Summary
Overview
Work History
Education
Skills
Certification
Projects
Timeline
Generic

Akshata Gatne

Pune

Summary

Results-driven SME with extensive experience at Union Bank of Switzerland, specializing in trade reconciliation and risk assessment. Led initiatives to improve processes through Alteryx automation, significantly increasing operational efficiency. Trained new team members and optimized workflows, ensuring timely and accurate reconciliation processing. Multilingual capabilities enhance communication in diverse environments.

Overview

2026
2026
years of professional experience
1
1
Certification

Work History

SME

Union Bank of Switzerland
01.2023 - Current
  • Playing role of SME to the Integrated Middle Office process and supporting London Desk and Sales team
  • Assist desk in trade amendments and run reports to check PnL balance
  • Help sales team for static amendments like counterparty mappings, off boarding clients
  • Coordinate with sales team, trading desk and settlements team to resolve any settlement issue
  • Calculate risk and highlight discrepancies to the desk on T+0 trades
  • Ensure procedures are documented for every function performed
  • Put forth process improvements and Lead team initiatives
  • Ensure timely and accurate processing of reconciliation requests
  • Played active role in migrating the process from vendor
  • Applications used on daily basis
  • Bloomberg, Reuters, Market wire, Murex, Portfolio manager, CTC
  • Submitted process improvement ideas to switch from MS excel macro to Alteryx automation which will benefit process in time saving and mitigating manual errors
  • Trained new joiners, provide work allocation and effective leave management for the team

Motilal Oswal Securities ltd
  • Increasing number of customer was main focus of the program
  • Creating awareness about equity investment and portfolio management
  • Handled customers issues and tried to learn problem solving techniques
  • Project involved understanding of overall working of capital market

Education

Master in Business Administration - Finance

Indira Groups of Institutes
Pune, India

Bachelor in Science - Electronics

Fergusson College
Pune, India

Skills

  • Languages: Marathi, Hindi, English, French
  • Performance orientation
  • Efficient decision-making
  • Management skills
  • Trade reconciliation
  • Risk assessment
  • Process improvement
  • Analytical skills

Certification

  • CFA level 2
  • Financial modelling course by TWSS

Projects

  • 3-Statement Financial Model for [Fictional or Real Company], Built integrated income statement, balance sheet, and cash flow model to assess company performance.
  • DCF Valuation for [Company], Estimated intrinsic value using projected cash flows and WACC.
  • M&A case study, analyzed synergies, pro forma financials, and accretion/dilution for a hypothetical acquisition
  • Comprehensive financial models, built and maintained comprehensive financial models for business units and investment projects, improving forecast accuracy by X%
  • Valuation models development, developed valuation models (DCF, LBO, comparable company) to support strategic decisions, including M&A, capital raising, and internal investments
  • Annual budgets and strategic plans, collaborated with cross-functional teams to develop annual budgets and five-year strategic plans, scenario and sensitivity analyses, conducted scenario and sensitivity analyses to assess financial risks and opportunities
  • Automated reporting templates, automated reporting templates using Excel VBA, reducing monthly reporting time by X hours
  • Financial Insights Presentation, presented financial insights and model outputs to senior leadership, aiding in data-driven decisions

Timeline

SME

Union Bank of Switzerland
01.2023 - Current

Motilal Oswal Securities ltd

Master in Business Administration - Finance

Indira Groups of Institutes

Bachelor in Science - Electronics

Fergusson College

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Akshata Gatne