Resume

Sign in

Financial Analyst Manager

Location:
Providence, RI
Posted:
October 03, 2019

Contact this candidate

Resume:

Shwetha Nayak

adaida@r.postjobfree.com • https://www.linkedin.com/in/shwethanayak/ • North Providence, RI • +1-857-***-****

mailto:adaida@r.postjobfree.com

Professional Highlights:

Master in Finance and Prince2 (PMP equivalent) certified professional having 11+ years of experience in diversified areas like Financial Analyst, Reporting Analyst, Project management operations and Project Coordinator role in Finance and Accounts domain, which includes collaborate and support the senior leadership team through the various processes.

Developed and presented weekly and monthly financial reports with a keen focus on KPI targeting and trending analysis to Senior Management and various stakeholders.

Developed analytic reports for various stakeholders that assess or quantify the status of the project.

Delivered presentations and training courses including analysis, governance and process improvement.

Monitored closely the cost which has hit the Financial Statements on a monthly basis.

Resolved issues relating to the variance in the statements by interacting with the vendors and the finance team and update the same to the senior management.

Submitted and tracked invoicing process on the monthly basis.

Applying expertise in analyzing and managing large projects, complex database applications and generating strategic reports and data analyses to propel business success.

Modernizing, eliminating, and condensing outdated reports, rewriting processes and procedures to drastically improve efficiency.

Provided various financial analysis on projects on a regular basis, by entering data into the appropriate systems and generating the reports using proper entry codes.

Provided essential consultative support and building key relationships through effective interpersonal, organizational, and leadership abilities.

Provided project coordination and support on assigned project, assists the project manager with managing the project workflow or lifecycle to ensure deliverables are met on time and budget. Monitoring and documenting team activities.

Scheduled meetings with clients and task members and identified additional follow up needs.

Strengths:

Confidence in ability to be successful.

Outstanding communication skill both verbal and written.

Professional appearance and outstanding work ethic.

Great attitude with a high-energy personality.

Superior customer service skills.

A desire to work

Self-starter and self-motivated.

Certification:

Certified Robotic Process Automation in Blue Prism.

PRINCE2 foundation and practitioner.

PMP training completed and perusing certification.

Diploma in Computer Application.

Awards:

Awarded as best client interaction award by Axis bank in the year 2009.

Best performance award by Tech Mahindra in 2014 and 2015

Technical expertise /Tools:

Oracle E-Business Suite, Planview Enterprise One (Version 13), Tableau tool, Microsoft PPM, SmartSheet, Eclipse Project Portfolio Management, Oracle PeopleSoft (F) and PeopleSoft (H), Sharepoint

Advanced level of skill in MS Office 2016 - Excel, Word, Power Point

Basic SQL skills.

SAP cProject Suite and SAP Resource and Portfolio Management, SAP - Sales and Distribution

MS Visio, Project Management with complete knowledge of MS-CRM

Tally 9.0

OB10, Ion, Ecommerce - Invoicing related tools

Operating Systems: Windows, MAC.

Work Experience:

Robotic Process Automation Business Analyst III; CIBC, Chicago June 2019-Present

Provided accurate translation of business needs into requirements that are understood by all stakeholders.

Achieved consensus across stakeholders by driving clarity around needs, findings, gaps and mitigation measures.

Defined, validated and delivered solutions that meet business needs; goal; objectives; budget.

Established excellent communications across stakeholder domains.

Elicited and documented business requirements, risks and priorities to establish a clear understanding of the stakeholder’s environment in support of solution development.

Documented environmental knowledge and leverage existing knowledge repositories.

Ensured the traceability of individual requirements and adherence to the defined requirements management process analyzed and communicated it to the stakeholders.

Analyzed business requirements and perform current; target; gap; impact analyses.

Articulated business needs, gaps, impact across all areas and proposals to close gaps.

Validated the proposed or designed solutions and associated testing approach will support meeting the articulated business requirements.

Prepared documents such as expected benefits, gap analysis, use cases, models, current and proposes process, workflows, data flows, implementation plans and end user guides in accordance with standards and methodologies Manage issues, scope and impact.

Identified escalated conflicts, issues and changes in order to appropriately manage scope.

Supported achieving consensus on scope changes and achieve signoff by all stakeholders.

Investigated, evaluated and supported prioritization of client requests for new or existing solutions.

