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
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