Summary
Overview
Work History
Education
Skills
Internship- Deal Money Securities Pvt. Ltd.
Certification
Timeline
Hi, I’m

Swapnil Ghosh

Senior Analyst
RAIPUR
Swapnil Ghosh

Summary

Accomplished FP&A Senior Analyst with a proven track record at EXL Services, adept in data analysis and portfolio management. Excelled in teamwork and collaboration at Genpact India, enhancing AML/KYC processes. Skilled in MS Office and adaptable to fast-paced environments. Demonstrated expertise in tax preparation with PwC, significantly improving efficiency.

Overview

5
years of professional experience
4
Certifications

Work History

EXL Services

FP&A - Senior Analyst
07.2022 - Current

Job overview

Client - Silicon Valley Bank


  • Provide crucial support to the SVB Capital's Fund of funds team and Data team in managing investment portfolios.
  • Ensure data accuracy and maintain a comprehensive database for Venture Capitalists Exits.
  • Extract and analyze information from Pitch Book, CRM Software & Burgiss for comparing different IPO's and Mergers & Acquisition's globally from our Client's Investment Portfolio.
  • Calculating Implied Valuation from different Active Investment companies portfolio for our clients Fund of funds.

Genpact India Pvt. Ltd.

Senior Analyst- AML/KYC
06.2022 - 07.2022

Job overview

  • Monitoring Transactions and Statements for our client CoinBase - a crypto currency trading platform
  • Working with other teams & department to ensure the proper documentation is being done for the client

Price Waterhouse Coopers (PwC)

US-Tax Associate
05.2020 - 02.2022

Job overview

  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
  • Prepared State and Federal extension Tax Returns.
  • Expertise in fixed assets additions and disposals.
  • Coordinated and worked with other Teams and Department.
  • Participated in Cross Teaming Projects and ad-hoc tasks.

Education

CMS Business School, Jain University
Bengaluru, India

MBA from Finance
01.2018 - 2021.01

University Overview


  • Honors Finance
  • Final Grade: 62.68%


Dept. Of Commerce, Alliance School of Business
Bengaluru, India

B.Com from Finance
06-2017

University Overview

GPA: 65.18%

Holy Cross Senior Secondary School
Raipur, India

Class 12th from CBSE
06-2014

University Overview

GPA: 67%

Dronacharya Public School
Raipur

Class 10th from CBSE
06-2012

University Overview

GPA: 74.1%

Skills

Computer skills

Internship- Deal Money Securities Pvt. Ltd.

Portfolio Management Services

  • Conducted in-depth research on stocks for client portfolios.
  • Assisted in selecting securities with optimal returns and minimized risk.
  • Analyzed stocks from various sectors held within portfolios.

Certification

Data Analytics From IIM, Rohtak

Timeline

Data Analytics From IIM, Rohtak

08-2024

PG Diploma in Banking & Finance from NIIT.

06-2023

NISM Series V A Mutual Fund Distributions Certification.

05-2023

FP&A - Senior Analyst

EXL Services
07.2022 - Current

Microsoft Advanced Excel (2013) From NIIT.

06-2022

Senior Analyst- AML/KYC

Genpact India Pvt. Ltd.
06.2022 - 07.2022

US-Tax Associate

Price Waterhouse Coopers (PwC)
05.2020 - 02.2022

CMS Business School, Jain University

MBA from Finance
01.2018 - 2021.01

Dept. Of Commerce, Alliance School of Business

B.Com from Finance
2017.01

Holy Cross Senior Secondary School

Class 12th from CBSE
2014.01

Dronacharya Public School

Class 10th from CBSE
2012.01
Swapnil GhoshSenior Analyst