Atul Narayan Sahu
Mumbai
Summary
Financial analyst with extensive experience at well-known financial services and back-office organizations, specializing in risk management, compliance, reference data management, and reconciliation. Demonstrated success in leading teams and optimizing workflows to enhance data integrity. Expertise in financial analysis and team collaboration ensures high-quality deliverables that meet client expectations. Having strong analytical skills facilitates impactful decision-making. Strategic leader in management field known for high productivity and efficient task completion. Possess specialized skills in operational strategy, team leadership, and conflict resolution. Excel in communication, adaptability, and problem-solving to achieve organizational goals.
Overview
13
13
years of professional experience
Work History
Freelancer
Freelancer
07.2024 - Current
- Working as a freelancer providing freelancing services through working with legit portals and freelancing service providers like Upwork & Fiverr where the I got the opportunity and working with international brands on hourly remuneration and assisted them with Building up Financial/Business presentation and providing online assistance with financial modelling & excel related job tasks.
Senior Team Lead Analyst
FIS GLOBAL BUSINESS SOLUTIONS INDIA PVT. LTD.
08.2022 - 12.2023
- Role involved managing team work and executing daily client request by ensuring that team members have been guided with processing incoming client requests which are complex and time bounded.
- Preparing training plan for the new joiners, looking after their on-boarding and ensuring they are well groomed and trained so they can quickly start supporting the other team members with the daily BAU and other client related queries.
- Handling intercompany & exchange to GMI system rec's for APAC, EMEA & NAM regions and liaising with different teams to get our job done.
- Taking up internal team training sessions to ensure any new learning is shared with the team and loopholes and training gaps are filled.
- Getting on client calls to handle complex queries and following up on the same.
- Assisting with the audit of the current static data set-up of commissions, fees and interest in order to align with customer agreements and broker/ clearing houses fees.
- Controlling Business Data mail inbox. This includes communicating email traffic amongst 1st and 2nd level support within the department and general clean up.
- Assisting Docs team to maintain/create/storing rate schedule/legal agreement.
Team Leader
LINK ADMINISTRATION SERVICES PRIVATE LIMITED
08.2021 - 07.2022
- Managing team of 12 FTE and looking after and handling day to day process related requests and functions.
- Preparing MBR & SLA data on the billed FTEs and preparing other managerial reports including, Mandatory business leaves report, SOP etc.
- Preparing training plan for the new joiners, looking after their on-boarding and ensuring they are well groomed and trained so they can quickly start supporting the other team members with the daily BAU and other client related queries.
- Taking up internal team training sessions to ensure any new learning is shared with the team and loopholes and training gaps are filled.
- Getting on client calls to handle complex queries and following up on the same.
- Handling monthly, half-yearly and yearly performance review and appraisals of the team members and ensuring team’s efficiency is maintained and at par with client’s expectations.
- Ensuring processing of fund accounting activity to ensure the accurate expenditure of financial resources which helps NPOs to maintain a record of fund allotment and ensure that organisations justify the utilization of these funds.
Associate Process Manager
Eclerx India Pvt. Ltd.
Mumbai
10.2018 - 07.2021
- Company Overview: Mumbai
- Managing teams involving on-boarding & off-boarding of new/existing joiners within the team.
- Preparing MBR, FSMT & SLA data and on the billed FTEs and preparing other managerial reports including, Mandatory business leaves report, SOP report which is to be submitted to compliance team on monthly basis.
- Preparing training plan for the new joiners, looking after their on-boarding and ensuring they are well groomed and trained so they can quickly start supporting the other team members with the daily BAU and other client related queries.
- Handling intercompany & exchange to GMI system recs for APAC, EMEA & NAM regions and liaising with different teams to get our job done.
- Taking up internal team training sessions to ensure any new learning is shared with the team and loopholes and training gaps are filled.
- Getting on client calls to handle complex queries and following up on the same.
- Ensuring Know Your Customer (KYC) process is performed to verify the identity of new customers, and to prevent illegal activities, such as money laundering or fraud as part of Anti-Money Laundering (AML) requirements.
- Worked with senior compliance officials, observing meetings with regulators.
- Identified key information in compliance communications and presented important findings to senior staff.
- Trained new hires in company policies regarding compliance, including answering their questions.
