Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Shubhangi Khandelwal

Summary

Senior Analyst with exceptional teamwork, leadership and communication skills. Over 3.5 years of experience working on large-scale projects and handling daily operational requests.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Senior Analyst, Financial Operations

Arcesium India Private Limited
01.2024 - Current

• Ensure error-free and timely daily support/deliverables and resolution of breaks/issues.
• Create, update, and review investment products

in the firm's database and trading universe.
• Process and review trades that are not booked by the desk and supporting P&L queries from the front office.
• Liaise with Trade Accounting and Operations, and ensure confirmations and settlements are completed in a timely manner according to the firm's policy.
• Work closely with other team members to address operational issues.
• Contribute in work allocation and mentor new resources on different activities.
• Support the group's deliverables during night-ops.
• On board new clients to the Arcesium Platform.

Analyst, Financial Operations

Arcesium India Private Limited
06.2022 - 01.2024

• Process and review trades that are not booked by the desk and support P&L queries from the front office.

• Maintaining and validating data intergrity and assisting with various team for security mapping of complex asset classess like swaps, options.

• Daily transaction management and security master capture across different asset classes including options, futures, CDS.

• Keeping reference data & security master up-to-date using sources like ICE and Bloomberg etc.

• Work with the team on new projects, client onboarding, vendor integration, UAT testing for tools and procedures.

• Interating with clients and investment managers, adressing inquiries related to trades, positions and performance and providing excellent support service.

• Ensure high risk trades are prioritized and escalated to desk and other internal and external stakeholders.

• Liaise with internal team like TAO/Pricing to ensure confirmations and settlements are completed in a timely manner, resolve discrepancies, and attend to internal queries.

Tax Consultant II, US Taxation

Deloitte Tax Services India Pvt. Ltd.
06.2020 - 05.2022

• Working on U.S. International Tax Compliance.

• Preparation of International Tax returns for Controlled Foreign corporation(5471), Disregarded Entities (8858) and Foreign Partnership (8865).

• Preparation of other additional Tax forms such as 8990, 8621, 8992.

• Analysis of Financial statements and preparation of workpapers from client provided raw data.

• Extensive experience in Tax return preparation softwares like Corptax, Gosystem, Superforms.

• Assisting domestic teams with the preparation of e-file packages.

• Coordinate with the US and USI team members on a regular basis to ensure the quality of deliverables.

Internship

First Impressions Training Solutions Pvt. Ltd.
03.2019 - 06.2019

• Creation and Management of database of IT companies in Hyderabad.

• Analysis of training methodologies of IT companies.

• Market and promote the training programs provided by the company.

• Contact management and lead nurturing using CRM software (Bitrix24 and HubSpot).

Education

MBA - Finance

Institute of Management Technology, Hyderabad
Hyderabad
06.2020

Bachelor of Commerce - Commerce

Seth Anandram Jaipuria College
Kolkata
06.2016

Skills

  • Microsoft Excel
  • Financial Instruments
  • Trade Processing
  • Trade Support
  • Detail Oriented
  • Ability to work under pressure

Accomplishments

  • Received Spot Award for managing multiple clients daily trade operations seamlessly.
  • Received Shoutout for hardwork and dedication during the Tax filing period
  • Recognized for Outstanding Professional Behavior by Tax Managing Director
  • Received Spot award in acknowledgement of contribution to the success of firm

Certification

  • Chartered Financial Analyst Level 2 Candidate - CFA Institute
  • ICDL Certified in Advance Spreadsheets

Timeline

Senior Analyst, Financial Operations

Arcesium India Private Limited
01.2024 - Current

Analyst, Financial Operations

Arcesium India Private Limited
06.2022 - 01.2024

Tax Consultant II, US Taxation

Deloitte Tax Services India Pvt. Ltd.
06.2020 - 05.2022

Internship

First Impressions Training Solutions Pvt. Ltd.
03.2019 - 06.2019

MBA - Finance

Institute of Management Technology, Hyderabad

Bachelor of Commerce - Commerce

Seth Anandram Jaipuria College
Shubhangi Khandelwal