Financial Information Technology

ARPITA AGARWAL

*** ********* ******, ** *******, CA 94530 *************@*****.*** 510-***-**** PROFESSIONAL SUMMARY

Over 4 years of experience in finance, with a strong background in financial statement analysis, financial reporting and credit risk analysis in investment banking. Proficient in MS-excel macro programming to develop templates and automate reports. I have recently completed certification in financial planning and analysis with distinction from UC, Berkeley extension.

SKILL SET

Financial Reporting

Financial Statement Analysis

Credit Risk Analysis & Reporting

Data analysis & data extraction using SQL

Variance analysis

Macro programming in MS-Excel & MS-Access

WORK EXPERIENCE

MACQUARIE (Gurgaon, India) Credit Risk Analyst 07/2013 - 02/2015

Prepared credit review reports for Macquarie’s counterparties by analyzing all the available financial information.

Researched and compiled quarterly earnings and other financial information for major investment banks to prepare quarterly assessment of their performance for senior risk management.

Prepared various risk and regulatory reports by creating templates and macros in Ms-excel and used SQL queries for data extraction.

Successfully updated and maintained counterparties’ information in Macquarie’s global credit risk system. BLACKROCK (Gurgaon, India) Risk & Quantitative Analyst 08/2011 - 11/2011

Analyzed portfolio performances using quantitative risk models.

Prepared Brinson attribution reports and factor-based performance reports for portfolio managers using FactSet.

Prepared weekly performance report for all portfolios using variance analysis for the senior risk management. XL INSURANCE (Gurgaon, India) Financial Analyst 05/2009 – 08/2011

Developed financial and regulatory reports for XL’s business units across the globe. This work involved extracting the required data and creating templates in MS-Excel for report generation

Analyzed financial reports to identify exceptions and provided feedback for finance controllers based on in- depth analysis of the underlying financial transactions.

Worked with actuaries to analyze company’s insurance claims in order to calculate loss reserves and perform IBNR bookings.

Responsible for developing financial regulatory reports for Hong Kong which required detailed understanding of the Hong-Kong’s financial reporting regulations and XL’s consolidated financial reports.

Developed SQL queries for extracting relevant financial data.

Used VB programming in order to create macros in Ms-Excel and MS-access to perform financial calculations and to automate reports.

EDUCATIONAL BACKGROUND

University of California, Berkeley Extension Certificate in financial Planning & Analysis Jan 2016 – Dec 2016 CFA Institute Cleared CFA level1 Dec 2011

Jaypee Business School, India MBA in Finance Jul 2007-May 2009 Jaypee Institute of Information Technology, India Bachelor of Technology (IT) Jul2004-May2008 AWARDS & RECOGNITION

• Received Quarterly award for excellent team work at Macquarie.

• Received a special award for the Hong-Kong financial reporting project at XL.

• Received yearly award “You Have Earned It” for the best performance within a team at XL.

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