Urmimala Bhowmick

Results-oriented Fund and Accounts Analyst with 6+ years of experience in data governance, data management, and information integrity within complex, highly regulated environments. Proven success in maintaining enterprise data catalogs, defining metadata standards, and ensuring data assets are accurate, trusted, and ready for decision-making. Expert in bridging the gap between business stakeholders and technical teams to transform raw data into reliable, compliant assets.

Adept at data profiling, quality analysis, and implementing standard operating procedures (SOPs) that drive organizational data maturity.

Analyst - Freelancing - Atlanta, GA

(2025-04)

• Collaborate directly with clients to define project objectives, collect raw data from disparate sources, and perform deep-dive quantitative analysis.
• Translate complex technical data into simplified, actionable insights for clients to support high-level business decisions.
• Manage the full lifecycle of data-driven projects—from initial requirements gathering and data mining to final deliverable presentation.
• Proactively identify business bottlenecks, risks, or inefficiencies through evidence-based analysis and provide viable, strategic solutions.
• Handle the administrative and operational aspects of a freelance practice, including contract negotiation, scope definition, and stakeholder management.

Quality and Fund Operations Analyst - Fidelity Investments - Westlake, TX

(2022-08 - 2025-03)

• Owned the end-to-end quality and accuracy of financial data assets, ensuring definitions and metadata were usable for enterprise decision-making.
• Executed day-to-day ServiceNow CMDB administration, managing the full lifecycle of Configuration Items (CIs)—including creation, validation, and decommissioning—while maintaining alignment with CSDM and ITAM best practices.
• Maintained and enhanced enterprise data catalogs, documenting complex data workflows, attributes, and relationships to support fund-management system updates.
• Collaborated with business to implement and enforce standards, ensuring full compliance with SOX and internal data security requirements.
• Resolved work queue tickets and stakeholder requests promptly, applying data analysis to deliver actionable CMDB reports and address gaps.
• Drive continuous improvement initiatives by updating CMDB documentation, standards, and operational procedures while managing Service Mapping, and asset lifecycles.
• Completed quality control reviews across a variety of operational functions.
• Provided subject matter expertise on processes like – Bank FX, Bot Exception reporting.
• Reviewed industry and regulatory requirements for defined contributions for 401K plans.
• Processed 75+ daily corporate actions (dividends, splits, mergers, reorganizations) with 98% accuracy, reducing downstream breaks and preventing mis postings.
• Resolved ~75 reconciliation breaks/day, including up to 1000 FX related breaks on high volume days, maintaining strict SLA adherence and preventing settlement delays.
• Applied automation and advanced Excel logic to analyze high volume operational data, identify exception patterns, and prioritize break resolution, improving accuracy and turnaround time.
• Leveraged AI tools to analyze team activity data and generate structured reports for stakeholders and leadership communication.
• Utilized AI assisted documentation techniques to reduce training and knowledge transfer documentation effort by ~30%, improving onboarding efficiency.
• Conducted daily cash/position/transaction reconciliations for fixed income and mutual funds, improving exception closure timelines by 75%.
• Strengthened settlement readiness by validating trade booking details, resolving upstream inconsistencies, and coordinating fixes with counterparts.
• Built Excel VBA automations eliminating repetitive checks, saving ~10 hours/week per resource and reducing manual error exposure.
• Enhanced policies, SOPs, and operational controls to support audit readiness and reduce operational risk.
• Produced structured daily/weekly operational dashboards on volumes, breaks, SLAs, and exceptions to enable leadership visibility and prioritization.
• Supported fund launches and closures through accurate static data setup and operational coordination.
• Working knowledge of leveraging AI for automating business process and data analysis.
• Working knowledge of N8N and Make like platforms together with in house AI to create AI embedded workflows.

Teacher - Middle School - West Bengal, India

(2011-06 - 2014-02)

• Delivered structured lesson plans and maintained academic performance reporting for ~45 students.
• Taught GIS mapping to students and provided high level demonstration on its application across different industries like governance, energy, etc.
• Maintained account book to ensure compliance with government policies and meet reporting requirements.
• Fostered a positive classroom environment to encourage student participation and collaboration.
• Prepared annual performance and budget documentation with accuracy and clear stakeholder communication.

Master of Science - CSJMU (UP, India) (2008 - 2010)

Bachelor of Science - University of Calcutta (WB, India) (2005 - 2008)