Jinal N Trivedi
Mumbai
Summary
Completed 14+ years of contribution to the organizations with the best of my ability. Persistent with talents in leadership, negotiation and solution knowledge. Effectively coach and mentor junior members of staff. Dedicated to supporting business development initiatives. I am ready to leverage a senior position with my skills and capabilities at a Vice president or an Associate Director post.
Overview
11
11
years of professional experience
Work History
Senior Consultant
Capgemini India Pvt Ltd
04.2021 - Current
- Project with Morgan Stanley (Corporate Governance and Risk Officer)
- Senior Consultant in CG, but worked in the capacity of a Vice President internally.
- Strategy and governance discipline aims to perfect the ways of working for the business technology function by defining the guidelines, rules, and framework.
- The strategy and governance remit discipline.
- Setting the strategic intention, guidelines, and motivation for the organization.
- Implementation of an operating model and organization that creates value for the business.
- Ensuring proper management of risks, compliance, and security.
- Manages New Assets, Risk Officer, Approver, and Strategy and Data Governance, which supports data controls, hygiene, and asset management.
- Managing risk, compliance, quality, and security for all the modern technology assets, live assets, and decommissioning of the assets within MS.
- Data regulation and protection of the assets for control over the quality, and at all different lifecycle stages and applications of the guideline at each attribute level.
- Consulting with the top-tier management as an engagement schedule for the data quality exception reports and supporting risk controls for new assets.
- Holds knowledge of the Data Asset lifecycle phase, hierarchy, headcount, attributes, data quality exceptions, and guidelines from the evaluation stage to the live production stage, until the decommissioning stage.
- The data asset life cycle consists of five sequential stages: Planning, Acquisition, Operation, Maintenance, and Disposal.
- Incorporating and revising guidelines on a prompt basis, standard operating procedure notes (SOPs), risk reviews, and follow-ups.
- Well-versed in understanding macros, automation, and churning monthly, quarterly, semi-annually, and annual data reporting.
- Initiating better ideas and proposals for process development.
- Holds interpersonal, stakeholder management, team, and people management skills.
- Updated by using all the latest tools, applications, and knowledge, and being an adaptive person to embrace new learning in all spheres for running the business-as-usual organization development.
Senior Consultant
Capgemini India Private Ltd
04.2021 - Current
- Project with HSBC.
- Data governance is working at the level of Vice President in the HSBC project side internally.
- Data governance aims for data mining and perfect data quality.
- Extracting data from primary and secondary sources, and removing corrupted data.
- Ensuring that the data is exact, and high-quality.
- Developing and managing data systems and databases.
- Establishing KPIs that supply actionable insights with project management.
- Using data to analyze trends that help inform business policies and decisions.
- Collaborating with engineers and developers to develop and streamline data governance strategies.
- Working on various templates to supply a complete DDT.
- Developing and managing the metadata systems and databases.
- Establishing KPIs that supply actionable insights.
- Highly polished on DUSE training, working on the functional side.
- Using data to analyze trends that help inform business policies and decisions.
- Usage of the JIRA dashboard and managing the board, Qlik, EIM inventory, OVC inventory, Confluence Tool, and other tools for analysis.
- Implementation of the view of the business data set and business data element, knowledge of Colibra ID, Model ID, and case-wise ID.
- Leadership skills involve managing a team of seven players, responsible for their training, development, rewards and recognition, and yearly appraisals.
