TANYA SRIVASTAVA
Summary
Forward-thinking Assistant Manager with proven history of leadership, planning and problem solving. Adept collaboration with Assistant Manager to accomplish demanding objectives, motivate staff and organize resources. Systematic understanding of maintaining coverage for all operational needs. Experienced and dedicated professional with 5+ Years of industry experience in Account Management services and Project Management with EY . Handled 40+ clients and shown a YOY of 67% business development. Also, Been a part of Merger & Acquisition and Public offering team in S&P Global.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Assistant Manager
Barclays
04.2023 - Current
- Part of Barclays Consulting team as a PMO.
- Providing support in implementation of the NFRR (Non- Financial Regulatory Reporting) standard across the bank.
- Performing the data connected risk analysis for all the standards and controls implemented across barclays.
- Working on the change management process of NFRR along with portfolio valuations of the new clients.
- Facilitating technical trainings for the team members.
- Ensuring implementation of policy change, business process documentations and standard operating procedures (SOP;s) and updating them as per change management.
- Managing a team of currently 6-7 members and ensuring they adhere to firm's policies and guidelines.
- Handling stakeholders around timelines, discussing information for non-financial regulatory reporting and setting up controls and KPI/KRIs.
- Working on Tableau and sharepoint, setting reporting from the scratch for business analysis and understanding of SQL error.
- Updating regulatory reporting on NFRR standards and implementing the controls across barclays as a whole.
- From Project management front - been taking care of planning, implementation, execution, approvals & handling clients.
- Working very closely with quality review team and helping them set up standards and scoring assessment for the same.
- Leading project of Chief data office - Data cleanup for all the catalogues & categories.
- Leading another project of risk advisory and data connected for multiple users.
- Working on Data cleanup activity and maintaining the assets quality in the tool and getting the gaps rectified.
- Working with design team to set up the NFRR wireframe work across barclays for multiple users.
- Automating multiple reports using Advanced excel, Macros, PBI, & Tableau.
Senior Associate II
EY GDS Experience
12.2019 - 04.2023
- Currently working in Account Management Services and CoE of Canvas
- Project Management team which is a sub part of FAAS
- Budget reporting and ensures relevant stakeholders receive and understand reported data
- Also, implemented Power BI tool for Partner’s Dashboard, Canvas Management, Portfolio Tracking and Management
- Worked on process improvement project – Automated multiple reports using macros and Power Bi
- Managing relationship with onshore engagement counter parts to scope new support requirements, automate processes for the better execution of account management tasks, and ensure effective transition of work
- Created files on overall engagement economic dashboard with integrat- ing of pricing plan, budgeting, invoice, ETC, billing schedule and margin analysis & BvA analysis –Tableau & PBI
- Handled project of GAS CPE & HIPAA for all the healthcare clients and maintained share point data along with quality assurance
- Trained all the new joiners on Canvas project Management, Mercury - Billing, Budgeting & planning, Cash confirmations and risk management analysis
- Responsible for quality assurance of staffs which we share with the engagement team
- During year end and quarter change handled reconciliation of all the audit documents and making sure there are no errors with the file as per the KPI’s when the client will proceed with filing it
- Shared detailed analysis with onshore on various tasks like budgeting V/s Actuals, Engagement Economics, cash and bank confirmations and
- Review notes aging on multiple clients
- Customized reports and did data analysis using advanced excel and PBI as per the engagement team and audit team’s requirement to understand the marginal risk involved within the dashboard which will affect the final cost.
Data Research Analyst
S&P Global
06.2018 - 08.2019
- Captured and analyzed data for public and private companies using press releases, global stock exchanges, direct feeds from SEC, SEDAR, industry journals as well as information database to collect, summarize, synthesize relevant financial industry-specific information to create and maintain value added content for clients and big data projects
- Analyzed data of pacer, merger agreements, proxy, annual reports and transcripts
- Worked on Advisory project - League tables in merger and acquisitions, public offering and private placement
- Conducted and delivered value added research across different geographies and various industries
- Analyzed financial statements and notes related to accounts of companies for various accounting standards – US GAAP, IFRS
- Prepared a report on Error trend analysis to assure data quality and coordination across India for further data quality discussion
- Managed data as per client specific requirement while at same time adhering to KPIs and KRAs.
Education
Financial Modelling & VBA -
IB Institute
03.2019
B.com Hons - Finance & Accounting
Maharaja Sayajirao University of Baroda
Baroda04.2018
HSC -
Lions English School Silvassa
04.2015
SSC -
Lions English School
01.2013
MBA - Finance
NMIMS - Narsee Monjee
DistanceSkills
- Goal Setting
- Budget Management
- Project Planning
- Managing Operations and Efficiency
- Work Planning and Prioritization
- Revenue Forecasting
- Project Management Abilities
- Strategic Planning
- Business Development
- Data Extraction
- Tools Customization
- Practice Planning and Management
- Empirical Research
- Business Analysis
- Data Summaries
- BI Tool and System Design
- Risk Assessment
- Financial and Economic Data
- Executive-Level Presentations
- Variance Analysis
- Budgeting and Forecasting
- Project Development and Lifecycle
- Work Flow Planning
- Team Leadership
Languages
English
First Language
French
Elementary
A2
Certification
- Microsoft PBI - Udemy
- Visually Effective Tableau Dashboards - Udemy
- Pursuing Project Management Professional (PMP)
- Introduction to PMI - Simplilearn
- Beginners course to French - Udemy
- Beginners course to German - Udemy
Timeline
Assistant Manager
Barclays
04.2023 - Current
Senior Associate II
EY GDS Experience
12.2019 - 04.2023
Data Research Analyst
S&P Global
06.2018 - 08.2019
Financial Modelling & VBA -
IB Institute
B.com Hons - Finance & Accounting
Maharaja Sayajirao University of Baroda
HSC -
Lions English School Silvassa
SSC -
Lions English School
MBA - Finance
NMIMS - Narsee Monjee