geeta turkar

I’m a detail-oriented Data Analyst focused on financial data reconciliation, reporting, and business intelligence in the Wealth Management domain. With 2+ years of experience, I validate and reconcile high-volume investor and transaction data to ensure accuracy, completeness, and audit-ready outputs.

At Infosys BPM, I processed and validated Third-Party Administrator (TPA) AT files for investor transactions, ensuring 100% data accuracy and completeness before cut-off deadlines. I also executed Broker Dealer Service (BDS) transactions through CFM while maintaining complete audit trails, staying within strict SLAs and achieving zero compliance incidents throughout my tenure.

Atos strengthened my analytics and automation mindset: I performed daily reconciliation across equities, fixed income, and multi-asset portfolios; resolved discrepancies in cash and position balances; and reduced out-of-proof items through structured investigation workflows. I developed and maintained interactive Power BI dashboards with DAX/data modelling and Power Query to monitor reconciliation KPIs and exceptions, and I automated reconciliation workflows to improve team throughput and accuracy. I’m equally comfortable with data cleaning, historical corrections, and stakeholder communication, and I’ve delivered training sessions to onboard and upskill teammates. Beyond day-to-day operations, I’ve built projects like a Power BI financial dashboard and hedge fund data validation reports, plus a SQL Library Management System to demonstrate schema design and complex query skills.