Gurucharan N
Analyst I at Northern Trust | Specializing in Wealth Management – Financial Reporting - Client Valuation Reporting - Accounting & Data Services
- Role
- Analyst 1 at Northern Trust
- Location
- Mangaluru, KA, IN
- LinkedIn followers
- 500 followers
About Gurucharan N
Finance professional with proven expertise in financial reporting, wealth management, and valuation reporting. Skilled in delivering accurate financial statements, client-focused investment strategies, and in-depth valuation analyses. Adept at working across teams to ensure compliance, transparency, and data-driven decision-making. Committed to driving value and clarity in financial operations.
Experience
Analyst 1
Apr 2025 — Present · Bengaluru, IN
Key Responsibilities:*Conduct monthly audits of financial data to ensure accuracy, compliance, and transparency.*Research and resolve audit exemptions while ensuring timely resolution to maintain data integrity.*Analyze and interpret complex client statements for consistency and correctness.*Compare and authenticate financial statements, ensuring alignment with internal records.*Handle queries from High Net-Worth Individuals (HNIs) with professionalism and attention to detail.*Address client queries and deliver customized reporting solutions under tight deadlines.*Leverage advanced MS Excel functions (VLOOKUP, pivot tables, macros, etc.) for audit verification.*Collaborate with cross-functional teams to enhance audit processes and service delivery.*Perform daily and monthly audit checks to maintain operational accuracy and improve service standards.
Education
Kannur University
B Com, Accounting Finance and Marketing
2019 — 2022
Sahyadri College of Engineering and Management
Master of Business Administration, Finance and Marketing
2023 — 2024
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