Assisted in defining business criteria for prioritization, and other key decisions.

Financial Analyst III; Syscons Corporation, Rhode Island June 2018-May 2018

Developed detailed forecast models against budgets based on key indicators, increasing accuracy of short team and long-term earnings estimates.

Produced financial reports evaluating completed projects, identifying current trends and evaluating variances

Proficient in data mining methods, extracting relevant information for reports and presentations.

Prepared ad hoc analysis and performance reports to assist management and sales team in evaluating special projects in a timely manner.

Reduced the business' expenses in less than a year through the application of my knowledge and experience in business management and finance.

Provided sound financial advice on budgeting decisions that support business strategies.

Researched and reported disputes to management related to cost hitting the project.

Generated weekly material tracking and labor charging reports and presented the results to management

Created and maintained weekly, monthly and year to date consolidated expense documents for review with senior management and submission to the finance department.

Provided monthly updates to senior management using PowerPoint presentations to identify and explain key performance indicators and provide variance analysis.

Prepared quarterly accruals based on trend analysis and anticipated expense activity.

Reviewing and tracking Purchase Order, Purchase Order, Linking and Chasing Purchase Order.

Maintaining Master Data on all the contracts, Purchase Order.

Financial Analyst III, Citizens Bank (IT Development Center) Rhode Island May 2017- May 2018

Reported to company’s senior management because of having solid communication, presentation and interpersonal skills which was necessary to build relationships and influence others across the organization.

Managed a portfolio of 20 projects with over million in dollar capital investment working closely with senior management and assisting them to take right financial decisions.

Managed multiple high-priority, highly-visible deliverables in a deadline driven environment.

Helped management in identifying opportunities for methodology improvements, potential simplification of models and drive streamline process across all 20+ projects improvements.

Performed ad-hoc financial analysis and assisted with various projects related activities with Senior Management and stakeholders.

Reviewed and tracked Purchase Order, Purchase Order, Linking and Chasing Purchase Order.

Maintained Master Data on all the contracts, Purchase Order.

Responsible to maintaining strong relationships with broader finance community to ensure consistency in analysis approach, standards for data and definitions, and being proactive in supporting time critical projects.

Assisted in the management of the group’s annual budget, scorecards project capital and operational technology cost planning.

Provided financial analysis on projects on a regular basis, by entering data into the appropriate systems and generating the reports using proper entry codes.

Provided project coordination and support on assigned project, assists the project manager with managing the project workflow or lifecycle to ensure deliverables are met on time and budget. Monitoring and documenting team activities.

Scheduled meetings with clients and task members and identifies additional follow up needs.

Developing analytic reports for clients and team members that assess or quantify the status of the project.

Provided general support to IT staff and its project managers in creating project sites, storing project documentation in the appropriate sites, identifying projects with deficient documentation, following up with project managers to ensure all appropriate documentation is in place.

Provided general administrative support including monitoring calendar, setting up meetings, making travel and meeting arrangements, entering time and filing expense reports.

Supported total division monthly/quarterly consolidation efforts as identified.

Downloaded daily/weekly/monthly and quarterly files, data from various databases to prepare various analytical reports.

Worked with technical team to consolidate reporting by business line and financial views.

Delivered presentations and training courses including analysis, governance and process improvement.

Ability to learn quickly and work well under pressure in a fast-paced environment.

Financial Analyst III, Tech Mahindra, India April 2011-April 2016 Team: (Strategic Initiatives and Performance Management, COO's Program Office)

Reported to company’s senior management because of having solid communication, presentation and interpersonal skills which was necessary to build relationships and influence others across the organization.

Managed a portfolio of 20 projects with over million in dollar capital investment working closely with senior management and assisting them to take right financial decisions.

Managed multiple high-priority, highly-visible deliverables in a deadline driven environment.

Helped management in identifying opportunities for methodology improvements, potential simplification of models and drive streamline process across all 20+ projects improvements.

Performed ad-hoc financial analysis and assisted with various projects related activities with Senior Management and stakeholders.

Reviewed and tracked Purchase Order, Purchase Order, Linking and Chasing Purchase Order.

Maintained Master Data on all the contracts, Purchase Order.

Responsible to maintaining strong relationships with broader finance community to ensure consistency in analysis approach, standards for data and definitions, and being proactive in supporting time critical projects.