- Internal meetings with team members to discuss compliance issues and provide expert guidance.
- Mumbai
Senior Analyst
Eclerx India Pvt. Ltd.
Mumbai
09.2013 - 09.2018
- Company Overview: Mumbai
- Being a part of team managing a multi-assets static data function.
- Setting up and maintaining of all Client and Non Client data in GMI and over 9 further applications.
- Maintaining controls on static data through regular audits & reconciliations to ensure integrity of data.
- Assisting with the audit of the current static data set-up of commissions, fees and interest in order to align with customer agreements and broker/ clearing houses fees.
- Controlling Business Data mail inbox. This includes communicating email traffic amongst 1st and 2nd level support within the department and general clean up.
- Setting up, maintaining and approving all client and non client statement delivery requests.
- Handling reconciliation between internal and exchange reports for fee discrepancies, extracting & posting rebates, setting up interest hair-cuts for clearing accounts & wire settlements.
- Handling intercompany & exchange to GMI system recs for APAC, EMEA & NAM regions and liaising with different teams to get our job done.
- Working on eDocs & FIA Tech application (EGUS), maintaining both clearing & executing broker’s static rate schedules & setting up rates on GMI system, assisting payments to brokers through egains & CME GPS.
- Working on systems assisting clearing/settlement of trades for all US, EUROPEAN & ASIAN markets.
- Managing and mentoring junior analysts.
- System Knowledge: GMI Futures application, EGUS system, CME group, CBOE, LCH, EUREX & other exchanges, EDOCS, CLEAR VISION, MS OFFICE, FUSION CLEARING.
- Mumbai
Research/Financial Analyst
Mercator InfoServices India Pvt. Ltd. / Coalition / Crisil
03.2012 - 06.2013
- Working within a team analyzing quarterly, half yearly & annual revenue & revenue numbers for IB’s across the globe for both primary & secondary capital markets.
- Working on building up detailed taxonomy of IB’s for US, EMEA & APAC regions & their business structures.
- Working with the developer’s team to build up macro’s for easing out the work modules.
- Managing and mentoring junior analysts.
Education
MBA - Finance
Dr. D. Y. Patil College of Business Management
Navi Mumbai01.2011
Bachelors of Commerce - Computers
K.J.Somaiya College of Science And Commerce
Mumbai01.2007
HSC -
National Sarvodaya Jr. College
Mumbai01.2004
National Sarvodaya High School
MumbaiSkills
- Analytical thinking
- Self-motivation
- Risk management
- Financial analysis
- Adaptability
- Task prioritization
- Time management
- Data analysis
- Problem solving
- Workflow optimization
- Leadership experience
- Communication skills
- Business continuity planning
- Business intelligence
- Team building
- Vendor management
- Performance management
- Reference data management
- Compliance expertise
- Drafting skills
- Attention to detail
- Database management
Accomplishments
- Active member of E-cell committee of Padmashree Dr. D. Y. Patil university, dept. of Business Management.
- Organized 1st national conference on Finance management held at DYPDBM.
- Received rewards, recognitions & client appreciations.
- Appreciated for building up excel macros to assist streamlining processes.
Disclaimer
I hereby state that the above information provided by me is true to the best of my knowledge.
Hobbies and Interests
- Watching Movies
- Listening to Music
- Painting
Personal Information
Date of Birth: 08/30/86
Timeline
Freelancer
Freelancer
07.2024 - Current
Senior Team Lead Analyst
FIS GLOBAL BUSINESS SOLUTIONS INDIA PVT. LTD.
08.2022 - 12.2023
Team Leader
LINK ADMINISTRATION SERVICES PRIVATE LIMITED
08.2021 - 07.2022
Associate Process Manager
Eclerx India Pvt. Ltd.
10.2018 - 07.2021
Senior Analyst
Eclerx India Pvt. Ltd.
09.2013 - 09.2018
Research/Financial Analyst
Mercator InfoServices India Pvt. Ltd. / Coalition / Crisil
03.2012 - 06.2013
MBA - Finance
Dr. D. Y. Patil College of Business Management
Bachelors of Commerce - Computers
K.J.Somaiya College of Science And Commerce
HSC -
National Sarvodaya Jr. College
National Sarvodaya High School
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