Vice President with extensive Investment Banking Finance experience, specializing in process improvement and project management. Led Finance CTB Initiative, significantly enhancing controls and improving KRI/KPI matrix. Skilled in team development, achieving efficiency and cost targets while maintaining strong stakeholder communication.
Overview
21
21
years of professional experience
Work History
Vice President
MORGAN STANTLEY ADVANTAGE INDIA PVT LTD
Mumbai
08.2019 - Current
Leed Asia Pacific Prime Brokerage Business, driving strategic initiatives.
Developed team skill sets through learning and development initiatives, and improved team communication with onshore management.
Established an organizational structure and succession planning to reduce attrition and improve team trust.
Led global derivative netting logic for OTC trades to optimize balance sheet exposure.
Completed Target Operating Model for process execution in Mumbai, streamlining operations.
Reviewed and presented weekly business performance metrics to senior management for informed decision-making.
Addressed data quality issues with IT, ensuring timely remediation and accuracy.
Monitored trader mandate compliance, highlighting breaches to the Business Manager for prompt action.
Vice President
Deutsche Bank CIB Centre
Mumbai
01.2018 - 08.2019
Global Lead for dbPalace program, overseeing onboarding and process reviews.
Implemented dbPalace across multiple business units to enhance controls and transparency.
Remediated Rates Europe P&L process, enabling team to report P&L on T+1.
Standardized B6 P&L recognizing and amortizing process, strengthening control and audit closing.
Onboarded Equities Finance P&L onto strategic valuation and reporting platform.
Managed budgeting and forecasting aligned with yearly efficiency targets.
Conducted front-to-back process reviews and developed remediation plans to address gaps.
Published KPIs for global stakeholders, highlighting current achievements and risks.
Assistant Manager
Nomura Sservices India
Mumbai
07.2010 - 12.2012
Migrated EMEA Derivatives team to Strategic P&L reporting platform COBRA.
Produced and reported daily T+1 trader P&L for EMEA Derivative.
Reconciled trading and dividend P&L differences between front office and back office systems.
Provided detailed commentary on discrepancies between Trader flash and FO EOD P&L.
Resolved significant indirect non-trade expenses attributed to trading books.
Prepared weekly commentary for Convertible Bond business.
Managed a team of seven to ensure the timely completion of EOD controls and Management MIS.
Transitioned Pre-P&L checks and commentaries from London region without increasing team size.
Senior Analyst
jp morgan services india pvt ltd
Mumbai
02.2006 - 07.2010
Recovered $2.3 million overpaid to State Street, streamlining settlement and reconciliation processes.
Contributed as Finance SME in Bear Stearns integration, reducing unsubstantiated balances to $10,000 within four months.
Automated cost of funding project, saving two hours daily.
Reported actual versus estimated variances in daily P&L and addressed inquiries.
Delivered T+1 profitability reports for EDG business to product controllers and desk heads.
Executed cost of funding reconciliation between trader P&L system and GL, substantiating incorrect charges.
Resolved fixed income GL to subledger discrepancies through meticulous reconciliation efforts.
Migrated Wash Account Manager from UK to Mumbai successfully.
Astute BPO Solutions
11.2005 - 02.2006
Reconciling bank statements for a leading chain of restaurants in the US and highlighting various issues to senior management.
Transnet Advertising
01.2005 - 07.2005
Managing accounts department for Advertising firm.
DERMAGIC
03.2004 - 09.2004
Managing accounts department for Leather distribution firm.
Assistant Manager - HR at Greystar Services India Pvt. Ltd. (payroll of EXO Edge Advantage India Pvt Ltd Jun-23 till Feb-24)Assistant Manager - HR at Greystar Services India Pvt. Ltd. (payroll of EXO Edge Advantage India Pvt Ltd Jun-23 till Feb-24)