POOJA CHANANA

Freelance-Online Tutor

Brainfuse

May 2017 - Current (9 years 4 months)

Online tuitions to offshore students in Accounting and Finance(high school and college).

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Freelance-SME

Chegg India Pvt Ltd

Aug 2015 - Apr 2017 (1 year 9 months)

Online assignment /home work assistance to students (high school and college). Areas of expertise- Accounting, Finance and Economics. Content development for US market.

Assistant Manager

HSBC

Sep 2014 - Feb 2015 (6 months)

Assist with production of FO-BO-GL Reconciliations and investigation & analysis of breaks including adjustment to be posted to the books of record and corrections in various systems involved. Production & reporting of daily P&L, analysis and commentaries for the specific global markets business. Understand & review the functioning of various front office, middle office, back office & GL systems pertaining to products dealt by the desk, accounting policies applicable, and system & process flows. Ensuring the queries pertaining to the desk deliverables & business are promptly responded with an active business engagement. Assistance to the Manager in day-to-day and periodic reporting requirements and provide leave and off days cover for other

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Associate Manager

SS&C Globeop Financial Services (India) Pvt. Ltd.

Jan 2013 - Aug 2014 (1 year 8 months)

Responsible for managing a team of 8-10 members. Assist team in daily and month end reconciliation of Trade, cash and position between Geneva (hedge fund client) and prime broker, identifying breaks and their resolution. Planning and coordinating the daily allocation of work for staff. Respond to ad-hoc inquiries from internal clients such as Front Office, Market Risk, Credit Risk, Operations and Finance. Development & continuous improvement of existing processes & workflow. Testing / UAT for systems work ranging from minor system releases to major system implementations. Assisting team and ensuring the queries pertaining to the desk deliverables & business are promptly responded with an active business engagement. Assistance to the Manager

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Senior Associate

SS&C Globeop Financial Services (India) Pvt. Ltd.

Jan 2011 - Dec 2012 (2 years)

Reconciliation of daily and month end Trade, Cash and position between Geneva (hedge fund client) and prime broker. Identification of differences (Breaks) and investigating it with the use of sources like Bloomberg Kondor/Geneva/ PB statements and liaising with clients, PBs and counterparties for resolution. Daily PNL Queries, assist in NAV Calculation and report to the client. Verifying portfolio valuations with independent price sources, brokers and counterparties. Validating dividend & interest accruals in client's portfolio and ensuring that the same is accrued and paid accordingly. Providing daily Profit and Loss statement to the clients. Performing FX settlement with prime brokers& counterparties on behalf of client. Processing wires

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Associate

SS&C Globeop Financial Services (India) Pvt. Ltd.

Jul 2008 - Dec 2010 (2 years 6 months)

Reconciliation of daily and month end Trade, Cash and position between Geneva (hedge fund client) and prime broker. Identification of differences (Breaks) and investigating it with the use of sources like Bloomberg Kondor/Geneva/ PB statements and liaising with clients, PBs and counterparties for resolution. Daily PNL Queries, assist in NAV Calculation and report to the client. Verifying portfolio valuations with independent price sources, brokers and counterparties. Validating dividend & interest accruals in client's portfolio and ensuring that the same is accrued and paid accordingly. Providing daily Profit and Loss statement to the clients. Performing FX settlement with prime brokers& counterparties on behalf of client. Processing wires

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Sales Team Leader

HDFC Standard Life Insurance (DSA)

Mar 2005 - Oct 2005 (8 months)

Achieving unit business goals through quality recruitment and training of Insurance Advisers as per the corporate strategy. Training, mentoring and motivating the team members. Working towards building up various business segments as per the sales strategy. Ensuring compliance with internal and external regulations. Setting business targets for the insurance advisors and reviewing the targets regularly. Appraising the performance of team members and providing regular feedback. Conducting regular meetings with team members. Calling potential clients and interviewing them to get data about their financial resources and existing coverage. Meeting the clients and pitching for the products and services as per client's needs along with regular fo

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Sales representative

HDFC Standard Life Insurance (DSA)

May 2004 - Dec 2004 (8 months)

Achieving unit business goals through quality recruitment and training of Insurance Advisers as per the corporate strategy. Training, mentoring and motivating the team members. Working towards building up various business segments as per the sales strategy. Ensuring compliance with internal and external regulations. Setting business targets for the insurance advisors and reviewing the targets regularly. Appraising the performance of team members and providing regular feedback. Conducting regular meetings with team members. Calling potential clients and interviewing them to get data about their financial resources and existing coverage. Meeting the clients and pitching for the products and services as per client's needs along with regular fo

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