Khushbu Srivastava
Senior Financial Analyst
Gurugram
Summary
A dynamic and result oriented analyst seeking to utilize research and analytical skills to contribute to the organization’s growth. To Develop and Contribute Knowledge and experience towards challenges. PROFILE & SKILL SET SUMMARY I am a self motivated professional with more than six years of experience in Wholesale Banking, Business Research, Operations Management, Treasury Service & Cash Management and OTC Post Trade Confirmations. I have worked as a Process trainer for all new joiners with my previous employer (Bank of America). I was an active member of the migration team which coordinated with the onsite managers to launch new products. I was also involved in training people on PowerPoint presentations using the company provided templates for the weekly/monthly process updates as a ready reference for associates using strong ideating and visualization skills. Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.
Overview
12
12
years of professional experience
5
5
Certifications
1
1
Language
Work History
Senior Financial Analyst
IHS Markit ( now Osttra under S&P and CME Umbrella)
Gurugram
07.2020 - Current
- SME for Client Services Team for Markitwire software (Post Trade Confirmations).
- Assisting clients to perform Trade confirmations and clearing including post Trade activities - Amendments, Cancellation, Novation, Compression and Reconciliation.
- Responsible for all static mappings for BOFA, UBS, Citigroup, JPMorgan.
- SPOC for all Citigroup's Post Trade and Static assistance for Markitwire.
- Collabrating with Clearing Houses to clear OTC and Equity Derivaties and creating projects for major Netting Sync and Compression runs.
- Work with Product Team for development as QA to raise, review and prioritize client software bugs and enhancements.
- QA for all Dry Runs for new releases.
Client Relationship Manager
Save Solutions Pvt Ltd.
Gaya
01.2017 - 06.2020
- Built partnerships with diverse internal teams and sales, finance and operations departments to streamline processes.
- Managing over 2000 CSPs across Bihar, Jharkhand and Bengal.
- Looking over Cash Flow and maintaining records.
- Addressed and resolved customer complaints and issues to improve satisfaction.
- Identified opportunities to cross or up-sell [Product or Service] and communicated customer needs to appropriate team.
- Fostered customer trust by addressing concerns and needs using targeted problem-solving.
Team Captain &Lead Analyst
American Express
Gurugram
04.2013 - 02.2015
- Quality Audits for entire Live Chat Process.
- Invested time to build and strengthen relationships with teammates by inquiring about individual challenges and goals.
- Liaised with Training and Ops Management to discuss collective insights on chemistry, focus and mindset and worked together to co-lead team.
- Creating Training Manuals and managing new hires for smooth transition from OJT to Production.
Master CCP
American Express India Pvt. Ltd
Gurugram
01.2012 - 01.2013
- Joined in the Pilot batch for LMS SMC.
- Supported the new conversion batch as SME and new teams.
- Working for Early Tenure project which is for the new Card Members.
- Two Process Improvements approved from the Process Excellence Team (International Card Replacements and ASG)
- Managed new OJT batches as SME and making sure all get certified in time with no errors.
- Piloted Early Tenure.
- Handling Team in absence of Team Manager.
- Detractors and Quality sampling for the Team.
- Providing Feedbacks.
- Awarded Ambassador of the quarter for Live Chat.
Sr. Analyst
Bank of America
Gurugram
04.2008 - 09.2011
- (Global Client Fulfilment), BOA:
- Joined as an Analyst in CRE Umbrella for Disposition Process for US Mortgages.
- Handled bank’s foreign transaction system – FX Transact – for a period of two years
- Also, worked with EMEA team from UK on EFD products.
- Got promoted as a Sr Analyst in the same process and got a chance to work with the LOB Partners to expand the business.
- Got promoted as a Sr Quality Analyst to put a check on Errors of other associates and assure Client Delight.
- Reviewing and evaluating client requirements and creating business trees for them.
- Took care of Accounts Merger of Countrywide and Merill Lynch with Bank of America platform.
- Worked as a processor in Pilot batch of Cashpro online which has been recognized by various organizations as the best innovative online banking tool over a decade.
- Handling escalations received from Line of Business.
- Preparing and posting weekly audit reports to respective departments.
- To coach and support process associates for optimum work effectiveness.
- MAJOR ACHIEVEMENTS:
- Received many appreciations from Line of Business partners
- Received “GOLD AWARD” in Quarter-4, 2009
- Won ‘K-Performer Award in Quarter-3, 2010
- Received highest number of LOB Recognition from,
- Won ‘Achiever of the month’ award in February 2010
- Received Award Of Excellence from clients in 2009-2010
- Initiated best practices & process improvements for the process which got approved from the LOB Partners
- Possessed knowledge of MS EXCEL and MS Power Point
- Possessed Knowledge of Six Sigma Tools.
Education
B.A. -
Mirza Ghalib College (Magadh University)
Higher Secondary - undefined
GFES (Gaya, D.A.V Cantt. Area, under C.B.S
undefined
Skills
Research abilities
undefinedCertification
SIGNATURE
Timeline
Senior Financial Analyst
IHS Markit ( now Osttra under S&P and CME Umbrella)
07.2020 - Current
Client Relationship Manager
Save Solutions Pvt Ltd.
01.2017 - 06.2020
Team Captain &Lead Analyst
American Express
04.2013 - 02.2015
Master CCP
American Express India Pvt. Ltd
01.2012 - 01.2013
Sr. Analyst
Bank of America
04.2008 - 09.2011
B.A. -
Mirza Ghalib College (Magadh University)
Higher Secondary - undefined
GFES (Gaya, D.A.V Cantt. Area, under C.B.S
undefined
SIGNATURE
Date: …………… (Khushbu Srivastava)
12-Sep-2022
AXP Internal
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