Summary
Skills
Work History
Accomplishments
Education
Languages
Internship
Certification
Personal Information
Interests
Timeline
Hi, I’m

Palash Banik

Kolkata
Palash Banik

Summary

Analytical and detail-oriented Deputy Manager and Team Lead with over 11 years of experience in financial analysis, data interpretation, and business intelligence. Proficient in leveraging advanced analytical tools to generate actionable insights, optimize performance and support business growth. Proven ability to manage and lead analytics projects, mentor junior analysts, and collaborate with cross-functional teams to achieve organizational objectives. Expertise in financial planning and analysis. Excellent communication skills with a proven track record of managing teams and enhancing operational efficiency.

Skills

  • Financial Planning and Analysis (FP&A)
  • Data Analysis & Interpretation
  • Business Analytics
  • Project Management
  • Market Data Analysis and Knowledge Service
  • Risk Management
  • Cross-Functional Collaboration
  • Team Leadership & Mentorship

Work History

ICRA Analytics Limited (A Group ICRA Company)
Kolkata, West Bengal

Deputy Manager and Team Lead
Apr.2021 - Current (4 years & 2 months)

Job overview

Have been into leadership role for past 4 years, served as an Assistant Manager then promoted Deputy Manager and Team Lead. Monitor the process so that it meets all project level SLAs and ensuring the smooth maintenance of TAT and meet deliverables.
 Leading a team of 14 analysts performing comprehensive data analysis of the financial reports and generating key financial metrics in compliance with US GAAP, IFRS regulations.
 Monitoring the process plan, involved in team planning and execution, discussion on various aspects with senior management such as Resource planning through SLA Model, Yearly performance evaluation for appraisals and meeting the audit compliances etc.
April - 2021 - Current
 Preparing and communicating MIS and KRA Reports, reviews and amendments of SOWs, IMS Documents, and SOPs.
 Developed innovative solutions such as macro driven templates and workbooks to solve complex problems with a focus on enhancing process effectiveness.
 Developed strong relationships with stakeholders to facilitate smooth communication and meet the project level KPIs.
 Enhanced employee performance by providing regular feedback and training opportunities.
 Actively participated in CSR Activities, grooming students of NGOs for professional interviews and group discussions.
 Have been part of the recruitment process, setting up test papers and conducts interviews.

ICRA Analytics Limited
Kolkata, West Bengal

Principal Analyst & Module Expert
Apr.2013 - Mar.2021 (7 years & 11 months)

Job overview

Started the professional journey as Senior Associate Analyst in April 2013 as Process Analyst. Increased capabilities and responsibilities to a Review Analyst in next few years. Promoted to the job role as a Lead Analyst followed by Principal Analyst & Module Expert.
 Performed comprehensive financial statement analysis for US Government entities including variance analysis, trend analysis and financial performance analysis.
 Identifying various financial metrics influencing the credit worthiness of the government institutions and state companies and reporting the same into a financial tool as a supporting for credit rating and research in compliance with US GAAP.
 Specializing in handling Non-US entities such as EMEA and APAC region which follows UK GAAP and other Local GAAPs.
 Conducted regular audits of existing processes to ensure ongoing compliance with industry standards and regulations.
 Documenting spread guide for creating transparent process for the rating committee. Mentoring peer groups to develop core skills.
 Implemented process improvements resulting in greater efficiency within the project while maintaining a high level of quality checks.
 Collaborated cross-functionally to ensure seamless integration of analytical insights for process strategy development.
 Presented key findings to stakeholders in a clear and concise manner to ease the decision-making process.

Accomplishments

 Have been receiving highest performance rating during the yearly appraisal for significant performance consecutively of last 4 years.
 Successfully completed various PILOT projects and converted them into live which helped to increase the team size & provided growth.
 Received I-Strive Squard Award as a Team Lead for demonstrating the agility and commitment.
 Received highest CSI score from client for high quality deliverables and maintaining TAT.

Education

University of Calcutta

Master of Business Administration (MBA) in Finance from Finance
07.2011 - 06.2013

University Overview

Overall Score: 74%

South City College, University of Calcutta

Bachelor of Commerce (Accounting & Finance Hons.) from Finance
Apr.2007 - Mar.2010 (2 years & 11 months)

University Overview

Overall Score: 65%

Languages

English
Hindi
Bengali

Internship

Financial Performance Analysis of GRSE Limited, 6 Weeks, Garden Reach Shipbuilders & Engineers Limited, The prime objective of this study was to do a detailed analysis of the financial statements such as Income statement, Balance sheet and Cash flow statement of the company to evaluate the company's performance and the financial strengths & weaknesses.

Certification

 Advance Excel Skill for Business - Coursera
 The Power BI Bundle - Coursera
 Business Writing - Coursera
 Conflict Management and Communication Skills - Coursera
 Certification in SAP-FICO (2013)
 Diploma in Financial Accounting (Tally)

Personal Information

  • Date of Birth: 11/22/88
  • Gender: Male
  • Nationality: Indian

Interests

Teaching

Timeline

Deputy Manager and Team Lead

ICRA Analytics Limited (A Group ICRA Company)
Apr.2021 - Current (4 years & 2 months)

Principal Analyst & Module Expert

ICRA Analytics Limited
Apr.2013 - Mar.2021 (7 years & 11 months)

University of Calcutta

Master of Business Administration (MBA) in Finance from Finance
07.2011 - 06.2013

South City College, University of Calcutta

Bachelor of Commerce (Accounting & Finance Hons.) from Finance
Apr.2007 - Mar.2010 (2 years & 11 months)
Palash Banik