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Financial Analyst Project

Providence, Rhode Island, United States
May 05, 2019

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Shwetha Nayak

Email id:

Mobile#: 857-***-****

Prince2 certified professional having overall 11+ years of overall work IT experience in diversified areas like RPA developer and Analyst, Financial Analyst, Project management operations and Business Analyst roles.

Hands on experience in developing BOTS using Blue Prism and in depth knowledge in UiPath tool.

Using Robotic Process Automation, have Designed, Developed and deployed end to end manual process with automated robots.

Experience on Browser based application and Window Based Application.

Familiar with different spying modes and attributes.

Worked on Different type of Stages like Action, Calculation, and Multi Calculation.

Experience in Read, write, Decision, Data item, Collection Stages, etc.

Experience in exception handling using Exception, Recover, Resume stages.

Capable of working as an individual as well as a part of team.

Worked on different type of external VBO's like Ms Excel, Collection Manipulation, etc.

Exposure to Application Modeller.

Knowledge in VB Scripting implemented for date formats.

Excellent Written, Analytical Skills and Verbal Communication skills with a customer service-oriented attitude.

Experience working on Agile Methodology - Scrum.

Expertise in leading team, coordination and reporting.

As financial analyst having in-depth knowledge in preparing reports and projections based on this analysis for current and past financial data and performance for senior management.

Identifying trends in financial performance and providing recommendations for improvement.

Good Inter-personal communication skills, communicating with subject matter experts, business process owners, and the development team.

Strong Problem-Solving and Analytical Skills, able to Prioritize and manage Multiple Portfolios.

RPA Certified in Blue Prism and UiPath.

PRINCE2 foundation and practitioner.

PMP training completed and perusing certification.

Diploma in Computer Application.

Oracle E-Business Suite, Planview Enterprise One (Version 13), Tableau tool, Microsoft PPM, SmartSheet, Eclipse Project Portfolio Management, Oracle PeopleSoft (F) and PeopleSoft (H), SharePoint, Clarity

Advanced level of skill in MS Office 2016 - Excel, Word, Power Point

Basic SQL skills.

SAP cProject Suite and SAP Resource and Portfolio Management, SAP - Sales and Distribution

MS Visio, Project Management with complete knowledge of MS-CRM

Tally 9.0 and OB10, Ion, Ecommerce - Invoicing related tools

Operating Systems: Windows, MAC.

Syscons Corporation, Rhode Island (June 2018 - Till date)

RPA Developer (Blue Prism)

Project #1:

Client: Bank Loan Offering

Role: RPA Developer (Blue Prism)


This project is about automating manual processes performed by bank associates for offering loans for different lines of business in Retail using software robots. The RPA tool Blue Prism used to deliver the automated solution and help bank save FTEs, reduce manual work and increase speed.

Roles &Responsibilities:

Have implemented the full life cycle of RPA solutions: starting from identifying automation opportunities, gathering requirements, implement, test and deploy targeted automation solutions using industry leading RPA tool Blue Prism as per the project's requirement.

Maintained a current and thorough understanding of Blue Prism products and services.

Worked on Navigate Stage to Launch the Application.

Using Blue Prism generated EXEs, so that the exe can run on any machine without the need of any software.

Debugging the workflow/tasks, finding the bugs using error handlers and fixing them in less time.

Enhanced the bots with additional features as requested by the clients and business analysts.

Used collection manipulaton business objects for Excel Integration.

Implemented exception handling techniques.

Exception handling using Exception, Recover, Resume stages in the Application.

Experience on Decision, Choice, Data Item, Collection, Loop and Stage.

Worked independently to resolve discrepancies, defects, incidents or problems with understanding of the business and system impacts.

Project #2:

Client: Health Care

Role: RPA Developer (Blue Prism)


This project is about automating manual entry of patient details in a hospital who come for consulting doctor where hospital sends all the details in Excel. The RPA tool Blue Prism used to automate application save FTEs and increase efficiency.

Roles &Responsibilities:

Analyzing and Understanding the business requirements.

Involved in development of Business Process using Robotic Process Automation.

Using Excel VBO object to perform operations in excel sheet while taking excel sheet data as input.

Used process, objects, work queues, calculations stages to perform logical operations in Blue Prism.

