- Reading books/articles on personal growth or finance
- Traveling and exploring new cultures
- Playing sports or staying active (eg, running, yoga, hiking)
- Photography or creative arts (painting, drawing)
Raamesh Arvind Kadam
Rochester,NY
Summary
Dynamic finance professional with 4.8 years of experience in accounting, financial analysis, and risk assessment. Skilled in managing complex financial operations, preparing accurate reports, and utilizing advanced tools for efficiency and compliance. Proven ability to work with top-tier global clients like DBS Bank and JPMorgan Chase, delivering valuable insights and impactful solutions. Currently pursuing CPA certification, with an emphasis on advanced accounting subjects such as financial reporting, taxation, audit, and business law. Also working towards a Master's in Accounting to deepen expertise in these areas. Committed to continuous learning and professional development, eager to contribute to organizational growth and excellence in accounting roles. Known for a proactive mindset, strong attention to detail, and a consistent focus on achieving high-quality results.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Credit Analyst
SDP & ASSOCIATES
01.2024 - 08.2024
- Company Overview: Worked with Client: Development Bank of Singapore Limited Company
- Worked closely with DBS Bank as a client while employed by SDP Associate
- Reviewed customers' financial data across key segments including Asset-Based Lending (ABL), Institutional Banking Group 2 (IBG2), Institutional Banking Group 3 (IBG3), and Eflex-Credit Portfolio Management (Eflex-CPM), assessing the level of risk involved in extending credit
- Analyzed discrepancies and financial trends within client data, identifying potential risks and opportunities, ensuring compliance with internal risk management policies
- Prepared and submitted daily and monthly Management Information System (MIS) reports on credit portfolios to management, ensuring timely and accurate reporting to support strategic decisions
- Conducted preliminary credit assessments for clients in sectors such as real estate (CapitaLand), agriculture (Wilmar International), and energy (Keppel Corporation), ensuring their creditworthiness and adherence to compliance standards
- Worked with Client: Development Bank of Singapore Limited Company
Financial Analyst
State Street Syntel Private Limited
06.2021 - 11.2023
- Managed a wide range of corporate actions including dividends, mergers, stock splits, and rights issues, ensuring accurate and timely processing using tools like 1141 Corporate Actions Tool, Bloomberg Terminal, and SWIFT
- Supported major clients such as JPMorgan Chase, BlackRock, and Goldman Sachs, providing end-to-end corporate actions processing across regions like North America (USA, Canada), Europe (UK, Germany, France), and Asia-Pacific (Japan, Singapore, Australia)
- Prepared and delivered detailed client reports and reconciliations using MS Excel (Pivot Tables, Macros), ensuring alignment with clients' investment strategies and compliance with regulations
- Collaborated with custodians, brokers, and internal teams to resolve discrepancies, streamline workflows, and improve processing efficiency, leveraging 1141 Corporate Actions Tool and SWIFT messaging systems
Education
Certified Public Accountant -
The American Institute of Certified Public Accountant
12.2025
Masters in Accounting -
Rochester Institute of Technology
12.2025
Post Graduate Diploma in Management - Finance
Oriental School of Business
06.2021
Bachelor of Commerce -
Mumbai University (Jnan Vikas Mandal's Mehta Degree College)
05.2019
Skills
- MS Office
- Power BI
- TallyERP 9
- Income Tax
- Advanced Excel
- MS-CIT
- MySQL
- Tableau
- Business Statistics
- Python
- R Programming
Certification
- Certification in Investment Banking and Hedge Fund, 12/20
- Certification in Introduction to Corporate Finance, 05/20
- Certification in Risk Management in Financial Sector, 05/20
- Certification in TCS iON Career Edge-Young Professional, 05/20
Interests
Timeline
Credit Analyst
SDP & ASSOCIATES
01.2024 - 08.2024
Financial Analyst
State Street Syntel Private Limited
06.2021 - 11.2023
Masters in Accounting -
Rochester Institute of Technology
Post Graduate Diploma in Management - Finance
Oriental School of Business
Certified Public Accountant -
The American Institute of Certified Public Accountant
Bachelor of Commerce -
Mumbai University (Jnan Vikas Mandal's Mehta Degree College)
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