Manager Project

Hiren Ashwin Furiya

*D/***, Heritage Apt, Ganesh Gavde Road, Mulund (W) Mumbai - 400 080.

Phone: (M) +91-828**-***** Email: ***********@*****.***

Seeking a challenging role in the area of Finance - Research & Analysis as

an Client Reporting Associate to contribute towards organizational success

and to reach higher echelons

Young, energetic and result oriented professional with over 9+ Years of

total experience in Finance of which having core experience of 6 years in

Capital Market and Client Reporting Process - Operations (KPO); result-

oriented decisive leader with proven success in operations, and problem

solving; tendency to thrive in dynamic and fluid environments while

remaining pragmatic and focused

. Sound knowledge of Fixed Income & Capital Markets like Equity,

Derivaties, AMC, Mutual Fund

. Adept at working in high pressure environments with strict deadlines

and multiple deliverables

. Presentable communication skills and interpersonal skills,

multitasking with an ability to interact with a wide range of people

Core Competencies

. Finance Management

. Client Reporting

. Processing Transactions

. Financial Research and Analysis

. Accounting Package Tally 9.0

. Citrix Platform

. MS Office, Windows 95, 98, XP

. Problem Solving Skills

. Assertive

. Proactive & Industrious

. Coordination

Career Highlights

. Recipient of Process Quality Champ Award for the month January 2011 to

March 2011

. Recipient of Best Employee of the Month Award (Star of the Month -

November 2010)

. Successfully maintained 100% accuracy in Transaction Processing

Academic Qualifications

. B. Com from S.K.Somaiya College (Mumbai University) in 2004 with 52%

. HSC from S.K.Somaiya College of Commerce (Mumbai University) in 2001

with 71.2%

. SSC from Sister Nivedita High School (Maharashtra Board) in 1999 with

52%

Professional Qualification

. Accomplished NCFM Derivatives Module

. Accomplished BCSM from Bombay Stock Exchange Training Institute (BSE -

BTI)

Work Experience

Natural Horticulture Business

(May'12 - Till Date)

Senior Financial Analyst (Reporting to Manager)

Key Deliverables:

. Lead the Process for new revenue generation with Business Development

on strategic accounts coordinate all aspects of new proposal

development including: presentations, budgets, contracted deliverables

to ensure the highest level of donor satisfaction.

. Preparing monthly account reconciliations, Maintaining Bank

Reconciliation, Cash Recons

. Assisted in preparing MIS Reports, other financial reports to keep

track of financial performance of the Circle.

. Purchase Invoices Verification & Preparation of Purchase Summery

report for the Top Management.

. Researching and resolving payment variances on Daily, Weekly and

Monthly basis.

. Keeping Past Due Data Records & follows accordingly with concerned

Department.

. Serve in a key role on the creation and implementation of new

initiatives including a consumer facing/brand campaign for the

organization.

. Monitor field activity via reports and frequent contact; develop and

deliver formal performance evaluation reports for each assigned

account (at least annually).

. Develop reporting templates, provide training to field staff as

necessary in reporting and evaluation procedures; chase tardy reports;

and develop strategies for ensuring donor satisfaction with projects.

Infuse all with high quality positive youth development information

and strategies.

. Regularly monitor budgeted project spending and ensure achievement of

Indirect Cost Recovery projections for each account managed.

Oracle (OFSS) Processing Services Pvt. Ltd, Mumbai

(July '10 - May '12)

Subject Matter Expert - SME (Reporting to Assistant Manager) Process Client

Reporting

Project - US AMC Blackrock Solutions

Key Deliverables:

. Successfully accomplished migration of Client Reporting process from

Princeton (onshore) to Mumbai (offshore).

. Driven smoothly and effectively pilot based project among the team

members strengthening the team size from 7 members to 25 members.

. To produce all reporting requirements for client accounts allocated on

Fixed Income & Equity Security Portfolios, working to tight daily,

weekly, monthly and quarterly deadlines.

. Understanding all the systems i.e Aladdin, Adam, Green Package tools,

Prism, CRR used in customized client reporting production.

. Having sound Knowledge of Client Reporting metrics such as: Time-

Weighted & Dollar-Weighted Rates of Return, Risk Analytics (Standard

Deviation, Sharpe Ration, Tracking Error, etc), Performance

Attribution, Trade Report. Derivative Report, Holdings Report in

customized format.

. Participating in the decision making process concerning specific

standard as well as custom client performance reporting commitments.

. Determining know-how to find required reporting information from

different areas of the client.

. Managing the schedule of reporting deliverables, preparing tracker of

deliverables and their allocation based on custom and standard

packages..

. Helping to create a more streamlined and organized department which

will allow the department to take on more client reporting

requirements.

. Developing strong relations with other departments within Client

Services and Investment Management business.

. Handling Team consisting of 18 team members and coordinating with them

pertaining to deliverables.

. Ensuring reports are prepared on a timely basis with the highest level

of quality through the use of automated reporting tools and processes.

. Working closely with all members within Client Reporting Team to

determine opportunities for automation.

. Assisted the Client Reporting Specialist in maintaining existing

reporting procedures, tools and workflows necessary to facilitate the

Client Reporting process.

. Approving & handling edits for various client reports.

. Maintained a high level of competency quality checks such as sign

offs, naming conventions while reviewing data and reports, and quickly

identifying both data and format issues.

. Ability to communicate in a clear, concise and efficient manner with

multiple teams.

. Supported all aspects of maintenance and improvement of the Reporting

processes.

Right Investment (Sub-Broker), Mumbai

(April '05 - June '10)

Relationship Manager (Reported to Proprietor)

Key Deliverables:

. Responsible for Processing and Monitoring the Trade Transactions for

clients.

. Managing the client's requirements in dealing in Equities according to

their financial needs.

. Providing Investment Advice related to equities and derivatives.

. Know-how of entire Bolt (operating system -BSE) and also NEAT

(Operating system -NSE).

. Operating Falcon software which initiates trades for the day trading

and also for near term delivery trading perspective.

. Receive and verify all documents to open Accounts (Trading & DP) of

the clients.

Sure Prep (India) Pvt Ltd, Mumbai

(April '04 - March '05)

Reviewer (Reported to Team Leader)

Key Deliverables:

. Preparing US returns electronically.

. Reviewing these returns & then sending to US CPA's.

M/S Swad Products, Mumbai

(April '02 - March '04)

Accountant Assistant (Reported to Senior Accountant)

Key Deliverables:

. Generating bills for the customers.

. Collectively done bank entries (receipts/payments).

. Know how of all bank transactions.

Personal Details

Date of Birth : 08th August, 1983

Languages Known : English, Hindi, Marathi and Gujarati

Gender : Male

Nationality : Indian

Marital status : Married

References : Available upon request

Indian Passport No : J1719548 ( Date of Expiry - 16/09/2020)

[pic][pic][pic]

Contact this candidate