Aswathi Menon
Summary
I am a seasoned finance professional with six years of experience in fund administration and financial analysis within retail finance. My expertise allows me to provide valuable insights and support informed decision-making.
Overview
7
7
years of professional experience
Work History
Business Finance Partner
Cure.fit
01.2024 - Current
- PNL Automation: PNL Automation streamlines manual processes and automates tasks for faster PNL report delivery
- The integration of Retool facilitates connections with multiple data sources, consolidating information into a unified platform
- As a result, the turnaround time has been reduced from10 to6 business days, boosting both efficiency and productivity
- Foster growth and cost reduction initiatives through collaboration with business and operations stakeholders, including a reduction of installation costs by20 lakhs in both Q2 and Q3
- Ensure process controls through accurate data representation and alignment with relevant stakeholders
- Evaluate new business proposals from a control standpoint and assess risks and opportunities for initiatives while suggesting suitable options
- Prepare performance analysis and business dashboards with detailed variance analysis
Business Finance Partner - Retail Finance
Decathlon Sports India
01.2022 - 01.2024
- Achieved100% accurate accounting and timely financial reporting, driving sustainable financial growth by optimizing revenue streams and managing expenses
- Conducted investment evaluation analysis to maximize turnover and profits, collaborating with business teams to formulate effective investment strategies
- Collaborated closely with store teams to develop annual budgets aligned with business projections, implementing efficient strategies for product mix and demographics
- Created a dynamic dashboard reflecting monthly performance, enabling better informed decision-making and providing assistance to the CFO with market analysis
- Collaborated with global finance, legal, tax, and audit teams to ensure adherence to robust SOPs and100% compliance
Senior Associate - Institutional equity Division
Morgan Stanley Advantage Services
01.2020 - 01.2022
- Managed income distribution and prepared reports for Mutual Fund plans, ensuring accurate processing of income and expense accruals, as well as fee calculations
- Coordinated with US Expats to ensure timely delivery of Net Asset Values (NAVs) to clients, ensuring smooth operations between the Indian and US teams
- Conducted quality assurance checks on information received from various counter functions, including corporate actions, pricing, income, and derivative teams, to maintain data accuracy and integrity
- Conducted market research to identify emerging trends, customer needs, and competitor strategies, providing valuable insights for business decision-making
- Participated in system testing for version upgrades and actively involved in testing and training sessions, contributing to the improvement of operational efficiency and effectiveness
Analyst - Fund Accounting
Northern Trust
01.2018 - 01.2020
- Enumerating the value of investment portfolios on a daily basis along with recording security transactions of buy sell of equities, MFs, Bonds and Derivatives with Trade processing and evaluating the settlement between the investment Manager and Broker
- Perform cash, position, market value reconciliations between investment manager, custody and brokers - in automated as well as manual flow aided by OLEs and Spectras
- Working in depth with applications and hands on expertise to access information inclusive of Invest one Enterprise, TLM, FIS, Fund Master and Bloomberg
Education
CPA -
MBA - Finance
Christ University
01.2018
PGDBA - undefined
Mount Carmel College
01.2016
B.com - Accounting and Taxation
Seshadripuram Institute of Commerce and Management
01.2015
Skills
- Key Account Management
- Revenue and Profitability Analysis
- Budgeting and Forecasting
- Pricing Strategy
- Negotiation
- Cost Benefit Analysis
TOOLS
- Bloomberg
- QuikSight and Tableau
- TLM and Oracle Eone
- Retool
- Quickbooks
- JD Edwards
Timeline
Business Finance Partner
Cure.fit
01.2024 - Current
Business Finance Partner - Retail Finance
Decathlon Sports India
01.2022 - 01.2024
Senior Associate - Institutional equity Division
Morgan Stanley Advantage Services
01.2020 - 01.2022
Analyst - Fund Accounting
Northern Trust
01.2018 - 01.2020
MBA - Finance
Christ University
PGDBA - undefined
Mount Carmel College
B.com - Accounting and Taxation
Seshadripuram Institute of Commerce and Management
CPA -
Similar Profiles
V. ADHITHYA YADAVV. ADHITHYA YADAV
Customer Services Consultant at Cure.fitCustomer Services Consultant at Cure.fit
Sapthagiri BatchuSapthagiri Batchu
Key Account Manager at Cure.fitKey Account Manager at Cure.fit
Divya PSDivya PS
Regional Head -Expansion and Growth at Cure.fit healthcare pvt ltdRegional Head -Expansion and Growth at Cure.fit healthcare pvt ltd
POOJA GAURPOOJA GAUR
Business Finance Partner at Flipkart Internet Pvt LtdBusiness Finance Partner at Flipkart Internet Pvt Ltd
AAMIR KHANAAMIR KHAN
Financial Consultant - Business Finance Partner at Virtusa Polaris Consulting Pvt. Ltd.Financial Consultant - Business Finance Partner at Virtusa Polaris Consulting Pvt. Ltd.