Sonali Anand

Sonali Anand

Analyst, Global Markets Corporate Banking @ BMO Capital Markets

About

An adaptable and proactive professional with an extensive track record helping organizations improve flow of information, providing financial analysis and data intelligence. Years of financial experience with substantial client-service experience and a passion for Corporate Finance, Taxation and Audit divisions. Successful relationship builder and problem solver devoted to improving customer satisfaction and profitability as a service representative and has consistently contributed to improve efficiency of operations, smooth data flow and enhanced client relationships. Known as an analytical, logical, yet creative problem solver who strives for highest quality results while ensuring optimum stakeholder satisfaction. Adaptable, learns quickly, takes ownership of projects to get the job done on time. Skilled in Financial Research, Teamwork, Microsoft Excel, Customer Service, and Relationship Management.

Country

-

City

Canada

Industry

Investment Banking

Skill

Market Research, Team Management, Competitive Analysis, Marketing Management, Brand Management, Marketing Strategy, Business Development, Marketing Research, Business Analysis, CRM, Business Strategy, MIS, Strategy, Analysis

Experience

BMO Capital Markets

Analyst, Global Markets Corporate Banking

BMO Capital Markets

LinkedIn
2023-5 - Present · 3 yrs 5 mos

Toronto, Ontario, Canada

BMO Capital Markets

Equity Trade Admin Analyst

BMO Capital Markets

LinkedIn
2018-3 - 2023-4 · 5 yrs 2 mos

Toronto, Ontario, Canada

▪ Process transactions, perform audit and reconciliation in established priorities and deadlines on efficient basis ▪ Investigate discrepancies/ exceptions that frequently deal with non-routine situations, requiring further analysis ▪ Provide advice to internal business partners to support the completion of a process or activity within established procedures. ▪ Provide input and analysis into the continuous improvement of business processes and procedures within the scope of the work team, and participate in the planning, testing and implementation of projects ▪ Monitor service delivery performance, production processes and quality, providing reports to the manager for the purpose of optimizing operational effectiveness ▪ Create P&L modeling and analysis to support new process and product incubation ▪ Oversee month end close results, variance analysis and adjusting entries as well as reconciliation

Crisil Integral IQ

Senior Business Analyst

Crisil Integral IQ

LinkedIn
2013-5 - 2018-2 · 4 yrs 10 mos

• Worked for global IT client, responsible to provide a competitive intelligence information • Engaged with Project Manager for understanding complex business needs, business charter, acceptance criteria, project scope and the communication plan • Facilitated collection of business requirements from system users and preparation of functional requirement documents providing functional scope of work • Worked alongside internal and external stakeholders to gather, define and review requirements, solution designs, and user specifications • End to end project management from defining scope, estimating timelines to establishing research approach

Education

Department of Management Sciences (PUMBA), Savitribai Phule Pune University

Department of Management Sciences (PUMBA), Savitribai Phule Pune University

LinkedIn

Accounting and Finance

2012 - 2014 · 2 yrs
Balaji Institute of Management and Human Resource Development

Balaji Institute of Management and Human Resource Development

LinkedIn
2011 - 2013 · 2 yrs

- Awarded Gold Medal for the excellent academic record - Recipient of the "Best Marketing Student of the Year" trophy

Veer Narmad South Gujarat University, Surat

Veer Narmad South Gujarat University, Surat

LinkedIn
2007 - 2010 · 3 yrs

Sonali Anand's Contact Information

Email

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

Phone

(**) *** ****

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