Description

I am a finance and accounting professional with experience across equity research, fund operations, financial reporting, process improvement, and capital markets support. Over the years, I have worked in roles covering investment research, accounting operations, financial analysis, reconciliations, reporting, and service quality improvement within international and fast-paced business environments.

My background combines strong analytical ability with practical execution. I can support clients with equity and market research, accounting and finance operations, financial data analysis, reporting, documentation, process optimization, and operational improvement initiatives. I am especially comfortable working with data-heavy tasks that require accuracy, structure, and clear business understanding.

I have experience using tools such as Excel, VBA, NetSuite, SAP, Bloomberg, Refinitiv, and Datastream, and I bring a professional, detail-oriented, and solution-focused approach to every project. Whether the need is research support, finance process improvement, service quality enhancement, or accounting and capital market-related consulting, I aim to deliver reliable, practical, and high-quality work.

I am open to freelance projects in equity research, accounting, finance, capital markets, operations support, and service quality improvement.

Industry field of expertise

Languages

English
Native or bilingual
German
Basic
Portuguese
Conversational

Workplace preferences

Can work on-site

Berlin (up to 50km)

Elena Gancheva Grupo
Accounting & Operations Consultant
E-COMMERCE
October 2023 - December 2025 (2 years and 2 months)
Lisbon, Portugal
• • Supported day-to-day accounting and administrative operations, including invoice follow-up, payment tracking, reconciliations, record coordination, and documentation control.
• • Prepared analyses, reports, and supporting documents for internal and external stakeholders and maintained organised files for bookkeeping, payroll follow-up, vendor coordination, and customer-related queries.
• • Supported VAT and tax-related processes and coordinated with external advisors while maintaining audit-ready records and organised supporting documentation.
• • Improved reliability of finance and operations workflows by introducing more structured controls, follow-up routines, and cleaner data-handling practices in ERP-based systems.
• • Assisted with purchasing, office logistics, and routine operational administration to support smooth business operations and accurate financial follow-up.
Financial Analyst Client Management Account Management Invoice Processing Financial Reporting
State Street Corporation
Emerging Lead
September 2018 - September 2023 (5 years)
Bengaluru, Karnataka, India
• • Led operational processes for multiple investment funds in a controlled, deadline-driven environment with strong focus on reporting accuracy, control discipline, and client delivery.
• • Reviewed daily and periodic data, performed reconciliations, analysed exceptions, and investigated breaks to support reliable valuation and NAV-related reporting outputs.
• • Prepared and validated reporting inputs, coordinated issue resolution with clients, auditors, and internal teams, and supported management visibility on process risks and priorities.
• • Performed variance-style reviews and monthly reporting support for fund controllers and client-facing teams, contributing to timely and accurate financial outputs.
• • Supported process migrations, onboarding, and documentation updates, helping stabilise workflows and improve handover into steady-state delivery.
• • Built Excel and VBA-based automation tools that improved reporting, review, and reconciliation workflows while reducing manual effort and strengthening control quality.
Goldman Sachs
Operations Analyst
July 2017 - July 2018 (1 year)
Bengaluru, Karnataka, India
• • Maintained and validated financial market data for Equity, Fixed Income, and Futures products, supporting data consistency and reliable downstream reporting and analysis.
• • Prepared reports on price movements, corporate actions, and data exceptions, and investigated discrepancies through coordination with internal teams and external vendors.
• • Performed end-of-day reconciliations and control checks to support data integrity, SLA compliance, and dependable operational output.
• • Provided dependable team support during manager absence, helping coordinate priorities and maintain continuity of delivery.