Jayesh Wakodikar

Budgeting, Forecasting, Variance Analysis, Sensitivity Analysis, Financial Analyst | Expert in Financial Planning, Data Analysis & Regulatory Compliance | Power BI, SQL & Python Enthusiast | Driving Strategic Insights

Role: Financial Analyst at Northern Trust
Location: New York, NY, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Jayesh Wakodikar

Financial Analyst with expertise in financial planning, data analysis, and regulatory…

Experience

Financial Analyst
Northern Trust
Aug 2024 — Present
Enhanced resource alignment through detailed financial forecasting, delivering key insights that directly informed strategic decisions on capital expenditure, reducing risk by 20%.• Prepared quarterly financial statements and generated regulatory reports in adherence to GAAP and IFRS, reducing reporting errors by 30% and ensuring compliance.• Designed and automated interactive Power BI dashboards, streamlining financial data visualization and enhancing decision-making efficiency by 40%.• Collaborated with investment managers to analyse portfolio performance, implementing data-driven strategies that increased asset allocation by 12%.• Performed financial risk assessments and developed mitigation strategies, ensuring 100% compliance with internal controls and regulatory frameworks.• Conceptualized regression analysis and macroeconomic trend forecasting to refine long-term investment strategies, driving an 8% annual increase in portfolio returns.• Partnered with IT and operations teams to automate financial processes, reducing manual workload by 25% and improving operational efficiency.

Contact information

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•••••@northerntrust.com
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Current company

Northern Trust

Financial Services · 10K employees · Founded 1889 · 50 S. La Salle, Chicago, Illinois, 60603, US

As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity. A globally recognized Fortune 500 Company in continuous operation since 1889, we’ve built a legacy of empowering clients to reach their goals with confidence. Since our roots as a trust bank, we’ve grown to a global presence with more than 24,000 employees in more than 20 countries and across five core business units: Wealth Management Asset Management Asset Servicing Technology Corporate Functions Join a Team That’s Made for Greater At Northern Trust, we refer to our employees as partners – with good reason. We understand that relationships are the key to our success. Here you’ll join a diverse and inclusive team of innovators with the drive to challenge the way things have always been done. Instead of choosing between a dynamic career and work-life balance, enjoy working with a team that supports your goals in the office and at home. We’ll help you get where you want to go without sacrificing what matters most to you. As of December 31 2024, Northern Trust had: $16.8 trillion assets under custody/administration $13.3 trillion in assets under custody $1.6 trillion in assets under management $156 billion in banking assets Stay connected with us: NT Careers Facebook - https://www.facebook.com/ntcareers Northern Trust Instagram - https://www.instagram.com/northerntrustcompany/

northerntrust.com

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