Naveen Mann
Vice President
Bengaluru
Summary
MBA from FMS Delhi University with over 20 years of experience specializing in Product and Financial Control. Skilled in reporting tools including Tableau, Congo, Micro Strategy, JIRA, Confluence, and Alteryx. Proficient in Finance ERPs such as Oracle, PeopleSoft, and SAP.
Overview
20
20
years of professional experience
1
1
Language
Work History
Vice President
Wells Fargo
09.2022 - Current
- Managed Daily PL Explain Attribution and Substantiation, ensuring accuracy and completeness of profit and loss reporting.
- Conducted front-to-back reconciliations to validate the integrity of financial data and identify discrepancies for corrective action.
- Prepared PL reviews, reports, and commentaries to provide insights into financial performance and variance analysis.
- Collaborated with trading desks to reconcile actual P&L with trader estimates, highlighting flash/actual variance analysis.
- Reviewed and substantiated new deals to validate financial impact and compliance with internal policies.
- Conducted price testing and reserve calculations to ensure accuracy of financial reserves and valuations.
- Generated comprehensive management reports for revenue and expense analysis, providing critical insights for decision-making.
- Managed the books and records, ensuring balance sheet accuracy and compliance with regulatory requirements.
- Oversaw monthly and quarterly financial disclosure reporting, maintaining transparency and adherence to timelines.
- Led daily and monthly processes, production, and reporting of profit and loss to front office and senior management.
- Worked closely with trading desks on position, P&L, and other financial issues, fostering strong collaborative relationships.
- Conducted front-to-back analysis and reconciliations of balance sheets, executing month-end controls to ensure financial accuracy.
- Collaborated with various business partners such as Technology, Market Risk, Credit Risk, Operations, and Finance to address queries and resolve issues.
- Played a strategic role in developing and improving existing processes and workflows, contributing to enhanced efficiency.
- Conducted testing and User Acceptance Testing (UAT) for system releases and implementations, ensuring seamless integration and functionality.
- Proactively addressed issues in a timely manner, emphasizing the principles of control and risk management to minimize financial discrepancies.
Senior Manager
Bank Of America Continuum India
12.2019 - 09.2022
Service Delivery Manager
Cognizant Technologies Solutions
03.2016 - 12.2019
- Works integrated middle office-Equities Derivatives, fixed income and structured products.
- Daily Pnl production, Commentaries on Risk based PNl and BS sign off.
- Daily weekly and monthly SLA sign off.
- People and client management.
Manager
HSBC
04.2016 - 03.2017
- Finance operations.
- Product control.
Asst Manager
Macquarie
12.2010 - 04.2015
- Financial Control Stuctured Product.
Account Executive
Honeywell International Pvt Ltd
01.2009 - 12.2010
Sr Account Executive
Religare Enterprises (REL)
01.2008 - 01.2009
Account Assistant
NAFED
07.2005 - 12.2007
Education
MBA/PGDM - Finance
Faculty Of Management Studies
DelhiB.Com - Commerce
Delhi University
Skills
Financial Analysis
Financial Accounting
Product Control
Derivatives
Financial Planning
Financial Statements
People Management
Stakeholder Management
Balance Sheet Reconciliation
Audit Management
Balance Sheet Substantiation
Control Management
Profile Summary - Summary
MBA from FMS Delhi university. 19 years work experience. Product and financial controller. Well versed with reporting tools like Tableau, Congo, Micro Strategy, JIRA, Confluence and Alteryx etc. Finance ERP like Oracle, PeopleSoft and SAP.
Timeline
Vice President
Wells Fargo
09.2022 - Current
Senior Manager
Bank Of America Continuum India
12.2019 - 09.2022
Manager
HSBC
04.2016 - 03.2017
Service Delivery Manager
Cognizant Technologies Solutions
03.2016 - 12.2019
Asst Manager
Macquarie
12.2010 - 04.2015
Account Executive
Honeywell International Pvt Ltd
01.2009 - 12.2010
Sr Account Executive
Religare Enterprises (REL)
01.2008 - 01.2009
Account Assistant
NAFED
07.2005 - 12.2007
MBA/PGDM - Finance
Faculty Of Management Studies
B.Com - Commerce
Delhi University