Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

SNEHA CHELLAPPAN

United States

Summary

Financial professional with comprehensive experience in financial data analysis and strategic forecasting. Known for strong collaborative efforts and delivering consistent results in dynamic environments. Skilled in financial modeling, data interpretation, and strategic planning, with proactive approach to adapting to changing business needs. Proficient in utilizing financial software and tools to streamline processes and enhance accuracy.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Client Onboarding Specialist

LightPoint Financial Technology
04.2022 - 04.2024
  • Reconciled historical financial data using advanced Excel tools—including PivotTables, Vlookup, Hlookup, Index-match, and complex formulas to ensure accurate data migration and integration into the LP system during client onboarding.
  • Prepared monthly and quarterly bank financial reports including balance sheets, income statements and cash flow statements in accordance with GAAP and internal policies.
  • Processed and reconciled accounts payable and receivable transactions, ensuring accuracy and compliance with company policies, which improved financial reporting efficiency.
  • Provided oversight and mentorship to junior team members, ensuring accurate financial reporting and compliance with regulatory standards.
  • Gained hands-on experience in executing Quality Assurance (QA) and User Acceptance Testing (UAT) processes related to new client releases, ensuring product readiness and performance.
  • Streamlined data reconciliation processes, ensuring accuracy and timeliness in client financial reporting, leading to noticeable gains in operational efficiency.

Client Specialist – Relationship Management

CIBC Mellon
05.2021 - 04.2022
  • Strengthened client relations, ensuring superior service and informed clients on market news.
  • Delivered detailed briefings on market trends, product updates, and company-driven changes in policy, process, and technology to ensure client alignment and readiness.
  • Developed a strategic action plan to encourage the adoption of technology and self-service tools, aimed at reducing inquiry volumes based on analysis of client interaction data.
  • Partnered with cross-functional teams to resolve escalated issues, ensuring timely resolutions and maintaining strong client relationships.
  • Assists Relationship Managers and Clients with ad-hoc projects, client invoices and billing activity and transition to new platform.
  • Involved in the year end audit review process.

Client Solutions Coordinator – Core servicing

Mackenzie Investments
12.2019 - 05.2021
  • Processed investor transfer requests (subscriptions/redemptions/transfers/switches) and ensured compliance with the relevant legislation, agreements and policies.
  • Performed investors wire detail additions/modifications for proper flow to the automated payment systems and client reporting.
  • Initiated service requests for pending transactions, and ensured the requests are completed on time with continuous follow up with the Client relation services team.
  • Co-ordinated with several departments (Client Relations, Document Handling, Quality Control, Adjustments and Data Integrity) to assure prompt completion of client requests in accordance with the client’s Service Level Agreement.
  • Handled sensitive client data and documents related to investment and financial transactions and ensured clients confidentiality and data security with 100% quality on various transactions.
  • Proficient in processing transactions in accordance with corporate standards.
  • Achieved 100% SLA and quality for various mutual fund transactions.

Senior Financial Associate/Analyst

State Street
03.2017 - 07.2019
  • Experienced in Budget planning, forecasting and Variance analysis using actual vs projected expenses through Zero based and expense budgeting, along with providing accrual instructions.
  • Completed third-party fund surveys, prepared and communicated dividend distribution rates to stakeholders.
  • Prepared financial reports, proformas, board materials, ratio analysis, total returns and fund performance calculation.
  • Prepared and administered variance analysis reports with detailed commentary for stakeholders review.
  • Performed financial planning, modeling and analysis.
  • Presented monthly financial reports to senior management, providing insights on budget variances and financial performance, leading to informed decision-making and strategic planning.
  • Experienced in invoice processing, recording, and payments.
  • Achieved high accuracy in determining the accruals and fund performance.

Education

MBA - Finance

Pondicherry University
06.2016

BBM - Finance

Bangalore University
06.2014

Skills

  • Tools – Portfolio Management System, Confluence, Expense Manager, MCH, IMT, ISM, AS400, Bloomberg System, SQL, SAP, Power BI, Fund serve, Advanced Excel, PowerPoint, Word, Access, Outlook, AWS, ERP, Staff management tool, Audit web, Service Now
  • Research & Analysis – Budgeting and Forecasting, Reconciliation, Fund Administration and Accounting, Financial modeling, Financial analysis and reporting, Variance analysis, Data analysis, Active networking, Primary & secondary research, Client solutions, Process improvement, Data management

Certification

  • Diploma in Computer Applications
  • Diploma in Advanced Excel

Timeline

Client Onboarding Specialist

LightPoint Financial Technology
04.2022 - 04.2024

Client Specialist – Relationship Management

CIBC Mellon
05.2021 - 04.2022

Client Solutions Coordinator – Core servicing

Mackenzie Investments
12.2019 - 05.2021

Senior Financial Associate/Analyst

State Street
03.2017 - 07.2019

MBA - Finance

Pondicherry University

BBM - Finance

Bangalore University

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SNEHA CHELLAPPAN