

Contact

ojasvi1161@gmail.com LinkedIn

Skills

Core Skills

Project ManagementVendor ManagementInvestment ResearchStakeholder ManagementMortgage LendingAudit And ComplianceTax ComplianceQuality Auditing

Other Skills

Accounts Payable (AP)Bank ReconciliationCommon Reporting Standard (CRS)ConfluenceContract ManagementDashboard MetricsDatabase MaintenanceDocuSignEffective CommunicationEncompassFinancial AnalysisFinancial ManagementFinancial Statement AnalysisInvoice codingJIRA

About

Detail-oriented professional with a strong background in financial analysis, reconciliation, and contract management. Proficient in invoice and payment processing, database maintenance, and optimization. Skilled in project management using JIRA, with experience in Salesforce and NetSuite for client relationship management. Proven ability in secondary research and information gathering, alongside proficiency in SharePoint and Confluence for efficient document management. Effective communicator, skilled in stakeholder engagement and KPI analysis to drive business success.

Experience

Alvarez & marsal

2 roles

Senior Analyst - Research Subscriptions Portfolio

Promoted

Nov 2025 – Present · 4 mos · Gurugram, Haryana, India · Hybrid

Analyst - Research Subscriptions Portfolio

Jan 2025 – Nov 2025 · 10 mos · Gurugram, Haryana, India · Hybrid

Driving operational excellence and insight delivery—I’m part of Alvarez & Marsal’s high-impact Insight Center, overseeing a global, multi-million-dollar research subscription portfolio that supports top-tier consulting engagements across the U.S., Europe and APAC.
Manage end-to-end lifecycle of 225+ high-value research subscriptions (e.g., CapIQ, Bloomberg), powering informed decision-making for client and business development teams.
Perform detailed invoice coding to appropriate project charge codes, ensuring precise cost allocation aligned with internal reporting structures.
Handle vendor invoice processing and reconciliation through SAP, Unit4 ERP, and coordinate closely with the Accounts Payable (AP) team to ensure timely payment and compliance.
Maintain and update contract and subscription data within Salesforce, ensuring transparency, audit readiness, and seamless tracking.
Utilize SAP Concur for processing and tracking team expense reports, ensuring accuracy in submissions, compliance with policy, and timely reimbursement cycles.
Coordinate with vendors globally to secure quotes, manage renewals, and troubleshoot service issues—balancing quality with cost-effectiveness.
Support internal collaboration and documentation using Microsoft OneNote, Excel, and SharePoint to streamline communication and process visibility.
Contribute to cross-functional projects, helping drive efficiency and innovation across the broader Insight Center operations.

Accounts Payable (AP)SAP ERPSalesforceInvoice codingContract ManagementBank Reconciliation+4

Evalueserve

2 roles

Analyst - Investment Research

Promoted

Oct 2022 – Dec 2024 · 2 yrs 2 mos · Gurugram, Haryana, India

Supported global analysts and clients in managing research subscriptions and maintaining accurate client records on Salesforce.
Oversaw contracts for clients, vendors, and legal teams to ensure compliance and smooth operations.
Reviewed invoices and reconciled payments with purchase orders using NetSuite, collaborating with the Finance Team to ensure accuracy.
Conducted data extraction and research entitlement for third-party financial databases like S&P Capital IQ, FactSet, Bloomberg, and Thomson Reuters.
Developed and maintained strong client relationships within the investment research sector, managing accounts and ensuring timely delivery of reports and analysis.
Utilized SharePoint and Confluence for document management, collaboration, and workflow automation.
Managed Tableau dashboard monitoring to ensure data accuracy and spearheaded initiatives to enhance workflows, resulting in a 30% increase in efficiency.

Financial ManagementContract ManagementVendor ManagementBank ReconciliationSalesforceOperations Research+3

Associate - Investment Research

Mar 2022 – Oct 2022 · 7 mos · Gurugram, Haryana, India

Better

Analyst - Financial Operations

Jun 2020 – Oct 2021 · 1 yr 4 mos · Gurugram, Haryana, India

Conducted post-closing reviews of loan documentation for accuracy, compliance, and completeness in accordance with FHA, VA, and conventional loan requirements.
Verified authenticity and completeness of loan documents, including promissory notes, deeds of trust, titles, and insurance policies, to facilitate loan funding and servicing.
Performed financial reviews and reconciliations of loan transactions, including principal and interest calculations, escrow analysis, ensuring accuracy and compliance with RESPA and TILA guidelines.
Utilized mortgage software such as Encompass to prepare and maintain ledgers, trial balances, and financial statements for loan post-closing activities, ensuring data integrity and compliance.
Collaborated with loan officers, underwriters, title companies, and stakeholders to resolve discrepancies related to loan terms, conditions, and funding.
Conducted loan document audits to ensure compliance with GSE guidelines.
Maintained accurate records and documentation to meet regulatory and client requirements.

Mortgage LendingFinancial Statement AnalysisBank ReconciliationStakeholder ManagementProject ManagementEncompass+2

Ihs markit

Operations Analysis Associate

Nov 2019 – May 2020 · 6 mos · Noida

Ensure compliance with domestic and non-resident withholding requirements, including Forms W8, W9, and 8233. Manage information return reporting as per regulatory standards such as FATCA and CRS.
Conduct tax forms compliance validation and audits to ensure accuracy and adherence to regulatory requirements. Validate KYC documents and company certificates such as Memorandum of Association (MOA), Articles of Association (AOA), and Incorporation certificates.
Calculate withholding rates accurately and ensure GIIN/TIN matching for tax reporting purposes.
Perform periodic reviews to ensure compliance with tax regulations and reporting standards.
Cross-verify client data based on audit checklists and compliance guidelines set by clients.

Us TaxationU.S. Foreign Account Tax Compliance Act (FATCA)Common Reporting Standard (CRS)Quality AuditingTax ComplianceReporting