Manager Analyst

DEV PUROHIT

***** ********* ******; Parker, CO **134

Home Phone #: 303-***-****; Cell Phone 303-***-****

E-mail: abh14y@r.postjobfree.com

OBJECTIVE: Seeking a position in corporate finance allowing me to use my

skills in financial modeling and data analysis.

EDUCATION:

University of Denver (DU), Denver, CO

. MBA & Masters in Finance Degree; GPA: 3.75/4.00:

> MBA Specializations: Information Technology and Electronic Commerce;

GPA: 3.75/4.00

. Bachelor of Science in Business Administration; Major: Finance; GPA:

3.82/4.00

BUSINESS EXPERIENCE:

Aurora Loan Services Inc., Aurora, CO.

(12/01 to Present)

ASSISTANT VICE PRESIDENT & LEAD FINANCIAL ANALYST (1/07 to Present)

LEAD FINANCIAL ANALYST - FINANCIAL ANALYST III (2//05 to 1/07)

SENIOR FINANCIAL ANALYST - FINANCIAL ANALYST II (9/02 to 2/05)

MORTGAGE DATA ANALYST (12/01 to 9/02)

. Coordinate the annual budget and monthly forecast process for the

Master Servicing Division through building and maintaining budget and

forecast templates for portfolio, revenue, staffing and total expense

projections, as well as conducting meetings with business managers to

discuss assumptions.

. Serve as administrator for the Cognos Analyst system which involves

downloading and reconciling actual expenses from Hyperion/Essbase,

downloading and reconciling actual staffing data from PeopleSoft

(Human Resources database), adding new accounts and cost centers to

ensure data integrity, creating back-up libraries and managing version

control.

. Prepare and present monthly presentations that contain key strategic

issues, key operating metrics, key financial trends and variance

analysis (actuals vs. budget and actuals vs. forecast).

. Work with the business managers of the Master Servicing division on

cost/benefit analysis of new initiatives both during the budget season

and throughout the year - based on both net present value and payback

methodology.

. Provide various ad-hoc reporting to Lehman Brothers (parent company),

business partners and Senior Management.

. Work with business managers on staffing/capacity models and on

identification or redefinition of key drivers and standards.

. Develop financial templates and database queries/macros for various

monthly and quarterly surveys throughout the fiscal year.

. Key accomplishments include:

1. Development of a dynamic pricing template based on volume

projections, staffing standards and key non-personnel cost

assumptions - allowing the company to quickly respond to request

for proposals (RFP's) from institutions such as Freddie Mac and the

U.S. Treasury.

2. Development of a Home Retention Group staffing and cost per unit

model for the Underwriting and the Loss Mitigation processing

functions based on identification of key volume drivers and

staffing standards - currently being used as a management tool to

assess productivity and efficiency in monthly business reviews, and

also serves as a scorecard for evaluating department performance.

3. Re-engineering of the Master Servicing float benefit projection

model by means of identifying the components of the remittance

balances received and tying each component to portfolio projections

- resulting in only a 1 to 2% variance from actual float benefit,

instead of a 50 to 60% variance based on the old "run rate"

methodology.

4. Re-engineering of the Master Servicing portfolio model to include

more specific detail relating to the inflows and outflows of units

and unpaid principal balances for each product type - resulting in

a quick and easy way to identify runoff and potential areas of

concern for Senior Management.

5. Re-engineering of the Servicing Division's cost of service model by

means of reallocating the expenses by product and delinquency

bucket and working with the business mangers in each area to

identify "levels of effort" within each allocation category -

allowed for the Lehman Brothers Bank Desk to better price their

loan acquisition deals.

Dev Purohit

Sovereign Financial Services, Inc., Denver CO.

(5/99 to 7/01)

INVESTMENT ANALYST

. Responsible for gathering performance data using the Venture XpertTM

database (a private equity research database maintained and supported

by Venture Economics, a division of Thomson Financial Securities

Data). Supervised and trained interns in the areas of reporting and

data analysis.

. Communicated Sovereign Financial Services, Inc.'s investment process

to prospective clients.

. Verified valuations, performed cash flow analysis and conducted

benchmarking analysis on private equity investment portfolios.

. Wrote due diligence reports as well as attribution analysis summary

reports to Principals on all analyzed investments.

. Conducted due diligence interviews with company CEO's, institutional

fund managers and co-investors.

. First intern hired by Sovereign Financial Services, Inc. ever to have

been offered a full-time position with the company.

. Key accomplishments include:

1. Incorporation of private equity benchmark data to allow for more in-

depth analysis in client reports.

2. Re-engineering of the company's private equity investment matrix to

include specific vintage year, industry and investment location

metrics.

3. Development of key private equity trend graphs used in client

presentations and recognized for excellence by institutions such as

the University of Chicago and the Pennsylvania Public School

Employees' Retirement System.

4. Creation of a new private equity deal tracking report system for

clients using Microsoft Access.

5. Training of analysts in the creation and use of pivot tables

resulting in increased efficiency.

Applied Information Solutions, Denver, CO.

(7/94 to 8/97)

CLIENT SUPPORT COORDINATOR (9/95-8/97)

TCI INVESTOR RELATIONS MANAGER (7/94-1/96)

. As Client Coordinator, answered client inquiries about our accounting

software.

. Acted as a liaison to communicate client needs to our programmers for

a better quality product.

. Coordinated and conducted training sessions for clients.

. As Investor Relations Manager, managed a 40-thousand investor

database, coordinated tax processing, and implemented procedures to

increase operating efficiency.

. Supervised a staff of 2 transfer agents who were responsible for

answering phone calls and processing investor correspondence.

. Prepared scripts that were reviewed by the TCI Investor Relations

Department in order to facilitate response time.

. Key accomplishments include:

1. Re-engineering of the transfer agent process for TCI's American

Cable TV Limited Partnerships, decreasing the rejection rate by

over 50%.

2. Creation of a tax reporting template used for both K-1 tax

statement processing and IRS magnetic media tax reporting

requirements for the states of Colorado and California.

3. Coordination with Lehman Brothers to deliver archived investment

records from New York to Denver in order to more quickly respond to

research requests.

4. Identification of over 50 bugs in the INGOT limited partnership

accounting system and worked with the programmers to fix these bugs

- resulting in an over 50% increase in customer satisfaction.

5. Re-writing of various sections in the INGOT system user manual -

clients found revisions to be more descriptive and easier to

comprehend.

COMPUTER SKILLS:

Proficient in Microsoft Excel, Cognos, Hyperion/Essbase, Microsoft Access,

SQL, Crystal Reports, Oracle - via connecting to ODBC Data Sources,

Microsoft Word, Microsoft PowerPoint, Microsoft Project, HTML and Crystal

Ball.

HONORS, AWARDS ACTIVITIES:

. Financial Management Association; member (1/98-Present)

. Beta Gamma Sigma - School of Business Honor Society; member (5/93-

Present)

. Hornbeck Scholar - recognition as outstanding scholar; (9/89-3/90)

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