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Sushmita Uday Gaonkar

@sushmitaudaygaonkar

Corporate Actions Analyst at Northern Trust Corporation who processed EMEA corporate actions and reconciled client investments.

India

Message

At Northern Trust Corporation, I processed mandatory and voluntary corporate actions across EMEA, including dividends, rights issues, tender offers and mergers. I validated event data and client entitlements using Bloomberg, Reuters, NSE and LSEG, and resolved discrepancies through reconciliation and break-resolution work.

As a Financial Analyst at Yashaswi Group, I reconciled client investment disbursements against project expenditure across client accounts and prepared financial reporting and Excel-based models. I hold an MBA in Finance from Dublin Business School, and I'm currently pursuing the CFA Program.

Experience

Work history, roles, and key accomplishments

Financial Analyst

Yashaswi Group

Sep 2023 - Aug 2024 (11 months)

Calculated and reconciled client investment disbursements against project expenditure across 20+ accounts, preparing amounts for VP authorization. Performed bank statement-to-ledger reconciliations, prepared invoices, and maintained balance sheets and financial records.

Financial Analysis Reconciliations Excel V Lookups XLOOKUP Index Match Pivot Tables Variance Analysis Financial Modeling Reporting Audit documentation

Corporate Actions Analyst

Northern Trust Corporation

Aug 2020 - Apr 2022 (1 year 8 months)

Processed 10-15+ corporate action events daily across EMEA markets, including dividends, DRIPs, stock splits, spin-offs, rights issues, tender offers, and mergers. Validated event data and client entitlements using Bloomberg, Reuters, NSE, and LSEG, resolving discrepancies and performing reconciliations.