Jay Palan
Finance Professional
Toronto
Summary
Analytical and meticulous professional constantly intrigued by the intricacies of the world of finance and its efficacy to shape companies and countries. Proficient in financial statement analysis, budgeting, financial performance management and risk management. Detail-oriented in reviewing data and identifying impactful trends. Brings great presentation and interpersonal communication skills. Easily handles complex data to understand potential impacts, break down risk and develop recommendations.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Assistant Manager, Risk Advisory
Deloitte
05.2021 - 08.2022
- Worked as a consultant to build and nurture positive working relationships to exceed client expectations.
- Offered support to clients in data quality, data governance, and enterprise data management space ensuring compliance with regulatory requirements and turning data into critical information and knowledge that can be leveraged to make sound business decisions.
- Evaluated & defined aggregate data risks and ensured controls are implemented, tested, and monitored to measure their effectiveness in managing the risk.
- Used SQL to extract firmwide financial data and implemented data quality rules using Informatica IDQ Analyst tool.
- Performed thorough data profiling with multiple usage patterns to assist business units in designing data quality rules.
- Ensured that new system functionality cater to urgent business needs while ensuring its alignment with firmwide data strategy.
- Performed thematic analysis of data incidents & issues arising due to data quality gaps and engaged with stakeholders to validate observations.
- Supported teams to establish remediation plans for gaps and thematic/material data issues and ensure solutions are aligned to enterprise data framework and strategies.
- Facilitated automation projects to drive efficiency and mitigate risks across group data office.
Financial Risk Analyst
JP Morgan Chase
03.2020 - 04.2021
- Monitored and analyzed the quality of large datasets generated by all the business units.
- Partnered with credit & liquidity risk teams to reconcile and perform adjustments to improve the firmwide data quality.
- Provided governance oversight across the operating model, identified weaknesses in the control framework for improvement, and coordinated with technology partners to understand the feasibility of the proposed strategic fix.
- Partnered with project teams to understand infrastructure development and testing to conduct operational readiness exercises ensuring preparedness in absorbing the systemic changes.
Process Manager
eClerx
05.2019 - 02.2020
- Managed EMEA Fixed Income process comprising of 3 sub-processes – Corporate Action research, Releasing funds, and Claims processing within the asset servicing team of Morgan Stanley.
- Led a team of 19 members and identified their key areas of development, conducted quarterly & yearly appraisals along with other people management activities.
- Built domain expertise across sub-processes, assisted in speedy remediation of issues, implemented process improvement ideas, and built/enhanced controls to prevent untoward incidents leading to reputational damage, financial loss, or regulatory sanctions.
- Analyzed fixed income securities’ data trends and forecasted the expected workload in upcoming years to propose a detailed staffing requirement plan to Morgan Stanley’s senior management.
Summer Research Intern
LoanXpress
04.2018 - 05.2018
- Provided a research report on MFIs (Micro Finance Institutions) and SFBs (Small Finance Banks) to understand the business model, lending models, cost structure, regulatory environment, risks, and challenges
- Provided a detailed financial statement analysis of Trusteeship companies including a detailed analysis of revenue & cost break up and compared the parameters with peers to help the top management make a decision.
Non-Profit Organization Intern
Senior Citizens Bangalore
02.2018 - 02.2018
- Created a feedback form for all the members to examine the internal functioning of the organization and suggested improvements on the back of it.
- Created a social media presence for the NGO across key channels including original video content.
- Designed promotional material including brochures and pamphlets to spread greater awareness about the organization and its mission.
Sales Manager
Zomato
07.2015 - 03.2016
- Launched & strategized pricing of new Zomato products – White Label Application (WLA) and Zomato Book - a table booking software.
- Consulted on different marketing strategies via various Zomato products.
- Lauded by the region head for bringing in a reputed client like British Brewing Company - the biggest deal in Mumbai at the time for WLA.
- During probation, was recognized by the sales director for single- handedly outperforming other teams.
Education
Ontario College Graduate Certificate - Business Analytics
Seneca College
Toronto04.2023
Post-Graduate Diploma in Management - Finance
NMIMS
India04.2019
Bachelor in Engineering - Mechanical Engineering
University of Mumbai
India06.2015
Skills
- Microsoft Office
- SQL
- Informatica IDQ Analyst
- JIRA
- Collibra
- Data management
- Data governance
- Operational risk management
- Regulatory reporting
- Financial analysis
- Stakeholder management
- People management
Certification
CFA Level I
Timeline
Assistant Manager, Risk Advisory
Deloitte
05.2021 - 08.2022
Financial Risk Analyst
JP Morgan Chase
03.2020 - 04.2021
Process Manager
eClerx
05.2019 - 02.2020
Summer Research Intern
LoanXpress
04.2018 - 05.2018
Non-Profit Organization Intern
Senior Citizens Bangalore
02.2018 - 02.2018
Sales Manager
Zomato
07.2015 - 03.2016
Ontario College Graduate Certificate - Business Analytics
Seneca College
Post-Graduate Diploma in Management - Finance
NMIMS
Bachelor in Engineering - Mechanical Engineering
University of Mumbai
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