ANUSHREE RAYCHAUDHURY

CFA L * CANDIDATE, BSC (MATH)

**** ********* ***** ***** *******, GA 30024 952-***-****

acqzwt@r.postjobfree.com

SUMMARY

Finance and Operations professional with 5 years progressive experience in different positions, indicating the development of a strong, broad range of financial, operational and management skills. A proven breadth and diversity of experience that has evolved into a pragmatic, progressive approach to problem solving and the ability to excel in an environment requiring a keen appreciation of the interdepartmental teamwork and flexibility necessary to run a successful business.

Strong Analytical Skills

Strong Organizational and communication skills

Cost Reduction

Inter-Departmental Team Building

Successfully completed CFA Level 1 and Level 2. Appeared Level 3 in 2015 June.

PROFESSIONAL EXPERIENCE

INFOSYS, BANGALORE, INDIA February 2006 to February 2007

Financial Analyst ( Washington Mutual, Inc. WaMu ) July 2006 to February 2007

Managed the financial planning & analysis (budgeting, forecasting, accounts receivables, monthly revenue etc.) function for Infosys Operational Excellence team while supervising 5 staff analysts.

Oversee production of significant financial and planning reports including monthly, quarterly results and variance reports supplied to senior executives.

Spearhead proactive management techniques to strengthen focus on business success such as preparing critical ad-hoc analysis for leadership presentations.

Partnered with Operating Teams in understanding business model(s) to develop reporting of key business drivers and long term targets (Projections and Variance, Process wise margins, Project level spend analysis etc.)

Implemented analysis and reporting to communicate results and highlight trends to support operating team’s decision process.

Make presentations to and discusses with senior management, as appropriate, plans and programs which have been analyzed for cost effectiveness and profitability

Operation and Financial Analyst (WaMu) February 2006 to June 2006

(Managed Washington Mutual’s mortgage processing. Managed a team of 15 executives)

Achieve the targets and quality parameters for the team

Manage the work flow queue to ensure service level agreements.

Interact with clients daily to get regular updates on the process

Monitors and establishes internal controls to assure proper compliance

Maintain reports like MIS and Reconciliation on a day to day basis

Resolve the variance report from the client weekly

Prepare billing and revenue reports for the process at the end of the month

Submit the daily productivity report to the higher management.

Training other associates for the process management.

ICICI PRUDENTIAL June 2003 to May 2006

Financial Services Manager April 2004 to May 2006

Recruited to perform as a decisive manager, consultant and analyst skilled at hedging risk, dispersing exposure, and identifying major gaps in profitability forecasts, communication infrastructure and information sharing of HNI customers

Manage and lead the team so that the team can achieve the target in each month. Develop multiple strategies in order to motivate the team (different incentive plans, contest and team activities etc.).

Teamed with Channel partners (ICICI Bank & Bank of India) to build a rapport with the senior management as well as the sales team in order to maximize the insurance sales and client servicing.

Act as a coordinator between channel partners & HNI cell to solve queries & pending issues.

Review competitor activity, market trends, regulations and provide input/suggestions to the team to out power competitors

Financial Services Consultant June 2003– March 2004

Service 100+ existing and new clients on financial and insurance products and plans.

Facilitate monthly seminars and product demos on financial planning and debt management

Develop marketing strategies to enhance customer base through mass mailings, cold callings, walk and talks and educational seminars

Analyze investment portfolios, review asset allocations, risk tolerance and objectives

Administer life insurance, annuity and pension plan benefits to individual and HNI customers

IDBI BANK Feb 2003 to June 2003

Financial Services Consultant

Actively involved in establishing impeccable customer service standards and yield solutions to problems pertaining to front desk activities of Deposits, Account Opening.

Cross selling investment products like Mutual Funds, RBI deposits, IPOs, Insurance products, Fixed Interest Bonds, Fix deposits .etc.

Involved in streamlining the processes and tasks related to evolving and implementing innovative methods to encourage customers to use Delivery Channels like ATM Cards, Debit Cards, Internet Banking, Phone Banking et al. and in the process envisaging the establishment and maintenance of harmonious customer relationship.

HDFC BANK September 2002 to February 2003

Financial Services Consultant

Was primarily involved in business acquisition in terms of opening savings account, salary account and current account etc.

Making Customers aware of all the banking products like ATMs, Debit cards, Credit cards, net banking, phone banking etc.

Cross selling investment products like Mutual Funds, Fixed Deposits, and Bonds etc.

QUAFICATIONS AND TECHNICAL SKILLS

Level III of CFA appeared in Jun 2015

Level I and II of CFA cleared.

AMFI Certification from Association of Mutual Funds in India in 2003

Bachelor in Science (Mathematics- 3 year degree) from India in 2002.

Pursuing MBA in Finance (Online).

Technical Knowledge:

MS-Office, MSP and Citrix

In-depth knowledge of spreadsheet, database, and word processing.

Financial Software like FINACLE and FINWARE.

Working experience in SAP –BW Business Analyzer.

Good working knowledge in Banking Process and Banking Industry.

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