Renita Sequeira
New York,NY
Summary
Professional with strong background in financial analysis, adept at leveraging analytical skills to drive business growth and financial stability. Expertise in data interpretation, financial modeling, and risk assessment, ensuring informed decision-making and strategic planning. Known for collaborative approach and adaptability, consistently meeting team objectives and organizational goals. Proficient in utilizing financial software and tools to streamline processes and enhance accuracy.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Financial Analyst
The Cook Group Legal
New York, New York
11.2023 - Current
- Managed end-to-end legal billing processes, including invoice generation, billable hour tracking, pre-bill review, and compliance with client billing guidelines, ensuring accuracy and timely submissions to improve cash flow.
- Prepared and submitted invoices using billing systems and LEDES formats, resolved billing discrepancies, and handled appeals to maintain client satisfaction and adherence to contractual terms.
- Conducted detailed billing analysis to identify discrepancies, improve billing efficiency, and enhance overall financial performance.
- Processed and verified vendor invoices, ensuring accuracy, compliance with internal financial controls, and timely payment.
- Monitored accounts receivable, followed up on overdue payments, reconciled accounts for accurate reporting, and performed regular audits to identify and resolve discrepancies.
- Independently managed the firm’s trust account, including settlement tracking, fund disbursement, reconciliation, wire transfers, and check processing, in compliance with IOLTA regulations and firm policies.
- Prepared comprehensive financial reports, forecasts, variance analyses, and presentations for senior management, highlighting key financial trends and actionable insights.
- Analyzed financial data to identify cost-saving opportunities and improve operational efficiency.
- Supported month-end and year-end closing processes, including account reconciliation, financial reporting, and variance analysis.
Budget Analyst
Department of Social Services
New York, New York
09.2023 - 11.2023
- Compiled, distributed, and analyzed financial data, ensuring accuracy in budget planning and financial reporting.
- Created and maintained detailed financial reports and schedules, supporting the department's strategic initiatives and operational goals.
- Conducted complex analyses in critical areas such as budget allocations, cost projections, and long-term strategic planning.
- Managed the Office of Temporary and Disability Assistance (OTDA) portfolio submissions for the Resource Center (RC), ensuring timely and accurate submission of financial data.
- Oversaw the financial management of a portfolio of Human Service Contracts, ensuring compliance with budget guidelines and optimizing resource allocation.
- Demonstrated proficiency in all Microsoft Office products, including Excel for financial modeling, and utilized database tools to streamline data management processes.
- Prioritized tasks effectively to manage multiple projects, delivering high-quality work under tight deadlines.
Financial Research Analyst
Citigroup Inc
09.2020 - 07.2022
- Managed and processed financial transactions and billing operations related to fund and equity investments, ensuring accurate revenue recognition and compliance with financial policies.
- Managed financial billing operations, including invoice generation, reconciliation, and resolving discrepancies to ensure smooth payment processing.
- Oversaw the broker vote billing process, ensuring correct allocation of funds and timely invoicing to institutional clients.
- Prepared periodic & Ad-hoc reports including research analyst panel leagues & distributed them to clients
- Generated financial reports and dashboards to track billable research services, outstanding invoices, and revenue performance.
- Collaborated with finance teams to streamline billing workflows, reducing invoice processing time and improving efficiency.
Billing Analyst
Spectra International
12.2019 - 05.2020
- Managed export billing for high-value transactions ($25 million worth of automobile spare parts), ensuring compliance with international financial and tax regulations.
- Managed end-to-end billing processes, including invoice generation, verification, and reconciliation to ensure accurate financial reporting and timely payments.
- Demonstrated advanced proficiency in accounting principles and practices, effectively managing financial record-keeping, preparing journal entries, conducting account analysis, and performing bank reconciliations.
- Conducted financial reconciliations, tracking payments, outstanding balances, and resolving discrepancies to maintain smooth cash flow.
Financial Service Consultant
Prudential Assurance Singapore Pvt Ltd
01.2019 - 11.2019
- Handled financial planning and billing for high-net-worth clients, ensuring accurate fee calculations and timely invoice processing.
- Reviewed and processed client payments, ensuring compliance with Singaporean financial regulations.
- Conducted analysis, provided consultation, and supported new clients during the implementation of core banking products and services.
- Delivered sales cycle and client relationship while playing a pivotal role in leading insurance company
- Focused intensely on business strategies and wealth management.
Equity/Trade Analyst
Motilal Oswal Securities Ltd
09.2014 - 09.2017
- Collaborated with clients to understand their investment goals, trading preferences, and financial requirements, ensuring seamless execution of equity and trade transactions.
- Assisted clients in navigating market trends, portfolio management, and risk assessment, providing functional support to optimize their investment strategies.
- Worked closely with internal teams and clients to ensure smooth onboarding, compliance with regulatory requirements, and effective execution of trades.
- Analyzed client portfolios and provided insights to help them make informed trading decisions, ensuring a seamless investment experience.
- Acted as a liaison between clients and back-office teams to resolve trade discrepancies and operational challenges efficiently.
Education
Master’s - Financial Management
University College Dublin
01.2019
Bachelor of Commerce - Financial Markets
University of Mumbai
05.2014
Skills
- Advanced MS Office Suite proficiency
- Financial statement analysis
- Data collection & research
- MS office suite
- Research and data analysis
- Excellent attention to detail
- Flexible team player
- Advanced computer skills
- Data analysis
- Budget support
- Financial modeling
- Account reconciliation
Certification
Pro Degree in Financial Analysis sponsored by KPMG – Imarticus Academy
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Timeline
Financial Analyst
The Cook Group Legal
11.2023 - Current
Budget Analyst
Department of Social Services
09.2023 - 11.2023
Financial Research Analyst
Citigroup Inc
09.2020 - 07.2022
Billing Analyst
Spectra International
12.2019 - 05.2020
Financial Service Consultant
Prudential Assurance Singapore Pvt Ltd
01.2019 - 11.2019
Equity/Trade Analyst
Motilal Oswal Securities Ltd
09.2014 - 09.2017
Bachelor of Commerce - Financial Markets
University of Mumbai
Master’s - Financial Management
University College Dublin
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