Apoorva Patil

Experienced over 5.6 + years of expertise as Business Analyst ,financial reporting, regulatory reporting, compliance, and process automation. Proven ability to optimize workflows, ensure data accuracy, and drive regulatory reporting processes.

• Led analysis, design, and implementation of regulatory reporting for accurate and timely submissions of federal and financial regulatory reports.
• Successfully managed and reviewed US regulatory reports such as FR Y-9C, FFIEC 031, and FR2644, ensuring completeness and compliance with regulatory guidelines.
• Skilled Financial Reporting Associate proficient in preparing, analyzing, and ensuring accuracy of monthly, quarterly, and annual financial statements in compliance with regulatory and client requirements.
• Experienced in designing and implementing automated workflows using tools like Alteryx to streamline processes, improve data accuracy, and enhance reporting efficiency.
• Proficient in data mapping, SQL analysis, and logic decoding for regulatory reports to ensure compliance with industry standards and regulatory requirements.
• Strong background in performing thorough cash and equity reconciliations, resolving discrepancies between custodians and internal records, ensuring timely resolution of exceptions, and maintaining accurate position records for financial reporting purposes.