Urvi Sethi
Mumbai
Summary
With over 5 years of experience in financial reporting and market performance analysis, with a focus on transforming data into actionable insights to improve business efficiency and optimize reporting. Proficient in using tools like Tableau and SAP Business Objects to streamline workflows and support senior management in strategic decision-making. Combining expertise in finance and technology, with a strong passion for driving business impact through data-driven solutions.
Overview
9
9
years of professional experience
Work History
Equities Client Strategy Business Manager
Barclays India
Mumbai
01.2023 - Current
- Prepare, consolidate, and deliver insightful qualitative and quantitative financial analysis, including annual budgeting, and for quarterly and monthly forecasts.
- Conducted competitor analysis using Coalition and McLagan to evaluate business growth in equities, delivering key insights within 24 hours to support strategic decision-making.
- Increase efficiency by 30% through report automation and the development of new analytical solutions using Tableau and SAP Business Objects.
- Deliver ad-hoc analysis on desk coverage, sales interactions, and client rankings to support decision-making.
Senior Credit Risk Analyst
Nomura Services India Private Limited
Mumbai
11.2021 - 01.2023
- Performed an in-depth analysis of counterparty exposures and collaterals, improving reporting accuracy and reducing discrepancies by 15%.
- Created comprehensive reports and presentations on key risk indicators (KRIs) for global senior management reviews.
- Transitioned end-user computing to alternate strategic tools, like SAP BO and Excel VBA, to increase efficiency.
Financial Analyst - Markets P&A
JP Morgan Chase & Co.
Mumbai
05.2020 - 10.2021
- Analyzed daily performance of the market's sales for the product/LOB Equities, focused on the APAC region for the Corporate and Investment Banking team (CIB).
- Facilitated the comprehensive process of building and automating reports for the Equities business for senior management using SAP BO, Excel, and Tableau.
- Ensured compliance and control checks are in place as per the firm's policy, and collaborated with different clients and business managers.
Information Technology Risk & Assurance Analyst in Financial Services
Ernst & Young LLP
Mumbai
06.2016 - 07.2017
- Conducted an independent examination of technology control environments to support financial audit teams.
- Worked with audit teams to document business processes dependent on information technology on three projects.
Education
PGDM - Financial Services
KJ Somaiya Institute of Management Studies
05.2020
Btech - Computer Science
NMIMS
Mumbai, India05.2016
Skills
- Financial Reporting
- Market Performance Analysis
- Tableau
- SAP Business Objects
- Dashboarding and Visualization
- Advance Microsoft Office
Accomplishments
- Recognition in the Barclays International India Centre Blog.
1. Designed and automated individual sales scorecards, enhancing year-end performance evaluations with the management team, and improving efficiency.
2. Recognized by senior management for streamlining the reporting of the daily snapshot of each business, reducing turnaround time by 40%.
- Step Up Award - J.P. Morgan Chase & Co.
1. Awarded for automating reports that improved reporting efficiency by 15%.
2. Awarded for taking initiative to maintain reporting inventory and actively reducing the count by integrating dashboards
Timeline
Equities Client Strategy Business Manager
Barclays India
01.2023 - Current
Senior Credit Risk Analyst
Nomura Services India Private Limited
11.2021 - 01.2023
Financial Analyst - Markets P&A
JP Morgan Chase & Co.
05.2020 - 10.2021
Information Technology Risk & Assurance Analyst in Financial Services
Ernst & Young LLP
06.2016 - 07.2017
PGDM - Financial Services
KJ Somaiya Institute of Management Studies
Btech - Computer Science
NMIMS
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