Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Aakriti Gupta

Gurgaon,HR

Summary

Expereinced finance professional with an MBA and CFA Level 1 certification, offering extensive experience in credit risk, counterparty risk, and liquidity reporting, complemented by a strong background in change management aligned with regulatory requirements. Eager to leverage expertise in a challenging role that fosters growth and drives organizational success through strategic implementation of skills and knowledge.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Assistant Consultant

Tata Consultancy Services (TCS)
09.2023 - Current
  • Part of change management process for Liquidity Report FR 2052a meeting targets within the timeframes
  • Executed data gathering and analysis across various Liquidity reports with focus on FR2052a
  • Interpreted guidelines and completed data dictionary documentation for regulatory compliance
  • Documented and modeled data lineage for report data elements by collaborating with various responsible teams and stakeholders
  • Oversaw review and approval of reports with stakeholders
  • Ensured defined controls operated as expected and identified operational gaps
  • Facilitated productive communication between clients and internal teams, ensuring alignment on project goals and expectations.

Lead Expert

SocieteGenerale
02.2020 - 07.2023
  • Reconciled and validated Mark-To-Market at deal level to validate the efficiency of Internal Models
  • Priced diverse derivatives across asset classes i.e. Forex, Equity, Interest Rate like Swaps, Forwards, Futures and Options (eg: Black Scholes model, Forward Pricing models) including mark to market valuation.
  • Analyzed Counterparty’s Exposure At Default (EAD) under SACCR majorly for OTC derivative products.
  • Validated and checked credit exposure impact on recalibration of different risk parameters being utilized in Internal models.
  • Part of small project team responsible for implementation of EAD under SACCR with key responsibilities including helping respective teams in validating test cases and propose/calibrate the results as per the functional specification Documents (FSD).
  • Analyzed and reported on Credit Exposure variances at counterparty and trade level
  • Complete understanding of front-to-back-office data flows and system architecture.
  • Identified and resolved system weaknesses to improve operational efficiency
  • Collaborated with Stakeholders and IT Teams to gather requirements for migration on global tools
  • Knowledge of Credit Risk Capital Requirements, PFE, EEPE, Basel Norms, key Market Risk Metrics e.g. VAR FRTB.

Senior Analyst

JP Morgan Chase
05.2017 - 02.2020
  • Responsible for daily P&L validation and reconciliation processes with concise explanations of P&L fluctuations
  • Perform three-way reconciliation between Sub-ledger, General Ledger and consolidation tool
  • Worked with cross-functional teams to verify monthly P&L and subledger alignment
  • Exposure of Equity Fixed Income and Derivatives valuation like Swaps, Forwards, Futures and Options including mark to market valuation and Greeks.
  • Prepared daily balance sheet reports and processed balance sheet adjustments
  • Collaborated with teams to resolve mapping issues impacting record suspension
  • Performed Gap Analysis when controls were missed and provided metrics for management reporting

Assistant Manager – Finance

McDonalds – KellyCo Group, Melbourne
12.2011 - 05.2014
  • Directed financial and operational strategy to enhance restaurant profit
  • Overseen budget controls aligning P&L items with forecasted profits
  • Prepared MIS and financial reports for management review

Software Developer

Victorian Space & Science Education Center, Melbourne
12.2011 - 03.2012


  • Collaborated on stages of systems development lifecycle from requirement gathering to production releases to develop an educational game as per client requirements

Education

MBA - Finance

Symbiosis Institute of Business Management
01.2017

Bachelor of Science - Computer Science

La Trobe University
01.2011

Skills

  • Proficient in MS Office applications including SharePoint, Word, and Excel
  • Strong analytical skills
  • Practical experience with SAP BI and SQL
  • Agile process improvement
  • Attention to detail
  • Verbal and written communication

Certification

Chartered Financial Analyst (CFA) Level1 passed, CFA Institute U.S.

Accomplishments

  • Extra Miler Award for successfully taking on key responsibility of BAU within 3 months of joining which helped the senior team members work on other ongoing projects.
  • Excellence Award for automation of reconciliation process by using SAP Webi reports.
  • Aces of the Quarter Team Award, Star of the quarter Award.

Timeline

Assistant Consultant

Tata Consultancy Services (TCS)
09.2023 - Current

Lead Expert

SocieteGenerale
02.2020 - 07.2023

Senior Analyst

JP Morgan Chase
05.2017 - 02.2020

Assistant Manager – Finance

McDonalds – KellyCo Group, Melbourne
12.2011 - 05.2014

Software Developer

Victorian Space & Science Education Center, Melbourne
12.2011 - 03.2012

Bachelor of Science - Computer Science

La Trobe University

MBA - Finance

Symbiosis Institute of Business Management

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Aakriti Gupta