Summary
Overview
Work History
Education
Skills
Personal Information
Internship
Languages
Hobbies and Interests
Timeline
Generic

Shubhanshu Mitra

Chhindwara

Summary

Strategic and analytical finance professional with 6+ years of success in risk reporting and analysis. Thrives in a high-pressure environment. Proficient in MS Excel for data analysis and reporting.

Overview

9
9
years of professional experience

Work History

Analyst - Management Projects

XL Dynamics India Pvt Ltd
Chhindw
2024.05 - Current
  • Prepared reports on the usage and performance of current project for management review.
  • Collaborated with other departments to ensure compatibility between their technology needs and our existing projection capabilities.
  • Conducted periodic reviews of current processes in order to recommend improvements where necessary.
  • Designed test plans, scenarios, scripts, cases, and results matrices to validate system functionality.
  • Created spreadsheets using Microsoft Excel for tracking financial information or projects progress.

Risk Analyst - Products & Pricing

XL Dynamics India Pvt Ltd
Chhindwara
2022.03 - 2024.05
  • Monitored market conditions, industry trends, and created daily Rate sheets.
  • Analyzed customer requirements to ensure competitive and profitable pricing structures.
  • Maintained records of past prices and their effects on sales volumes.
  • Drafted proposals outlining suggested changes in price structure or discounts.
  • Researched competitors' prices, services, and promotions regularly.
  • Assisted in preparing presentations regarding proposed price changes or strategies.

Risk Analyst - Hedging & Securitization

XL Dynamics India Pvt Ltd
Mumbai
2016.12 - 2019.11
  • Preparation and audit of risk reports such as Position Overview, Exposure to coverage ratio analysis and Capital Market Snapshot to evaluate risk exposure for the firm.
  • Monitoring and sending Margin Calls based on prices from trade web / Bloomberg and handling margin call disputes related to MTM amount as per MSFTA Sifma agreement.
  • Calculation of collateral interest for counter-parties using MS Excel.
  • Review Secondary Marketing pipeline and exception reports to manage the mortgage pipeline, research and resolve issues.
  • Inspection of open trades to ensure all trades are executed before class settlement date as per SIFMA calendar.

Analyst - Pre Risk Compliance Team

XL Dynamics India Pvt Ltd
Bhopal
2015.03 - 2016.12
  • Compliance check of the documents receiving in a loan file for pending requirements as per HUD, Fannie Mae, and Freddie Mac Guideline
  • Analysis of key loan documents such as Anti-Steering Loan Options Disclosure and equal credit opportunity act disclosure and asking corrections if needed
  • To ensure that documents on loans are received & reviewed on a timely basis so that a loan can get funded on deadlines
  • Clear conditions and review loans for the next stage
  • Providing resolution of clients' complains related to loan processing
  • Sending analysis of various issues being faced by clients to the Management on a daily basis & providing solutions in order to resolve them
  • Reviewing investor/federal agency requirements to adhere to their guidelines.

Education

PGDBM - Finance

Symbiosis Centre For Distance Learning
01.2018

Bachelor of Technology - Mechanical Engineering

Truba Institute of Engg And Info Tech
06.2015

Skills

  • Risk Analysis
  • Collateral Management
  • Report Preparation
  • Process Analysis
  • MS Excel

Personal Information

  • Father's Name: Kalyan Mitra
  • Title: Risk Analyst
  • Date of Birth: 04/02/1993

Internship

Northern Coalfields Limited, Singrauli, M.P., 2014, Learned about the basic function of the finance department such as a role in salary release, preparation of financial statement/ profit & Loss, etc., On the basis of learning; completed a study on evaluation of firm investment decision through various capital budgeting techniques and submitted a project report on 'Capital budgeting’.

Languages

  • English
  • Hindi

Hobbies and Interests

  • Solving Rubik Cube
  • Practicing Yoga
  • Listening Music

Timeline

Analyst - Management Projects

XL Dynamics India Pvt Ltd
2024.05 - Current

Risk Analyst - Products & Pricing

XL Dynamics India Pvt Ltd
2022.03 - 2024.05

Risk Analyst - Hedging & Securitization

XL Dynamics India Pvt Ltd
2016.12 - 2019.11

Analyst - Pre Risk Compliance Team

XL Dynamics India Pvt Ltd
2015.03 - 2016.12

PGDBM - Finance

Symbiosis Centre For Distance Learning

Bachelor of Technology - Mechanical Engineering

Truba Institute of Engg And Info Tech
Shubhanshu Mitra