Akshatha Shetty
@akshathashetty
Team lead and senior financial analyst specializing in bank reconciliation, trade validation risk oversight, and process optimization.
IndiaWhat I'm looking for
I’m a team lead and senior financial analyst with 12+ years of experience in reconciliation and analysis across global banks and financial services. I focus on resolving complex discrepancies, driving operational efficiency, and maintaining the goal of zero KPIs each month.
At Credit Suisse, I work in a risk oversight team with tight deadlines, ensuring trade validation controls and reconciliations are reviewed and that trade validation risks and age items are escalated appropriately. I use Tableau dashboard metrics for ad hoc reviews and independent spot checks, while partnering with control owners, IT, and reconciliation teams to drive root-cause break resolution and continuous process improvements.
In earlier roles at Societe General Global Solution and DBOI Global Services, I performed daily and front-to-back reconciliations, diagnosed highly complex exceptions between systems and counterparties, and ensured accurate entry, aging, and certification with supporting documentation. I’ve also supported audit readiness through high-quality audit support, successfully migrated reconciliation processes (including back-office migration for Japan and reconciliation tool migrations), and trained team members on established procedures to raise overall execution quality.
Experience
Work history, roles, and key accomplishments
Team Lead, Trade Reconciliation
Credit Suisse
May 2022 - Dec 2024 (2 years 7 months)
Led a risk oversight team reviewing trade validation controls and reconciliations for cash equities, fixed income bonds, repos, OTC and FX, escalating trade validation risks and aged items. Migrated reconciliation tooling, supported high-quality audit deliverables, trained team members, and drove break resolution through root-cause analysis with IT and control owners.
Senior Financial Analyst, Reconciliation
Societe General Global Solution
Dec 2016 - Feb 2021 (4 years 2 months)
Conducted daily front-to-back reconciliations for securities, cash, and derivatives, performing in-depth exception analysis, root-cause investigation, trend monitoring, and reconciliation aging. Identified process inefficiencies, proposed improvements, resolved front vs back-office discrepancies for the ASIA region, and supported back-office migration for Japan (2018) while providing training to t
Derivatives Reconciliation Analyst
Dboi Global Services Private Limited
May 2013 - Sep 2016 (3 years 4 months)
Executed reconciliation for listed derivative products (futures and options), performing periodic reconciliations and posting journal entries to the subledger. Performed break analysis by investigating subsystem discrepancies, coordinating T+1 with ops and transaction accountants to resolve aged breaks, and prioritizing workload to ensure timely resolution of unsubstantiated balances.
Education
Degrees, certifications, and relevant coursework
Mangalore University
Bachelor of Business Management, Business Management
Earned a BBM (Bachelor of Business Management) degree from Mangalore University.
MICE D.C.A
Diploma in Computer Applications, Computer Applications
Earned a Diploma in Computer Applications (D.C.A).
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Job categories
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