Summary
Overview
Work History
Education
Skills
Accomplishments
Technical Skills
Timeline
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BHAVANA SRINIVAS

Summary

Enthusiastic and results-driven Advanced Tax Analyst with a solid background in project management and client support. Demonstrated success in optimizing resource allocation, reducing costs, and improving project efficiency. Proficient in leveraging creative problem-solving skills, leadership abilities, and strong communication to drive successful outcomes. Strong analytical and problem-solving skills, as well as excellent communication and interpersonal abilities. Documents and reports all client interactions, ensuring accurate and up-to-date records. Committed to collaborating with cross-functional teams to enhance global compliance and deliver exceptional customer service. Excited to contribute to innovative solutions that align with Global Operations objectives.

Results-focused professional with deep understanding of business analytics and data-driven decision-making. Proven ability to generate valuable insights and streamline processes. Known for effective team collaboration and adapting to dynamic environments. Skilled in data interpretation and strategic planning.

Experienced with advanced financial modeling and analysis crucial for investment banking. Utilizes strategic insights to guide significant corporate decisions. Track record of driving successful M&A deals through collaborative efforts and detailed financial assessments.

Overview

6
6
years of professional experience

Work History

Senior Analyst - Investment Banking

London Stock Exchange
01.2022 - Current
  • Handling customer inquiries via phone, email or chat regarding technical issues with software, hardware, online or electronic products
  • This includes keeping a clear and active focus on inquiry resolution and ensuring that all the necessary action is taken to resolve a customer's inquiry
  • Provide service in a professional and courteous manner
  • Respond to customers' enquiries relating to information, product functionality and fault calls resolving as many queries as possible in the first interaction
  • Logging and classifying all calls and requests for assistance in the customer relationship management system (Salesforce)
  • Financial Sector Experience: experience in the financial sector and E-commerce, especially if gained from another trading platform
  • They are also familiar with the FIX protocol
  • Filter and escalate enquiries relating to other aspects of the Refinitiv business and handover to the appropriate department
  • Manage the resolution process for customers relating to data and applications for a particular product/s
  • Track enquiry resolution progress and proactively call customers with a status update or resolution if queries cannot be resolved on initial interaction
  • Capable of troubleshooting customer connectivity issues, writing scripts for log analysis, and documenting their work
  • Follow the appropriate procedures to respond to issues and update our customers when outages of a major nature occur
  • Identify and escalate problems affecting a number of customers or influencing the timely resolution of one customer's enquiry
  • This would include escalations to the team leader and other support, sales, engineering, or resolver groups as appropriate
  • Recognize and escalate recurring problems, inferior processes, or outdated procedures
  • Responsible for coordinating service delivery, leading problem analysis meetings, and managing projects to improve operational efficiency
  • Accept additional projects or areas of responsibility that will improve the team's performance
  • Proactively contribute to the Frontline Support team and the achievement of its goals
  • Manage and lead assigned projects that will improve operational efficiency and handle release management of new versions of trading platforms
  • Collaborated with cross-functional teams to identify areas of improvement, leading to increased operational effectiveness.

Advanced Tax Analyst ( UK & I )

Ernst & Young
01.2019 - 01.2022
  • Responsible for handling project management for tax global compliance across the engagement
  • Part of the Intelligent Business Services team with a strong focus on Financial transformation & global business services
  • Managed in communicating with Local office on a day-to-day basis and also was handling follow up, escalation and deliverable dashboard
  • Creating and presenting Service Management Reports to client on a bi-weekly
  • In charge of developing and presenting monthly Service Management Reports to our clients, ensuring accurate and timely communication of service performance
  • Analyze financial information and identify tax implications
  • Provide tax advice to clients and organizations
  • Keep up to date on changes in the tax law
  • Perform market research and analysis, including analysis of key business drivers and market, competition and industry risk and opportunity analysis
  • Preparation of projects/services in the domain of Indirect Tax/VAT
  • Prepare indirect tax returns and file (where applicable) these returns via the country specific filing tool - applicable to GDS only
  • My role entails analyzing and processing Change Request Notes as well as Prime Sub Contracting Memos
  • Managing the end-to-end invoicing process, which includes handling client and local office invoices, as well as resolving any disputed transactions
  • Analyze tax return information to identify tax liability and ensure accurate reporting
  • Responsible of reconciling quarterly, bimonthly, and yearly invoices and budgets, as well as drafting and overseeing vendor invoices
  • Managed Vendor Invoices and Technical Support for Direct Engagements
  • Accountable for Handling technical aspects of direct engagement accounts, including library maintenance, access, and deliverable tracking
  • Enhanced tax compliance by conducting thorough research on federal and state tax regulations.

Education

Bachelor's Degree - Accounting And Finance

Jyoti Nivas College Autonomous
01.2018

Skills

  • Project Coordination
  • Team Leadership
  • Analytical Problem Solving
  • Professional Mentorship
  • Effective Stakeholder Communication
  • Strong Organizational Abilities
  • Client Relationship Management
  • Client Partnership Development
  • Statistical Analysis
  • Performance Evaluation
  • Financial modeling

Accomplishments

  • Spotlight Award from EY and LSEG
  • Certificate of Achievement at EY
  • Received a positive Feedback from offshore client and Project lead in 2021 and achieved a bronze badge in 2020 for the project completed under team building.
  • Certificate of Achievement at LSEG
  • Received Best Voice of Customer award in 2023 for providing Outstanding Customer Service.
  • Received Best Team Award in Quarter 3 2023 for achieving all the KPI's.
  • Resolved product issue through consumer testing.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Technical Skills

  • Thomson Reuters Eikon
  • EY GTA
  • EY Helix
  • Refinitiv Workspace
  • Datastream
  • Microsoft Powerpoint
  • Microsoft Power BI
  • Microsoft Excel
  • Sales Force (CRM)
  • SQL
  • JIRA
  • Service Now

Timeline

Senior Analyst - Investment Banking

London Stock Exchange
01.2022 - Current

Advanced Tax Analyst ( UK & I )

Ernst & Young
01.2019 - 01.2022

Bachelor's Degree - Accounting And Finance

Jyoti Nivas College Autonomous

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BHAVANA SRINIVAS