Summary
Overview
Work History
Education
Skills
Projects
Languages
Timeline
Generic
Bitihotra Das

Bitihotra Das

Calcutta

Summary

Dynamic finance professional with a proven track record at Barclays, excelling in process automation and stakeholder engagement. Achieved a 5.0 FTE reduction through strategic project management and effective collaboration. Proficient in Alteryx Designer, driving efficiency while fostering strong relationships across teams to deliver impactful results.

Overview

8
8
years of professional experience

Work History

Finance - Treasury Automation & Governance

Barclays
Chennai
05.2024 - Current
  • Assisting Lux Finance Team in compiling monthly metrics presentation for 200+ executed trades, complemented by conducting variance analysis for yearly forecasting.
  • Utilised Alteryx Designer to establish streamlined workflow for DTA (Deferred Tax Asset) calculation, reducing FTE by 3.0
  • Facilitated FOBO process by analysing break patterns and collaborating with front office and back office teams to comprehend break dynamics.
  • Leading liquidating process of Lux entities through collaboration with finance, middle office, trade execution, and SDS teams while closing unwanted entities.
  • Processing KYC requests for external teams (KPMG, Mizuho, Clearstream) while facilitating management engagement through meeting arrangements between both parties and addressing demands under tight deadlines.
  • Orchestrating audit of previous year's financial accounts by establishing communication between finance team, board of directors, and KPMG.
  • Built and maintained courteous and effective working relationships.

Governance & Stakeholder Management

Barclays
Chennai
11.2021 - 05.2024
  • Developed reconciliation model utilising Reclite 2.0 by analysing metrics from two distinct systems, ensuring a seamless reconciliation of breaks.
  • Leading RCSA process for over 2000 controls within GMO by collaborating with stakeholder management and finalising ORAC ahead of deadline.
  • Orchestrated migration project of 5,000 SOPs from shared drive to Salesforce by collaborating with VP and directors from various teams to ascertain requirements, resulting in FTE reduction of 5.0.
  • Executed comprehensive review of Rec logic for over 2000 controls, closing unnecessary controls through collaboration with management of each control.
  • Oversaw a portfolio of projects related to automation process requests, initiated discussions with IT, and collaborated closely to ensure fulfilment of client requirements.
  • Compiled weekly pack and delivered presentation to higher management for oversight
  • Resolved customer queries and problems using effective communication and providing step-by-step solutions.

DFX Settlement Analyst

Barclays
Chennai
10.2018 - 11.2021
  • Executed processing of over 15,000 cashflows (FX, Equities, IRD, CDS) via Supernetter, encompassing major and minor currencies, ahead of deadline with confirmation from both internal and external counterparties.
  • Produced reset notices through Trident system while overseeing complete process autonomously.
  • Resolved discrepancies, encompassing amount mismatches, through collaboration with TCU and middle office.
  • Crafted solutions to reoccurring issues by analysing root causes.
  • Streamlined data collection processes, significantly reducing errors and improving data quality.
  • Executed manual payments via GBS, ensuring prompt confirmation messaging.

Intern

Thomson Reuters
Bengaluru
01.2018 - 05.2018
  • Supported senior staff in preparing presentations and meeting materials.
  • Conducted research to inform strategy development and decision-making processes.
  • Participated in training sessions to enhance skills and knowledge within the team.
  • Communicated with stakeholders to gather feedback and address concerns effectively.

Education

MBA - Business Administration And Management

Indian Institute of Management
Kolkata
09-2026

Master of Business Administration - Finance

IFIM
Bengaluru, KA
2018

Bachelor of Business Administration - Business Management

Techno India University
Kolkata, IN-WB
2016

Skills

  • Process automation
  • Risk management
  • Stakeholder engagement
  • Alteryx Designer
  • Salesforce
  • MS Office
  • Coupa
  • Hypercube

Projects

  • SOP Migration - Spearheaded migration of 5000 SOP from shared drive to Salesforce, understanding requirements of of various teams and closely worked with Salesforce IT team to create perfect workflow and achieving FTE 3.0 reduction.
  • Salesforce Dashboard - Incorporated a dashboard in salesforce for stakeholders which allowed to view their data in salesforce rather than asking relevant teams.
  • Alteryx Automation - Using Alteryx designer to create a workflow for quarterly DTA calculation that will reduce FTE by 2.0.

Languages

English
First Language
English
Proficient (C2)
C2
Bengali
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Tamil
Intermediate (B1)
B1

Timeline

Finance - Treasury Automation & Governance

Barclays
05.2024 - Current

Governance & Stakeholder Management

Barclays
11.2021 - 05.2024

DFX Settlement Analyst

Barclays
10.2018 - 11.2021

Intern

Thomson Reuters
01.2018 - 05.2018

MBA - Business Administration And Management

Indian Institute of Management

Master of Business Administration - Finance

IFIM

Bachelor of Business Administration - Business Management

Techno India University
Bitihotra Das