Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Certification
Timeline
Generic

SAI GURUNATH POTTI

Chennai

Summary

Detail-oriented business analyst with several years of experience conducting analysis and research to come up with solutions to common business problems. Polished in formulating business improvement strategies and overseeing new technology and system implementation. Commercially-aware professional with in-depth knowledge of computing systems and project management techniques.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Business Analyst

BNP PARIBAS INDIA SOLUTIONS PRIVATE LIMITED
CHENNAI
09.2022 - Current
  • Analyze business requirements and organize workshops to define project scope and objectives for MULTIFONDS and CRICKET applications.
  • Review the Project Initiation Document and understand the client requirements.
  • Identified gaps between current state and desired future state operations.
  • Prepare documentation summarizing findings from stakeholder meetings and workshops.
  • Draft the Business Requirement Documents as per the client's needs.
  • Designed test plans and performed the Non-regression testing.
  • Gathered feedback from end users regarding usability issues related to applications or systems.
  • Facilitated brainstorming sessions with cross-functional teams for problem-solving activities by using SQL DB.
  • Conducted detailed business analysis, outlining problems, opportunities, and solutions for a business.
  • Provided technical support for existing reports, dashboards, or other tools whenever there is a deployment.

PRIVATE EQUITY Fund Accountant

BNY MELON
CHENNAI
01.2021 - 08.2022
  • Posting Journals of Contributions, Distributions, Management fees, Pricing, Accruals, and Expenses in the Investran platform.
  • Monitoring day-to-day cash transactions.
  • Reconciliation of cash movements between Custody and BNY.
  • Reconciliation of unfunded balances of investors on a quarterly basis.
  • Delivering quarterly NAV packages to the client.
  • Working effectively with team members to accomplish goals, respecting the needs of others, and displaying integrity in dealing with team members.
  • Maintained responsibility for all inquiries, concerns, and complaints, resolving matters effectively and to the satisfaction of customers.

Fund Accountant

BNP PARIBAS GSO
CHENNAI & MUMBAI
05.2018 - 12.2020
  • Recording the transaction of all trades in the application MULTIFONDS.
  • Reconciling the Fund Accountants' data with Counterparty and Middle office data.
  • Ensures all reconciliation breaks are justified for each NAV calculation.
  • Checking the NAV inputs from pricing teams on a daily basis.
  • Ensures NAV calculation inputs are inputted in a timely manner, as per the SLA.
  • Be proactive in resolving the queries and escalate immediately to the supervisors on any issues/queries.
  • Participated in the preparation of key standard operating procedures for each process migrated to Chennai.
  • Consistently evaluate the documented procedures to ensure they are complete, accurate, and up to date.
  • Carry out ad-hoc duties that may arise from time to time, mainly on month and year ends.
  • Been to the BNP site in Luxembourg for FA Transaction process migration in the year 2018 (3 months).

Associate - OTC Pricing Team

BNP PARIBAS GSO
CHENNAI
11.2015 - 04.2018
  • Ensure that the accurate security prices are updated on our accounting platform for use by the fund accountants for the calculation of their daily NAV and data feeds to our clients.
  • Liaising with various providers, clients, and fund accountants.
  • Delivering daily, weekly, and monthly reports to FAs and clients within the respective cutoffs.
  • Complete commitment to provide professional, intelligent, and timely responses to our clients' needs and to changes in the market.
  • Been to PARIS BNP office for migration of Pricing process in the year 2017 (one month).

Education

MBA - Finance & Marketing

Jawaharlal Nehru Technological University
Kakinada
05-2015

BBA - Business Management

KRISHNA UNIVERSITY
Vijayawada
05-2013

Skills

  • Proficient in applications: Multifonds, Cricket, Calypso, Investran
  • Hands-on experience in SQL
  • Expert in OTC derivatives
  • Time Management
  • Strong problem solver

Accomplishments

  • Migrated couple of projects from LUXEMBOURG & PARIS.
  • During my presence in BNP PARIBAS, my team had achieved Team award for outstanding performance for the span of 3months.
  • Awarded as Employee of the month for contribution of eminent performance.

Languages

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

Certification

  • NSE - OPTIONS TRADING STRATEGIES MODULE
  • SQL beginner
  • Certified SCRUM master

Timeline

Business Analyst

BNP PARIBAS INDIA SOLUTIONS PRIVATE LIMITED
09.2022 - Current

PRIVATE EQUITY Fund Accountant

BNY MELON
01.2021 - 08.2022

Fund Accountant

BNP PARIBAS GSO
05.2018 - 12.2020

Associate - OTC Pricing Team

BNP PARIBAS GSO
11.2015 - 04.2018
  • NSE - OPTIONS TRADING STRATEGIES MODULE
  • SQL beginner
  • Certified SCRUM master

MBA - Finance & Marketing

Jawaharlal Nehru Technological University

BBA - Business Management

KRISHNA UNIVERSITY
SAI GURUNATH POTTI