Summary
Overview
Work History
Education
Skills
Timeline
Generic

SUMAN ACHARJEE

Bangalore

Summary

A Team Manager with over 15 years of experience in financial analysis and planning compliant with US GAAP, pursuing a managerial opportunity in team management, financial statement analysis, earnings review, ratio analysis, project management, capacity efficiency, and stakeholder management.

Overview

16
16
years of professional experience

Work History

Team Leader in Fundamentals Data & Analytics

London Stock Exchange
08.2022 - Current
  • Managing a team of 15 employees accountable for covering Financial data under US GAAP, IFRS GAAP(annual, semiannual and quarterly financial statements and other financial related data) provided on various LSEG products like Workspace, Worldscope, Datascope.
  • Provide leadership to a team of 15 employees (performance management, staff development, succession planning, recruitment, coaching).
  • Drive innovation and automation within the organization to improve efficiency, capacity savings and improvement in service & quality financial statements, ratios, pension, KPIs, segments under US GAAP.

Project Manager/ Team Leader in REIT Holdings Data Project

Thomson Reuters
08.2022 - 01.2023
  • The role is to manage a team of 22 employees hired for the project.
  • Responsible for managing the project and meeting the agreed targets and timelines with the expected quality.
  • Also responsible for the performance management, stakeholder management, coaching and providing feedback to the employees.
  • Provides leadership to the team by setting priorities and providing a strategic and tactical vision for the team.
  • Project Overview: Real Estate Indices offered under the FTSE Nareit (US) and FTSE EPRA Nareit (Global) are currently common equity only indices.
  • Projected additional revenues from New Indices - Real Estate is projected to be GBP 3.4m from new data, passive fund, and ETF licensing revenues.
  • Project Achievements: 500+ Companies Built with 15years of History, 5K + Periods Added, 112K Properties Data Added, 3.25 Million New Data collected as part of project.

Financial Analyst in Fundamentals Team

Thomson Reuters
01.2009 - 01.2016
  • Examined quarterly diluted eps & revenue with rectifications if necessary for an EPS related product used for stock trading information by stock exchanges like NASDAQ/NYSE.
  • Amended financial data related to Income Statement, Balance Sheet and Cash Flow Statement from 10Ks, 10Qs, Annual Reports, Interim Reports and Press Releases in our database.
  • Scrutinized various pension plans like defined benefit, defined contribution plan, etc and update the pension data in our database and execute quality check and revert to the product like Reuters Knowledge, Thomson One, Eikon, etc.

Education

MBA - Finance

ISB
04-2009

Skills

  • Team supervision
  • Work planning
  • Client service
  • Problem-solving
  • Goal setting
  • Issue resolution
  • Process improvement
  • Strategic planning
  • Client communication
  • Leadership
  • Team assessment
  • Problem-solving abilities
  • Multitasking

Financial and operational reporting

Financial statement analysis

Financial management

Data collection & research

Research and data analysis

Flexible team player

Excellent attention to detail

Analytical research

Comparative analysis

Financial modeling

Report generation

Stakeholder communication

Analyzing performance

Timeline

Team Leader in Fundamentals Data & Analytics

London Stock Exchange
08.2022 - Current

Project Manager/ Team Leader in REIT Holdings Data Project

Thomson Reuters
08.2022 - 01.2023

Financial Analyst in Fundamentals Team

Thomson Reuters
01.2009 - 01.2016

MBA - Finance

ISB

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SUMAN ACHARJEE