Summary
Overview
Work History
Education
Skills
Certification
Personal Information
Timeline
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Jayanth S

Bangalore

Summary

With 8+ years of experience. MS Office proficient, with good communication, interpersonal, and analytical abilities. Approach to achieving individual and corporate goals that is competent, practical, and business-focused.

Overview

6
6
years of professional experience
5
5
years of post-secondary education
3
3
Certifications

Work History

Senior Financial Analyst

Wells Fargo EGS India Private Limited
3 2021 - 3 2024
  • Provide timely, accurate and consistent financial planning, budgeting, forecasting and management reporting for the assigned business group or function to help enhance decision making.
  • Reviews and analyzes an organization's financial status, including cash flow, accounts receivable, accounts payable, debt equity, operating income, working capital, etc.
  • Preparation and Analysis of Financial data to support decision making and strategic planning
  • Extract data from financial reports to conduct financial and statistical analysis and identify financial discrepancies and recommend appropriate solutions.
  • Work closely with clients to understand their financial objectives and project requirements. Provide expertise in financial analysis, utilizing insights from annual reports, quarterly reports, and other financial statements to support project goals.
  • Performing analysis of business performance versus plan and forecast. Performing month end closing activities and MIS reports for the respective business.
  • Utilize advanced analytics techniques to analyze large datasets, identify trends, and provide insights to optimize financial processes and improve operational efficiency.
  • Leverage Power BI/Tableau to create and maintain centralized and common reporting and analytical solutions.
  • Research and analyse costs of projects, departments, and future ventures to provide information and insights about expenses and determine profitability margins.
  • Prepare a variety of financial reports based on the analysis results.

MIS Reporting Analyst

Wells Fargo International Solutions Private Limited
03.2019 - 03.2021
  • Optimized existing reporting systems to improve speed and overall performance, reducing system downtime instances significantly.
  • Ensured compliance with regulatory requirements by maintaining proper documentation of all reporting activities within organization.
  • Collaborated with cross-functional teams to gather accurate data for comprehensive MIS reporting.
  • Streamlined data collection by implementing efficient processes and automation tools.
  • Performed ad-hoc analysis as requested by stakeholders to address specific concerns or needs related to business operations.
  • Trained team members on best practices for data management and report creation, increasing overall team efficiency.
  • Developed customized dashboards with key performance indicators to monitor business health effectively.

Financial Analyst & Associate Financial Analyst

Wells Fargo EGS India Private Limited
02.2015 - 03.2019
  • Analyze loan applications, collect essential documents and obtain third party reports to review the application.
  • Reviewing and analyzing documents against our credit policy, with the goal of getting the loan ready for an underwriting decision
  • FD agency review deals with security instrument and title document evidencing a pledge of property as security for a debt, it contains the terms of re-payment and describes the details and terms of debt
  • Error on a security instrument may occurs when the document is prepared and recorded
  • This issue may cause delay in the closing of a sale or refinance on the associated property
  • This process provides instructions for handling unrecorded mortgage and corrective mortgage requests.

Education

Master’s Of Business Administration - Finance

Global Academy of Technology
Bangalore
05.2012 - 05.2014

Bachelor of Commerce - Accounting

Gupta College
Bangalore
05.2009 - 05.2012

Skills

Power BI

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Certification

Power BI

Personal Information

  • Father's Name: Sathyanarayana K V
  • Mother's Name: Prabha
  • Date of Birth: 05/05/1991
  • Nationality: Indian
  • Marital Status: Married

Timeline

MIS Reporting Analyst

Wells Fargo International Solutions Private Limited
03.2019 - 03.2021

Financial Analyst & Associate Financial Analyst

Wells Fargo EGS India Private Limited
02.2015 - 03.2019

Master’s Of Business Administration - Finance

Global Academy of Technology
05.2012 - 05.2014

Bachelor of Commerce - Accounting

Gupta College
05.2009 - 05.2012

Senior Financial Analyst

Wells Fargo EGS India Private Limited
3 2021 - 3 2024

Power BI

SQL

Basics of Tableau reporting tool
Jayanth S