Anandhi Ekambharam

Results-driven Financial Analyst with 6 years of experience in 401(k) operations, specializing in recordkeeping, transaction processing, participant-level adjustments, loan servicing, and contribution corrections. Skilled in OA fund adjustments, fee spread processing, and compliance-related activities, with a strong focus on accuracy, analytical problem-solving, and delivering high-quality results in fast-paced environments.

Financial Analyst- Technical Associate (US Retirement - 401(k) Operations) - RR Donnelley India Source Pvt Ltd. - Chennai

(2020-05)

Manage end-to-end 401(k) plan operations, including transaction processing, prior-period corrections, participant loans, and client-requested adjustments.

• Serve as a Subject Matter Expert (SME), resolving complex operational issues and ensuring compliance with plan guidelines and SLAs.
• Process EPCRS loan corrections, Mistake of Fact (MOF) updates, asset reversions, ACH transactions, OA adjustments, and plan-to-plan transfers.
• Execute fee spread/reversal transactions, CDSC fee processing, outside asset adjustments, and participant vesting/payment (VP) related activities with high accuracy.
• Support process transitions, knowledge transfer, SOP creation, and process improvement initiatives to enhance operational efficiency and quality.
• Perform quality reviews and collaborate with stakeholders to ensure accurate, compliant, and timely service delivery.

B.Sc. - Plant Biology & Biotechnology - ETHIRAJ COLLEGE FOR WOMEN (Autonomous) (2018)