Alternative Investments Financial Planning
Resume:
SWETA MERCHANT
*****.*****.********@*****.***
EDUCATION:
Baruch College, Zicklin School of Business, MBA in Finance 2012 University of Mumbai, India, Bachelor of Commerce & Economics 2003 CERTIFICATIONS:
Certified Chartered Accountant (Equivalent to the CPA) Financial Analysis in VBA from NYU SPS
EXPERIENCE:
Purposeful Career Pause July 2023 – Dec 2023
Career break to address family wellbeing issues
PIMCO New York
AVP Manager, Financial Planning & Analysis, Alternative Investments Nov 2021 – Jun 2023
Directly oversaw 5-year strategic planning with an emphasis on AUM, revenues forecasting and P&L for PIMCO’s suite of private alternative investments
Built business plans and led strategically significant projects, working directly with the CFO, including budgeting, forecasting of fund expenses and senior management reporting
Worked with the CFO on complex scenario and variance analyses, and other performance analytics for private funds
Liaised with portfolio managers and investment professionals to produce commentary around fund IRR, KPI metrics and quarterly results
Responsible for change management; transposing financial modeling and other calculations to an online reporting tool and streamlining reporting processes on Anaplan
TIAA New York
Senior Finance Analyst, Finance & Actuarial Jan 2015 – Nov 2021
FP&A lead for managing relationships with rating agencies critical to obtaining TIAA’s annual ratings
Led preparation of rating agency submissions in accordance with US GAAP including quarterly and annual financial surveys
Prepared strategic business plans and financial reports for CFO/Management discussions and Board meetings
Worked with massive data sets using advance Excel functions to prepare structured analyses of operating results
Led various improvement projects for streamlining FP&A processes MORGAN STANLEY New York
Finance Analyst, Legal Operations & Finance Oct 2012 – Dec 2014
Led preparation of business reports requiring analysis of financial metrics and reconciliations for a $0.5 billion budget
Worked on the conception and global implementation of a payments reporting system for providing operational efficiencies
Implemented system enhancements for improving overall efficiencies with specialization in handling financial queries and troubleshooting related to the SAP based platform TyMetrix
Responsible for collaborating with vendor and internal client relationships to facilitate adherence to budgets and audit controls
Maintain knowledge and keep abreast of new GAAP regulations or policies COLGATE-PALMOLIVE New York
Intern, Corporate Finance Jun 2011 – May 2012
Compiled collaborative financial reports and commentaries for routine budgets and forecasts using VBA and other excel functions
Led a cross-functional project ‘Finance Destination 2015’ involving strategic consulting and decision making at a global level
Assisted in the global implementation of the SAP based Capital Management system to improve working capital efficiency KPMG Mumbai, India
Senior Associate, Advisory Services Sept 2006 – Dec 2008
Analyzed complex business activities of entities for foreign direct investments via subsidiaries, mergers, joint ventures or acquisitions, managed relationships and communication lines with the Securities and Exchange Board of India HARIBHAKTI & Co. (Public Accounting firm) Mumbai, India Accounting Analyst (equivalent to experience required for CPA) 2001 – 2006
Assisted in statutory audit of banks, partnership firms and privately held companies SKILLS & OTHER:
● Advanced excel skills such as VBA
● Executive Vice President of the PTA for a public school (PS 199)
● Formerly Board member of a non-profit organization (viBe theatre)
● Other past leadership roles: Chairman of TIAA’s Volunteer Council NY chapter (2019), Vice President at TIAA’s Toastmaster Club, Former President of Baruch’s Women in Business club, Featured writer for the ‘Grad Baruchian’
● Speech and Drama with Trinity College, London
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