Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kunal Potdar

Mumbai / Pune

Summary

Data analysis and manipulation expert with extensive experience using low-code and no-code tools like Appian and KNIME. Proficient in excel and well-versed in SQL programming language. Demonstrated ability to deliver optimal solutions to clients across Europe, America, Thailand, Singapore, Hong Kong, Japan, and India within the Financial Services industry.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Vice President (VP) / Quality Analyst Lead

CITI Services India LTD.
Mumbai / Pune
04.2020 - Current
  • Led the testing team for the Private Bank, overseeing functional testing requirements for the Capital Market team.
  • Delivered and managed automated testing using various frameworks to enhance efficiency and accuracy.
  • Collaborated closely with Product Owners, Scrum Masters, Technical Leads, clients, and other stakeholders to ensure comprehensive testing coverage and alignment with project goals.
  • Expert in automating EUC (End-User Computing) Excel reports with low-code/no-code tools like KNIME, successfully transforming over 50 robust reports to streamline and simplify large datasets, reducing reliance on Excel and enhancing overall reporting efficiency.

Senior Analyst (Business Analyst)

Bank of America
01.2016 - 03.2020
  • Prepared Business Requirement Documents (BRD) and Functional Specification Documents (FSD) based on business needs.
  • Analyzed and utilized business and country-specific regulatory requirements to prepare regulatory-related reports with Axiom.
  • Analyzed data and migrated over 100 EUC-related Excel reports to the Axiom tool.
  • Defined system and data requirements based on business needs, validating system designs from both functional and technical perspectives.
  • Utilized a Python tool to capture and meet business requirements for adhoc data uploads.
  • Facilitated Scrum meetings to promote team cohesion and adherence to Agile principles.
  • Streamlined submission process and optimized reference data management to enhance overall effectiveness.
  • Collaborated with Product Owners, business users, and development teams to maintain strong relationships and effectively work on process requirements.

Manager

CITI Services India LTD.
05.2014 - 12.2015
  • Collaborated with Project Managers, Technical Leads, and Clients to ensure successful project delivery.
  • Performed thorough analysis of business requirements to define necessary systems and data specifications. Conducted comprehensive validation of systems design to ensure functionality and technical feasibility.
  • Developed and executed test plans for the Reference data system, ensuring business requirements were met.
  • Provided testing and support for Reference Data Maintenance, promoting data integrity and effective decision-making by the business.
  • Streamlined report generation process through the use of Business Objects to automate Excel-based reports.

Associate Manager

SS&C Globeop Financial Services LTD
05.2011 - 05.2014
  • Utilized Cognos tools to develop and deliver accurate reports based on gathered requirements for multiple internal and external teams.
  • Provided assistance and guidance to SQL developers in comprehending business requirements for creating and adjusting stored procedures utilized in new or current reports.
  • Executed tests including regression, system integration, and smoke testing to ensure the functionality of code updates.
  • Led testing efforts by working closely with users to test implementations, gain sign-off, and ensure successful system go-live.
  • Facilitated basic training sessions on Cognos Report Studio for internal business users.
  • Executed regression testing with the help of Putty and Cognos tools.
  • Updated and automated test cases with Zephyr.

Senior Team Member

J.P. Morgan Chase (Asset Management)
03.2010 - 04.2011
  • Delivered personalized investment insights to consultants regarding their institutional clients' portfolios, encompassing performance analysis, historical records, market trends, product composition,detailed transactions and sector allocation.
  • Conducted investigation on account detail reports to identify and reconcile any discrepancies in various accounts.
  • Utilized technology to automate processes, completing thorough test plans while developing efficient reports.

Senior Team Member

J.P. Morgan Chase (Cash Management)
04.2007 - 02.2010
  • Performed daily reconciliation of anticipated and actual funds transfers made by organizations.
  • Conducted cross country SWIFT transfers of non STP payments using methods MT 103 and 202.
  • Conducted cost allocation and analyzed performance for all JPMC Nostro accounts.
  • Managed interest rates (LIBOR, NIBOR, EURIBOR etc.) and calculated interest amounts across multiple primary Nostro accounts. Prepared comprehensive reports for all LOBs.

Process Associate

Capita Offshore Services
09.2005 - 03.2007
  • Ensured accurate and timely completion of Reconciliation tasks for diverse clientele
  • Conducted reconciliation of corporate actions between multiple bank and company accounts.
  • Presented impact summary of corporate actions.

Education

Bachelor of Commerce - Accounting And Industry Psychology

ML Dahanukar
Mumbai
06-2005

Skills

  • Capital Market
  • Automation Testing
  • Documenting/Gathering / Managing requirements
  • Communicating effectively
  • Meeting deadlines
  • Understanding SDLC
  • Reporting Tools (Cognos, Business Object)
  • Project Management
  • Agile /Scrum model
  • Low Code No Code (KNIME, Appian)
  • Regulatory Requirement (Basel3, Basel 4, CFTC, MAS 610)
  • Imparting user training
  • Conducting workshops

Certification

  • The Complete Python Bootcamp From Zero to Hero in Python, Udemy, Python
  • Tableau 2022 A-Z: Hands-On Tableau Training for Data Science, 2022, Udemy, Tableau
  • NISM-Series-VIII: Equity Derivatives Certification Examination, National Institute of Securities Markets (NISM)
  • AFRM (Applied Financial Risk Management), 2018, IIM Kashipur, Risk Management, Market Risk, Risk modelling in excel and R

Timeline

Vice President (VP) / Quality Analyst Lead

CITI Services India LTD.
04.2020 - Current

Senior Analyst (Business Analyst)

Bank of America
01.2016 - 03.2020

Manager

CITI Services India LTD.
05.2014 - 12.2015

Associate Manager

SS&C Globeop Financial Services LTD
05.2011 - 05.2014

Senior Team Member

J.P. Morgan Chase (Asset Management)
03.2010 - 04.2011

Senior Team Member

J.P. Morgan Chase (Cash Management)
04.2007 - 02.2010

Process Associate

Capita Offshore Services
09.2005 - 03.2007

Bachelor of Commerce - Accounting And Industry Psychology

ML Dahanukar

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Kunal Potdar