Interacting with web application and created object and interacted with all the objects in process studio and created work queues and running processes.

Implemented exception handling techniques.

Worked on Different type of Stages Action, Calculation, Multi Calculation, Read, and Write etc.

As per client requirements generate the Process.

Exception handling using Exception, Recover, Resume stages in the Application.

Experience on Decision, Choice, Data Item, Collection, Loop and Stage.

Project #3:

Role: RPA Developer (Blue Prism)


Description: Objective to update the user information on Back office tool extracted from Excel Sheet.

Roles & Responsibilities:

Automation workflow for login to the Back-office tool with secured credentials.

Automation workflow for extracting the specified data from excel sheet and use them in the workflow to update the same on the back-office tool associated with the specific users.

Automation workflow to store the acknowledgement number generated after the successful updating on the tool.

Automation workflow to write the consolidated data back to excel sheet.

Automation workflow to send the updated excel sheet back to stakeholders.

Citizens Bank (IT Development Center), Cranston, USA (May 2017 - May 2018)

Role: Financial Analyst III


Reported to company’s senior management because of having solid communication, presentation and interpersonal skills which was necessary to build relationships and influence others across the organization.

Managed a portfolio of 20 projects with over million in dollar capital investment working closely with senior management and assisting them to take right financial decisions.

Managed multiple high-priority, highly-visible deliverables in a deadline driven environment.

Helped management in identifying opportunities for methodology improvements, potential simplification of models and drive streamline process across all 20+ projects improvements.

Performed ad-hoc financial analysis and assisted with various projects related activities with Senior Management and stakeholders.

Worked with RPA team in the automation process of the internal tools.

Reviewing and tracking Purchase Order, Purchase Order, Linking and Chasing Purchase Order.

Maintaining Master Data on all the contracts, Purchase Order.

Responsible to maintaining strong relationships with broader finance community to ensure consistency in analysis approach, standards for data and definitions, and being proactive in supporting time critical projects.

Assisted in the management of the group’s annual budget, scorecards project capital and operational technology cost planning.

Provided project support to IT staff in the implementation of time entry coding, time entry reporting, financial project analysis, as well as supporting the IT department with coordination and support, and providing general administrative duties as needed.

Provided financial analysis on projects on a regular basis, by entering data into the appropriate systems and generating the reports using proper entry codes.

Provided project coordination and support on assigned project, assists the project manager with managing the project workflow or lifecycle to ensure deliverables are met on time and budget. Monitoring and documenting team activities.

Scheduled meetings with clients and task members and identifies additional follow up needs.

Developing analytic reports for clients and team members that assess or quantify the status of the project.

Provided general support to IT staff and its project managers in creating project sites, storing project documentation in the appropriate sites, identifying projects with deficient documentation, following up with project managers to ensure all appropriate documentation is in place.

Provided general administrative support including monitoring calendar, setting up meetings, making travel and meeting arrangements, entering time and filing expense reports.

Downloaded daily/weekly/monthly and quarterly files, data from various databases to prepare various analytical reports.

Interacted with SME’s to gather data and prepare requirement document for automation of process.

Processed invoice activity and bookkeeping for several multi-million dollar projects.

Worked with technical team to consolidate reporting by business line and financial views.

Delivered presentations and training courses including analysis, governance and process improvement.

Ability to learn quickly and work well under pressure in a fast-paced environment.

Tech Mahindra, India (April 2011 - April 2016)

Role: Financial Analyst III (Strategic Initiative and Performance Management Group)


Provided financial and analytical support for the incentive compensation accounting and forecasting processes.

Managing high level business targets for the business units includes North America (NA) business unit, Infrastructure Management Services (IMS) and Network Technology Solution & Services group.

Assisted with the new business process and working with Finance and Business Managers.

Coordinated and managed all project activity and ensure project deliverables are achieved to plan.

Setting up and delivering the best practice PM system and control and gaining the confidence of the client and become the focal point of communication and Training using PowerPoint slides.

Identified and implemented new and improved ways of preparing reports as per the requirement of senior management.

Co-coordinated with other internal stakeholders for data analysis.

Examine raw data with the purpose of drawing conclusion about that information Data Analytics is used for to allow company and organization to make better business decision and verify or disprove existing model by Using Microsoft Project tools.

