Experience

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  Wells fargo

  Mar 2017 - Jan 2018

  Associate financial analyst

  • Assisted US CRE Asset Management team and served US CMBS Investors by analysing and Spreading of Financial statements, Rent rolls as per CREFC guidelines.• Monitored and reported financial performance of all types of commercial real estate properties by analysis of their ratios. • Assessed the creditworthiness of borrowers by analysing by CRE properties' financials.• Performed Stress testing and scenario analysis of income Statements by using Moody’s REIS Market research information, corelogic, TaxQ and referring various Loan related documents.• Acquired knowledge and expertise on interpreting Mortgage agreements and its covenants. Show less

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  Finbuzz financial services

  Sept 2018 - Aug 2020

  • Supported US Pension administrators and auditors on end-to-end 401k Defined contributions plans. • Ensured accurate and timely delivery of plan reporting to client, including quarterly and annual participant statements, plan level reporting, and annual tax reporting.• Recruited team members, trained and mentored team members on the process.• Acted as a SPOC for raising queries to the clients and communicating queries responses to team.• Supported ESOP Administration process on eligibility, vesting determination, and customized participant statement on adhoc basis. Show less

  • Senior Financial Analyst

    Sept 2019 - Aug 2020

  • Financial Analyst

    Sept 2018 - Sept 2019
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  Self-employed

  Aug 2020 - Sept 2021

  Full time intraday trader
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  Infosys bpm

  Mar 2022 - Aug 2023

  Compliance testing specialist- infosys trust services

  Supported Institutional Defined Contribution Plan Sponsors on Defined contribution plan Governance.Compliance testing.  Setting up Administration software with Plan provisions from plan documents.  Reviewed Census and Determined Participant’s Eligibility for plan entry and contribution allocations by referring plan provisions.  Monitored Participant level tests (402g, 415c, Plan limit and 414s compensation).  Tested Employee and Employer contributions of participants by referring Plan documents, while passing all non-discriminatory plan level tests (ADP, ACP, Coverage, Top heavy, General test and participant level tests) requirements set by IRS including special situations like M&A.  Research and identification of Data issues and providing resolutions by communicating with Client. Show less

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  Ascensus

  Aug 2023 - now

  Financial analyst

  Compliance testing -401k