Summary
Overview
Work History
Education
Skills
Technical Skills
Extra-Curricular Activities
Achievements
Timeline
Generic

Saurabh Kumar

Summary

  • Finance professional with 10 years of experience, including 8 years as a Financial Analyst and 2 years as a Software Developer, combining strong financial analysis with technical expertise to deliver actionable insights and improve processes
  • As a Software Developer, gained comprehensive experience across various stages of the SDLC, including analyzing BRDs with stakeholders, preparing Application Design Documents, coding, testing, and ensuring seamless project execution
  • As a Financial Analyst, specialized in P&L reporting and reconciliation between Front Office and Back office P&L using multiple datasets, identify and substantiate variances drivers and provide detailed commentaries.
  • Partnered with business teams and Technology to evaluate and integrate new products/applications into the financial system, ensuring effective implementation and alignment with goals.
  • Liaising with Front office and technology partners for testing/UAT to define business processes and implement technology related solutions.
  • Demonstrated strong commitment to delivering results with integrity within strict deadlines, effectively managing risk, and optimizing processes to drive sustainable growth.
  • Experienced in working with large financial datasets, using tools like Tableau and Alteryx to gather, interpret, and summarize data, and deliver clear, data-driven conclusions.

Overview

12
12
years of professional experience

Work History

Manager

Bank of America
12.2020 - Current
  • Production and reporting of daily P&L, ensuring data accuracy and integrity, to Front office and Senior management.
  • Reconcile actual P&L with trader estimates and provide flash/actual P&L variance commentaries.
  • Engage in BAU application migrations/enhancements from End user perspective and provide feedback/suggestions to make system more robust and efficient. Also, get involve in testing/UAT phases and provide sign offs for implementation.
  • Conduct root cause analysis for system issues and P&L variances and providing the resolution to the stakeholder.
  • Identify issues and control gaps in existing infrastructures.


Highlights:

  • Worked on Process Re-design using Alteryx workflows that has helped in saving of ~2hrs daily and enhanced controls on P&L production process for BAU(Project went Live in Feb'24).
  • Recognized with Gold Award under Reward and Recognition Program of Bank of America by onshore team for continues process improvements

Lead Analyst(ENO3)

Credit Suisse
04.2016 - 12.2020
  • To ensure daily P&L is accurately reported to the FO system & reconciled between P&L tools & management reporting tools
  • To ensure that the relevant P&L and Balance sheet positions are correctly reported at month ends and that the applicable reconciliations have been completed and all issues identified/resolved
  • Providing daily commentaries on P&L swings and variance investigation to Front office traders and senior finance managers.
  • To coordinate with the different teams and take ownership of any issues that arise from the day to day and monthly processes with a view to resolve in an efficient and timely manner.
  • To provide advice to the business on the P&L impact of trades and the interaction of the Front and Back Office systems, especially regarding trades and proposed new workflows.
  • Liaising with technology partners for testing/UAT for development and continuous improvement of existing processes and workflow, from minor system releases to major system implementations.


Highlights:

  • Created Python tool that has automated one of the important BAU tasks being performed during month end
  • Received SPARTAN and STAR awards under Rewards and Recognition Program of Credit Suisse for efficiency and process improvements

Asst. System Engineer

Tata Consultancy Services
08.2012 - 05.2014

Worked as a Software Developer for P&G and CVS Accounts:

  • Involved in support and maintenance of application and worked on various enhancement Change requests
  • Involved in requirement gathering meetings with the client, analyzing the Business Requirement Document(BRD)
  • Responsible for developing the module in Java using Eclipse IDE
  • Coding and testing of assigned modules in Java
  • Building deep understanding of overall business and system flows

Education

MBA - Major: Finance & Minor:Operations

Symbiosis Institute of Management Studies
Pune
01-2016

B. TECH - IT

University School of Information Technology
Delhi
01-2012

Skills

  • English
  • Hindi

Technical Skills

Alteryx
Tableau
Python
R
VBA

Extra-Curricular Activities

  • Member, Operations Excellence, Bank of America, 2021 - 22
  • Member, APAC Training Academy Team, PC Wellness Committee, Credit Suisse, 2018-20
  • Member, Intern connect Program, Credit Suisse, 2016-18
  • Senior Member, SIMS Music Club, MBA, 2014-16
  • Finalist, Indian Solo Singing, Anugoonj, Cultural Fest, B.Tech, 2011
  • Coordinator, Event Management & logistics, Anugoonj, Cultural Fest-B.Tech, 2010


Achievements

  • Pre-Placement Offer (PPO), Credit Suisse, 2015
  • Finalist, All India Marketing Olympiad, Unicom Learning And KPMG Initiative, 2014
  • Certificate of Appreciation, Initial Training Program, TCS, 2012
  • Protocol Liaison Officer, Commonwealth Games, 2010
  • Academic Scholarship Holder, Temple University USA, 2008-2012


Timeline

Manager

Bank of America
12.2020 - Current

Lead Analyst(ENO3)

Credit Suisse
04.2016 - 12.2020

Asst. System Engineer

Tata Consultancy Services
08.2012 - 05.2014

MBA - Major: Finance & Minor:Operations

Symbiosis Institute of Management Studies

B. TECH - IT

University School of Information Technology
Saurabh Kumar