Manager
Edelweiss
Mumbai
08.2019 - 06.2020
- Manager at a Company level and directly reporting to the Deputy Vice President and Director
- The Strategy and Governance discipline focuses on optimizing the business technology function by establishing frameworks, guidelines, and rules
- Key responsibilities include: Setting strategic goals, guidelines, and motivations for the organization
- Implementing operational models that create business value
- Managing risks, compliance, and security effectively
- Overseeing new asset risk management, data governance, and asset management, ensuring data quality and hygiene
- Managing risks, compliance, quality, and security for modern technology assets, live assets, and decommissioned assets
- Ensuring proper data regulation and product asset lifecycles
- Consulting with senior management on data quality and risk control for new assets
- In-depth knowledge of the data asset lifecycle, including evaluation and production stages
- Preparing audit reports on data quality and governance
- Continuously updating guidelines, SOPs, and risk reviews
- Proposing process improvements for better business operations
- Strong interpersonal, stakeholder, and team management skills
- Adapting to new tools, applications, and ongoing learning to support business development
Analyst
Prudential Global Services
06.2016 - 11.2017
- Expense MI and Forecast: Financial Analyst in the company’s Expense MI reporting line for Financial Planning and Performance Management business
- Primary responsibility would be to support the business not only including general ledger accounting, creating month end accruals/provisions, posting cost recharges, resource management, financial reporting
- Deliver Scheduled reporting task, preparation of analytical reports relating to deviations and opportunities
- Drive implementation of new process and procedures
- Assigned responsibility to analyze the companies reporting in areas of Expenses, Consolidation, Distribution, Intermediaries, Prudential Financial planning, Corporate and Consumer
- Month end activities including tracking incorporating movements/changes, data aggregation, validation, mapping and enabling the tools ready for reporting
- Preparing detailed expense MI and analysis and value-added analytics to the management
- Preparation of reports relating to the Business requirements, Monthly Business Day (BD) activities, Forecasting, Budgeting, quarterly and Year End Closures
- Also involved in FTE and Headcount Reconciliation reporting and structuring of data
- Supplying a complete analytical view of the business and evaluation of the Reporting area
- Find positive and negative trends and anomalies associated with the performance and communicate to business stakeholders
- Develop support documentation about functionality, framework, policies, and procedures
- Automate manual tasks and perfect business process to reduce the workload and create ability wherever applicable
- Providing support to the stake holders with Cost Center set ups, Project code set ups, Account code set ups, Hierarchy changes
- Well versed with Business Objects (BO) and all the required amendments and analytics in reporting
- Accounting: Reviewing month end financials at cost Centre and account code level (trail balance) to ensure all the journals and accruals are valid
- Ensuring compliance of relevant accounting checks, controls and taking ownership of accounting and able to substantiate to auditor
- Well Verse with running of the Business objects and amending of the reports
- Involved in Process Migration and cross training for business purpose
- Data Integrity Management and Ad- Hoc: Thoroughly confirming the financial data on key systems with proper checks and balances
- Independently conducting daily integrity checks on all MI related systems
- Understanding the implications on business performance and related in accounting terms
- Deal with Ad – hoc request and queries on business from internal and external stakeholders
- Explaining the key movements and trends of MI figures to stakeholders
- Involved in various UAT testing
- Using applications as below: Business Objects (SAP), People soft Finance, People softHR, Cognos and BOARD (Forecasting tool)
Sr. Analyst
Morgan Stanley
01.2015 - 01.2016
- Financial Analyst in company’s financial reporting line of business
- Assigned responsibility to analyze the company’s allocation of funds relating to interbank Charges
- Preparation of reports relating to the non-Funding status, receivable, bank files, financial reporting for the regulated entities
- Supplying a complete analytical view and Evaluation of the financial stand for entities
- Proving the support for Breaks clearing, pay down Activity relating to Different teams Cash, Intra and suspense
- Involved in the Auto Pay down process for listed entities for A TAT of 3 days
- Also reporting various General Ledger (GL), TAPS and GL TAPS balances and Interest reporting on the same
- Future projection of Estimation analysis for entities, Currency Review and WASH journals
- Actively involved in the Business Days (BD’s) for a complete end to end Intercompany cycle of payment relating to Balance sheet, Profit and Loss, Net Revenue, Account Ownerships and Signoff’s
- Using Application as below: SAFE, OMEGA, Inter Company Reconciliation (IREC), NCOB, Business Object SAP
Analyst
Citi Corp Financial services
09.2014 - 01.2015
- Company Overview: On contract
- Provides support for clients to Management teams and business heads providing information regarding the allocation, maintenance and ICSA agreements
- Preparing the final report used by the clients, giving them a complete Evaluation of their distributed Finances
- Commonly used in businesses to describe analytical report, statistical analysis
- Analyzed and processed all ad-hoc queries/report requests
- A particularly pleasant experience in INTRA-CITI SERVICE AGREEMENT by and between the Service Provider and the Customer appointed here collectively, for the 'Parties.'
