Dr Srinidhi Vasan, CAPM

Business Development Executive

Boston, Massachusetts, United States7 yrs 9 mos experience

Highly Stable

Key Highlights

Led cross-departmental teams to enhance data accuracy.
Achieved 100% project completion rate in operational improvements.
Expert in financial operations and process optimization.

Stackforce AI infers this person is a Fintech professional with strong expertise in financial operations and data management.

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Skills

Core Skills

Corporate ActionsData ManagementProject CoordinationFinancial OperationsAccounting

Other Skills

Accounting StandardsAccounts Payable & ReceivableAgile Project ManagementAnalytical SkillsAnti-Money LaunderingAttention to DetailBack Office OperationsBalance Sheet ReviewBookkeepingBudget PreparationBudgetingBusiness AnalysisCash Flow AnalysisCommunicationCorporate Actions Reconciliation

About

In my professional journey, I've excelled in finance, leveraging my expertise to drive impactful changes. At LSEG, I led a team to significantly enhance operational efficiency and improve accuracy for client corporate actions. Implementing innovative strategies, I successfully helped the team in digital migration across multiple processes. My collaborative efforts at VIFA streamlined tax procedures for a vast clientele, illustrating my commitment to process optimization and client satisfaction. Beyond the finance realm, I cherish spending quality time with my family and exploring new and adventurous places as well as unique eateries across different cities. This passion for exploration not only fuels my personal life but also contributes to my curiosity and adaptability, traits that complement my dedication to continuous growth and learning within the finance industry.

Experience

7 yrs 9 mos

Total Experience

3 yrs

Average Tenure

2 yrs 5 mos

Current Experience

Wisdom square technologies

Financial Analyst

Jan 2024 – Present · 2 yrs 5 mos

Lseg (london stock exchange group)

Content Analyst

Jan 2022 – Sep 2024 · 2 yrs 8 mos · On-site

Monitored, updated and research data on corporate actions for EMEA Capital Markets focusing on equity rights and warrants, ensuring real-time accuracy and compliance. Managed daily updates to the Reuters Information Codes (Ric), involving changes in equity insights and notifications across customer zones, thereby enhancing data utilization and operational efficiency using Refinitiv Eikon.
Conducted end-of-day notifications and updates on stock prices, utilizing FMS to ensure data relevance and accuracy. Identified and resolved securities and data discrepancies, maintaining an outstanding issue resolution rate which supported critical financial decisions in both Quote level and Issue Level.
Led cross-departmental teams for project coordination and delivery related to real-time and reference data accuracy improvements, achieving a 100% project completion rate. Coordinated the creation and maintenance of mapping documents, crucial for the data conversion process and operational migrations.
Executed rigorous testing protocols and managed the implementation of system changes during migration projects, ensuring seamless transitions and minimal downtime. Supported weekend conversion activities and special event settings like elections, integrating updates directly into the GEDA system for enhanced financial data handling.

Corporate ActionsData ManagementOperational EfficiencyProject CoordinationData Accuracy

Vifa taekwondo academy

Accounts and Operations Associate

Aug 2018 – Dec 2021 · 3 yrs 4 mos · · On-site

Managed daily financial transactions using Quickbooks ensuring accurate bookkeeping and compliance with financial policies and processed accounts payable and receivable, including vendor payments, tuition fees and other financial obligations.
Conducted bank reconciliations, resolved discrepancies, maintained accurate financial records, managed payroll processing, oversaw daily administrative operations, ensuring smooth functioning of class schedules, student registrations, assisted in event planning and coordination, organizing tournaments, belt testing and promotional activities for student engagement.
Assisted in budget preparation, financial forecasting, prepared monthly revenue reports and assisted the accountant to prepare financial statements yearly.

BookkeepingFinancial TransactionsBudget PreparationPayroll ProcessingFinancial OperationsAccounting