Shrey Menghwani

Key Results Area

· Acted as Subject Matter Expert for Regional team, understanding the key priorities of business/function, and providing insights with forward-looking analysis.

· Worked closely with Finance/Operations leads to provide insights in all key areas of finance, including Revenue, Cost of Sales, Margins and Headcount.

· Collaborated with HR Team to clean & do a proper mapping of Headcount on the Whole Region Level.

· Analyzed trends and provided proactive recommendations to the finance leadership team by highlighting potential business risks and opportunities to help in management as Key member of Reporting & Analytics Team

· Taken Transition successfully from the Mexico Business Centre of more than 150 Reports & Activities.

· Partnered with Finance/Operations leadership on ad hoc projects/reporting as per ongoing business requirements.

· Assessed existing KPIs/reports of assigned businesses/functions, identified gaps in current process, proposed necessary changes to business partners, and played an active role in implementing proactive mechanisms in measuring and driving business results.

· Prepared weekly/monthly Management Review decks for leadership team by highlighting outliers, collaborating with operations/finance teams to understand drivers behind variances, and providing necessary commentaries on business performance.

· Actively involved in performance review discussions with Finance/Operations leadership teams and provided necessary suggestions on the way forward approach.

· Assisted finance leadership in driving key business-specific/global initiatives.

· Prepared Process Documentation for all the Deliverables.

· Regularly Monitored, Reviewed and Analyzed key financial performance data & KPI's, Analysis of Company's Actual performance compared to Plans & Rolling Forecast,Analysis of Cost drivers.

· Drafted Insights and Commentaries of current financial outlook with linkage to drivers. Automated Reports which have increased efficiency & reduced time substantially

· Collaborated , Collected and Consolidated data from various Segments for getting the insights of each segment.

· Reported & have made various Financial reports on regular basis which are key to Management & Senior Leadership. Implemented Budget & Budgeting requirements and delivered templates to Senior Leadership

· Analyzed & interpreted financial data and debugged any discrepancies before presenting the same to Senior Management Directed a team of 5 to 10 Analysts for leading, managing and monitoring the finance reporting functions which includes Analyzing & hiring of team members

Skills: Strong analytical skills and ability to provide insights and recommendations based on data analysis. Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams and work closely with leadership teams.

Noteworthy Accomplishments

· Earned & Succeeded in getting "Kaizen Award" for significant improvements in the reporting process Attained E-star for Accountability

Key Results Area

• Evaluated credit data & financial statements and generated reports to determine the credit risk
• Reviewed the customer’s financial records and recommended loans to business owners based on the business model Assessed the customers financial status by generating financial ratios using computer programs
• Scrutinised the loan application documents including Bank Statements & Invoices
• Rendered suggestions for achieving targets during Collections & Credit Meetings periodically
• Generated new business in the POS, Business Loan and Trade Finance segment & maintained the existing accounts
• Worked in sync with Credit Department for approving loans/resolving queries, Compliance Department for Opening A/c and Product/Legal Department for legal matters
• Coordinated with the POS acquirer for Machine Hypothecation process
• Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
• Evaluated client financial positions and identified most appropriate banking products.