Dhriti Bose
Ramgarh Cantt
Summary
Highly organized and goal-driven individual with a proven track record of success. Skilled in collaborating effectively with key stakeholders and bridging the gap between managerial and technical levels within an organization. Exceptional communication skills and keen attention to detail. Adaptable and flexible, able to thrive in any environment. Results-oriented Analyst skillful in managing and breaking down large volumes of information. Proactive at heading off issues in operations, workflow and production by uncovering trends affecting business success.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Supervising Analyst
Ernst & Young: EYGBS (India) LLP
08.2021 - Current
- Risk Management Service (Independence) group within EY helps the firm and its client serving professionals in making right decisions with respect to client & engagement acceptance, in sync with internal compliance policies and regulatory framework.
- The group also continuously evaluates the risks associated with each client & engagement and suggests ways to mitigate them
- The role was focused upon reviewing final deliverables prepared by the analyst and communicating findings to key Stakeholder
- Understanding key requirements of firm and regulators' RMS rules and global auditing policies and independence and compliance regulations in order to avoid any Independence breach
- Closely working with stakeholders & audit committee of EY for providing consultation services based on the SEC guidelines as well as EY policy
- Performing research on Form ADV, Bloomberg, S&P Capital, Thomson Reuters, Factiva, SEC Filings and Audit analytics in order to ensure that all the required information is capture in the Global EY database maintained
- Analysis of Private Equity firms and monitoring investments and new mergers and acquisitions of the Private Equity firms on daily basis through different mediums like Capital IQ, Merger Market, Company website and DUNs & Bradstreet for any update in Global Parent or Clients family tree
- Restricting target group of entities(pre-merger) in internal databases to avoid ethical, legal, or regulatory conflict
- Performing pre-acquisition checks on target entities Reviewing ongoing services and business relationships to mitigate SEC independence risk
- Keeping attention to details and analyzing legal documents like organization charts, portfolio listings and SEC filings so that the Client's corporate structure is appropriately reflecting & restricted in Global EY data bases
- Coordinating with the onshore account team for any pending information or regarding any query and Acting as a liaison between the Client teams, other members of the RMS team
- Supervise timely follow -ups by the preparers as per the matrix in order to expedite the process
- Working on multiple internal trackers and regularly updating them for the Account team regarding any pending items or any new update received from Client team
- Part of Automation team who check the accuracy of the data and provide suggestion regarding any update in the file
- Conduct Learning Session and providing training to the new hires in the team and existing Team members for any updates in the Global Independence System or any Advisory flows through the onshore team
- Risk Assessment - Mergers & Acquisitions Exhaustive M&A Monitoring and Pre-assessments for Private Equity clients
- Tracking deal status until closure and restricting acquired group of entities in internal database post-merger based on final ownership status and materiality information
- Managed multiple projects simultaneously while maintaining strict deadlines and high-quality standards.
Business Development Counsellor
PlanetSpark
02.2021 - 06.2021
- Monitor and analyze current market conditions for clients
- Worked with Middle East customers to understand needs and provide excellent service
- Conducting market research and identifying potential clients
- Identified issues, analyzed information and provided solutions to problems
- Cultivating strong relationships with new clients, while maintaining existing client relationships
- Collating and maintaining client information in the CRM database
- Developing and implementing sales strategies, client service and retention plans, and analyzing sales data to inform or update marketing strategies
- Achieving established goals
- Demonstrate strong interpersonal skills with the ability to engage effectively with various levels of management, staff, and clients
Education
MBA -
Jaipuria Institute of Management
Noida01.2021
B.Com - Accounting And Finance
Ranchi University
Ranchi01.2019
Skills
- Risk & Compliance
- Mergers & Acquisition
- Stakeholder Management
- Problem-solving
- Risk Management
- Private Equity
- Microsoft Excel
- Secondary Research SEC Research (ADV, FINRA, SEC web-10k)
- Project Management
- Attention to Detail
- Time Management
- Adaptability
- Adaptive learning
- Decision-making
- Microsoft office
- Team collaboration and leadership
Awards
- Multiple SPOT Award and E-Rave by the Stakeholders (UKI, US, EMEA Region).,
- Exceptional Contribution Award by the RMS Director.,
- Highest Performing Team Award., Extra Miller Award.,
- National Karate Medalist and National Fencing player.,
- President of Disciplinary Committee.
Languages
English
Hindi
Bengali
Hobbies and Interests
- Martial Arts
- Gym
- Travelling
- Cooking
Certification
- EY Supply Chain and Operations Management.
- Gender Sensitization and prevention of sexual Harassment
- EY Cybersecurity - Information Security Awareness Essentials
- Fundamentals of project planning and management
- Introduction to Artificial Intelligence
Timeline
Supervising Analyst
Ernst & Young: EYGBS (India) LLP
08.2021 - Current
Business Development Counsellor
PlanetSpark
02.2021 - 06.2021
- EY Supply Chain and Operations Management.
- Gender Sensitization and prevention of sexual Harassment
- EY Cybersecurity - Information Security Awareness Essentials
- Fundamentals of project planning and management
- Introduction to Artificial Intelligence
MBA -
Jaipuria Institute of Management
B.Com - Accounting And Finance
Ranchi University
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