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 - 01.2021

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

Teamwork and collaboration

Flexible and adaptable

MS office

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 - 01.2021

Dept. Of Commerce, Alliance School of Business

B.Com from Finance
01.2017

Holy Cross Senior Secondary School

Class 12th from CBSE
01.2014

Dronacharya Public School

Class 10th from CBSE
01.2012
Swapnil GhoshSenior Analyst