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Financial Accounting,Financial analyst, Investment Analyst

Mumbai, Maharashtra, India
June 27, 2019

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Mohit Awasthy

Mobile: +**986-***-****

Aditya Appt B-104 Opp SBI Bank, Kanjurmarg (E) Mumbai-400042

Career Objective

Willing to work in an innovative and creative environment with committed and dedicated people

So as to explore my talent, utilize my potential for the multi-dimensional development as a lifelong learner and achieve the organizational goal with participation in team.


M.M.S (Finance) (full time) 2013 Mumbai University

B.COM ( in financial Accounting and Auditing) from Mumbai University 2011

HSC –Passed from Mumbai University 2008

SSC –Passed from Mumbai University 2006.

Work Experience

Current Organization:

FIS (Senior Analyst)

-Work closely with APAC, EMEA & international Finance team for analyzing and presenting the operational result based on key budget preparing the financial reports and presenting to the company.

-Preparing and monthly, quarterly and annually MBR data financial dashboard and presenting to the management and company.

-Collect review, track and prepare report for Management and internal discussion between management and auditor also preparing the annual plan for the company and MIS presentation.

-Preparing the financial report, SAP, Accounting entries and Reconciliation perform on a daily basis also on testing part.

-Also preparing annual operational plan, MIS data, trial balance also locate and define new process improvement opportunities also work with management to prioritize business and information needs

-Knowledge on International payment on processing, SWIFT, Trade settlement & Collateral.

Previous Experience

State Street Global Advisor (August 2015-2017 June) Associate 2

Collect review and categorize data to support trending, research and planning.

Compile reporting for management, and internal discussions between shared service, other business units, Center of Excellence and offshore partners.

Assist team leads and management in the planning of internal and external audits.

Collect and track errors created by the JV teams and report to onshore teams.

Track employee training (compliance issues, breaches and suspicious activities

Act in accordance with Risk Excellence as part of our Way Ahead foundation.

Perform other duties as required like Repo Reconciliation, Tri-Party Reconciliation & Deposits & Withdrawals for clients.

Produce KPI (Key performance Indicator) and Scorecard report and act as a subject matter expert and data administrator for any platform and play a key role in supporting and improving the team’s overall internal controls, risk and governance.

Provide viable solutions regarding challenges/changes to operational systems/products/procedures through research and review.

Lead/support decisions, development on and implementation of required modifications/remediation's as necessary.

Determine, implement and manage changes to the business unit, including client/staff communication and formal/informal ongoing functional/technical training for associates with respect to systems/products/procedures administration.

Previous Experience:

Eclerx Financial Services Ltd, Mumbai, Finance Analyst – (June 2013-August 2015):Analyst

Work Profile

Preparation, presentation and analysis of financial results (both weekly and monthly) in accordance with Generally Accepted Accounting Principles

Conduct operational analysis and assess customer profitability to assist in management decision prepare financial analysis to support financial business decisions and improve performance, forecasting, reporting and analysis on key operational and financial metrics

Assist with preparation of internal and external presentation materials and Participate in quarterly review and budget preparations and analysis

Benchmark reporting and analysis also on Special projects and ad-hoc analysis as required

Drive the company’s revenue and margin reporting analysis, including monthly forecasting and reporting

Understand the nature of the business transactions to become the revenue expert of day-to-day operations also liaise with external auditors for annual reviews.

Participate in process improvement initiatives, ensuring process changes are appropriately implemented, documented and communicated.

Provide support to the Senior Manager and other members of the team in various related activities and projects also makes recommendations and analyzes P&L reporting and variance analysis.

Identify financial risks and opportunities within the quarter and contribute to the quarterly forecast process.

Confident and established in the fundamentals of technical accounting including balance sheet reconciliation creation/reviews

Assist other Finance personnel; serves as the subject matter expert on updating standards and regulations into ongoing process steps.

Support Controller in all areas of finance management including cost accounting, financial close, business analyses, capital project evaluation, budgeting and forecasting and other tasks as requested or required.

Offsite project transition, United States of America, London and Singapore (futures cash and collateral operations)


Project Title : Export Import Trade Finance

Computer Knowledge and Skills:

Applications: Excellent computer skills including knowledge of Microsoft Office products–Outlook, Excel, PowerPoint and Word, Diploma in Computer Technology, SAP application


Received 5 consecutive spot rewards at Eclerx Financial Services & 2 at State Street Bank for demonstrating excellence in work.

Completed Lean management training skills.

Rewarded as the best sports organizer groups, & Participated in Debate & Case study competition.(Inter college) Event Head for College

Rewarded winning certificates and Inter college champion for Football, Table Tennis and TOW.

Hobbies & interests

Adventure sports, table tennis and cricket

Personal information:

Date of Birth : 12st November, 1990

Place of Birth : Kanjurmarg Mumbai

Marital Status : Single

Languages Known: English, Hindi, Marathi, Punjabi and French

I hereby confirm that the above information given by me is true to the best of my knowledge.


Place: Mumbai

Mohit Awasthy)

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