Nirmala Lachmenar
Danvers,MA
Summary
Highly efficient Senior Client Reporting Associate well established in fast-paced and challenging environments. Eager to learn with aptitude for applying new knowledge with skill and efficiency.
Overview
9
9
years of professional experience
Work History
Senior, Client Reporting Associate
Acadian Asset Management
03.2023 - Current
- Responsible for the production and distribution of recurring client and consultant reports for 96 accounts
- Communicate proactively with internal partners to manage deliverables, determine efficiencies and uncover opportunities to provide high level of client service
- Streamlined report generation process for increased efficiency and faster turnaround times.
- Performed comprehensive reviews of reports generated by associates and specialists to ensure precision and adherence to quality standards.
- Managed and prioritized ad hoc requests from both clients and internal stakeholders, ensuring timely and accurate delivery of tailored solutions.
Senior Performance Analyst
Meketa Investment Group
08.2021 - Current
- Produce monthly and quarterly performance reports across Global Equity, Infrastructure, Private Equity, Real Estate, and Hedge Fund asset classes for General Consultant portfolio meetings with clients.
- Produce detailed quarterly reports of comprehensive Private Markets positions, including IRR, TVPI, and significant events, as well as reconciliations of investment valuations, capital calls, and distributions.
- Meet quarterly with Global Equity managers and write recommendations to the Investment Committee for determining continued eligibility with discretionary clients, on the basis of performance vs. benchmarks, historical track records, quarterly investments, and attribution.
- Onboard large institutional clients with complex diversified portfolios by coordinating with prior consultants, translating data to internal reporting software, reconciling internal reports against prior consultants, and drafting portfolio restructuring statements.
Finance Manager
Graybar Electric
01.2018 - 08.2021
- Minimized accounts receivable collections and reconciled customer billings and statements.
- Established strategy for operations reporting and analytics, identifying key needs for deliverables while driving continuous improvement of processes.
- Analyzed portfolios and identified risk factors, facilitating reduction of delinquencies on new volumes and recommending risk-adverse strategies.
- Decreased the daily sales outstanding by 50% managing the accounts receivable portfolio of assigned profit centers.
- Built and strengthened productive and valuable industry partnerships to drive collaboration, engagement and revenue stream development.
Finance Assistant
Graybar Electric
02.2017 - 01.2018
- Produced accurate and timely collections reports, facilitating measurement, decision-making and engagement with customers.
- Stayed on top of applicable federal and state requirements to minimize legal and financial risks.
- Obtained credit information, reports, and other necessary information to effectively evaluate prospective customers
- Assisted with credit card and credit file review and maintenance, credit evaluations and credit approvals,and collection.
Finance Assistant
American Consumer Credit Counseling
09.2015 - 02.2017
- Reported financial data and updated financial records in ledgers and journals.
- Organized budget documentation and tracked expenses to maintain tight business controls.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
Education
Bachelor of Arts - Sociology
University of Massachusetts Boston
Boston05.2015
Bachelor of Arts - Finance
Southern New Hampshire University
Manchester, MA 04.2021
Skills
- Financial analysis
- Written and interpersonal communication
- Relationship development
- Problem resolution
Timeline
Senior, Client Reporting Associate
Acadian Asset Management
03.2023 - Current
Senior Performance Analyst
Meketa Investment Group
08.2021 - Current
Finance Manager
Graybar Electric
01.2018 - 08.2021
Finance Assistant
Graybar Electric
02.2017 - 01.2018
Finance Assistant
American Consumer Credit Counseling
09.2015 - 02.2017
Bachelor of Arts - Sociology
University of Massachusetts Boston
Bachelor of Arts - Finance
Southern New Hampshire University
Similar Profiles
Erin CunninghamErin Cunningham
Executive Business Partner at Acadian Asset ManagementExecutive Business Partner at Acadian Asset Management
JENKINS RUBANJENKINS RUBAN
SENIOR FULL STACK DEVELOPER at Acadian Asset ManagementSENIOR FULL STACK DEVELOPER at Acadian Asset Management
KUMUDINI SKUMUDINI S
AVP - Sales & Distribution at HSBC Asset Management (erstwhile L&T Asset Management)AVP - Sales & Distribution at HSBC Asset Management (erstwhile L&T Asset Management)
Kayla CorbettKayla Corbett
Special Education Teacher at Lynn Public SchoolsSpecial Education Teacher at Lynn Public Schools
Brynn O'NeillBrynn O'Neill
Bartender at Encore Boston HarborBartender at Encore Boston Harbor