MAHESH SATLE

• Manage comprehensive daily Product & Sales reporting for Foreign Exchange Services (Resident Indian) across Pan India operations, generating detailed MIS reports at branch, region, and RM levels
• Conduct advanced data analysis to identify sales trends, revenue optimization opportunities, and provide strategic recommendations to senior leadership
• Deliver critical sales intelligence and performance metrics to management, directly supporting strategic decision-making and business growth initiatives

Key Deliverables (May 2017 – Nov 2023):

• Ensured monthly reconciliation accuracy between MIS and Finance P&L, identifying and reporting discrepancies to senior management for resolution
• Prepared comprehensive MIS reports for Corporate, Accounts, and Finance teams covering Structured Products, Equity, and F&O operations
• Supervised daily P&L reporting for Equity and F&O segments, ensuring timely and accurate delivery to management
• Led and mentored junior team members, establishing robust procedures and internal controls to enhance operational efficiency
• Actively participated in UAT testing for system enhancements and process improvement initiatives
• Developed automation solutions in Excel and system processes in collaboration with IT team, significantly improving reporting efficiency

Key Deliverables (Feb 2014 – Apr 2017):

• Supervised daily MIS processing for Precious Metals, International Trading, and Refinery lines of business
• Conducted comprehensive variance analysis between Operations and Accounts MIS, ensuring data integrity
• Consolidated MIS across all business lines and delivered product-wise summaries to executive leadership
• Resolved complex queries from Accounts, Finance, Compliance, and Corporate departments with high accuracy

Key Deliverables (Apr 2012 – Jan 2014):

• Prepared and published MIS for Precious Metals and International Trading operations to management
• Supervised reconciliation of trades executed through various exchanges and international brokers
• Managed collateral EOD broker balances and coordinated fund movements across international broker accounts

• Generated monthly profitability statements for multiple divisions, enabling informed executive review and decision-making
• Conducted comprehensive variance analysis of actual P&L against budgeted targets, identifying key areas for financial improvement
• Supported annual budgeting process for all divisions, locations, and functional departments (Finance, Marketing, IT, HR)
• Developed and maintained gift voucher inventory tracking system and accounting framework
• Managed debtor outstanding controls and profitability monitoring for Domestic Division, ensuring financial accountability across Pan India branches