MANSI V MANJREKAR
5, Ramdev Kadiya Sadan, Nirmal Nagar, Bandra (East), Mumbai-400051
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategies. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
8
8
years of professional experience
7
7
years of post-secondary education
Work History
Financial Analyst
MSCI
Mumbai, Maharashtra
06.2022 - Current
- Responsible collection, maintenance, and quality control of certain non-price related data points that serve as inputs to its various products related to indexes (both Equity & Fixed Income) and other MSCI Products such as ESG and Risk Models.
- Working with the Segment Data, GICS team and Economic Exposure functions as well.
- Mainly Quality check of the data and participation in daily and monthly production processes and process improvements that are done to enhance workflows.
- Training & Co-ordinating with team members on data collection, IFRS & GAAP analysis, company's reporting's, Basic Power-BI, SQL, Segment Data classification, Exposure Geographical analysis, preparing dashboards for performance tracking etc.
- Supported target-setting processes for budget and strategic planning revenue, EBIT and productivity.
- Improved operational efficiency and cultivated cost reduction to increase revenue.
- Provided administrative support to senior analysts and department professionals, improving growth and productivity.
- Worked with human resources to assess labour patterns and hiring requirements.
Data Research Analyst
Morningstar
Mumbai, Maharashtra
02.2021 - 07.2022
- Actively collecting managed investment data using Morningstar collection systems, and ensure data timelines, completeness and accuracy to meet business goals
- Working with product teams, technical teams to identify and solve data issues
- Managing relationships between Morningstar and Asset Management companies, insurance companies and other data vendors
- Closely working with quality assurance, products, and technical departments to resolve clients' data issues timely and effectively
- Participating in the Center of Excellence initiative focused on reducing resource costs, consolidating global data collection platforms, and supporting database integration projects
- Establishing and achieving the set SMART goals with the direction of team lead
- Continuously improving data collection and quality assurance process using LSS tools
- Actively discovering and raising issues in work (including system, process, and collection methodology) and propose enhancement suggestions to further improve system functionality, process efficiency and data quality
- Participating in data and process related projects such as industry/market research, market expansion, process certification, new product development support, etc.
- Analysed large datasets, drawing meaningful conclusions and providing actionable recommendations.
- Improved data integrity with rigorous auditing and cleansing.
- Generated weekly reports, detailing findings and advising recommendations for strategic decision making.
National Finance Director
Youth India Foundation
Mumbai, Maharashtra
07.2020 - 11.2020
- Managing all the state finances coming under the National team of India (including Maharashtra, Tamil Nadu, Delhi, Bengal, Odisha, Uttar Pradesh), understanding the organizational structure and preparing budgets for individual states to achieve the targets and aims of the organization.
- Authorizing the Sponsorships, Remunerations, Funds, Expenses, and all the financial transactions along with successfully recording them and trying to bring innovations and reliability in the entire business process.
- Authorizing the payment modules, business models, working guidelines, payment portals and functioning of the entire finance department.
- Addressing the queries and grievances of all the state HOD's and making sure the business process is in line and working correctly.
- Co-ordinating with various departments coming under finance team such as Sponsorship department, Treasury department, Management Core to make sure the funds and process is checked upon and managed correctly.
- Studied the working of the organization and its finance department, deep analysis of the research for acquiring prospects, managing payments and receipts of the organization.
- Handling entire National Finance team with research and management of the finance department alongside providing management guidance to the interns.
- Streamlined payroll and other operational processes, shortening financial management reporting times by 85%.
- Identified skill gaps and restructured finance team, resulting in company cost savings.
Summer Finance Intern
Shriram Life Insurance
Mumbai, Maharashtra
05.2020 - 06.2020
- Studied the Financial & International Markets
- Understood the Working of Strategies and tools used by Shriram Life Insurance to Increase its reach in the Indian Market.
- Observed existing strategies and techniques and offered suggestions for improvements.
Structured Financial Analyst
AXIENCE Consulting Pvt. Ltd
Mumbai, Maharashtra
01.2019 - 08.2019
- Working on data, basic financial research and analysis, focusing on structured finance product such as CLO, RMBS, ABS and CMBS.
