Open to opportunities

Hetal VorA

@hetalvora

Message

Financial Analyst transforming investment operations with precise reporting and data validation.

India

Message

What I'm looking for

I’m seeking Financial Analyst / Investment Operations roles in financial services organizations, where I can own accurate reconciliation and regulatory/client reporting, improve workflows, and apply Excel/SQL and BI project experience to support data-driven decisions.

I’m a Financial Analyst professional with 4+ years of experience in financial operations, fund accounting, reporting, and reconciliation within investment services. I analyze large financial datasets for data validation and deliver accurate regulatory and client reports. I also improve reporting workflows, increasing efficiency by ~20% and supporting timely dividend and mutual fund operations.

Experience

Work history, roles, and key accomplishments

Senior Associate

SS&C FinTech Services

Jul 2024 - Aug 2025 (1 year 1 month)

Managed dividend distribution reporting for 15+ fund managers, ensuring 100% accuracy and timely delivery. Improved reporting workflows by ~20% through reconciliation, data validation, and preparation of regulatory/client reports using large datasets.

Fund Accounting Dividend Distribution Reporting Reconciliations Data Validation Regulatory Reporting Client Reporting Excel Pivot Tables

Business Associate

Padmavati Enterprises

Jul 2023 - Jun 2024 (11 months)

Maintained financial records and managed Excel-based tracking for business transactions. Supported day-to-day operations, cash flow monitoring, and basic financial reporting.

Financial Record Keeping Financial Reporting Data Management Finance Support KPI Tracking

Associate

State Street Syntel Services

Jul 2020 - May 2023 (2 years 10 months)

Performed daily trade reconciliation and data validation for global clients including Prudential, AXA, and PIMCO. Improved reporting processes, increasing team productivity by ~20%, and supported end-to-end mutual fund operations and OTC transaction processing.

Trade Reconciliation Data Validation Excel Pivot Tables VLOOKUP)Mutual Fund Operations financial data analysis Client Reporting