Manager Financial

SURBHI BHARDWAJ

M. Com B. Com CFE Level Applicant (CPA) Charted Accountancy (ICAI)

+1-647-***-**** ****************@*****.*** https://www.linkedin.com/in/surbhi-bhardwaj-87226599

Roles: Financial Planning Advisor / Financial Operations / Financial Analyst / Finance Reporting / CA/IFRS/ Statutory Reporting/ Reconciliations/CPA

EXECUTIVE SUMMARY

Exceptional result-oriented Accounting and Financial professional with an extensive Banking industry experience in Financial Analysis, Finance and Statutory Reporting, Reporting Regulations, Accounting, Reconciliations.

Recipient of multiple Blue Rewards from American Express for proactiveness, in-depth analysis and accountability; Silver award from Bank of America for stellar performance; Well-done achievement award from HSBC.

Analyzed financial statements, referred balance sheets and P&L statements to manage financial reporting to Senior Management and Regulators. Accounted for ledger accuracy.

Improved operational efficiency of the financial process by 33% due to reduced manual interventions, eliminated financial manual adjustment of $89million

TECHNICAL SKILLS

Tools: MS Office Suite, Advanced Excel (pivot tables, vlookups), MS PowerPoint, MS Outlook. Tally, Oracle.

Soft Skills: Proficient Communicator, Organized Planner; Change Enthusiast, Team player, Attention to detail.

PROFESSIONAL EXPERIENCE

Assistant Manager at Bank of America Dec. 2018- July 2019

Preparation and submission of various US Regulatory Report (FR2314/Y11)

Posting of various manual topsides (journal entries) for correct representation of statements to regulators.

•Variance analysis and preparation of commentaries for the movement in balance sheets and P&L statements

Financial Analysis Manager at American Express India Pvt Ltd Mar. 2016 – Dec. 2018

•Planned and organized priority tasks to handle Regulators queries; increased the operations team efficiency by 33%.

•Collaborated with technology to eliminate 95% of the manual process in preparation of a financial report.

•Review industry regulatory changes and accounting updates on a regular basis so that financial reporting needs are current

•Reconciliations of ledger and reported numbers of financial statements, referred balance sheets and P&L statements

•Preparation and submission of various US Regulatory Report (FR2314/Y11, Y15) and reports such as CF16B, CF16A

•Posting of various manual topsides (journal entries) for correct representation of statements to regulators.

•Variance analysis and preparation of commentaries for the movement in balance sheets and P&L statements

•Demonstrated flexible and detail-oriented attitude while performing any task and ensured accuracy.

•Maintained compliance of reporting documents.

•Experienced in banking tools such Oracle, Smart-view, Citrix, MS Office Suite, acquired wide knowledge on reporting.

Associate Manager at HCL (Client – UBS (Swiss Bank)) Mar. 2015 – Mar. 2016

•Variance Analysis financial statements and providing commentary for variances for months and quarters

•Achieved a 15% faster productivity of reporting templates used for analysis and commentary.

•Implementation of new processes within stipulated time and improving the existing processes

•Analyzed the gaps in existing processes, improved the processes for better and efficient reporting.

Executive - Finance Operations at HSBC, Gurgaon Oct. 2013 – Mar. 2015

•Reconciliation of Trading P&L and ledger P&L to ensure the ledger accuracy of the financial product.

•Posting of self-reversing month end accrual entries ensure fair representation of financial statements

•Introduction of macro to save 100 human hours annually that improved summarized deck for stakeholders

•Liaise with various onshore teams Product control, Operations, Financial control as appropriate

EDUCATION

Master of Commerce 2017

IGNOU, New Delhi, India

IFRS Certification

The Institute of Chartered Accountants of India (ICAI), Delhi Chapter

Chartered Accountancy 2012

The Institute of Chartered Accountants of India (ICAI), Delhi Chapter

Bachelor of Commerce 2010

Delhi University, New Delhi, India

CFE Level Applicant (Pursuing)

CPA Ontario

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