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