Project Analyst
Resume:
Sai r PATHAK
** ******* ******, **********, ** 11801
(C)
*********@*****.***
Objective
Efficient, confident, hard-working, and motivated individual seeking
challenging position in the Accounting/Finance field. Proven ability to
work independently as well as part of a team. Skilled with 10+ years of
experience in the finance industry.
Experience
Independent Contract Assignments, NY, NY
2/09-2/10
Financial/Business Analyst
. Corporate/Financial reporting
. Accounting/General Ledger
. Internal/External reporting
. Business Process Development/Analysis
. Data analysis, User Testing
. Requirement Documentation and Development
Morgan Stanley, NY, NY 3/08-1/09
Financial/Business Analyst
. Overlooking new process enhancements and security entitlements for
corporate reporting tool.
. Corporate reporting (Internal/External).
. Daily Accounting and Reconciliations
. Troubleshooting on reporting errors and data quality issues for
customers.
. Troubleshooting on mainframe and job load errors for customers.
. Creating reports for daily and monthly tool metrics.
. Project Mgmt- developing reporting requirements with customers and
completing testing and turnover.
. Ad hoc reporting.
. In depth analysis on reporting tool-downstream reporting capability
enhancements and turnover to DB2.
. Modeling, creating databases and tables for back end analysis within
reporting tool.
. Monthly allocations and expense reporting for the firm.
Various Contract Assignments, NY, NY
7/07-2/08
Financial/Business Analyst
. Overlooking new process enhancements.
. Reported month- end activities through SAP
. Prepared budgeting and forecasting.
JP Morgan Chase, NY, NY & Jersey City, NJ 5/02-7/07
Financial/Business Analyst
. Developed and integrated MIS strategic tools, building Business
Requirements for EMPort (JPMC)
. Expense Management reporting and analysis solution (Budget Variance) to
implement new releases.
. Analyzed Corporate-wide expense data for accuracy, quality, timeliness
and account mappings.
. Interfaced with vendors and technical teams to build functional
specifications.
. Established SLAs with Internal/External Vendors to create extracts to
EMPort.
. Developed new Release Strategies for Expense Reporting, initiated SLAs
with BankOne major cost driver's for Expense Reporting in EMPort..
. Handled Headcount Definition to stabilize reporting for entire firm,
Project Lead for Project Management and Fixed Asset Reporting for the
Combined Firm, Corporate P& A development team, integral Part of BankOne &
CMR Integration Release (success in merger reporting publicized firm
wide).
. Maintained expense and monthly EMR reports for T& SS.
. Streamlined abeyance monitoring procedures to help reduce losses and
improve efficiency -cut losses by 75% in one year.
. Created daily KPI reports, reconciliation of General Ledger accounts,
participated in implementation of monitoring procedures ensuring accuracy
of data conversion and tracking of all Texas branches, ensured timely
processing of all abeyance items cutting over aged items by 100% and all
items by 80%.
. Developed monthly tracking charts and abeyance reporting, involved with
operating effectiveness projects (Six Sigma, Workflow Improvement),
performed Root Cause Analysis: CAPS Project Analysis, Payment Processing,
and Investigation and System Flow Initiation Process for Payment
Processing resulting in build of Mortgage Payment Processor.
. Lead general ledger reconciliation project to ensure general ledgers
accuracy after Root Cause research.
. Participated in implementation of abandoned property procedures.
. Worked with N.Y. State to recover funds escheated to state (recovering
several hundred thousand for clients).
Education
1993-1998, 2010 St. John's University
Jamaica, NY
Bachelors Of Science Legal Studies
1991-1993 Syracuse University
Syracuse, NY
Political Science
Skills
People Soft, Oracle, Microsoft Word, Excel, Access, PowerPoint, Outlook,
Project, and Windows 2000 and XP. Hyperion Essbase, ReconPlus, DiscoPlus,
EMPort (JPMC expense management product), SAP-CO, GDW, WEB-I, Outside
Vendor Internet Functions, Server NDM Transactions, Finance Gate, EDW
database, EMM database, ARIBA, and I-Vault..
LAnguages
Fluent in English, Spanish and Hindi
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