ANKIT BHATI
Greater Noida
Summary
Commercial Real Estate & Financial Analyst with 3 years of experience supporting US-based clients across financial data analysis, mortgage/loan servicing, reconciliation, financial reporting, and operational analytics. Proficient in advanced MS Excel, MIS reporting, variance analysis, data validation, financial reconciliation, and KPI reporting. Experienced in managing large datasets, identifying discrepancies, preparing management and client reports, and maintaining high data accuracy and SLA compliance. Strong ability to analyze financial and operational information, streamline reporting processes, and collaborate with cross-functional teams to deliver accurate and timely business insights.
Overview
1
1
Language
3
3
years of post-secondary education
3
3
years of professional experience
Work History
SENIOR ANALYST
Situs AMC
Gurugram
09.2023 - Current
- Managed and analyzed financial and mortgage-related datasets for US-based commercial real estate clients, ensuring data accuracy, completeness, and compliance with established processes.
- Supported US-based clients and stakeholders with day-to-day financial operations, ensuring timely resolution of queries and accurate completion of service requests.
- Prepared daily, weekly, and monthly financial and management reports, MIS, trackers, and analytical dashboards using advanced MS Excel to facilitate informed decision-making.
- Performed financial data analysis, reconciliation, validation, and quality checks to identify discrepancies and ensure accuracy of transaction- and property-level database
- Reviewed and validated financial transactions, account-level data, and supporting documentation to ensure accuracy and adherence to established processes
- Conducted variance analysis across multiple data sources, investigated discrepancies, and coordinated with internal teams to resolve data and financial mismatches.
- Supported financial reporting and analysis by preparing management reports, client deliverables, supporting schedules, and documentation for business review.
- Analyzed financial and operational data to identify trends, variances, data gaps, and process exceptions, supporting timely business decisions.
- Maintained and updated financial databases and reporting systems, ensuring data integrity, timely reporting, and accuracy of financial records.
- Reviewed mortgage and loan servicing data, including payment verification and transaction validation, ensuring accuracy and compliance with financial documentation standards.
- Developed MIS dashboards and performance reports using Pivot Tables, charts, lookups, and Excel-based analytical tools to monitor KPIs and operational performance.
- Monitored SLA, turnaround time, quality, and productivity metrics to ensure timely completion of financial and analytical deliverables.
- Collaborated with team leads, internal stakeholders, and client-facing teams to resolve data queries, complete reconciliations, and ensure smooth delivery of reporting requirements.
- Supported process improvement and reporting automation by identifying repetitive manual activities, streamlining reporting formats, and improving data-processing efficiency.
- Assisted with new business and client documentation, performing data validation and quality checks to ensure completeness and compliance with applicable requirements.
Education
Bachelor of Commerce - Commerce
University of Delhi
Delhi 05.2020 - 03.2023
Skills
- Financial analysis
- Data validation
- Excel dashboarding
- Variance analysis
- Commercial Real Estate (CRE) Analysis
- Financial Analysis & Reporting
- Advanced MS Excel
- Financial Data Analysis
- Financial Reconciliation
- MIS Reporting & Dash-boarding
- Data Validation & Quality Control
- KPI & Performance Analysis
- Process Improvement & Reporting Automation
Languages
English
Advanced
C1
Accomplishments
- Recognized three times by onshore leadership for maintaining 100% quality and strict SLA/TAT compliance during critical staffing shortages.
Timeline
SENIOR ANALYST
Situs AMC
09.2023 - Current
Bachelor of Commerce - Commerce
University of Delhi
05.2020 - 03.2023