PRIYANKA SONI
Gurgaon
Summary
Holding an experience of 6 years in KPMG global services I have been a part of the consulting team for over various projects related to Financial Transformation and Financial Services. Worked with many of the top Investment banks, Oil and Gas Pharma giants etc. for their better Al enabled financial planning and resourcing to amplify the growth and success of the business.
Analytical Associate Consultant with several years of experience forecasting business problems and providing effective solutions. Works directly for an organization or as an external consultant. Exceptional leadership and communication skills.
Overview
10
10
years of professional experience
Work History
ASSOCIATE CONSULTANT
KPMG
Gurgaon
11.2019 - Current
- TESTING: Collaborated with business users and product owners to derive testable scenarios from BRDs and FSDs.
- Monitoring project process and outstanding issues and ensuring the quality and timeliness of the deliverables, preparing monthly dashboard, project health check metrics and weekly status reports.
- Worked on maintenance activities like Master data reconciliation by doing comparative analysis between the environments
- Designed and executed UAT test plans covering cash management and payments modules.
- Tested account services, payments (including GCC region), H2H functions, and file upload functionalities across platforms.
- Conducted impact assessments and guided the business in identifying value-added changes for process optimization.
- Created and maintained traceability matrices ensuring complete test coverage.
- Reported UAT status, defects, and progress via daily MIS using Excel and PowerPoint presentations.
- Provided functional sign-off by validating user needs were met through exhaustive positive and negative test scenarios.
- Used JIRA and Confluence for defect logging, tracking, and documentation of all testing activities
- Conducted transaction testing and financial book reformation for a leading investment bank, enhancing the accuracy of financial reports.
- Implemented Al-enabled transaction and
- Executed FFIEC 031 report testing, ensuring compliance with regulatory standards.
- WORKIVA: Worked on GSR implementation for leading software intelligence client. Lead the project and produced end to end reports on Workiva. Helped client to automate their Financial Books. Spearheaded ESG implementation within Workiva Fund accounting for a top-tier investment bank.
- Generated quarterly GL accounts reports, contributing to transparent financial oversight.
- Led and developed a team of 4, focusing on training, adherence to deadlines, and data review.
- Performed in-depth data analysis using specialized software to ensure data integrity and accuracy.
- Delivered high-quality consulting services to prestigious clients, optimizing their resource utilization and cost management.
- MANAGEMENT REPORTING: Provided management reporting for a leading Oil & Gas company, identifying performance trends and improvement opportunities.
- Created insightful month-end commentaries for retail clients, interpreting financial results to guide business decisions.
- Assisted a major investment bank in revising and updating their policies and procedures, ensuring operational excellence.
- Analyzed financial transactions and maintained comprehensive Excel records for client deliverables during project phases.
- AML KYC: Managed client onboarding processes for a leading investment bank in US and Singapore, including Tier 1 KYC checks and quality assurance.
TRAINEE
HDFC AMC
01.2016 - 12.2016
- Worked with the various job roles such as Sales, Marketing, Front desk, Operations, etc..
- Prepared a detailed synopsis about the products and offerings of the AMC.
- Studied thoroughly all the offering and mechanism of various mutual funds.
Education
BACHELOR OF BUSINESS ADMINISTRATION -
IIS UNIVERSITY
Skills
- Workiva
- Alteryx
- Celonis
- Microsoft Office
- Advanced Excel
- Power Bi
Languages
- English, Advanced High
- Hindi, Superior/Native
Internship
Trainee, HDFC AMC, 01/16, 12/16, Worked with the various job roles such as Sales, Marketing, Front desk, Operations, etc., Prepared a detailed synopsis about the products and offerings of the AMC., Studied thoroughly all the offering and mechanism of various mutual funds.
Languages
English
Proficient
C2
Hindi
Proficient
C2
Timeline
ASSOCIATE CONSULTANT
KPMG
11.2019 - Current
TRAINEE
HDFC AMC
01.2016 - 12.2016
BACHELOR OF BUSINESS ADMINISTRATION -
IIS UNIVERSITY