Summary
Overview
Work History
Education
Skills
Accomplishments
Training And Development
Timeline
Generic

ROSHINI VEIGAS

Summary

Results-driven and strategic leader with 10 years of experience in investment banking and finance industry. Adept at leading high-performing teams, optimizing operations and driving business growth. Seeking a managerial position to leverage expertise to enhance efficiency and achieve organizational goals.

Overview

12
12
years of professional experience
8
8
years of post-secondary education

Work History

Assistant Team Leader

Kriya Nextwealth Private Ltd
12.2022 - 07.2024
  • Curating and validating financial data and content relating to companies, industry sectors and jobs for publication on the Craft website
  • The entire financial information of a company in the form of Profit & Loss Statement, Balance Sheet & Cash Flow is captured for the latest 3 years which helps the supply chain management end customers to make investment & business decisions
  • The Mergers & Acquisitions, operating metrics & Funding’s of a company help supply chain management end customers to know the exact Valuation of a company
  • Experience of handling team of 12 members and make sure they have what they need to perform their jobs, managing the work process and motivate employees to perform their duties well and monitor their performance
  • Analyzing incomes and financial statements of the companies that occurred in the Fiscal year
  • Hands on Financial statements of public and private companies (Net sales, Operating income, gross profits and Revenue breakdown)
  • Knowledge on SEC Gov websites, hands on 10K and 10Q reports of US company Filings
  • Worked as a Trainer/Onboarding Lead to the new joiners with the onboarding plan checklist of 3 months of tracking and ensuring the new comer fit to work for the live project
  • Quality check/Analysis done for the entire team member’s performance
  • Conducting refresher training and PKT tests regularly to the entire team
  • Prepared route cause analysis and 5 why analysis for the improvement of quality scores of the team
  • Prepared SOP for Operating Metrics public companies and updating on all other process SOPs on a regular basis when new changes occurred
  • Handling MBR and QBR calls by showcasing team performance and taking necessary actions if required
  • Providing performance feedback to the team members regularly on 1-1 session with coaching and mentoring and also setting objective and goals

Senior Associate/Analyst

BNP PARIBAS India Solutions Pvt LTD
11.2020 - 12.2022
  • Company Overview: BNP Paribas purchased equity business of Deutsche Bank
  • Pre matching of trades and release the instructions to the market
  • To ensure that the trades are up to date and matching with the instructions before the trades gets settled
  • Proactively check for the balances and prioritize from high value trades, record date trades and high risk trades to settle before the market cut off across EMEA markets
  • Resolving the queries or concerns which we receive from processing teams like collateral team, corporate action teams, and Trade desk assistance team and with Traders
  • Breaks Investigations in the application, Unknown Statement, Unknown Ledger and resolving with necessary actions
  • Handled markets like EMEA, FSIP Migration of accounts and other migration of accounts as per business requirements
  • Handling counterparty calls to know the risk and taking action to avoid risk before cut off
  • Working on various corporate action events such as record dates, stock splits, Net-offs etc
  • Resolving the various queries or the issues of the Agents or Counterparty’s
  • Leading system Onboarding– Salesforce
  • Handling team escalations and taking necessary actions
  • Preparing training plan and training new partners
  • Maintaining daily checklist and daily sign offs
  • Ensuring closure of tasks within prescribed SLA
  • BNP Paribas purchased equity business of Deutsche Bank

Senior Associate/Analyst

Deutsche Bank
10.2018 - 11.2020
  • Company Overview: Continuity of work from BNP Paribas
  • Continuity of work from BNP Paribas

Associate 2

State Street Global Advisor India Pvt Ltd
02.2017 - 10.2018
  • Worked with live project in Client Reporting Department, Such as EMEA Client Reporting, Audit report, KYC PEP and US Reporting
  • Actively resolve all issues with clear communication and thoroughness always finding ways to anticipate the client’s next question or need to enhance the client experience
  • Liaising directly with Clients in case of additional information needed and resolving their queries or concerns
  • To ensure that the performance related checks are done on day today basis and updating checklist on time
  • Liaising with the related processing teams such as reconciliation team and performance team in case of any disparity in the report
  • Handle reporting requests in a timely and concise manner
  • Begin to build and strengthen internal networks to ensure a high level of coordination between teams to be able to complete all reporting requests on time

Process Executive

Infosys BPO Ltd.
07.2012 - 08.2014
  • BPM Hands on experience in key insurance functions of Technical Accounting, accounts receivable & accounts payable, Runoff Portfolios and Policy Administration
  • Helping Clients in reinsurance Audits (Done by external agencies) from offshore Created reconciliation sheets which helps clients to post the entries in SAP after closing date for that month
  • Claims administration, Bordereau processing, Loss Fund Reimbursement and Cash calls Preparation of excess of loss billing and Quota share billings to reinsurer
  • Preparation of Accrual report, preparing the Adjustment statements on an Annual basis

Education

MBA - Finance

Sri Jayachamarajendra College of Engineering
01.2014 - 01.2016

BBM - Finance

NDRK First Grade College
01.2009 - 01.2012

PUC - Commerce

St. Philomena’s college
01.2007 - 01.2009

SSLC - undefined

St. Philomena’s High School
01.2006 - 01.2007

Skills

MS Excel

Accomplishments

  • District level 1st place and represented state level Basket Ball tournaments.
  • Organized college fests.

Training And Development

  • Certified in ‘Financial Planning and Wealth Management’, 03/01/16, SJCE College, Mysore
  • Star Extra Mile Award for the best performance, 05/01/21, Infosys
  • Received monthly Top performance, 08/01/23, Kriya Nextwealth Pvt Ltd
  • Certificate of workshop of ChatGPT and AI Tools

Timeline

Assistant Team Leader

Kriya Nextwealth Private Ltd
12.2022 - 07.2024

Senior Associate/Analyst

BNP PARIBAS India Solutions Pvt LTD
11.2020 - 12.2022

Senior Associate/Analyst

Deutsche Bank
10.2018 - 11.2020

Associate 2

State Street Global Advisor India Pvt Ltd
02.2017 - 10.2018

MBA - Finance

Sri Jayachamarajendra College of Engineering
01.2014 - 01.2016

Process Executive

Infosys BPO Ltd.
07.2012 - 08.2014

BBM - Finance

NDRK First Grade College
01.2009 - 01.2012

PUC - Commerce

St. Philomena’s college
01.2007 - 01.2009

SSLC - undefined

St. Philomena’s High School
01.2006 - 01.2007

Similar Profiles

CREATE PROFILE
ROSHINI VEIGAS