KIRIT PRAKASH MEHTA
Data Analyst
Mumbai
Summary
Senior Data Analyst with 20+ years of experience in financial services analytics, data-driven operations, and automation within global investment banks. Proven expertise in SQL, Python, Power BI, Tableau, Alteryx, and Advanced Excel, delivering actionable insights, executive dashboards, and automated analytical solutions. Strong background in banking operations data, reconciliations, fee analytics, and risk controls, with the ability to translate complex datasets into business intelligence for senior stakeholders. Adept at working with large, multi-source datasets to improve efficiency, accuracy, and decision-making.
Overview
21
21
years of professional experience
Work History
Assistant Vice President (AVP) | Operations & Analytics
Nomura
11.2007 - Current
- Key Contributions & Responsibilities
- Data Analytics & Reporting
- Designed and delivered Power BI & Excel dashboards for senior management, providing real-time visibility into agent fees, interest claims, trade expenses, and outstanding liabilities.
- Used SQL and Excel-based data models to consolidate data from multiple operational systems for accurate MIS and trend analysis.
- Automated weekly/monthly MIS reporting, reducing manual effort and improving reporting accuracy and turnaround time.
- Process Automation (RPA & VBA)
- Identified high-volume, rule-based processes suitable for automation across Clearance & Custody operations.
- Authored Business Requirement Documents (BRDs) and led sign-offs with business heads.
- Implemented RPA solutions and Excel VBA macros, significantly reducing manual interventions and operational risk.
- Created automation status dashboards on SharePoint to track progress and benefits realization.
- Agent Fee & Interest Claim Management
- End-to-end ownership of Agent Fee and Interest Claim processes, including verification against rate cards and agreements.
- Ensured timely and accurate payments to global custodian banks and clients.
- Analyzed discrepancies using structured data analysis techniques and resolved payment issues efficiently.
- Generated analytical reports highlighting cost trends, exceptions, and aging analysis.
- Trade Expense & Reconciliation Analytics
- Led Trade Expense Transformation Project, positioning Mumbai as a centralized hub for global fee payments.
- Performed trade-by-trade reconciliation of third-party invoices using structured data analysis.
- Maintained and optimized client rate cards and pricing models.
- Automated reconciliation workflows using Excel VBA and data validation logic.
- Leadership & Communication
- Regularly presented data-backed insights and automation updates to senior leadership.
- Trained team members on automation tools, data analysis techniques, and process improvements.
Operations Analyst
GlobeOp Financial Services Pvt. Ltd.
04.2005 - 10.2007
- Supported global clients across regions for Prime Brokerage and Financial Operations.
- Performed daily account reconciliations for Equities, FX Spot & Forward, CFDs, OTC products, and Commodity Futures.
- Coordinated with Prime Brokers, Treasury, and Account Control teams.
- Prepared wire transfers and handled client queries related to reconciliation breaks.
- Maintained structured reports and ensured timely escalation of discrepancies.
Education
B.Com -
UNIVERSITY OF MUMBAI
01.2004
HSC - undefined
NL College of Commerce Arts & Science
Mumbai01.2001
SSC - undefined
Maharashtra Board
01.1999
Skills
Data-driven decision-making and reporting
Awards & Recognition
Quarterly Award of Excellence –
Best Team (Dec 2010)
Best Performance Award (Nov 2013),
Award for successful completion of ANSO initiative
Best Global Team of the Year (2021)
Best Global Team of the Year (2025)
Timeline
Assistant Vice President (AVP) | Operations & Analytics
Nomura
11.2007 - Current
Operations Analyst
GlobeOp Financial Services Pvt. Ltd.
04.2005 - 10.2007
HSC - undefined
NL College of Commerce Arts & Science
SSC - undefined
Maharashtra Board
B.Com -
UNIVERSITY OF MUMBAI