Heena Parween .

Heena Parween .

Financial Analyst @ TIAA

About

I am a detail-oriented Financial Analyst with hands-on experience in regulatory reporting and financial analysis within the asset management domain at TIAA.My core expertise lies in preparing SEC filings, including N-CSR, N-PORT, and Part F reports, along with semi-annual financial reports. I have a strong understanding of U.S. Securities and Exchange Commission guidelines and ensure accuracy, compliance, and timely submission of all deliverables.I have consistently maintained high accuracy levels, demonstrated strong analytical skills, and taken ownership of validating data and resolving discrepancies. My experience also includes process improvement, quality checks, and collaborating with cross-functional teams to meet tight reporting deadlines.I am passionate about delivering high-quality financial reporting and continuously enhancing my knowledge in regulatory compliance and financial analysis.

Country

India

City

Pune City

Industry

Financial Services

Skill

Aml, KYC Verification, Customer Due Diligence (CDD), Anti-Money Laundering, Microsoft Excel, International Reorganisation, Conflict of Interests, M&A tax, Clear Writing, Tax Neutral Reorganisation, Tax Provisions, Tax Rate, Value-Added Tax (VAT), Understanding BEPS, Tax Ruling, Tax Risk, Swiss Tax Reform, Data Interpretation, Data Cleanup, Analysis & Presentation

Experience

TIAA

Financial Analyst

TIAA

LinkedIn
2026-4 - Present · 6 mos

Pune City

TIAA

Finance Trainee

TIAA

LinkedIn
2025-4 - 2026-4 · 1 yr 1 mo

Pune District

Training and Placement Cell,  Aliah University

Placement Coordinator

Training and Placement Cell, Aliah University

LinkedIn
2022-6 - 2024-9 · 2 yrs 4 mos

Kolkata, West Bengal, India

Ads Klick Media

Finance Internship

Ads Klick Media

LinkedIn
2023-6 - 2023-8 · 3 mos

Delhi, India

Aashman Foundation

Human Resources Internship

Aashman Foundation

2021-9 - 2021-12 · 4 mos

India

Education

Aliah University

Aliah University

LinkedIn

Banking, Corporate, Finance, and Securities Law

2022 - 2024 · 2 yrs
National Institute of Securities Markets (NISM)

National Institute of Securities Markets (NISM)

LinkedIn

AML-KYC Customer Due Diligence

2024-11 - 2025-1 · 3 mos
Aliah University

Aliah University

LinkedIn

Business Administration and Management, General

2019-8 - 2022-6 · 2 yrs 11 mos

Heena Parween .'s Contact Information

Email

******@***.com

Phone

(**) *** ****

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