Summary
Overview
Work History
Education
Skills
Trepp CDO
Accomplishments
Affiliations
Languages
Custom
Timeline
Generic

Manoj Bohara

Nashik

Summary

Experienced Senior Financial Research Analyst with 5+ years of expertise in managing customer relationships and CRM strategies using Salesforce. Skilled in US Mortgage Market instruments including bonds, equity, CLO, CDO, ABS, CMBS, and RMBS. Proficient in Excel and data analysis tools for financial modeling. Strong team management background, ensuring quality control and meeting production targets. Developed automated tools for financial report downloads and skilled in report validation and data analysis. Additional SAP FICO (S4HANA) certification, adept in accounts payable/receivable and financial forecasting. Proven track record in complex financial projects and strategic decision support.

Overview

6
6
years of professional experience

Work History

Ops Accounting

Manoj Bohara
Nashik
02.2024 - Current
  • Experienced Financial research Analyst with a demonstrated history of working in the information technology and services structure finance industry. Two times star perform employee in 2019-2020. One time employee of the year award. Skilled in Microsoft Excel, Microsoft Word, Microsoft Office, Automation, and Teamwork. Strong finance professional with a Bachelor of Commerce.
    focused in Finance and accounting’s jobs.

    I have experience of AP & AR / Ops accounting Italy inter company account reconciliation with manual Hyperion.

    Accounts Payable:
    —————————-

    - Processed and verified invoices, ensuring accuracy and compliance with company policies.
    - Managed vendor accounts, reconciled statements, and resolved billing discrepancies in a timely manner.
    - Prepared and executed electronic payments, including ACH transfers and wire transfers.
    - Implemented process improvements that resulted in a % reduction in invoice processing time.

    Accounts Receivable :
    ———————————

    - Distributed customer invoices accurately and efficiently.
    - Monitored accounts receivable aging reports and followed up on overdue payments.
    - Resolved customer inquiries regarding billing discrepancies and payment issues.
    - Collaborated with sales and customer service teams to streamline billing processes and improve collections efficiency.

    Skills:
    ————-

    - Proficient in accounting software such as Topaz , Zuchhatti,
    - In Month end knocking off the Customer & vendor.
    - Strong analytical skills with the ability to identify and resolve discrepancies.
    - Excellent communication skills, both written and verbal.
    - Detail-oriented with a focus on accuracy and efficiency.
    - Ability to prioritize tasks and meet deadlines in a fast-paced environment.

Senior Executive Financial Research Analyst

Datamatics Global Services
Nashik
08.2018 - 01.2024

Project : Fitch Student Loan & EMEA Stratification:

· Managed customer relationships through effective CRM strategies, leveraging Salesforce for data management and customer interactions.

· Provided exceptional customer support, resolving inquiries promptly and ensuring satisfaction.

· Collaborated cross-functionally to plan and execute product life cycle strategies.

· Utilized Excel and data analysis tools for financial modelling and analysis.

· Demonstrated leadership in team management, emphasizing quality control and meeting production targets.

· Developed automated tools for downloading financial reports, streamlining processes for over 600 reports.

· Conducted financial report validation and data collection for accurate analysis.

· Supported senior management in devising business strategies and decision-making processes.

· Managed financial databases and information systems for efficient data management.

· Committed to high-quality standards, process automation, and timely data delivery.

Education

B.C.A -

YCMOU University
Nashik
01.2019

B.com -

K.T.H.M college
Nashik
01.2018

Skills

  • Financial Analysis and Modeling
  • Business Analysis
  • MIS Reporting PSR
  • Software Automation
  • Data Validation and Quality Control
  • Financial Regulations and Reporting
  • Process Improvement
  • Customer Service
  • Team Building/Leadership
  • Teamwork and Leadership

Trepp CDO

  • Lead team of up to 40 in a TERPO CLO project, overseeing structuring, pricing, and marketing.
  • Developed and managed project plans, including risk and contingency planning.
  • Assigned tasks, managed resources, and monitored progress to ensure project goals were met.
  • Expertise in US Mortgage Market and structured finance products like ABS, CMBS, RMBS, and CDOs.
  • Proficient in data analysis using Excel and automation tools for financial reporting.
  • Managed financial databases, conducted quality assurance, and ensured timely data delivery.
  • Collaborated with senior management on strategic decision-making and business strategies.
  • Demonstrated leadership in team management, achieving targets with 100% accuracy.

Accomplishments

  • 2 Times Spot award winner
  • 1 time Best of the Year Award

Affiliations

  • Well planed work life
  • Plan priority task on daily basis

Languages

Hindi
First Language
English
Elementary (A2)
A2
Marathi
Intermediate (B1)
B1

Custom

I hereby declare that the above cited information is true to the best of my knowledge and belief.

Timeline

Ops Accounting

Manoj Bohara
02.2024 - Current

Senior Executive Financial Research Analyst

Datamatics Global Services
08.2018 - 01.2024

B.C.A -

YCMOU University

B.com -

K.T.H.M college
Manoj Bohara