NagaSravani Kotari's Portfolio

visitor@portfolio:~$whoami

Professional Financial Analyst with extensive experience in financial operations and unclaimed property management within the financial services sector. Proven track record in executing end-to-end escheatment activities, ensuring full compliance with state laws, dormancy periods, and rigorous reporting requirements. Expert in reconciling unclaimed property balances to the general ledger and collaborating with cross-functional teams including Accounts Payable, Tax, and Legal to maintain internal controls. Proficient in Oracle Financials Cloud and Sovos-UPEnterprise to streamline filing processes and enhance data integrity for state reporting. Dedicated to driving process improvements and delivering accurate financial data to support organizational growth and regulatory adherence.

visitor@portfolio:~$> cat README.md

visitor@portfolio:~$> experience --list

Financial Analyst@Cardinal Health

Mar 2025 - Present

Managed end-to-end unclaimed property activities, ensuring strict adherence to state laws, dormancy periods, and annual reporting requirements.
Reconciled complex unclaimed property balances to the general ledger to investigate and resolve discrepancies prior to state filing.
Maintained detailed documentation and audit trails to support internal controls and regulatory compliance for financial operations.
Collaborated with Tax and Legal departments to ensure accurate identification and classification of escheatable items across multiple jurisdictions.
Implemented automated reporting schedules to streamline the preparation of annual unclaimed property reports and electronic remittances.
Mentored junior staff on state-mandated notice requirements and documentation standards for due diligence mailings and owner outreach.

Financial Analyst@Morgan Stanley

Mar 2024 - Feb 2025

Optimized financial reporting workflows using Oracle Financials Cloud to improve data integrity and reconciliation efficiency for unclaimed property.
Analyzed large datasets to identify offsets, exemptions, and adjustments to escheatable items in accordance with company policies and state regulations.
Automated monthly financial consolidation reports to support accurate identification and classification of potential unclaimed property items.
Supported internal and external audits by providing comprehensive documentation and responding to state inquiries regarding escheatment filings.
Designed Key Performance Indicator (KPI) dashboards to track reporting timelines and ensure all state-mandated deadlines were met.
Led small-scale process improvement projects to enhance the accuracy of financial process documentation and internal control frameworks.

Financial Analyst@AT&T

Aug 2021 - Nov 2023

Developed standardized templates for annual unclaimed property filings to reduce manual errors and improve submission speed for state reporting.
Performed detailed variance analysis on financial records to support accurate reporting and ensure reconciliation to the general ledger.
Improved cash flow modeling and documentation standards to maintain audit readiness and ensure compliance with corporate policies.
Collaborated with Accounts Payable and Sales teams to coordinate due diligence mailings and owner outreach initiatives per state timelines.
Managed monthly dealer vendor billing activities and provided ad hoc financial analysis to support departmental operational goals.
Assisted in the maintenance of financial systems and documentation to ensure compliance with state legal guidelines and dormancy rules.

visitor@portfolio:~$> npm install --save-dev

+Financial Operations: Unclaimed Property (Escheatment)

+General Ledger Reconciliation

+State Reporting

+Due Diligence Mailings

+Internal Controls

+Compliance & Regulatory: State Escheatment Laws

+Dormancy Periods

+Audit Support

+Sarbanes-Oxley (SOX) Compliance

+Tax Documentation

+Software & Systems: Oracle Financials Cloud

+Sovos-UPEnterprise

+Microsoft Excel (Advanced)

+Microsoft Teams

+SharePoint

+Analysis & Reporting: Variance Analysis

+Financial Modeling

+KPI Dashboards

+Data Integrity

+Trend Analysis

+Accounting: Accounts Payable Support

+Dealer Vendor Billing

+Month-End Close

+Reconciliations

+Financial Process Improvement

+Professional Skills: Cross-departmental Collaboration

+Problem Solving

+Analytical Thinking

+Time Management

+Stakeholder Communication

visitor@portfolio:~$> cat /etc/education

Master’s in Information Technology Management

Webster University

Bachelor’s in Computer Science

JNTUK

visitor@portfolio:~$> cat .contact

[email protected]

+16362992954

visitor@portfolio:~$echo "Thanks for visiting!"