Nikhil Nagdev

I am an analytical and results-driven finance professional with over four years of experience in financial services, operations, investments, and banking-focused client support roles. My expertise lies in conducting thorough due diligence reviews, detecting anomalies in documentation and client behavior, and enhancing internal controls. I have a proven ability to manage high-volume tasks, assess financial risk, and summarize complex data concisely for cross-functional stakeholders.

In my recent role as Finance & Operations Manager at a startup in India, I successfully conducted daily reconciliations and vendor audits, identifying discrepancies in invoices and cash flow reporting. I led the implementation of compliance checks and operational controls, significantly mitigating fraud risk. My experience at Fidelity Investments as a Client Experience Specialist allowed me to monitor and resolve client account discrepancies, where I recommended improvements that reduced manual errors by 15% through clearer procedural workflows.

Throughout my career, I have consistently collaborated with cross-functional teams to address compliance and documentation issues, ensuring a seamless client experience. My educational background in Financial Planning and International Business, coupled with certifications such as the NISM Certified Research Analyst, further solidifies my commitment to excellence in the finance sector.