Analyst Professional Experience

Professional Summary

*+ years of experience in financial firms as Credit Analyst, Debt Management Analyst, Mortgage operation Analyst and Security Analyst.

Analyzed and controlled monthly financial results and act as cover. Includes accurate and timeliness of annual sign off for Wealthy Clients.

Part of PFS audit Team, quick in understanding the PFS audit procedures and have performed exceedingly.

Analyzing credit assigned coverage to deliver ideas and support business portfolio.

Oversight and control of processes to comply with Account Ownership, accounting policy, data quality assurance through source system reconciliation and delivery of the Hyperion consolidation close process, (Timetabling, Communications, coordination etc.).

Research and resolve accounting/business transactions and reporting issues, where some expertise is required to interpret and or highlight policy issues, guidelines and/or processes.

Analyzed performance for each client on account & security level.

Generate ideas based on fundamental research and deep knowledge of sector trends and business models.

Act as key contact for related audit activities and also a key contact for various internal partners with the ability to communicate succinctly and interpret financial results in non-technical accounting terms to the business.

Communicate via phone, email or IM with other partner areas globally to get our issues resolved.

Representing team by involving in different forum for process improvement front and new implementation on CVR level.

Quality Check of Analysts’ Audit.

Maintain excellent relationships with counterparties on both credit and convert desks.

Professional Experience

Client: Northern Trust, Chicago

Security Analyst May 2016- Present

LDAP integration with Command Client and PassagePoint Global application, from server to client and from App server to SQL server.

General support of security systems and applications to maintain the availability standard and protect from any outage, performance degradation and vulnerabilities.

Assisting the Implementation of application patches and upgrades; developing quality deliverables including configuration, unit testing, and support documentation.

Collaborating with Security Architecture organization as needed.

Reviewing documentation, processes or procedures, and recommends where automation or improvements can be implemented.

Operating independently; has in-depth knowledge of business unit/function; Accomplishes analytics, and organization mission by completing related results as needed.

Determining operational feasibility by evaluating, analyzing, problem definition, requirements, solution development, and proposing solutions.

Have documented Service Level Agreement (SLA), Operational Level Agreement (OLA) & Disaster Recovery (DR) plan, for servers and applications.

As subject area expert to provide comprehensive, in-depth consulting and leadership to team and partners.

Financial Intern (Internship)

Client: Australia and New Zealand Bank (ANZ), Bangalore, India

Credit Analyst/ Loan disbursement officer March 2015 - May 2015

Analyzed customer’s financial statements.

Prepared loan proposals.

Compiled loan requests for upper level management lending decisions.

Developed credit analysis reports of 3 companies operating in Sugar Cane Industry, Telecom Industry, and Electronics Industry.

Interpreted company’s financial data to identify areas of its strength and weakness.

Represented Small Business Fulfillment as a SPOC in the people pillar committee.

Maintained the Escalation and Referral mailboxes to ensure files are processed in a timely manner and end customer outcome is achieved within the Service Level Agreement.

Maintained and tracked various ADHOC activities/reports of the team.

Client: Royal Bank of Scotland (RBS), Chennai, India

Debt Management Analyst / Mortgage operation Analyst/ Credit Analyst Jun 2011- May 2014

Reviewed 30+ customers and prospective customer accounts per day to prevent money laundering.

Documented and reported all findings in different databases used in the process.

Utilized various search strategies which included Single Name Look Up, PEP Review, PEP Monitoring, and Media Search.

Worked with compliance department investigating complex issues.

Cross referenced threat database with potential clients to protect the bank from potential damages.

Handling Mortgage Operations, preparing the Quarterly Arrears Statement for the customer, issuing the formal Demand.

Able to lead a team with strength of 7 members in the absence of Process Lead and Manager.

Successfully migrated 1 process - Secured process, and helped to migrate Insolvency process partially.

Handling huge volumes with professionalism and high quality.

Addressing escalations and complaints from Client as well as Customers.

Maintained the Service Level Agreement (SLA).

Have Found process gaps and have done online process diagram deviation (OPD).

Supporting ISO audits for the DMO team.

Created the Business Continuity plan for the Mortgage operation across Chennai and Mumbai and reviewed the same.

Created and presented Value Stream Mapping on a particular process for fresher’s and the

team for better understanding.

Have taken Re-engineering steps to simply process and to reduce the cost.

KEY SKILLS

Problem solving - Resolves in-depth queries in a methodical manner independently and with internal and external business partners to find appropriate resolutions, efficiencies and high level of quality.

Eager to learn more about fundamental analysis and market investments.

Hands on experience on MS Office-Word, Excel and PowerPoint.

Team Player - Enjoys sharing knowledge and encouraging development of others to achieve specific team goals and provide process related ideas, which would be helpful for the team.

Planning and organizing - Refined planning and organizational skills that balance work, team support and ad-hoc responsibilities in a timely and professional manner.

Identifying and supporting assumptions through independent thinking and without over-relying on sell side analyst buy side peer research

Education

MBA (Supply Chain Management)

Indiana University of Pennsylvania (IUP), Indiana, PA, U.S.A May 2016

B.COM (Computer Application)

Dr G.R. Damodaran College of Arts & Science, Coimbatore, TN, India May 2014

Career Oriented Course (COC) Banking, Insurance & Marketing

Dr G.R. Damodaran College of Arts & Science, Coimbatore, TN, India May 2014

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