Simi Banerjee
Kolkata
Summary
Results-oriented Financial Lead Analyst with over four years of experience in finance and ESG, showcasing a strong history of financial reporting across America, APAC, EMEA, and Australian markets. Demonstrated expertise in Annual, sustainability, regulatory and several financial report analysis and evaluation through Moody’s Analytical tool for multinational corporations across sectors such as finance, manufacturing, real estate, healthcare, retail etc. Holds an MBA in Financial Management and excels in MS Office tools, delivering impactful insights through data analysis and strategic financial assessments.
Overview
5
5
years of professional experience
1
1
Certification
Work History
LEAD ANALYST-FIG BANKING
ICRA ANALYTICS LTD.
03.2024 - Current
- Contributed to accurate credit rating assessments by extracting and evaluating financial data of banking and finance sector companies (IFRS, US and Local GAAP) including balance sheet, income statement, cash flows and regulatory fillings (Pillar 3 and LCR Reports).
- Executed specific adjustments using Moody's methodology on financial statements to enhance comparability and accuracy in financial analysis.
- Aligned financial reporting with Moody's methodologies, improving overall consistency and performance.
- Conducted ratio analysis using Moody’s automation tools for comprehensive insights.
- Trained and mentored new analysts on financial data capturing standards, financial spreading, and Moody's frameworks.
- Achieved 100% on time client delivery while maintaining 99% data accuracy across all financial submissions.
- Collaborated with global teams to ensure data accuracy and adherence to quality and timeliness benchmarks.
SENIOR ASSOCIATE ANALYST - ESG
ICRA ANALYTICS LTD.
12.2020 - 02.2024
- Enriched and assessed non-financial metrics through various ESG frameworks including GRI, SASB, SBTI, and UN Global Impact for multiple sectors such as manufacturing, real estate, healthcare, retail, oil and gas, finance etc using Moody’s automation tools to increase data processing efficiency.
- Managed the Temperature Alignment initiative by mapping GHG emission reductions, facilitating clients’ adherence to net-zero goals as per the Paris Agreement and improving compliance reporting timelines.
- Analyzed and researched qualitative and quantitative data from sustainability reports, TCFD, CDP, GHG emission reports, and COBC documents for multinational organizations across various sectors to evaluate environmental impact and seek credit risk assessments from environmental, social and governance factor globally.
- Conducted gap analysis and extracted outliers through detailed reviews, enhancing the accuracy of ESG ratings and risk assessments for over 100 entities across diverse industries.
Education
MBA - Financial Management
University of Calcutta
01.2020
B.Com (Hons) - Accountancy and Finance
Bhawanipur Education Society College
Kolkata05-2018
ISC -
M.P Birla Foundation HS School
01-2015
Skills
- IFRS and local GAAP
- US GAAP
- Basel III
- Financial statements analysis
- Teamwork
- Credit ratings
- Effective communication
- Attention to detail
- Time management
- Moody's analytical tools
- Microsoft Excel, Word, and PowerPoint
- Ratio analysis
- Data extraction
- Training and mentoring
- Taxation
Certification
- CSRD Fundamentals from CSRD institute.
- Introduction to corporate finance by Corporate Finance Institute.
- Sustainability and Climate risk-GARP by Udemy.
Languages
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Bengali
Native
Native
Timeline
LEAD ANALYST-FIG BANKING
ICRA ANALYTICS LTD.
03.2024 - Current
SENIOR ASSOCIATE ANALYST - ESG
ICRA ANALYTICS LTD.
12.2020 - 02.2024
MBA - Financial Management
University of Calcutta
B.Com (Hons) - Accountancy and Finance
Bhawanipur Education Society College
ISC -
M.P Birla Foundation HS School