Poonam Kadam
Finance Analyst, AVP
Pune
Summary
Performance-driven Assistant Vice President with 15+ years of experience aligning systems with business requirements, policies and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment.
Overview
19
19
years of professional experience
1
1
year of post-secondary education
3
3
Certificates
Work History
Assistant Vice President
Deutsche Bank, India
Pune
05.2020 - Current
- Responsible for Forecast, Planning & MoM analysis for IB Operations COO Divisions FIC, CRU, IBOA & ORDS.
- Worked with stakeholders to interpret and finalize cost projections, budget demands and financial planning decisions.
- Analyzed financial statements against forecasts to prepare high-level variance analysis.
- Providing accurate & timely financial plans with a focus on cost & its drivers.
- Run simulations on various “what-if” scenarios using insight and critical thinking to evaluate and make recommendations about critical business decisions.
Authorized Officer
UBS India
Pune
11.2016 - 04.2020
- Prepare & Publish revenue reports, variance & comparative analysis to senior management
- Monthly Regional allocations Key calculation & analysis basis Monthly trading & Sales Revenue
- Part of Transition Project Management, planning and support. Adept at implementing transition project plans and engaging senior onshore stakeholders
- Prepares management decks such as Operations Review, KPI Review and project decks. Implements cross training plans, cost center budgets & program/project costs.
Assistant Vice President
Credit-Suisse, India
Pune
02.2012 - 10.2016
- Managed IT Swiss Contractors Accrual of CHF 60 Million (YTD) in Direct Expenses
- MoM analysis and reconciliation of cost accruals, proactive investigation over ‘Aged’ accruals and keep stakeholders well informed.
- Manage Restatement & Budget transfer and provide management accurate representation for comparative analysis.
- Managed a team of 5 members; includes supervision of tasks and providing training and guidance
Finance Executive
Royal Bank of Scotland (RBS), India
Pune
02.2007 - 12.2011
- Cost review and MI reporting, posting month end accruals and prepayments in SAP for Legal Entity UK& Paris
- Maintain Cost & Revenue database, MoM Cost Variance Analysis, book accruals, review invoices and post corrections or adjustments
- Reconciliation of Hyperion and Cartesis data
- Published MI Reports such as BU Level Analysis, TOPS provision booking, Score Reject, Nostro Interest\Fees Booking, Country Risk Report etc.
Relationship Executive
ICICI Bank Ltd
Mumbai
11.2005 - 01.2007
- Prepare CMA (Credit Monitoring Analysis) for SME Working Capital sanction
- Prepare P & L and Balance sheet, Projection Report based on previous 3 years annual reports to indicate future financial position.
- Prepare Appraisal Notes on key financials and other critical parameters of the company for Credit Risk department.
Insurance Consultant, Back Office Assistant
R.D
Mumbai
03.2005 - 09.2005
- Preparing a Commission Bill and Outstanding Statement at the end of every month and solving clients’ queries
Back Office Assistant
Electronic Data System (EDS)
Mumbai
05.2004 - 10.2004
- Processing order after doing verification in several application tools, which includes information like status of customers, state, incentives, different features etc.
Back Office Assistant
Hewlett Packard
Banglore
10.2002 - 03.2004
- Day to day responsibility included corresponding with partners/customers and suppliers worldwide to resolve issues relating to products, pricing, discounts and other customer related inquires
- Processing orders included careful handling of special deals, dealer’s price increase, Rebates, Promotions etc.
Education
Executive MBA - Finance & Leadership & Strategy
NMIMS Global Access Scool
Mumbai 05.2021 - 08.2022
Master of Commerce - undefined
Mumbai University
Bachelor of Commerce - undefined
Mumbai University
Skills
Financial Planning & Management
undefinedCertification
2010 French Language Certified Level One from Alliance Francaise de Bombay
Timeline
Executive MBA - Finance & Leadership & Strategy
NMIMS Global Access Scool
05.2021 - 08.2022
Assistant Vice President
Deutsche Bank, India
05.2020 - Current
Authorized Officer
UBS India
11.2016 - 04.2020
Assistant Vice President
Credit-Suisse, India
02.2012 - 10.2016
Finance Executive
Royal Bank of Scotland (RBS), India
02.2007 - 12.2011
Relationship Executive
ICICI Bank Ltd
11.2005 - 01.2007
Insurance Consultant, Back Office Assistant
R.D
03.2005 - 09.2005
Back Office Assistant
Electronic Data System (EDS)
05.2004 - 10.2004
Back Office Assistant
Hewlett Packard
10.2002 - 03.2004
Master of Commerce - undefined
Mumbai University
Bachelor of Commerce - undefined
Mumbai University
2010 French Language Certified Level One from Alliance Francaise de Bombay
Certified IELTS (Generic Training) program and 'Business English Certificate Preliminary' program, council of Europe Level B1 (British Council / IELTS Exam)
Green Belt Certified & Putting Customer First and Standard Business Conducts Test of HPFO
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