Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Prarthana Mukherjee

Bangalore

Summary

Fintech professional with 6 years of experience in financial reporting, data modeling and analysis. Experienced in development of new strategies and processes to optimize financial operations. Proficient in monthly reporting process and project management.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Manager - Analytics & Reporting

HSBC
09.2021 - Current
  • Promoted to Manager within six months for automating key strategic KPI reports on Tableau from excel, thus saving 40 manhours.
  • Created custom dashboards using Python and Tableau designed specifically to support Monthly Reporting cycles for optimal performance.
  • Oversaw data visualization projects for internal management, delivering comprehensible and custom insights.
  • Working as Techno-functional Support for Model Development and migration.
  • Experienced with Financial Statement analysis for monthly/quarterly reporting cycles for FRP, forecasting and budgeting scenarios.
  • Oversaw monthly reporting process for Key Metrics like RoTE, EP for Internal Management insights.

Financial Analyst

JP Morgan Chase
04.2019 - 09.2021
  • Product Owner for Controllers Fin tech projects of automating Forecast/Actuals Reports on Tableau.
  • Oversaw entire product deployments from vision and creation to rollout and delivery.
  • Managed implementation of new features by outlining plans and specifications such as how, where and when each component would work.
  • Experienced in requirement gathering, impact assessment, UAT testing and post production support Experienced in data sourcing, development, analysis and mapping for dashboard development used for internal/external reporting
  • Experienced in conducting PBR (Product Backlog Refinement), sprint planning, high-level estimates, design documentation and business case preparation
  • Worked on data modelling projects using Alteryx, Python and Excel for Chase Controllers Business.
  • Working knowledge of databases like Essbase, SAP and Cognos.

Systems Engineer

Infosys Ltd
07.2015 - 04.2017
    • Developer for database migration projects using SQL
    • Worked as Project Lead on Back-end Application development projects using Python
    • Revised, modularized and updated old code bases to modern development standards, reducing operating costs and improving functionality.
    • Strong knowledge of SDLC – both Waterfall and Agile methodologies
    • Handled End-to end functional testing which included test planning, unit tests, execution and defect management.

Finance Intern

JP Morgan Chase
04.2018 - 06.2018
  • Worked on review of Capital and Risk Estimation methodologies implemented in User Tools across different lines of Business
  • Worked on validation models for CCAR related Estimation User Tool Reports following Industry and Fed Regulatory guidelines to access risk
  • Developed Training Modules for User Tool Validations for KT of new joiners.

Education

MBA - Finance

Symbiosis Institute of Business Management
Bangalore
04.2019

B. Tech - ECE

Heritage Institute of Technology
Kolkata
07.2015

XII -

Delhi Public School
Vindhyanagar
04.2011

Skills

  • Financial Modelling
  • Data Analysis
  • Financial Management and Reporting
  • Monthly Reporting
  • Financial Analysis
  • Financial Forecasting
  • Requirement Gathering
  • Sprint Planning
  • Data reconciliation
  • Project Management
  • Corporate Finance
  • Python
  • Alteryx
  • SQL

Accomplishments

  • "Efficiency of Indian Option Market: Estimation of Future Market Volatility Using Implied Volatility" in SDMIMD Journal of Management, Volume 10, Issue March 2019
  • “Dynamic Interaction Between Historical and Implied Volatility in Indian Option Market” in SIMSARC 2018, International Journal of Corporate Finance and Accounting (IJCFA) indexed in INSPEC database.

Certification

  • CFA Level 1 2019
  • BMC Certification 2017
  • Alteryx Designer Core certified

Timeline

Manager - Analytics & Reporting

HSBC
09.2021 - Current

Financial Analyst

JP Morgan Chase
04.2019 - 09.2021

Finance Intern

JP Morgan Chase
04.2018 - 06.2018

Systems Engineer

Infosys Ltd
07.2015 - 04.2017

MBA - Finance

Symbiosis Institute of Business Management

B. Tech - ECE

Heritage Institute of Technology

XII -

Delhi Public School
Prarthana Mukherjee