Summary
Overview
Work History
Education
Skills
Websites
Certification
References
Accomplishments
Work Availability
Quote
Timeline
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VARTIKA SINGH

VARTIKA SINGH

Finance Professional
Bengaluru

Summary

Vibrant finance professional with ~7 years of experience in portfolio analysis, fund management, Financial Reporting on a wide range of private equity Investments across geographies. Awarded with Q3 best performer. Keen interest in sectoral research. Expert in partnering and engaging with business/stakeholders to deliver objectives under tight deadlines. Enthusiastic, creative and a strong aptitude for analytics. Looking to leverage my expertise and experience in a senior finance role with a fast-growing organization. Skilled finance Specialist focused on maximizing success through effective use of analytical skills, markets knowledge and quantitative abilities. Top-notch communicator with excellent time management, administrative and customer service skills.

Overview

10
10
years of professional experience
5
5
years of post-secondary education
3
3
Certifications
2
2
Languages

Work History

Senior Specialist-Treasury Capital and Funding

3M
Bangalore
05.2023 - Current
  • Evaluation of corporate investment opportunities for short and medium term ( credit analysis and sectoral research for banking industry)
  • Proficient in analysis of counterparty, Debt coverage and share-repurchase, bank guarantee detailing
  • Net Interest and Debt coverage modeling
  • Internal utilization of cash, forecasting and reporting
  • Leading Fx SOX (BNY and clearwater) audit and timely closure of the same
  • Led projects by coordinating schedules, organizing resources and delegating work to meet deliverable and timeline requirements.

Team Leader- CIB AIS Private Equity

JP Morgan Chase
Bangalore
05.2020 - 05.2023
  • Worked on various equity investments over the years by understanding their cash transactions (NAV, cost Basis) and financial data
  • Proficient in preparation of Capital call workbooks, investment schedules at fund level for GP and LP contributors
  • Uploaded the required transactions and reconciled the various metrics like IRR, TWR, TVPI, RVPI, DPI, etc
  • For all levels of management for PE clients & establish one stop solution (Accrual, invoice, payments)
  • Liaison between PE clients & product development team to find potential gaps in the product and propose enhancements to increase the efficiency of the product and client experience, pitch books preparation
  • Drive the fund profitability process (NPV, IRR)
  • Own KPIs/SLAs for BLR FP&A - Distribution, Allocation of resources to strategic projects
  • Trained and managed new joiners, provided process updates, and ensured high motivation and engagement levels in getting them proficient
  • Developed business cases and assisted in effective decision-making through financial modelling and valuation in building robust business cases in liaison with onshore consumer marketing and auto counterpart and the business.

Senior Financial Analyst

Standard Chartered Bank
Chennai/Bangalore
02.2018 - 05.2020
  • Monitoring financial performance and Delivered 24-month end allocations and 3 budget/forecast cycle (using HPCM, MRC, HP & FA)
  • Supported finance head in Board Meetings to appraise the mgmt
  • Of results, estimates, internal funding, Credit limits etc
  • Keeping abreast about the changes in IFRS/GAAP
  • Detailed analysis of Revenue, COGS, Expenses (Controllable vs Uncontrollable), Allocations
  • Driver collection and preparation based on CFO inputs (updated 1.2 Mn drivers).

Management Trainee

Feedback Infra
Mumbai
02.2017 - 02.2018
  • Financial Bid Evaluation of JH-Water Bid
  • Financial Bid preparation of Gosikhurd Dam Maharashtra Project
  • Financial Bid Evaluation for JAKEDA-Start up and EPC Contracts (80 Companies within a span of 2 months)
  • Cost optimization Models for Solar power cell for the clients.

CA Article ship

Jaiswal Brajesh & Co.
Varanasi
04.2014 - 05.2015
  • Financial statement Analysis, Balance Sheet Preparation, Concurrent Audit, Statutory Audit of Banks
  • Stock Audits, MIS reporting, Project report Preparation, Variance Analysis.

Education

MBA - Accounting And Finance

Banaras Hindu University
04.2015 - 04.2017

Semi Qualified-Chartered Accountant - undefined

Institute of Chartered Accountants of India

Bachelor of Commerce - Finance

Banaras Hindu University
Varanasi
04.2011 - 04.2014

Skills

Team Leadershipundefined

Certification

Green Belt Six-Sigma

References

Available on request

Accomplishments

  • Documented and resolved lag of standardized Bank Guarantee process which led to $12M save in extra cost due to expired BGs.
  • Supported in Kyriba transition which is a critical treasury TMS

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

The way to get started is to quit talking and begin doing.
Walt Disney

Timeline

Senior Specialist-Treasury Capital and Funding

3M
05.2023 - Current

Team Leader- CIB AIS Private Equity

JP Morgan Chase
05.2020 - 05.2023

Senior Financial Analyst

Standard Chartered Bank
02.2018 - 05.2020

Management Trainee

Feedback Infra
02.2017 - 02.2018

MBA - Accounting And Finance

Banaras Hindu University
04.2015 - 04.2017

CA Article ship

Jaiswal Brajesh & Co.
04.2014 - 05.2015

Bachelor of Commerce - Finance

Banaras Hindu University
04.2011 - 04.2014

Semi Qualified-Chartered Accountant - undefined

Institute of Chartered Accountants of India
VARTIKA SINGHFinance Professional