Yash Rathod
Bengaluru
Summary
Diligent and results-oriented Finance Associate with a solid foundation in financial analysis and reporting. Willingness to take on added responsibilities in the field of Finance. Flexible and hardworking, eager to learn, gain knowledge, support team and superiors. I bring a blend of academic knowledge and practical skills to drive financial excellence.
Overview
3
3
years of professional experience
Work History
Finance Associate
Wells Fargo | Banking, Lending and Trust
2022.06 - Current
- Responsible for execution and preparing commentaries of FED Regulatory Reporting for the Trust Business.
- Coordinating with line of business finance partners and controllers team to complete monthly and quarterly Regulatory reporting.
- Key contributor consultant on Asset Under Advisement method and logic change from a market to flows logic, resulting in a higher Advisor compensation.
- Led Report Rationalization project, which lead to a elimination, consolidation and automation of reports.
- Led the MS Access remediation and converted the reporting process to sql resulting in streamlining the reports and remediated data quality issues.
Summer Intern
IDBI Bank | Credit Risk
2021.06 - 2021.08
- Enlisted with understanding the banks Credit Policy, Financial Assessment of the companies making the proposal and understanding how the Bank granted funds.
- Identification of risk/concerns of the proposal, mentioning deviations from norms and commenting on the company's proposal and risk militants.
- Monitored the performance of existing loans, lines of credit, and other debt instruments.
- Conducted financial analysis of potential credit risks using quantitative and qualitative data.
Education
MBA in Finance -
Symbiosis Institute of Business Management
04.2022
Bachelor's in commerce -
SIES, Mumbai
04.2019
Skills
- Regulatory Reporting
- Proficient in Power BI
- Skilled in MS SQL
- MS Excel
- Power Point
Phone
8355828245, 9022206427
Extracurricular Activities
Coordinator | Admissions Committee| SIBM Bengaluru Member | Finergy | Finance Club | SIBM Bengaluru Founder | Member | Official supporters Group - Manchester United
Languages
English, Hindi, Gujarati, Marathi
First Language
Accomplishments
Age : 25
Timeline
Finance Associate
Wells Fargo | Banking, Lending and Trust
2022.06 - Current
Summer Intern
IDBI Bank | Credit Risk
2021.06 - 2021.08
MBA in Finance -
Symbiosis Institute of Business Management
Bachelor's in commerce -
SIES, Mumbai
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