Surendra Godara

About Surendra Godara

I am a finance professional with over 12 years of experience in fund administration, treasury management, and forex operations. Throughout my career, I have focused on ensuring accurate financial reporting and improving operational efficiency across global teams. I bring hands-on expertise in: Managing NAV calculations, budgeting, invoicing, and expense analysis for various fund types including pension funds, private equity, mutual funds, and hedge funds. Leading automation and process improvements that save time and reduce errors, such as automating expense accruals and cash operations reconciliation. Collaborating effectively with custody teams, investment managers, regulators, and cross-functional departments to deliver smooth and compliant fund management. Overseeing team performance and driving training initiatives to build capable, knowledgeable teams. Ensuring strict compliance with financial regulations and operational risk management protocols, maintaining a strong control environment. I enjoy solving complex operational challenges and identifying opportunities to streamline workflows using technology and best practices. I’m open to connecting with professionals and organisations looking to enhance their fund administration or treasury functions.

Experience

1. Manager

   State Street

   Jun 2023 — Present · IN

   Supervise and review staff work, ensuring accuracy and timely completion of deliverables.• Manage daily operations and coordinate activities across multiple departments globally.• Resolve operational issues and promptly respond to client inquiries per the Sunset Service Policy.• Understand and manage operational risks, ensuring compliance with risk escalation protocols.• Utilise internal applications and recommend technology and process improvements for automation.• Adhere to and improve controls, checklists, and procedures.• Ensure fund expenses align with expense ratios and maintain accuracy in budgeting, invoicing, performance calculations, and expense impact analysis.• Supervise Budgets, invoices, fund accounting alerts, Nav Impacts, and Expense impacts daily.• Handling Expenses for Pension funds, fund of funds, Private Equity, Mutual funds, and hedge funds regularly.

Education

• Sri Bhagawan Mahaveer Jain College

  PGDBM

  2011 — 2013

• University of Rajasthan

  Bachelor of Business Administration - BBA

  2008 — 2011