Samruddhi Pawar
Intermediate Representative at BNY | Tax Reporting & Compliance |
- Role
- Intermediate Representative at BNY
- Location
- Pune, IN
- LinkedIn followers
- 500 followers
About Samruddhi Pawar
Hi there! I\'m Samruddhi Pawar, currently working at BNY in Tax Reporting & Compliance, where I support regulatory filings, ensure accuracy in tax records, and contribute to process efficiency. My expertise lies in the Accounts and Taxation sector where I delved extensively into subjects like Profit and Loss, Account Management, Market Research, and Client Relations, My background in accounts and taxation has helped me to sharpen my ability to analyze a company’s financial health and optimize processes for greater efficiency, a skill that I hope to utilize in my future professional career. leveraging analytical and visualization tools like Beyond my accounting role, I would like to leverage my analytical skills with tools like Power BI, Tableau, and MS Excel to derive valuable insights and support data-driven decision-making. I possess a strong foundation in Statistical Analysis, Exploratory Data Analysis (EDA), and Data Interpretation techniques. Additionally, I am well-versed in Python and SQL, which enables me to manipulate and analyze large datasets. My academic background includes a Bachelor of Business Administration in Information Technology (BBA-IT) from Symbiosis International University Pune. During my studies, I gained knowledge in business analysis, market research, financial management, client needs, and enterprise planning. Passionate about bridging finance and technology, I aim to deliver value through a blend of compliance knowledge, analytical skills, and a problem-solving mindset. Please feel free to reach out to me via email at s••••••••@gmail.com Thank you for your time, and I look forward to the possibility of working together. Let\'s transform data into discovery!
Experience
Intermediate Representative
Oct 2024 — Present · Pune, IN
Investigate and determine the US taxation status and Future Investor type for different clients, ensuring US compliance with regulatory requirements.• Extensive experience with W8 and W9 tax forms, ensuring accurate documentation and compliance with IRS requirements.• Ensured alignment of migrated data with global client requirements, financial custody terms, and industry regulations through rigorous prospectus reviews.• Performed migration of tax-related data for BNY’s international clients, contributing to error-free compliance reporting.
Education
Symbiosis Institute of Computer Studies and Research
Bachelor of Business Administration - BBA
2020 — 2023
Shri Mhalsakant Vidyalaya Junior College
Science
2018 — 2020
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