Rohit Manoharan
Pune
Summary
Finance professional with 8+ years of experience in shared services, excelling in fast-paced environments. Currently at BNY Mellon, specializing in financial reporting for mutual fund clients. Demonstrated success in achieving engagement goals through effective collaboration and independent contributions. Open to new opportunities to enhance skills in financial reporting and finance, with flexibility to relocate.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Specialist 2
BNY Mellon
Pune, India
06.2022 - Current
- Preparation of financial reports (draft) using Confluence and ARC reporting platforms.
- Preparing SOIs for different mutual funds.
- Proficient in using tools such as Arc, InvestOne, Rufus, and Baseline to perform tasks that aid in preparing financial statements and streamlining the financial reporting process.
- Utilise macro-enabled templates for audit files, data consolidation, reconciliation, and manual report preparation. Identify and implement process improvements using Excel macros, VBA, and Alteryx to automate workflows, reducing manual errors, and improving efficiency.
- Processing additional comments from clients and auditors.
- Supervising junior team members in the validation of the received work papers and assisting them in fund preparations.
- Escalate priority issues to the manager and the offshore owner of the fund in a timely and detailed manner.
Senior Analyst
State Street HCL Services
Pune, Maharashtra
01.2019 - 06.2022
- Preparation of ATBs using Applications like FIS Investone.
- Clearing Notifications and performing non income check.
- Preparation of financial Reports (Draft) using Confluence.
- Principal Financial services.
Analyst
Atos Syntel
Pune, India
03.2017 - 12.2019
- Preparation of ATBs using Applications like FIS Investone.
- Clearing Notifications and performing non income check.
- Preparation of financial Reports (Draft) using Confluence.
Education
Bachelor of Commerce -
Kanpur University
Kanpur, UP01-2016
HSC and SSC -
CBSE Board
01-2013
Skills
- ARC Reporting
- Confluence
- Baseline
- Alteryx
Certification
- Capital Market Diploma
- Financial Modeling from CFI
- Certified Block chain ExpertTM
Language
English
Hindi
Malayalam
Custom Section
- Syntel Champ Award
- Fast track promotion in Syntel
- Principal Star performer of the month
- BNY Mellon best performer
- Awarded with BNY SPOT Recognition
Timeline
Specialist 2
BNY Mellon
06.2022 - Current
Senior Analyst
State Street HCL Services
01.2019 - 06.2022
Analyst
Atos Syntel
03.2017 - 12.2019
Bachelor of Commerce -
Kanpur University
HSC and SSC -
CBSE Board