Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Languages
Hobbies and Interests
Certification
Timeline
Generic

Supriya Chakraborty

Bengaluru,KA

Summary

I am dedicated, self-motivated individual seeking a challenging position and to be associated with a progressive organization that gives scope to apply my knowledge and where I can gain extensive experience and further develop my knowledge of data reporting and analytics in addition to market risk practice and policies.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Financial Consultant

Deloitte
Bengaluru
06.2021
  • Enabling PMO team in decision making to improve/maintain project KPIs, identifying and communicating potentials risks and advising on ways to mitigate the same
  • Interacts periodically with clients to present various analysis, discuss recommendations and provide project financial advise
  • Worked on annual financial analysis and reconciliation that included project planning, preparing budgets, forecasts, creating scenarios, costing and margin analysis to projects and track financial metrics such as revenue, expenses etc
  • Weekly presentation to the lead business partners on financial summary
  • Track expenditures and perform the client bill and receivables collection functions
  • Implemented SOPs for process and quality improvements within teams.

Financial Analyst

Wells Fargo
Bengaluru
07.2019 - 05.2021
  • Perform building the inventory which creates the platform for trading purpose for different products
  • Build new business accounts for trading purpose to support various line od businesses including prime services, the futures clearing merchant, OTC
  • Clearing or modifying the wire approval limits for the users to perform the task
  • Enable the new products which hits the markets for trading in exchange
  • Delivery high standards of clients service while at the same time ensuring all internal risk and external compliance standards and requirements are fully met.

Loan Documentation processor

Wells Fargo
Bengaluru
04.2018 - 07.2019
  • Worked on processes like (ADS, IAT and DRFP) - Pre Underwriting
  • Supporting the HLU (Underwriter) with pre-underwriting work
  • Ensuring all loan documentation is complete, accurate, verified and complies with company policy and calculating the income of borrower
  • Run background checks for all parties related to the loan by doing name search on LDP/SAM websites
  • Analysing the US tax return of the borrowers and updating same in IAT
  • The Tax documents include forms like 1040, the business income such as 1065, 1120, 1120S, corporation business, rental income
  • IAT is basically worked on scheduled that is schedule A, B, C, D, E and F.

Education

PGDBM - Finance

Mount Carmel Institute of Management
04.2018

B.COM - Finance

Jain University
12.2015

Skills

  • Microsoft Excel
  • SQL
  • POWER BI
  • Python
  • Ability to Work Under Pressure
  • Communication Skills
  • Microsoft Office Word
  • Microsoft PowerPoint

Accomplishments

  • Awarded by Deloitte twice for outstanding performance and support
  • Wells Fargo champion award 2021
  • Certification of general management (2013-2015)
  • Best intern 2015-2016 (Birla sun life insurance)
  • International mathematics Olympiad (2009)
  • Corporate Expo 2013/2014
  • Snehadaan (Camillian care and support center )

Languages

English
Hindi
Bengali
Marathi

Hobbies and Interests

  • Swimming
  • Trekking
  • Yoga

Certification

  • Advance Excel
  • SQL ( beginner to intermediate)
  • Power BI
  • Python (Basic)
  • Certification of general management (2013-2015)
  • International mathematics Olympiad (2009)
  • Corporate Expo 2013/2014

Timeline

Financial Consultant

Deloitte
06.2021

Financial Analyst

Wells Fargo
07.2019 - 05.2021

Loan Documentation processor

Wells Fargo
04.2018 - 07.2019

PGDBM - Finance

Mount Carmel Institute of Management

B.COM - Finance

Jain University
Supriya Chakraborty