Manmeet S. Taneja, CPA
**** * ******** **** #****, Chicago IL 60640 . 773-***-**** .
***********@*****.***
SUMMARY:
Highly analytical and strategic thinking professional with seven
years of experience in financial modeling and analysis, technology
consolidation, planning, budgeting, accounting and forecasting with
leadership and strong hand experience in financial and performance
measurement. Key strength exists in communicating effectively to
senior management and cross functional teams at all levels to solve
problems and accomplish goals.
PROFESSIONAL EXPERIENCE:
Senior Fiscal Policy Analyst
Jul 08 - Present
Department of Finance, City of Chicago, Chicago, IL
Participate in more than $3 billion annual bond issuance for the City
to provide funding for various capital projects using financial
models and financial analysis which has resulted in 3%-5% of present
value (PV) savings.
Draft comprehensive reports, explain variances in long-term trends
that assist in performance management of financial strength of the
City, develop appropriate solutions and work toward positive results.
Assist in developing and conducting analysis of risks, benefits and
costs, and execution of various structured financings and
privatizations of public assets using various project management
techniques.
Manage swap portfolio for enterprise bonds including modeling swaps
for mark-to-market analysis and unwind potential, to mitigate
interest risk exposure and lower cost of borrowing on bonds.
Analyze, prioritize and provide summary reporting to CFO and City
Comptroller on City's financial status.
Prepare quarterly financial statements of various enterprise funds to
achieve bank requirements for letter of credit support.
Develop and manage complex excel-based financial models that outline
City's debt coverage requirements for bonds test.
Prepare rating agency presentations regarding general status of
City's financial condition and individual deal specifics, to procure
necessary bond ratings while monitoring the financial strength and
analytical performance of the City.
Senior Budget Analyst
Nov 03 - Jun 08
Office of Budget & Management (OBM), City of Chicago, Chicago, IL
Managed successful development and administration of annual 7 billion
five-year capital budget for the City using budgeting & forecasting,
financial modeling, project management and business analysis skills
to provide funding for various infrastructure projects.
Established guidelines, evaluated, suggested and made budget
modifications which resulted in cost-cutting measures reflecting an
average savings of 15% across line items.
Approved and monitored disbursement of appropriations for capital
projects ensuring appropriate account balances, funds, accounts and
exercising budgetary controls to ensure compliance with budgets.
Conducted variance analysis and produced reports that monitor and
benchmark cost utilization and other performance indicators of City's
multi-million dollar capital projects for the purpose of determining
past financial performance, identifying areas of concern, developing
appropriate solutions and working toward positive results.
Coordinated with various project managers to assess and improve
business reporting, carried out critical performance reviews, trend
analysis, evaluated KPI's to increase efficiency and control costs on
multi-million dollar capital programs.
Finance Intern
May 03 - Oct 03
Assisted in developing and implementing electronic version of Capital
Project Request form (CPR) as a part of the Oracle system that
streamlined multi million dollars capital project funding process.
Developed and managed the tracking of $60 million OBM Menu Program
using access database which improved the funding process and
triggered 25% increase in accuracy.
Graduate Scholar
Dec 02 - Oct 03
Center for Information Management and Technology, Loyola University
Chicago, Chicago, IL
Represented Loyola University in the Illinois Consortium for the
Connect My Community Project to provide support services and
information for community and technology centers that was funded
through a grant.
Proposed effective management solutions and implementation of
technological innovations to the Illinois Consortium which managed
grant and project.
Management Analyst
May 98 - Jul 01
Honey Chit Fund & Financiers Pvt. Ltd., New Delhi, India
Conducted research, formulated solutions for process change,
effectively implemented deliverables resulting in over all
efficiency, coordinated cost savings and productivity initiatives for
small and mid-sized businesses.
Applied working knowledge of applicable laws & regulations, verified
documents for completeness & legislative compliance.
Manmeet S. Taneja, CPA
5320 N Sheridan Road #1908, Chicago IL 60640 . 773-***-**** .
***********@*****.***
EDUCATION:
Master of Business Administration (MBA), Loyola University Chicago,
Chicago IL Feb 02 - Nov 03
Finance and Information Systems
GPA-3.8/4.0
Graduate Certification Program in Data Warehousing and Business
Intelligence
Bachelor of Commerce (B.Com), Delhi University, New Delhi, India
Apr 97 - Apr 00
. Finance and Accounting
LICENSE:
Certified Public Accountant (CPA), State of Illinois
COMPUTER SKILLS:
Business Tools: MS Excel, Word, PowerPoint, Project, Visio, Business
Objects
Database and Programming languages: Oracle, MS Access, SQL, HTML,
Clementine, Dreamweaver MX
Financial Tools: Bloomberg, Munex, Thomson Financials
LEADERSHIP SKILLS AND ACTIVITIES:
Member: Illinois CPA Society
Member: American Institute of Certified Public Accountants (AICPA)
Member: Municipal Bond Club of Chicago
Member: Government Finance Officers Association (GFOA)
President: Information Systems Club, Loyola University Chicago
President: Indian Graduate Student Association (IGSA), Loyola
University Chicago
AWARDS:
International Scholar for Phi Beta Delta
Graduate Scholar for Beta Gamma Sigma
Graduate Scholarship, Loyola University Chicago