Avinash Shet Email & Phone Number

Bengaluru, Karnataka

In my role as Lead Analyst at Fidelity Investments in Bengaluru, Karnataka, I worked closely with jumbo clients on Defined Benefit and contribution plans, handling accounts payable/receivable reconciliation, and managing new client projects. I also took charge of resolving escalated participant queries by analyzing plan rules and providing accurate resolutions. Additionally, I led a team in various areas such as team management, employee resolution, state and federal tax, SQL, training, and… Show more In my role as Lead Analyst at Fidelity Investments in Bengaluru, Karnataka, I worked closely with jumbo clients on Defined Benefit and contribution plans, handling accounts payable/receivable reconciliation, and managing new client projects. I also took charge of resolving escalated participant queries by analyzing plan rules and providing accurate resolutions. Additionally, I led a team in various areas such as team management, employee resolution, state and federal tax, SQL, training, and process improvement. Show less

Bengaluru Area, India

Pension calculation for US clients on the basis of their request.

Al Sohar, Al Batinah Region, Sultanate Of Oman

• Managed Accounts Receivable, Accounts Payable, Bank Reconciliation, Tax, and Financial Statements for Sohar region at THE NATIONAL DETERGENT CO. SAOG.• Oversaw budgeting, forecasting, and team leadership, ensuring efficient financial operations.• Achieved a 15% reduction in outstanding accounts receivable, leading to improved cash flow.• Developed strong analytical and problem-solving skills in financial management.

Bangalore

Preparing Financial Statements. Analyzing and reviewing the work.Accuracy.Quality of work.Meeting Turn Around Time.