Summary
Overview
Work History
Education
Skills
Projects Internships
Personal Information
Additional Qualifications
Timeline
Generic
Saurabh Shinde

Saurabh Shinde

Senior Analyst
Pune

Summary

Certified Financial Analyst with over 4+ years of progressive experience in Financial Planning & Analysis (FP&A), including budgeting, forecasting, variance analysis with insightful commentary, and KPI tracking. Proficient in month-end reporting, financial statement and ratio analysis, financial modeling, and DCF valuation. Highly skilled in advanced MS Excel and Power BI for building dynamic dashboards and enabling data-driven decision-making. Actively seeking a challenging FP&A role to apply my financial acumen and technical expertise to support strategic planning and optimize business performance.

Overview

6
6
years of professional experience
2020
2020
years of post-secondary education
3
3
Languages

Work History

SENIOR ANALYST

Eclerx Limited
08.2022 - Current
  • Reconciled incoming cash products daily through Intellimatch application.
  • Communicated with multiple settlement departments to address unallocated funds.
  • Transferred received financial resources to proper booking accounts.
  • Coverage of the fund was provided based on the respective client account and counterparty information.
  • Issued recall message for erroneous payments to clients via MT 199/299 swift messages.
  • Worked alongside OFAC team to screen transactions for sanctions-related violations.
  • Developed and implemented strategies to rectify client cash breaks effectively.
  • Redirected inappropriately deposited funds to correct accounts.
  • Secured necessary officer approval to retain suspense funds exceeding firm-wide policy thresholds.
  • Analyzed client-provided SWIFT data to resolve unapplied funds breaks and reconcile historical settlements.
  • Investigate high value funds and escalate to control team on priority.
  • Distributed detailed reports on settlement failures to the entire team for review.
  • Executed fund transfers through SWIFT MT299/199 efficiently.
  • Executed MT599 to update SSI data at sending agents.
  • Generated inquiries for the custodian via free format.
  • Orchestrated initiation of ETD payments on client's behalf.

OPERATIONS ANALYST

CITCO Fund Services
11.2021 - 08.2022
  • Resolved discrepancies between client and broker.
  • Ensured existing procedures were updated in line with Citco requirements.
  • Managed interactions with client and 11 brokers.
  • Identify, document, and communicate trade discrepancies for resolution.
  • Generated month-end reports and sent them to the Fund Accountant for audit.
  • Managed interactions between client-facing groups and processing units.

SENIOR ANALYST

State Street HCL Services
08.2019 - 10.2021
  • Streamlined financial management by executing comprehensive reconciliations.
  • Outlined essential steps to ensure precise processing of Derivatives exceptions via multiple applications (TLP, MCH, SWIFT, IMT, WMT).
  • Possessed in-depth knowledge of SWAPS encompassing IRS, TRS, and CDS.
  • Responsible for top 10 clients and ensured to clear the exceptions on time.
  • Escalated discrepancies to relevant teams for timely trade resolution.
  • Conducted training sessions to optimize processes.
  • Handled and addressed all communications from client-facing teams and processing team.
  • Oversaw team to ensure smooth daily operations and financial precision.
  • Training coordinator and reviewer of coding matrix and cash reports.
  • Performed daily checks to maintain accurate financial records.

Education

MBA - Finance

NBN Sinhgad School of Management Studies
Pune, Maharashtra

Bachelor of Business Administration - Finance

Institute of Management and Studies and Research
Chandrapur, Maharashtra

HSC - Science

Janata Mahavidyalaya
Chandrapur, Maharashtra

SSCE - undefined

Vidya Niketan High School
Chandrapur, Maharashtra

Skills

  • Financial Planning and Analysis
  • Budgeting
  • Forecasting
  • Variance Analysis
  • Monthly Reporting
  • Financial Modelling
  • Financial Forecasting Models
  • Powerpoint
  • Business Performance Metrics
  • Key Performance Indicators (KPIs)
  • Financial MIS
  • Financial Statement Analysis
  • Financial Data Visualization
  • Trend Analysis
  • Financial Dashboard Development
  • Cash Flow Forecasting
  • Advanced Excel
  • Ratio Analysis
  • Revenue Drivers
  • Power BI
  • Industry/sector analysis
  • Accounting fundamentals
  • Discounted Cash Flow (DCF)
  • Relative Valuation
  • Revenue Recognition

Projects Internships

Working Capital Management, Steel Authority of India Limited, To study working capital management with reference to Steel Authority of India Limited (SAIL), Chandrapur Ferro Alloy Plant. To understand the company's process, activity, its nature, structure and how the company deals with customers and suppliers. Studied balance sheet, profit and loss statements and other financial statements of the company.

Personal Information

  • Date of Birth: 04/17/93
  • Gender: Male
  • Nationality: India

Additional Qualifications

  • Successfully completed NISM-Series-V-B: Mutual Fund Foundation Certification Examination.
  • Successfully completed Tally ERP 9.0.
  • Successful completion of project on 'Smart Paper Presentation' in BBA.

Timeline

SENIOR ANALYST

Eclerx Limited
08.2022 - Current

OPERATIONS ANALYST

CITCO Fund Services
11.2021 - 08.2022

SENIOR ANALYST

State Street HCL Services
08.2019 - 10.2021

Bachelor of Business Administration - Finance

Institute of Management and Studies and Research

HSC - Science

Janata Mahavidyalaya

SSCE - undefined

Vidya Niketan High School

MBA - Finance

NBN Sinhgad School of Management Studies

Similar Profiles

CREATE PROFILE
Saurabh ShindeSenior Analyst