Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Darshan Surresh B

Darshan Surresh B

Mumbai,MH

Summary

Dynamic finance professional with over 15 years of expertise in treasury, structured finance, receivables and supply chain finance, and trade operations. Demonstrated ability to enhance operational processes through financial analysis, regulatory reporting, and innovative reinsurance and credit structures. Proven track record in managing settlements, reconciliations, controls, and automation initiatives, underscoring a commitment to efficiency and accuracy. Equipped with CPA-equivalent credentials and advanced Excel skills, adept at collaborating with cross-functional teams across the U.S., UK, Middle East, and Asia to drive strategic financial objectives.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Vice President – Finance

TradeBacked
09.2024 - Current
  • Streamlined deal documentation and cash flow processes, ensuring compliance with cross-border and regulatory requirements.
  • Coordinated with internal/external stakeholders on Selling Agreements, collateral structures, Term sheets and profit-sharing agreements.
  • Oversaw liquidity management through accurate cash flow uploads and reconciliations, aligning with treaty-like obligations.
  • Conducted detailed financial and risk analysis to support new deal onboarding and asset-backed structures.

Business Manager

Barclays Private Bank
03.2019 - 07.2024
  • Designed and automated reporting processes for financial tracking and pipeline monitoring, improving accuracy and timeliness.
  • Partnered with finance and COO teams on operational governance, reconciliations, and suspense clearing.
  • Enhanced internal controls, financial reporting, and compliance documentation for RSF and treasury operations.

Chief of Staff – Group Finance & Wealth

House of Patels (Family Office)
04.2016 - 02.2019
  • Managed settlement cycles and cash flow obligations across SPVs and investment vehicles.
  • Implemented cost control frameworks and compliance automation, strengthening the control environment.
  • Supported deal analysis and investor deliverables, including profit settlement and asset roll forwards.

FX Market Risk & Deals Analyst

Trafigura
02.2012 - 04.2016
  • Analyzed commodity and FX exposures tied to structured receivables and reinsurance-linked flows.
  • Developed reporting dashboards to monitor liquidity, risk, and asset movements.

Rates & FX Controller

J.P. Morgan Chase
02.2008 - 09.2010
  • Reconciled P&L across derivatives desks, clearing suspense accounts and enhancing internal control processes.
  • Prepared monthly and quarterly deliverables for global reporting teams.

Financial Analyst

Wells Fargo Securities
08.2006 - 05.2007
  • Automated financial dashboards and enhanced reporting accuracy for senior management.
  • Supported audit readiness and operational reviews.

Education

MBA -

Strathclyde Business School, Glasgow , United Kingdom
11-2011
  • Graduation with Distinction, [Semester, Year]

BBA - Finance

University of Central Oklahoma, Oklahoma, USA
05-2006

Skills

  • Commodity risk management
  • Accounting & Financial Controls
  • Broker Fee Calculations & Invoicing
  • Asset Roll Forwards & Deal Analysis
  • Liquidity & Cash Flow Management
  • Process Improvement & Automation
  • Risk & Compliance Oversight
  • Financial Statement Analysis
  • Cross-Border Transactions
  • Excel (Advanced)
  • PowerPoint
  • Tableau
  • Hyperion
  • Avaloq
  • QlikView
  • MS 365
  • Think Cell
  • Visio
  • Forecasting
  • Portfolio optimization
  • Price structuring

Certification

  • NISM-Series-V-A: Mutual Fund Distributors
  • BSE Certified Financial Market Associate
  • CAMS (Studied)

Languages

English
Hindi
Gujarati

Timeline

Vice President – Finance - TradeBacked
09.2024 - Current
Business Manager - Barclays Private Bank
03.2019 - 07.2024
Chief of Staff – Group Finance & Wealth - House of Patels (Family Office)
04.2016 - 02.2019
FX Market Risk & Deals Analyst - Trafigura
02.2012 - 04.2016
Rates & FX Controller - J.P. Morgan Chase
02.2008 - 09.2010
Financial Analyst - Wells Fargo Securities
08.2006 - 05.2007
Strathclyde Business School - MBA,
University of Central Oklahoma - BBA, Finance

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Darshan Surresh B