Summary
Overview
Work History
Education
Timeline
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Sruthi Kalidindi

Redmond,WA

Summary

Finance professional with specialized experience in financial analysis, accounting, equity research, quality control, auditing, and regulatory compliance. Proven expertise in auditing government-funded programs, performing risk assessments, reconciling complex financial records, and ensuring adherence to federal, state, and contractual standards. Adept at translating detailed financial data into actionable insights for stakeholders. Skilled in QuickBooks, J.D. Edwards, Oracle Fusion Cloud, SQL, and advanced Excel. Expanding on the technical toolkit with specialized training in AI, including a conversational AI certification and ongoing applied data analytics coursework, to enable next-generation solutions in financial forecasting, audit automation, and compliance intelligence.

Overview

12
12
years of professional experience

Work History

Auditing and Compliance

Donnelly-Boland and Associates
10.2018 - 06.2021

Contracted to Allegheny County Department of Human Services


  • Spearheaded audits and compliance oversight of government-funded programs, ensuring 100% alignment with federal, state, and contractual regulations across 30+ program providers annually.
  • Conducted forensic reviews of P&L and income statements, balance statements and cost allocation models, identifying and resolving discrepancies safeguarding over $30K in public funds annually through detailed variance analysis.
  • Developed and delivered year-over-year financial reconciliations that directly guided program-level budget decisions, resulting in an estimated 15% reallocation of resources to higher-impact initiatives.
  • Led end-to-end development and rollout of a provider risk assessment framework for new provider vetting, reducing fiscal exposure by 30%, strengthening financial oversight for all new vendor partnerships.
  • Reinforced departmental transparency and accountability through rigorous audit execution and proactive monitoring, contributing to a consistent 'fully compliant' rating in external oversight reviews.

Junior Research Associate - Equity

Cognizant Technology Solutions (previously UBS India Services)
04.2012 - 04.2013

Valuation & Accounting Team – Global Valuation Group


  • Collaborated with UBS equity research analysts across 4 global regions (U.S., Europe, Australia, and New Zealand), overseeing quality control and ensuring 100% compliance with firm-wide accounting principles across all regional outputs.
  • Identified and resolved complex valuation and accounting discrepancies in financial models and forecasts, correcting over 300+ exceptions annually to safeguard the integrity and consistency of global financial reporting.
  • Led the initiative to successfully clear a backlog of 150+ outstanding accounting exceptions within six months, standardizing modeling practices and reinforcing critical firm-wide standards ahead of quarterly reporting cycles.
  • Compiled and analyzed large-scale financial data from institutional support entities to generate detailed quarterly projections and formal reports, directly supporting senior management in strategic buy/sell decision-making.
  • Balanced clear communication and diplomatic influence to guide 20+ global analyst teams toward compliance, achieving a 95% voluntary adoption rate of corrected standards while preserving analytical integrity and strengthening stakeholder trust.

Business Associate

Bank Of America Continuum Solutions Private Limited
05.2009 - 07.2010

Global Market Operations and Middle Office


  • Ensured operational integrity by performing rigorous daily reconciliations of 2,000+ high-volume depository transactions within global trading operations, achieving a 99.7% accuracy rate in monthly reconciliations.
  • Proactively investigated and resolved transaction discrepancies, reducing recurring errors by 40% through root-cause analysis and the implementation of standardized corrective procedures.
  • Managed stakeholder communications by addressing queries and providing clear, data-backed recommendations that support timely decision-making and operational transparency.
  • Collaborated with line-of-business partners and onshore trainers to implement procedural enhancements, ensuring 100% alignment with evolving compliance and operational standards.
  • Maintained operational excellence through the meticulous preparation of large-scale daily accuracy and performance reports, which were used to reinforce process reliability and support global middle-office decision-making for key trading desks.

Education

Post Graduation - Finance

Institute of Public Enterprise
Hyderabad, India
04.2012

Timeline

Auditing and Compliance

Donnelly-Boland and Associates
10.2018 - 06.2021

Junior Research Associate - Equity

Cognizant Technology Solutions (previously UBS India Services)
04.2012 - 04.2013

Business Associate

Bank Of America Continuum Solutions Private Limited
05.2009 - 07.2010

Post Graduation - Finance

Institute of Public Enterprise
Sruthi Kalidindi