Sindhu Bala

To pursue a challenging career within a progressive organization that provides the scope to enhance my knowledge and utilize my skills toward organizational growth.

Team Member (Band 2.2) at Coforge (2026-02 – Present)

Cash Management, Reconciliations, Payment Processing, Fee Administration, Operations & Quality, and Client Relations

• Cash Management: Facilitate account funding and manage cash transfers, including BACS, CHAPS, and SIP payments.
• Reconciliations: Process cash reconciliations, clearing Recon breaks and TLM breaks.
• Payment Processing: Execute transfer of funds to onshore accounts and settle cash payments via SWP.
• Fee Administration: Create fee rules and packages (Real-time and Periodic), process one-time fee loaders, and handle fee asset transfers.
• Operations & Quality: Act as a Quality Analyst (QA) for quality checks, create and review Standard Operating Procedures (SOPs), and generate monthly MIS reports.
• Client Relations: Resolve client queries and manage requests received through the CSM portal.

Process Analyst at Broadridge Financial Solutions (2022-08 – 2025-12)

Tax Compliance, Account Maintenance, Data Validation, Corporate Actions, Reporting, and Client Support

• Tax Compliance: Reconciled TAX and MONEY files to generate accurate 1099 and 1042S forms.
• Account Maintenance: Reviewed and certified FATCA accounts and validated W9/W8 forms.
• Data Validation: Verified reclassification details by security and reconciled tax forms prior to production.
• Corporate Actions: Processed mandatory allocations such as tender cash, cash purchases, and stock mergers.
• Reporting: Reported state withholding to respective states and identified Fair Market Value (FMV) for corporate actions.
• Client Support: Resolved client queries post-tax form generation and managed relationships for multiple US and Canadian clients.

Secretarial Associate at V CAN & Associates (2019-12 – 2022-07)

Compliance, Corporate Secretarial, Financial Documentation, and Record Management

• Compliance: Filed statutory forms for event-based compliance and handled GST registrations for various companies.
• Corporate Secretarial: Performed tasks related to company incorporation (SPICE+, AGILE PRO) and drafted AGM/BM notices and annual reports.
• Financial Documentation: Filed forms AOC 4, MGT 7, MGT 14, and DPT 3.
• Record Management: Organized records by applying proper codes to invoices, files, and receipts.

Master of Business Administration in Finance – Aditya College of Engineering & Technology (2019)

Bachelor of Commerce in General – Sri Vivekananda Degree College (2017)