Assisted in the management of the group’s annual budget, scorecards project capital and operational technology cost planning.

Provided financial analysis on projects on a regular basis, by entering data into the appropriate systems and generating the reports using proper entry codes.

Provided project coordination and support on assigned project, assists the project manager with managing the project workflow or lifecycle to ensure deliverables are met on time and budget. Monitoring and documenting team activities.

Scheduled meetings with clients and task members and identified additional follow up needs.

Developing analytic reports for clients and team members that assess or quantify the status of the project.

Provided general support to IT staff and its project managers in creating project sites, storing project documentation in the appropriate sites, identifying projects with deficient documentation, following up with project managers to ensure all appropriate documentation is in place.

Supported total division monthly/quarterly consolidation efforts as identified.

Downloaded daily/weekly/monthly and quarterly files, data from various databases to prepare various analytical reports.

Worked with technical team to consolidate reporting by business line and financial views.

Delivered presentations and training courses including analysis, governance and process improvement.

Ability to learn quickly and work well under pressure in a fast-paced environment.

Financial Analyst II/ Data Analyst; Wipro Technologies, India March 2010-April 2011

Team Lead for Sales Analytics and Sales Support of Enterprise Application System.

Single point of contact for planning and maintaining of deals in pipeline tracker, 30-60-90 day’s trackers and weekly dashboards.

Rising Invoices for Fixed price and Time and Material projects.

Prepared various reports on revenue, head count billability, Purchase Order, customer wise invoice and revenue collection summary report on weekly and monthly basis to senior management.

Initiated plans to improve project strategies and methodologies.

Assisted Senior Delivery Manager, Project Managers and Program Managers in handling daily business activities and issues.

Ensured that the Project Management Office process and processes are kept up to date.

Coordinated with project lead in preparing ad hoc presentations and other essential task as required to top management.

Single point of contact for Risk management for Audit of the client.

Generated Sales invoicing using SD Module - SAP.

Maintaining Master Data on all the contracts, PO’s and SOW’s in SAP Customer Master for audit purpose.

Customer Creation, Sales Orders against all purchase Orders, raising Credit Note and Debit note in SAP.

Handling all the Queries with regard to MS-CRM as a single point of contact.

Handling Client Visits of Enterprise Application System department.

Generating required data from CRM tool and preparing various reports, sharing the same with Senior Vice President, Practice Heads, Geo Heads and SBU Heads.

Financial Analyst II; Axis Bank - Retail Asset Center, India June 2009-March 2010

Maintaining Post Disbursal documents.

Forwarding PDD MIS to Concern Credit Manager.

Collecting the Home Loan Post Disbursal Original Documents from Customers and Lawyers.

Verifying all original documents and preparing Equitable Mortgage.

Attending to customer requests, Loan closures processes and dispatching original documents and files after the completion of fully disbursed loan amount to concern head office.

Co-coordinating of day-to-day operations of the Retail Asset Centre, Bangalore.

Financial Analyst I; PNS Murthy & Sons-Charted Account firm, India May 2008-Dec 2008

Cross checking the books of accounts and documented entries in Tally.

Preparing various types of schedules in excel for filing ITR, VAT calculations and bank reconciliation statements.

Accompanied the seniors during auditing in companies.

Preparing weekly reports of entertainment tax and submitting it to the entertainment tax office.

Worked and helped seniors in solving accounts related problems.

Financial Analyst I; SMS Financial Services (Associate of ICICI Bank), India Aug 2007-Jan 2008

Identifying requirements of the client. Checked KYC documents of the login files and processed files to the satisfaction of the clients.

Documenting and providing solution for clients with loan problems.

Handling walk-in customers.

Screening of all documents for corrections at pre-disbursal stage.

Updating MIS on a daily basis and sending it to the head office.

Alerting and followed with the clients to repay the loans on time.

Following-up leads given by the executives.

Doing Awareness calling to customers to pay their EMI’s in time.

Sourcing and managing High Net Worth consumers (HNI’s) and convert them as customers.

Academic Profile:

Course

Institute/ University

Year of passing

Master’s in Business Administration (Finance)

Sikkim Manipal University, India

2011

Bachelor of Business Management (BBM)

Poornaprajna College, Udupi (Mangalore University), India

2007

PUC - Commerce

St Cecily’s Pre- University College (Pre- University Board), India

2004



Contact this candidate