Summary
Overview
Work History
Education
Skills
Job Title
Accomplishments
Timeline
Generic

Sathyanarayana B

Credit Risk Analysis
Bengaluru

Summary

Post graduate having professional experience of 10 Years In Financial Services Industry with a focus on Operational Management, Team leadership, Process Improvements and Business analysis.

Overview

10
10
years of professional experience
2
2
years of post-secondary education
2
2
Languages

Work History

Team Leader

JP Morgan Chase & Company
10.2021 - Current
  • Financial Statement Spreading: Analyze and spread Financial statements, including Balance sheets, Income statement and Cash flow statement. individually /Entity financial/Annual reports or Quarterly reports and other supporting financial data spreading.
  • Statement Spreading April 2017 - Dec 2019:
    Analysis Income and Expenses statement/statement of operations to arrive at the net operating income of the property.
  • This is done bases on the full property analysis guidelines of MFL, CML AND Freddic Mac
    and FNMA.
  • Data extraction: Extract relevant financial data from statements, report and other sources.
  • Credit Analysis: Conduct credit analysis and risk assessment for clients, including financial ratio analysis. Prepared detailed reports on credit worthiness and risk assessment.
  • Collaboration: Interacts frequently with regional credit teams to provide status and updates on financial spreads and incorporate feedback into financial spreads.
  • Quality Control: Ensure accuracy and quality of financial data and analysis.
  • Experienced in financial spreading: Working on Multiple Portfolios Such as Corporate, MMBSI, ABL, Banking Portfolio, Broker dealer services & Insurance clients to accurately prepare spread in Prepare report on individual/Entity business analyzing its operating and financial performance with a focus on its creditworthiness.
  • MIS reporting: (Production and Quality reports, Aging reports, EOD reports).
  • Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
  • Developed team members'' skills through targeted coaching sessions, resulting in improved individual performance.
  • Enhanced team productivity by implementing efficient work processes and regularly reviewing performance metrics.

Specialist Conversation QA

Great West Retirement
01.2020 - 10.2021
  • Conversion team responsible to move the funds from Prior record keeper to Current record keeper using Principle acceptance document.
  • Wire packet creation which includes funds Mapping prior to wire effective date.
  • Moving funds Re-reg or Transfer-in-kind following with IC's and IA's for breakdown.
  • Investing funds into ECM on the effective date either Automatically or Manually.
  • Liquidating Funds, completely fund accounting and validation for mutual funds likes NAV review and Calculation daily rate review.
  • Follow up fund houses to get NAVs and daily rates through call and Emails timely manner.

Transaction Processing officer

Linsco private ledger
04.2015 - 04.2017
  • Brokerage where should transfer assets like stocks, mutual funds, cash etc. as per client request.
  • Using Citrix application to process, in the BETA, ATDB, DCM, ACT tools while processing.
  • Issing checks to customers accounts and rejecting the requests if the information not matching with our records.
  • Perform responsiblty of transfer of assets from one company to another as requested by the clients.

Education

Master of Business Administration - Finance

Jawaharlal Nehru University
Tirupati
06.2012 - 10.2014

Skills

  • Financial statement analysis

  • Teamwork and collaboration

  • Documentation and reporting

  • Ability to Multitask

  • Coaching and mentoring

Job Title

Credit Risk Analyst

Accomplishments

  • Contributed Multiple process improvement ideas bypass the Automated spreads.
  • Created checklist ensure to deliver the accurate financial spreading.
  • Documenting the process GAPS, Updating into one note to access for both QC and OPS to stand one page.
  • Reducing the FER rate by conducting error trend analysis connect.

Timeline

Team Leader

JP Morgan Chase & Company
10.2021 - Current

Specialist Conversation QA

Great West Retirement
01.2020 - 10.2021

Transaction Processing officer

Linsco private ledger
04.2015 - 04.2017

Master of Business Administration - Finance

Jawaharlal Nehru University
06.2012 - 10.2014

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