- Handling clients request on real time basis, Design partial or full research approach and providing resolution within the stipulated timeline to avoid any breaches.
- Tracking bond ratings from Bloomberg and rating agencies.
- Source Mortgage loan, pool and bond data from trustee, investor and servicer reports, validate and consolidate data in bespoke template.
- Prepare and maintain investor deal and database, pot lists work on newsletters, covering structured finance markets.
- Implemented policies and initiatives to drive financial growth.
Finance Intern
WOCKHARDHT Foundation
Mumbai, Maharashtra
04.2015 - 07.2015
- Managing Accounting functions of the organization with the help of ERP tools also involved in the Audit process of the organization.
- Handled sensitive or confidential information with honesty and integrity.
- Undertook data entries and balance sheet reconciliations.
- Aided in creating budget templates for upcoming budget cycles
- Assisted payment processing team in undertaking credit checks.
- Studied the Taxation Activities of the foundation and forming cover letters and presentations for the same.
Education
MMS - Finance
University of Mumbai(Sheila Raheja School of Business Management & Research
Mumbai 05.2019 - 06.2021
BBI - Banking & Insurance
University of Mumbai (H.R.College of Commerce & Economics
Mumbai 06.2014 - 05.2017
H.S.C - Commerce
Maharashtra Board(D.G. Ruparel College of Arts, Science
Mumbai 06.2012 - 05.2014
S.S.C - Primary and Secondary School of Studies
Maharashtra Board(I.E.S. New English High School)
Mumbai2012
Skills
- PERSONAL SKILLS
- Soft Skills: Good Communication, Leadership skills, Planning, Organizing, & Team player
- Computer Skills: Extremely Proficient with
- Microsoft Office, Internet & Email communications
- Good with technical applications such as Power-BI, SQL Data Extraction, Bloomberg
- Looking forward to acquire new and challenging tasks
- Ability to accept and learn from criticism
- Diligent & Accountable
Interests
Interests and activities : , Listening to Motivational Speakers, Travelling, Singing,
Reading & Writing.
Information Classification: GENERAL
Languages
English
Fluent
Marathi
Native
Spanish
Beginner
Hindi
Fluent
Accomplishments
- Collaborated with a team of 15 employees in the training, feedback and deployment of new business unit in Coimbatore, India (MSCI Inc.)
- Received a professional excellence award for conducting Financial Literacy Seminar (Youth India Foundation)
- Documented and resolved existing and potential issues which led to quality disruption (MorningStar Ltd)
Projects
- SRBS (Internship project): To study working procedure of Shriram Life Insurance Co.
- H.R. College of Commerce and Economics: Indo Japanese Delegation held by H.R. College (2016)
- Morningstar Pvt. Ltd: Secured 4th position in top 10 bloggers in a Blog Contest (Blogathon) conducted by IBM on a Pan-India level.
- MSCI Inc: Solely handled and completed 'Carbon Expansion Project' covering the entire Carbon Universe of the company with all quality checks and ensuring timeliness.
Timeline
Financial Analyst
MSCI
06.2022 - Current
Data Research Analyst
Morningstar
02.2021 - 07.2022
National Finance Director
Youth India Foundation
07.2020 - 11.2020
Summer Finance Intern
Shriram Life Insurance
05.2020 - 06.2020
MMS - Finance
University of Mumbai(Sheila Raheja School of Business Management & Research
05.2019 - 06.2021
Structured Financial Analyst
AXIENCE Consulting Pvt. Ltd
01.2019 - 08.2019
Finance Intern
WOCKHARDHT Foundation
04.2015 - 07.2015
BBI - Banking & Insurance
University of Mumbai (H.R.College of Commerce & Economics
06.2014 - 05.2017
H.S.C - Commerce
Maharashtra Board(D.G. Ruparel College of Arts, Science
06.2012 - 05.2014
S.S.C - Primary and Secondary School of Studies
Maharashtra Board(I.E.S. New English High School)
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