Kunal Mehta
Kandivali (W)
Summary
With 16 years of experience in reputable investment banks within the finance domain, I have successfully fulfilled various business roles including functional reporting, data management, and business analysis. Throughout my career, I have acquired technical and functional skills in applications such as JIRA, Tableau, Oracle Base PeopleSoft, Axiom, and Agile project management tools. Seeking an opportunity to work in a challenging and dynamic environment where expertise can be leveraged to contribute towards achieving organizational objectives.
Overview
18
18
years of professional experience
20
20
years of post-secondary education
4
4
Languages
Work History
Senior Manager – Functional BA
Genpact
06.2023 - Current
- Principal Business Analyst in transformation projects across Credit and Market risk, product control and risk and regulatory compliance
- Have developed skilled in working with P&L, data management and capital market products
- Engage with cross function teams to implement the regulatory BCBS 239 framework at organizational level
- Develop artifact for Stewardship and Consumer enablement, SOP and Operating model that help in data definition, implement governance and data quality management
- Co-ordinate with regional stakeholder for listing down attestation criteria for application and data owner self-assessment, analyse the evidence are meeting the accessing requirements
- Ensure critical data is identified and defined, and data dictionary is documented across the processes of data consumed or produced by ASP Risk for key reports /metrics in scope to fulfil the requirements
- Ensure data consumption from trusted sources and data produced /distributed to compliant with Trusted Source Framework requirements
- Work with Group DAO DQ team to publish DQ monitoring results to DQ dashboard
- Analysis of existing controls as well as analysis of all new Risk consumer requirements for additional DQ controls
- Design of the controls based on data lineage and analysis that meets the data management requirements
- Co-ordination of root cause analysis, testing and remediation of any issues identified controls breaks
- Ensure efficient handover to BAU team for transition, operational embeddedness at country level
Senior Consultant
Enrst & Young
11.2022 - Current
- Identifying common attribute flow from FO (front Office) and prepare a report in excel to built data lineage and controls across product and trade levels and capturing the Key Data Element (KDE) for Risk and Regulatory division
- Worked on data quality controls as per the nature of data – Trade / Position / Risk and source
- Working on creating and implementing Target Operating Model which involved creating as-is and to-be Process Maps, Business Requirement Documents, Functional Requirement Specifications, Test Cases along with identification of Process Improvements opportunities, for a Tax process being impacted by Organization for Economic Co-operation and Development (OECD) guidelines
- Coordinate implementation process with calculation engine and risk data source IT delivery teams
- Track and monitor JIRA board for each requirement and monitor User acceptance testing
- Performed large P&L swings review and analysed income/expense journals for validity
- Prepared BRD, test cases, test strategy, performed gap analysis and supported SIT, UAT, PP and Sign Off
Assistant Manager
NOMURA SERVICE INDIA PVT LTD
12.2011 - 11.2022
- Oversee the Basel guideline for EMEA regulator PRA for banks to maintained the minimum capital requirement to meet the stressful market condition by monitoring daily movement in regional risk (Market & Credit risk) in portfolio
- Supervision of day-to-day operations by the team members and handling escalation queries related to process
- Team mainly focused on the data governance, control, daily PnL and CRR movement analysis, Validation and Reconciliation used for Corep reporting as part of BASEL Capital Requirements for the Banks (PRA Reporting, UK)
- Developed reconciliation workflow to ensure data completeness and perform break analysis like BS TL reconciliation, 3 way (Regulatory Vs Risk Vs Ledger), Obligor (Risk Vs Regulatory Counterparty Exposure) and Non-Cash Collateral (Regulatory Vs Client Collateral Management)
- Oversee processes and controls in line with defined standards to ensure the maintenance of all artefacts (systems, data elements, controls, ownership) captured in the Group Data Dictionary, that reflects the flow of the critical data across applications
- Identified and automated manual process through root cause analysis, research and liaising with IT
- Also preparing daily KPI and status report for regional stakeholder approval
- Experience in engaging with Internal business stakeholders and IT SMEs across levels to ensure data quality, workflow and Sprint release are in line with the define SLA
- Project Lead: - New entity migration, GFA upgradation from 9.1 to 9.2, Testing Account Payable modules for Vouchers life cycle and impact analysis
- Using Agile application project is prioritized, transparency to our work at all levels, from ideation to delivery
- JIRA Life cycle – Business requirement > JIRA > BRD > JIRA prioritize > IT Development > Conduct UAT > User Sign Off > Support Production release
Senior Executive
VITEOS Capital Market Services Ltd
05.2007 - 12.2011
- BRD creation & perform UAT for auto pulling security price & Corporate action from Bloomberg using APG formula
- Handling auditor query for the closing /adjusting some manual breaks
- Pricing of all the listed securities in Geneva on the basis of MOU using Bloomberg & Reuters prices
- Preparing variance report to verify the correct price movement
- Prepare monthly & YE NAV pack & Financial Statement
- Validating impact of securities pricing & corporate action updated in a Geneva by verifying the swing in the daily activity P&L
- Preparing & reporting daily Cash, Position & Trade reconciliation report to fund house
- Verify performance by reviewing large P&L swings and analyzing income/Expense journals for validity
Education
MBA - Finance
Wellingkar Institute of Management
Mumbai, India 04.2001 - 01.2017
Bachelor in Commerce - Banking And Insurance
Mumbai University
Mumbai 04.2001 - 01.2006
H.S.C - undefined
National Open School
S.S.C - undefined
Maharashtra State Board of Education
Skills
Data Governance
Data Management
Trade Lifecycle
Regulatory Basel Capital Requirement (Axiom)
Finance General Ledger System Administration (PeopleSoft)
Middle Office Reconciliation
Basic SQL
Autosys
Resource allocation
Operations management
Cross-functional collaboration
Project planning
Personal Information
- Date of Birth: 08/24/84
- Marital Status: Married
Timeline
Senior Manager – Functional BA
Genpact
06.2023 - Current
Senior Consultant
Enrst & Young
11.2022 - Current
Assistant Manager
NOMURA SERVICE INDIA PVT LTD
12.2011 - 11.2022
Senior Executive
VITEOS Capital Market Services Ltd
05.2007 - 12.2011
MBA - Finance
Wellingkar Institute of Management
04.2001 - 01.2017
Bachelor in Commerce - Banking And Insurance
Mumbai University
04.2001 - 01.2006
H.S.C - undefined
National Open School
S.S.C - undefined
Maharashtra State Board of Education