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
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