Sanjana Akkireddy
Jersey City,United States
Summary
Finance professional with a Master’s in Finance from ESEEC Business School and a Bachelor’s in Business Management from Manipal University. Proven expertise in tax processing, financial analysis, and regulatory compliance gained through experience at Goldman Sachs and Clearstream Banking. Demonstrates strong skills in wealth management, data analysis, and client relationship management while thriving in global environments. Committed to enhancing processes and workflows to drive team success and efficiency.
Overview
8
8
years of professional experience
Work History
Tax Processing- Offcycle Intern
Clearstream Banking
Luxembourg City, Lux
02.2021 - 07.2021
- Assisted in end-to-end tax processing, including tax certification acceptance and tax instruction processing.
- Provided specialized market-level support, improving accuracy in tax handling procedures.
- Processed payments and reported transactions to tax authorities, ensuring compliance in cases where Clearstream acted as a withholding agent.
Senior Analyst
Goldman Sachs
Bangalore, India
06.2015 - 08.2020
- Managed end-to-end corporate action processing, including dividends, stock splits, and share conversions, ensuring accurate execution.
- Validated corporate action events using Bloomberg, reconciling firm records with custodian data to prevent financial discrepancies.
- Led corporate action reconciliations, proactively resolving asset servicing breaks to mitigate risk.
- Conducted due diligence on client accounts, ensuring adherence to compliance regulations and operational risk policies.
- Identified risk exposures in asset servicing operations and implemented controls to reduce errors and financial losses.
- Led a MIFID II based project for PWM clientele, ensuring compliance with regulations for share classes in approximately 1,500 client accounts
- Partnered with Technology teams to develop automation solutions, reducing manual processing errors and improving workflow efficiency.
- Managed corporate actions, cash transfers, and securities movements for HNW and PWM clientele, ensuring flawless execution.
- Acted as a key escalation contact, resolving high-priority issues in corporate actions and asset servicing operations.
- Directed the Rolling Review team, reviewing 5,000+ client accounts to enhance documentation accuracy.
Mentored junior analysts on corporate actions processing, compliance policies, and risk management.
Summer Intern
Goldman Sachs
Bangalore, India
06.2013 - 08.2013
- Reduced discrepancy between holding value internal to the firm versus external custodian as part of Custody Reconciliations project, securing a full-time offer with the firm in the Asset Management division. Reconciliation of asset servicing events with custodians and internal records
Education
Master - Finance
ESSEC Business School
Paris, France02-2023
Bachelor's - Business Management
Manipal University
Manipal, India06-2015
Skills
- Financial Tools: Bloomberg, Business Intelligence (BI) Tools, Microsoft Office Suite
- Data Analysis & Risk Management: Quantitative Analysis, Reconciliations, Compliance Audits
- Operations & Process Improvement: Asset Servicing, Corporate Actions, Trade Processing, Regulatory Reporting
- Project Management: Process Automation, Stakeholder Coordination, Strategic Planning
Languages
- English, Fluent
- French, B1 Level
Web
https://www.linkedin.com/in/sanjanaakkireddy/
Social Work
- Actively participated in community involvement initiatives such as the Hair for Hope program at Manipal University which raised awareness about breast cancer and provided hair to patients undergoing chemotherapy
- Demonstrated quick thinking and leadership skills during the Chennai floods in 2015 by volunteering to provide First Aid and collecting and distributing supplies to those affected
- Served as a Volunteer Teacher at ASARE, teaching music and arts while also acting as a social behavior instructor to students
Timeline
Tax Processing- Offcycle Intern
Clearstream Banking
02.2021 - 07.2021
Senior Analyst
Goldman Sachs
06.2015 - 08.2020
Summer Intern
Goldman Sachs
06.2013 - 08.2013
Master - Finance
ESSEC Business School
Bachelor's - Business Management
Manipal University
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