Summary
Overview
Work History
Education
Skills
Accomplishments
Passport
Location Preference
Personal Information
Timeline
Generic
Meghna Doshi

Meghna Doshi

Certified Scrum Master/PMO
Pune

Summary

Work experience of 14 years in Financial Planning and Analysis (FP&A). Experience in domain like Financial, IT and Investment banking Industry.

Overview

19
19
years of professional experience

Work History

Scrum Master/Senior Portfolio Manager

BNY Mellon Technology
09.2022 - Current
  • Coached cross-functional teams on Agile principles, leading to an increase in successful project deliveries.
  • Implemented continuous improvement initiatives through regular retrospective meetings with the team.
  • Implemented key performance metrics to track team progress and identify areas of improvement consistently throughout projects'' lifecycles.
  • Created comprehensive user stories with clear acceptance criteria to guide development efforts.
  • Collaborated with Product Owners to refine requirements and ensure alignment with business goals.
  • Optimized resource allocation by identifying and addressing bottlenecks in project workflows, leading to reduced time-to-market for product releases.
  • Resolved conflicts and facilitated open communication among team members, promoting a healthy work environment.

Associate/Team manager-Finance and Business Manager

IBM India Pvt Limited
  • Associated with Private banking group handling International Private Banking (IPB) business, responsible for consolidating at Global level, preparing and analysing of financial reports like month end cost close and its analysis, providing predictions and forecasting, managing planning, preparing and presenting the decks to FDs and management
  • Liaising with various teams like COO , Compliance, DCO, Finance , Business management for better understanding and smooth operations
  • Managing cost reduction projects and ensuring completion from compliance requirement at global level
  • Involved in transfer pricing process for IPB as well as preparing transfer pricing document
  • Managing activities like automation, standardisation and implementation of new processes within the business
  • Adhoc analysis and reporting Finance and Business Management Budgeting, planning, forecast and variance analysis against the approved project budget as well as overall IPB tech portfolio Resource tracking/Vendor renewals Communication with key stakeholders of the project financial and tracking of governance status Reviewing the upcoming risks and issues, tracking it and co-ordinating with PMs to mitigate the issues Lead periodic calls with project managers and vendors to discuss on-going project developments, challenges etc
  • Performing client reporting by understanding the infrastructure cost and allocating those within major 3 clients of the bank
  • Preparing presentations client wise and providing the same to the front office
  • Providing any adhoc requirements coming from the front office Focal/ top management on regular basis.

Financial Analyst for Vodafone Account– FP&A

10.2010 - 07.2017
  • Preparing variance analysis , planning , management review decks
  • Managing review deck , audits , KPI’s
  • Ensuring registration of new contracts and preparing the view on forecast for revenue Review of cost cases for new deals and ensuring cost deferrals based on clip level for the new contracts Tracking of revenue by maintaining the backlog file on quarterly basis and obtaining certification from CFO Involved in exit value computation of the contract Responsible for preparing the true up for both revenue and asset, validating and ensuring customer signoff as a part of true up revenue.

Deputy Manager – Corporate Finance-Fincon (FP&A Team)

HDFC BANK LTD
03.2008 - 10.2010
  • Handling a 2 member team Monthly variance and branch sourcing analysis for the unsecured portfolio Atomization of reports through co-ordination with IT team
  • Revenue Tracking and Headcount Analysis by measuring the productivity and deciding the hiring, reviewing the cost benefit analysis and presenting it to the CFO
  • Involved in monthly MIS reporting and analysis , budgeting , forecasting , audit and controls Highlighting to management the P/L hit by measuring the trends on credit losses, tracking NPA’s, recovery to write off, cost to income analysis , building projections for losses to make provisions in the financials
  • Preparing presentations for CFO , MD of the bank by pointing out the concern areas.

DM-Credit Analyst (Retail asset collection Team)

HDFC BANK LTD
05.2005 - 03.2008
  • Finalization of collection newsletters to management of each product highlighting performance delivered vis a vis budgets / earlier month
  • Preparing, improvising and managing the centralized processes like finware debit , vendor agreement, receipt, repo kits , issuance of notices to the defaulting customers at PAN INDIA level
  • Strategically reducing the cost through vendors reneg Active participation in budget validation/finalization and business automation for Finncon.

Education

MBA Finance -

Mumbai University

Skills

undefined

Accomplishments

  • Received name and fame award in 2020 for implementing the changes due to organisational structure
  • Received the rewards and recognition award in year 2018 , 2019 for streamlining the processes and giving 1m reduction in cost
  • Received the best performance award in the year 2014 for handling KCFR audit along with current responsibilities and in 2012 for managing the complex reporting in Vodafone account.
  • Awarded in 2007 as a best performer for Process Management for Retail assets products.

Passport

True

Location Preference

Pune

Personal Information

Marital Status: Married

Timeline

Scrum Master/Senior Portfolio Manager

BNY Mellon Technology
09.2022 - Current

Financial Analyst for Vodafone Account– FP&A

10.2010 - 07.2017

Deputy Manager – Corporate Finance-Fincon (FP&A Team)

HDFC BANK LTD
03.2008 - 10.2010

DM-Credit Analyst (Retail asset collection Team)

HDFC BANK LTD
05.2005 - 03.2008

Associate/Team manager-Finance and Business Manager

IBM India Pvt Limited

MBA Finance -

Mumbai University

Similar Profiles

CREATE PROFILE
Meghna DoshiCertified Scrum Master/PMO