Performed ad-hoc financial analysis and assisted with various projects related activities with Senior Management and stakeholders.

Monitoring Resource Utilization Sheet (Time Entry) for the valid contracts and preparing various reports on monthly basis and sharing it to senior management.

New Customer ID Creation and submit it for approval of Accounts Receivable team.

Reviewing and tracking Purchase Order, Purchase Order, Linking and Chasing Purchase Order.

Administration of Resource Management and Timesheet processes

Used performance analysis tools like Balanced Score Card to collect the input data, verify, correct, and analyze to measure key performance indicator actual versus business objectives.

Worked on automation of various reports.

Initiated plans to improve project management capabilities, knowledge, competence and skills.

Wipro Technologies, India (March 2010 - April 2011)

Role: Financial Analyst II/ Data Analyst (Client: Xerox, Project Size: 200 - Onsite and Offshore)


Team Lead for Sales Analytics and Sales Support of Enterprise Application System.

Single point of contact for planning and maintaining of deals in pipeline tracker, 30-60-90 day’s trackers and weekly dashboards.

Rising Invoices for Fixed price and Time and Material projects.

Prepared various reports on revenue, head count billability, Purchase Order, customer wise invoice and revenue collection summary report on weekly and monthly basis to senior management.

Initiated plans to improve project strategies and methodologies.

Assisted Senior Delivery Manager, Project Managers and Program Managers in handling daily business activities and issues.

Ensured that the Project Management Office process and processes are kept up to date.

Coordinated with project lead in preparing ad hoc presentations and other essential task as required to top management.

Single point of contact for Risk management for Audit of the client.

Generated Sales invoicing using SD Module - SAP.

Maintaining Master Data on all the contracts, PO’s and SOW’s in SAP Customer Master for audit purpose.

Customer Creation, Sales Orders against all purchase Orders, raising Credit Note and Debit note in SAP.

Handling all the Queries with regard to MS-CRM as a single point of contact.

Handling Client Visits of Enterprise Application System department.

Generating required data from CRM tool and preparing various reports, sharing the same with Senior Vice President, Practice Heads, Geo Heads and SBU Heads.

Axis Bank - Retail Asset Center, India (June 2009 - March 2010)

Role: Financial Analyst II


Maintaining Post Disbursal documents.

Forwarding PDD MIS to Concern Credit Manager.

Collecting the Home Loan Post Disbursal Original Documents from Customers and Lawyers.

Verifying all original documents and preparing Equitable Mortgage.

Attending to customer requests, Loan closures processes and dispatching original documents and files after the completion of fully disbursed loan amount to concern head office.

Co-coordinating of day-to-day operations of the Retail Asset Centre, Bangalore.

PNS Murthy & Sons-Charted Account firm, India (May 2008 - Dec 2008)

Role: Financial Analyst I


Cross checking the books of accounts and documented entries in Tally.

Preparing various types of schedules in excel for filing ITR, VAT calculations and bank reconciliation statements.

Accompanied the seniors during auditing in companies.

Preparing weekly reports of entertainment tax and submitting it to the entertainment tax office.

Worked and helped seniors in solving accounts related problems.

SMS Financial Services (Associate of ICICI Bank), India (Aug 2007 - Jan 2008)

Role: Financial Analyst I


Identifying requirements of the client. Checked KYC documents of the login files and processed files to the satisfaction of the clients.

Documenting and providing solution for clients with loan problems.

Handling walk-in customers.

Screening of all documents for corrections at pre-disbursal stage.

Updating MIS on a daily basis and sending it to the head office.

Alerting and followed with the clients to repay the loans on time.

Following-up leads given by the executives.

Doing Awareness calling to customers to pay their EMI’s in time.

Sourcing and managing High Net Worth consumers (HNI’s) and convert them as customers.

Academic Profile:


Institute/ University

Year of passing

Master’s in Business Administration (Finance)

Sikkim Manipal University, India


Bachelor of Business Management

Poornaprajna College, Udupi (Mangalore University), India


PUC - Commerce

St Cecily’s Pre- University College (Pre- University Board), India


Professional Highlights:


Technical expertise /Tools:

Work Experience:

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