Summary
Overview
Work History
Education
Accomplishments
Industryexpertise
Timeline
Generic
Rachita Agrawal

Rachita Agrawal

Sr. Product Associate (AVP)

Summary

A competent Lean Six Sigma Yellow belt certified & Results-driven professional with 12+ years of Proven track record in Market Data, Contract management, Vendor Management, Variance Analysis, Payments, Banking Operations, cost allocation and Reporting.

Personable and adaptable with strong knack for problem-solving and teamwork. Committed to driving product success and contributing to organizational growth.

Overview

12
12
years of professional experience
14
14
years of post-secondary education

Work History

Sr. Product Associate - AVP

JPMorgan Chase & Co.
10.2024 - Current
  • To collaborate with internal Market Data team members and customer representatives to clarify relationship of business and project goals and obtain enhanced perspective of development process.
  • Streamlined Market Data inventory management with meticulous tracking and organization techniques, reducing waste and improving efficiency.
  • Studied multi-faceted development issues and suggested solutions to satisfy project goals and adhere to timeline and budget parameters.
  • Regularly review the Business Market Data expenditure and identify unused services to accomplish cost saving
  • Developed comprehensive training materials for new hires, enabling rapid onboarding and seamless integration into the team.

Associate - Governance Manager

Morgan Stanley Advantage Services Pvt. Ltd.
07.2020 - 10.2024
  • Develop working relationships with senior executives in the Market Data Services and Global Reference Data teams and other lines of business, understand their business drivers, and their requirements for engaging third parties
  • Work with Line of Business (LOB) clients and other stakeholders to define requirements for a sourcing transaction
  • Lead the development and execution of strategies for significant sourcing transactions
  • Evaluate competitive offerings from suppliers to develop and present sourcing options that meet Morgan Stanley's business requirements
  • Lead some of the negotiations to establish commercial terms and lead the contract development process through its approval and execution

Business Process Lead

Future Focus InfoTech Pvt. Ltd.
03.2020 - 05.2020
  • Experience in working with SFDC and NetSuite and Zuora
  • Handling Team of 18 Associates and Consultants
  • A good understanding of Sales and Finance Business Model
  • Creating Sync Between Finance and Legal Team
  • Creating licensing and Documentation for Industry needs

Senior Process Associate

Cargill Business Services Pvt. Ltd.
03.2017 - 02.2020
  • Performed Procure to Pay operation activities, Which included Validation and Processing of PO Invoices, Non PO Invoices, Debit Memos, Credit Memos, Month end Accruals, Invoice Exception resolution etc
  • To perform supplier payment with three way match i.e
  • Purchase Order (PO), Good Receipt Note (GRN) and Supplier Invoice (SI) copy
  • Monitor and review all process maps at regular intervals and report any lapse in any of the processes
  • Take necessary steps to streamline the process and work on process Improvement

Senior Analyst

HSBC Global Banking and Markets
10.2016 - 01.2017
  • Performed Vendor Reporting and Vendor Management Tasks for EMEA Region
  • To Collage Cost Code and bucket cost center report Verification and Quality Check activities performed by the team
  • Validating Day to Day operational activities performed by the team
  • Training and mentoring new joiners with the adequate requirements of granting access and process training

Associate

HSBC Global Banking and Markets
07.2013 - 09.2016
  • Operating Market Data Manager (MDM) tool for processing and Reconciliation of invoices for more than 300 vendors globally
  • Invoice Reconciliation, cost allocations and variance analysis of the top vendors i.e
  • Thomson Reuters, Moody's & Standard and Poor
  • Invoice Payments and Inter-Company invoice generation
  • Working on Business Reports, Reptable and cost center allocation details
  • Excellent knowledge of Resource Procurement management (RPM)

Education

MBA - Finance

Alliance University
Bengaluru
07.2011 - Current

Bachelor of Commerce - Banking & Economics

Mata Gujri Girls College
Jabalpur
06.2008 - 2011.07

Higher Secondary -

SRST
Jabalpur
01.2006 - 2008.06

Accomplishments

  • Process Improvement/Cost Saving : Accredited with Lean Six Sigma Yellow Belt certificate for saving ongoing cost at HSBC, 04/2016
  • Process Migration : Migrated Client Data Services from Onshore to Offshore which included weekly RPM Requests/ User provisioning License management of KYC and NON KYC users globally
  • Ownership and Commitment : Received Entrepreneur of the year award at HSBC's Employee Appreciation week Non Food Stall Category - Plant Sampling

Industryexpertise

  • Reconciliation
  • Receivables and Payable
  • Vendor Reporting and Management
  • Market Data and Procurement

Timeline

Sr. Product Associate - AVP

JPMorgan Chase & Co.
10.2024 - Current

Associate - Governance Manager

Morgan Stanley Advantage Services Pvt. Ltd.
07.2020 - 10.2024

Business Process Lead

Future Focus InfoTech Pvt. Ltd.
03.2020 - 05.2020

Senior Process Associate

Cargill Business Services Pvt. Ltd.
03.2017 - 02.2020

Senior Analyst

HSBC Global Banking and Markets
10.2016 - 01.2017

Associate

HSBC Global Banking and Markets
07.2013 - 09.2016

MBA - Finance

Alliance University
07.2011 - Current

Bachelor of Commerce - Banking & Economics

Mata Gujri Girls College
06.2008 - 2011.07

Higher Secondary -

SRST
01.2006 - 2008.06

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Rachita AgrawalSr. Product Associate (AVP)