Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Personal Information
Timeline
Generic
Aman Mehrishi

Aman Mehrishi

Kota

Summary

Dynamic finance professional with expertise in financial spreading and data analysis. Proven ability to ensure accuracy and compliance while training analysts to enhance performance. Strong communicator with a focus on teamwork, delivering high-quality results in credit risk management and financial reporting.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Process Lead

Natwest Group
Gurugram
06.2024 - Current

• Strong focus on ensuring accuracy, consistency, and adherence to regulatory and company standards in financial spreading and reporting.
• Collaborated with underwriters and credit analysts to resolve discrepancies in financial spreads and ensure accurate interpretation of client financials.

• A strong focus on communication skills is needed to provide feedback and training to analysts, explaining errors, and suggesting improvements.
• Ensured the accuracy of financial models used for covenant testing, validating data inputs, and ensuring correct calculations of financial ratios.

Customer Services & Operation Analyst - Portfolio Management

NatWest Group
Gurugram
06.2022 - 06.2024

• Evaluated credit data and financial statements to assess the level of risk associated with extending credit or lending funds.
• Performed the spreading of business financial statements, including balance sheets, income statements, and cash flow statements, into the bank's internal platform using standardized formats to ensure accuracy and consistency for risk analysis.
• Support production in achieving compliance with the Service Level Agreement.
• Collaborating to promote teamwork, and deliver high-quality results.
• Maintain up-to-date knowledge of industry best practices in credit risk management.

Fund Accountant

SS&C Globe Op
Gurugram
03.2021 - 03.2022

• Responsible for providing day-to-day accounting for the assigned mutual, hedge, or institutional funds, including net asset value, and GAV for subsequent review and accounting for investment portfolios.

• Training new joiners on the process and its workings.

Education

MBA -

School of Management G D Goenka University
Gurugram
01.2021

B.COM -

Commerce College
Kota, Rajasthan
01.2019

Skills

  • MS Word
  • MS PowerPoint
  • MS Excel
  • Data analysis
  • Financial spreading

Accomplishments

  • Promoted as Process Lead at NatWest
  • Multiple rewards & Recognitions award at NatWest

Certification

  • Financial Modeling Online Course, 2020
  • Attendee Certificate of World Marketing Summit, 2020

Languages

  • English
  • Hindi

Personal Information

Date of Birth: 09/12/97

Timeline

Process Lead

Natwest Group
06.2024 - Current

Customer Services & Operation Analyst - Portfolio Management

NatWest Group
06.2022 - 06.2024

Fund Accountant

SS&C Globe Op
03.2021 - 03.2022

MBA -

School of Management G D Goenka University

B.COM -

Commerce College
Aman Mehrishi