Chetali Kusalkar
Pune
Summary
Dynamic and results-driven Business Analyst and Coordinator with over 7 years of comprehensive experience in financial services, product support, and reconciliation. Demonstrated expertise in managing SWIFT payments, client and asset management, and conducting UAT testing. Proficient in SQL, IntelliMatch, Quantum, TRAX, eBAM, and various financial tools. Adept at resolving complex issues, providing exceptional client support, and leading cross-functional teams to achieve operational excellence.
Overview
8
8
years of professional experience
Work History
Business Analyst
FIS Solutions Pvt Ltd
03.2021 - 11.2024
Managed 24x5 support for cross-border payments and SWIFT transactions.
- Collaborated with product support and Treasury operations on Quantum, TRAX, eBAM, and IntelliMatch.
- Prepared BRDs, Issue Logs, and project handover templates.
- Acted as CX SME and offshore single point of contact.
- Trained 10+ employees on product aspects.
- Resolved critical issues through root cause analysis and cross-functional collaboration.
- Managed reconciliation processes and collateral management.
- Supported SWIFT Payments Reconciliation and account setup.
- Demonstrated expertise in CASS, Derivatives Products, and break resolution.
- Conducted UAT testing and managed SLA/KPI.
- Skilled in using Power BI to create clear and interactive reports and dashboards.
- Analyzed data with Power BI to find trends and share insights with the team.
- Managed portfolios and executed trades for equities, bonds, and derivatives.
- Analyzed market trends and optimized investment strategies.
- Developed risk management frameworks and conducted financial modeling.
- Managed reconciliation processes and collateral management.
- Supported trading activities and ensured regulatory compliance.
- Managed portfolios for various asset classes, including equities, bonds, and derivatives.
- Analyzed market trends and economic indicators to make informed investment decisions.
- Developed and executed investment strategies to optimize portfolio performance.
- Conducted risk assessments and implemented risk management frameworks.
- Monitored and evaluated portfolio performance, making adjustments as necessary.
- Collaborated with clients to understand their financial goals and tailor investment solutions.
Senior Process Associate
Cognizant Technology Solutions
11.2018 - 09.2020
- Facilitated the migration of IntelliMatch product support and payment team, ensuring alignment with client requirements
- Managed IntelliMatch rejects, backend application recollection, and payment investigation using SQL Server
- Handled JIRA and ServiceNow (SNOW) ticketing tools according to client specifications
- Provided IntelliMatch admin support, overseeing job scheduling, automated matching runs, and troubleshooting.
Process Associate
State Street Syntel Pvt Ltd
11.2016 - 09.2018
- Performed NAV calculations for mutual funds, reconciled portfolios, and resolved account reconciliation issues
- Delivered weekly/month-end PNL & NAV accurately to clients
- Conducted portfolio impact analysis and cash reconciliation.
Education
B.Com - Finance
Pune University
2016
Skills
- Strategic Planning & Execution
- Financial Analysis & Reporting
- Product Support & Development
- Client & Stakeholder Management
- Reconciliation & Collateral Management
- Process Improvement & Optimization
- Team Leadership & Development
- SQL
- Microsoft visio
- AI & Prompt Engineering
- UAT & Quality Assurance
- Treasury Operations
- Market Analysis for Quantum Application
Accomplishments
- Spot Awards (FIS)
- Fast track promotion in 9 months (Syntel)
- Zero error performer (FIS)
- Process improvement ideas and mass training to improve process knowledge
Projects
- Cognizant Technology Solutions-IntelliMatch to Gresham CTC-Recon Migration, Led the migration project where all data, including static data, was migrated from IntelliMatch to Gresham CTC platform. Acted as a key coordinator between client and business to understand and implement business requirements. Developed SOP and BRD reports from scratch to document and streamline the process.
- FIS Solutions Pvt Ltd-Booking Platforms Migration, Involved in the migration of booking platforms, including UAT, dry run, and report development for client presentations. Coordinated training and development, ensuring seamless communication and information sharing across multiple teams. Worked on AI platforms with an understanding of Artificial Intelligence and Prompt Engineering.
- FIS Solutions PVT Ltd- PROCESS IMPROVEMENT IDEAS
• Reconciliation- A submitted project of Automation of the reconciliation process to the RPA team-Project was approved and successfully deployed.
• Corporate action- Contributed process improvement ideas for the payment, claimed risk process status was in WIP.
• Hedge fund accounting/settlement- submitted process improvement idea for accounting entries and settlement of loans, Security, and Bonds- IT Team Developed a Macro for the same.
Timeline
Business Analyst
FIS Solutions Pvt Ltd
03.2021 - 11.2024
Senior Process Associate
Cognizant Technology Solutions
11.2018 - 09.2020
Process Associate
State Street Syntel Pvt Ltd
11.2016 - 09.2018
B.Com - Finance
Pune University
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