Summary
Overview
Work History
Education
Skills
Timeline
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Bhakti Hirway

Advanced Financial Analyst
Pune,MH

Summary

A highly organized and hard-working, achievement-driven professional individual seeking Strategic planning assignments with responsible position in Investment Banking/ Information Technology sector.

Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.

Profile Summary -MBA (Finance) professional with 12 years of experience in OTC Derivatives Trade Operations (Trade Capturing & Booking), ISDA & CSA Documentations with hands o IRS products, OTC Derivatives Trade Life Cycle with Middle Office & Back office processes. Proficient in different stages of Trade Life Cycles with Affirmations, Confirmations Settlement & Drafting Processes. Stake Holders Management & Strategic Planner. Played vital role in Pilot Process Management. Experience in managing regulatory requirements with Legal Clause Analysis. Good communication & interpersonal skills with strong analytical, team building, problem solving and organizational capabilities. Supported production team by preparing clause Manuals, Development team by preparing FSDs and worked with Negotiators to prepare BRDs. Worked for for UAT testing for Releases. Managed SCRUM calls for Business Readiness Team.

Certification in IRDA’s Life Insurance Advisory, NCFM’s Financial Module / Securities Market Module/Derivative Module /Capital Module/ AMFI (Advisory )/Interest Rate Derivatives Module /Currency Derivatives Module / Equity Derivatives Module/Information Security Advisory Module, Microsoft Power BI complete module.

Overview

12
12
years of professional experience
2
2
years of post-secondary education

Work History

Advanced Analyst

EY GDS
Pune, Maharashtra
09.2014 - Current
  • Worked as process supervisor for Business Readiness process, Legal Clause Analysis Process, Data Quality Process & Agreement Data Processing process.
  • Worked as Data Analyst for Strategic Management using Microsoft Power BI Tool.
  • Agile Methodology with JIRA managements with Scrum call management, BRD &FSD preparation.
  • UAT Testing with Case studies & creation of User Stories as per Release.
  • Managing stakeholder & acting as Bridge between Management as Business Analyst to develop Business with technology & Automation.
  • Knowledge wise hands on Investment Banking, Trade Life Cycle, different financial products & their agreements like ISDA, CSA, Prime Brokerage, Listed Derivatives, REPO, Variation Margin & Initial Margin agreements & Protocols.
  • Worked on different applications like Frame-Soft, Word Sensa Vision, EBX5, ALM Application, Scum, Agile Technology, MS Power BI Desktop for Business Readiness process.
  • Managed bridge between Operations Team & General Counsel/Negotiators.
  • Credit Risk Management & Risk Remediation.
  • Published Process Manuals & managed Process Trainings to upgrade team with new Tool Developments with UAT testing support with User Stories formation.
  • Collected data and developed detailed spreadsheets & MS PowerBI Reports to identify trends and create strategies to develop Business

Process Supervisor

Deutsche Bank
Pune, Maharashtra
08.2013 - 09.2014
  • Rates Middle Office Trade Capture Process.
  • Booking of all swap trades in system for Trader’s confirmation / As per Market Wire Confirmations / for Trade link Tickets.
  • Booking involving all economic parameters like Effective Date/Termination Date/ Fixed & Floating rates/ Spread/Cash-flows as per payment dates/ Right to Terminate terms / Notional Resets/Payment & RTT Business Days/ISDA definitions.
  • Authorizing all Trade details before currency cutoffs & Resolving TMQs
  • Providing whole support to BO-Settlement Team & Managing all targets of the FO-Traders & Book-runners.
  • Brought in more than 10 new process staff and handled training, mentoring and direction to efficient productivity.

Senior Financial Analyst

eClerx Services Pvt Ltd
Pune, Maharashtra
10.2009 - 08.2013
  • Incoming Review Confirmation Process.
  • Matching Validation Process – (Confirmation Incoming Review Process)-Analysis of Trade document – Trade confirmation between Home-counterparty & Counterparty & matching all economic as well non-economic parameters & pushing all trades to respective state-To be Executed/Executed /Matching Dispute.
  • Chasing & Broker Dealer Resolution - Working on all discrepancies from Matching Validation Team & chasing CP as well as MO to clear all discrepancies & executing the trade.
  • Raising discrepancies to Middle office, Front office, Generation and Legal department.
  • To generate standard confirmations with Drafting Team

Education

MBA - Finance

MIT COE
Pune
06.2007 - 07.2009

Skills

Financial and operational reporting

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Timeline

Advanced Analyst

EY GDS
09.2014 - Current

Process Supervisor

Deutsche Bank
08.2013 - 09.2014

Senior Financial Analyst

eClerx Services Pvt Ltd
10.2009 - 08.2013

MBA - Finance

MIT COE
06.2007 - 07.2009
Bhakti HirwayAdvanced Financial Analyst