Md Aarish
@mdaarish
MBA (Finance) professional skilled in financial operations, reporting, and compliance.
IndiaWhat I'm looking for
I am an MBA (Finance) with hands-on experience in retirement plan distributions, regulatory compliance, and financial analysis. I have managed 401(k) distribution processing, executed ACH/wire/check disbursements, and ensured RMD and tax compliance across multiple plan providers.
I have performed KYC/FATCA verification, document review, and operational compliance activities, and completed training in financial modeling and valuation. I am proficient in Excel (advanced formulas, pivot tables, VBA, Power Query) and familiar with FIS Relius application workflows.
I seek to apply my analytical skills and operational experience to improve financial processes, ensure regulatory adherence, and contribute measurable value to a finance team.
Experience
Work history, roles, and key accomplishments
Executive
Daybright Financial Services
Oct 2024 - Present (1 year 2 months)
Managed distribution processing and disbursement operations for multiple custodians, executing ACH/wire/check transfers and delivering accurate RMD calculations while ensuring regulatory compliance across US retirement plans.
Associate
KFin Technologies Pvt Ltd
Jan 2024 - Jun 2024 (5 months)
Performed KYC and FATCA verifications, reviewed compliance documentation and updated client records to maintain regulatory and operational compliance for financial services operations.
Financial Modeling Intern
Internshala
Feb 2023 - Apr 2023 (2 months)
Completed a financial modelling and valuation internship, building models and applying valuation techniques to forecast company performance and support investment analysis.
Education
Degrees, certifications, and relevant coursework
MUMaulana Azad National Urdu University
Master of Business Administration, Finance
2021 - 2023
Master of Business Administration (Finance) completed between 2021 and 2023 with focus on finance-related coursework and skills.
LULalit Narayan Mithila University
Bachelor of Science, Mathematics
2016 - 2019
Bachelor of Science in Mathematics completed from 2016 to 2019 with coursework in mathematical foundations and quantitative analysis.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Job categories
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