Heena Kargeti
Bangalore
Summary
Highly Adaptable and seasoned Analyst with an excellent background with over 7 years of practical expertise in Supply and Chain Management, Stakeholder Management, wealth management, Treasury and Investment Securities. Currently interested in taking the fresh challenge of a new role as a Business Analyst where can get a chance to use expertise to analyze service and product lines in order to maximize revenue. Skilled at building strong relationships with clients, identifying and solving problems, and excelling in listening to and understanding their needs. With strong interpersonal and communication skills, confident in using ability to create solutions that provide value to both stakeholders and clients.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Associate
Morgan Stanley, Investment Securities
03.2023 - Current
- Assist with product control and settling trade for equities and income products.
- Investigation and Reconciliation of Trade for Europe and North America Regions.
- As part of my responsibilities, I prepare and update Risk pack reports to track the daily volumes of Investigation and Settlement.
- As part of transitioning to the PEGA tool, there are certain steps that need to be taken.
- As part of transitioning to the PEGA tool, there are certain steps that need to be taken, like updating the data, keeping track of time while updating, and discussing Pega team regarding areas of improvement, etc.
Sr.Analyst Treasury
Vodafone Financial Shared Services
07.2014 - 05.2015
- Collaborate with the onshore team on daily financial reporting, bank management, budgeting, forecasting, and decision-making.
- Responsible for organizing treasury reports, analyzing financial statements, and updating daily forecasts on a dashboard for the Ireland team.
- Participate in the successful transition from a legacy to a new financial model by analyzing a massive backlog of data and reconciling over 1 million entries.
- Create and update a report that calculates the extra work hours needed and the corresponding expenses.
Process Developer
Mercer
12.2009 - 11.2013
- Collaborated with the IT team on a project and together we developed two applications that helped save valuable time. By reducing the time it takes to extract large amounts of data from 2 hours down to just 24 minutes, we were able to address time-sensitive issues more efficiently. Additionally, we earned a compliance score of 99%, which has proven useful for cross-functional teams.
- Worked with stakeholders to implement new processes, closely monitored progress and was able to successfully complete two large and complex projects from start to finish. To do so, I independently collected, cleaned, summarized, analyzed, and reconciled massive amounts of data (over 800,000 entries). Additionally, formatted and modelled the data to maintain high quality. I am proud to say that I achieved a 100% accuracy rate and completed both projects within a 2-month timeframe.
- In charge of reconciling bank accounts, creating intercompany reports, handling fund accounting, and conducting monthly and yearly financial analyses for Australia and New Zealand.
- I worked closely with a team of 20 and was responsible for reviewing their financial reports before submitting them for quality assurance.
- Managed the team's dashboard and prepared weekly root cause analysis reports to analyze their performance.
- Mentored 11 new employees to ensure a smooth onboarding process by providing comprehensive training, creating SOPs for reference, and ensuring adherence to SLAs.
- Authored onboarding documentation to introduce new employees to business processes.
- Volunteered to join the training team to design PowerPoint presentations for various learning sessions.
- Prioritizing the secure handling of sensitive customer information within processes to proactively manage risk and minimize potential liability issues.
Associate
GenetixBiotech Asia Pvt ltd
06.2007 - 12.2009
- Liable for preparing quotations and filling tenders for both government and private research agencies and institutions.
- Greeted customers, answered inquiries about products, handled orders, procured items, and ensured accurate and timely delivery to the end customer for increased satisfaction.
- Responsible for overseeing the North, North-Eastern, and Central regions of India, as well as neighbouring countries such as Bhutan, Nepal, and Bangladesh, included managing over 50 dealers, stakeholders, and key customers such as the Indian Council of Medical Research, G.B Pant Agriculture and Technology University, and CMRI Kolkata.
- Communicated effectively to manage customer relations and gain new business from Jammu and Kashmir, Bhuvneshwar, and Bhutan.
- Act as the intermediary between customers, product specialists, and the supply chain management team.
- Follow up with the import department to record inventory reports, maintain procurement lists, and track sales billings.
Education
Bachelor's in Commerce - Commerce (Business Finance and Accounting principles
University of Delhi
07.2008
12th standard - Commerce(Finance And Accounting)
CBSE Board
New, Delhi06.2004
10th standard -
CBSE Board
New, Delhi06.2002
Diploma - Business Administration
Institute of Charted Financial Analysts of India University
New Delhi08.2010
Advance Diploma - Business Administration
Institute of Charted Financial Analysts of India University
11.2012
Diploma - Office Management
YMCA
New, Delhi07.2005
Certification in Google Data Analytics - Data Analytics
Coursera
Online01.2023
PMP Certification - In-process - Project Management
Project Managment
Bengaluru12.2023
Skills
- Exceptional communication skills
- Issue Resolution
- New Hire Training
- Complex Problem-Solving
- Taking ownership
- Production Support
- Process Improvement
- Patient Evaluation
- Event Coordination
- Work Planning and Prioritization
- Business Valuation
- Analytical Reasoning
Accomplishments
- Yellow belt certified (six-sigma)
- Awarded with the certificate by onshore teams.
- Awarded with Best Team Member.
- Collaborated with the IT team on developing two applications: "Replica Prod" and "Replica Prod_Subcal."Successfully launched two large funds by gathering, cleaning, summarizing, analyzing, financial modeling, and reconciling data.
Certification
Obtaining Additional Certification via Online Courses
- Certification in Google Data Analytics from Coursera.
- Agile and Scrum beginner overview from Udemy.
- Soft Skills from Udemy.
Travelling, Reading, Research & Analysis , Exploring , Art and craft
- Love to travel, travel Pan-India on Road Trip.
- When it comes to reading, tend to choose non-fiction books such as autobiographies and self-improvement books like, The Tatas by Girish Kuber and Vikrant Pande, "11 Rules of Life" by Richard Templar and "Atomic Habits" by James Clear.
- Always eager to explore new things, such as different cultures, people, foods, rituals, and more.
- Enjoy creating crafts and drawings, particularly in the style of folk art such as Madhubani and Worli.
Languages
English
Advanced (C1)
Hindi
Bilingual or Proficient (C2)
Timeline
Associate
Morgan Stanley, Investment Securities
03.2023 - Current
Sr.Analyst Treasury
Vodafone Financial Shared Services
07.2014 - 05.2015
Process Developer
Mercer
12.2009 - 11.2013
Associate
GenetixBiotech Asia Pvt ltd
06.2007 - 12.2009
Bachelor's in Commerce - Commerce (Business Finance and Accounting principles
University of Delhi
12th standard - Commerce(Finance And Accounting)
CBSE Board
10th standard -
CBSE Board
Diploma - Business Administration
Institute of Charted Financial Analysts of India University
Advance Diploma - Business Administration
Institute of Charted Financial Analysts of India University
Diploma - Office Management
YMCA
Certification in Google Data Analytics - Data Analytics
Coursera
PMP Certification - In-process - Project Management
Project Managment
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