- Evaluate, enhance and implement best in class AML compliance policies and practices
- Supply expert advice on AML polices to AML/ Financial crime support team and business
- Perform AML compliance quality and testing, evaluate process deficiencies, and analyze control measures reporting
- Recommend corrective actions while satisfying regulatory and audit commitments
- Further assess and find emerging risk and recommend / drive program enhancement
- Evaluate and respond to escalated matters, further escalate unusual activity as needed and senior management on the next step
- Has the ability to run with limited of direct supervision
- Function as an SME to senior stakeholder or other team members
- Appropriately access risk when business decisions are made proving consideration for firm’s reputation, safeguarding Citicorp its clients and assets, by driving compliance by applicable laws, rules and regulations adhering to policies
- Applying sound ethical judgments about personal behavior, conduct and business practices and escalating, managing, and reporting control issues with transparency
- On contract
Team Member
J.P MORGAN
08.2013 - 09.2014
- Team member in company’s Asset Management line of business in Income and Corporate actions for one of the reputed Investment Bank
- Analyzing the values and bifurcating securities (Equities, Bonds, Hedge Funds, and Private Equities Redemptions to respective asset class
- Business support for investors by presenting the overall portfolio snapshot and returns to the client on a start basis
- Tactically analyzing the investment results of the queries, finding discrepancies, and rectifying the same within specified time of action agreed with the
- Preparation of internal as well external reports (Fail Trading, Accruals, Funding etc.) and presenting same to the Clients
- Preparation included the fails to be checked/discussed with Managers on the report discrepancies
- Dealing with equities and fixed income products payments
- (Dividends, bonds, reinvestment's liquidity funds, hedge funds, private equities and redemptions
- Preparing final report quarterly used by Investment Representatives to evaluate performance of their client’s portfolio
- Dealt with the PROCESS AUTOMATION PROJECT which includes complete reconciliation of the income and corporate action events, scrubbing of the data, solving the discrepancy
- Involved in two cycles of system testing until project go live
- Key achievements: Achieved 'Gladiators Award' for supporting the team in OUTSTANDING PERFORMANCE in the quarter
Education
Leadership Management -
Harvard Extension School
12.2024
MBA-PGDFM-Executive -
NMIMS University
12.2019
TYBFM - Financial Markets
Mumbai University
04.2012
HSC -
Maharashtra
02.2009
SSC -
Maharashtra
03.2007
Skills
- Data Governance
- Data Quality
- Compliance Reporting
- Analyzing
- Improvement recommendation
- Stakeholder communication
- Time management
- Initiative-taking
- Problem solving
- Process Analysis
- Data Asset Lifecycle
- Data Quality Exception
- Data reporting
- Interpersonal skills
- Team Management
- People management
- Adaptability
- Integrity Checks
- Scalability planning
- Staff management
- Productivity improvement
- Flexibility
- Cross-functional collaboration
- Public speaking
- Performance benchmarking
- Strong leadership skills
Accomplishments
- Bagged the 3rd prize in Marketing Competition held in college.
- Ranked 1st in 'Venture Capital Project' for presenting in the final term of the Bachelor of Financial Markets.
Timeline
Senior Consultant
Capgemini India Pvt Ltd
04.2021 - Current
Senior Consultant
Capgemini India Private Ltd
04.2021 - Current
Manager
Edelweiss
08.2019 - 06.2020
Analyst
Prudential Global Services
06.2016 - 11.2017
Sr. Analyst
Morgan Stanley
01.2015 - 01.2016
Analyst
Citi Corp Financial services
09.2014 - 01.2015
Team Member
J.P MORGAN
08.2013 - 09.2014
Leadership Management -
Harvard Extension School
MBA-PGDFM-Executive -
NMIMS University
TYBFM - Financial Markets
Mumbai University
HSC -
Maharashtra
SSC -
Maharashtra
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