Meenaxi Parvatekar
Bangalore
Summary
A diligent, meticulous, and competent individual with 12+ years of pioneering experience in Banking & Financial Operations. Highly motivated and proven Finance Product Analyst. With 4+ years of experience in tech Finance product ownership, I am eager to learn under senior leadership and use my guidance skills at my organization to support a new team over a wide range of product development efforts.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Business Analyst (AVP)
Wells Fargo
07.2017 - Current
- Work on Agile methodology with the product owner to help create user stories, write UAT scripts, perform UAT tests, and post-implementation in production checks
- Prepared Standard procedures documents (SOP), Business requirement documents (BRD), and test scripts as part of the documentation cycle
- Involved with stakeholder requirement meetings and prioritizing the user stories in Sprint; supervised the team member's activity, providing training and timely reporting to manager and VP
- Work closely with the project manager and understand the project life cycle, SDLC, etc; maintain the project and portfolio hierarchy
- Research analyzing the variance in actuals, and forecasts between multiple project management tools to ensure business processes, administration, and financial management
- Interface with business users on functional issues to analyze and define business and functional requirements
- Act as a bridge between the business and technology teams
- Work with product managers to ask questions about data and probe deeper with minimal guidance
- Participate in executing changes to procedures, policies, and systems to facilitate business expansion, compliance, and scaling
- Write Test cases and Test Scenarios and collaborate with a Testing team in explaining the objectives
Risk Reporting Analyst
HSBC
01.2017 - 07.2017
- Prepared risk management information packs and coordinated reporting between business, country, region, and group risk teams
- Assisted the onshore team in creating standardized templates, testing, and rolling out reports according to risk committee requirements
- Established and maintained effective relationships with business areas, identifying service improvements through regular feedback and communication
- Ensured adherence to group policies, audit controls, and compliance requirements, including data protection, health and safety, and security protocols
Senior Finance Analyst
JP Morgan Chase
11.2010 - 07.2016
- Performed Daily Maintenance in Reference application, consisting of different dimensions of Business Units, Legal entity/company, Finance Account, Product, and Data Source
- Reconciled General Ledger accounts and cost centers, supported project teams in gathering business requirements, and tested existing systems
- Created daily business-as-usual (BAU) metrics and reported them to management
- Monitored request status to achieve 100% accuracy and turnaround time
- Managed maintenance of UK/EMEA/Asia ledgers, set legal entities for overseas locations in the Global Entity Management tool, and handled regulatory reporting and month-end closures
- Gained End-to-end knowledge of business Units and BU cycle, Legal Entity, and hierarchy Maintenance in the GEMS Tool
Education
Executive Post Graduation Diploma in Management - Finance
Alliance University
12.2020
Bachelor of Computer Application -
Karnataka University
12.2010
Skills
- Power BI
- Confluence
- JIRA
- SQL Basics
- Product Management
- Agile Framework
- SDLC
- Stakeholder Management
- Business Analysis
Certification
Global Certification in Product Management, Accredian, 2024
Accomplishments
- Received an award for saving 35 hours annually by saving a cost of 400$ in automating the manual process, collaborated with the technology team, and successfully deployed the feature enhancement in the tool.
Timeline
Business Analyst (AVP)
Wells Fargo
07.2017 - Current
Risk Reporting Analyst
HSBC
01.2017 - 07.2017
Senior Finance Analyst
JP Morgan Chase
11.2010 - 07.2016
Executive Post Graduation Diploma in Management - Finance
Alliance University
Bachelor of Computer Application -
Karnataka University
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