Financial Analyst Project Manager

Pooja Mohan Rao

Senior Financial Analyst’ at Bank of Montreal • Toronto, Canada

** ******** **, **** **.3203, Toronto, ON M5V 1A5 Canada

Mobile Phone: +1-437-***-**** Email: *****.*.***@*****.***

LinkedIn: https://www.linkedin.com/in/poojamrao

Summary

Strong experience of 10+ years in Banking and Financial Industry across Operations, Finance, Staffing, Learning and Development, process migrations,

Project Management and process & system testing and improvements.

Hands-on experience in multiple roles in Cash and Asset reconciliations, Financial Planning & Analysis (FP&A) and Reporting.

Led a Robotics Automation Process working with technology and business to implement solutions, saves of 360 hours/annually.

Thorough operational knowledge of MS-Office, SAP and Essbase. Front-end user exposure working with Cognos, Tableau and Qlik.

Proficient experience in supervising & leading team in running successful day-to-day BAU & developing creditable service standards for business excellence and resiliency.

Process Migration expertise in leading team in successful process transitions from onshore to offshore.

Work Experience:

Senior Financial Analyst

V- Bank of Montreal • Toronto, Canada

March 2021 – June 2022

Analysing data and information to provide insights and recommendations.

Executing routine tasks such as service requests, transactions, queries etc. within relevant service level agreements.

Focusing primarily on business/group within BMO; having broader, enterprise-wide focus.

Exercising judgment to identify, diagnose, and solve problems within given rules.

Working dependently on a range of complex tasks, which may include unique situations.

Broader work or accountabilities as assigned.

Officer - Client Transfer Services

IV- 'TD BANK Group' • Toronto, Canada

Jan 2019 - Jan 2020 •1 Years

Division / Dept.: Accounting and Finance

Responsible for daily intra bank transfers; ensuring accounts are reconciled and follow up on any issues with funds delivery.

Ensure partner queries are resolved satisfactorily, address escalations and enable continuous workflow improvements.

Engage with stakeholders; collaborate with partners across TD and other institutions to ensure smooth operations flow.

Drafted procedure documents to serve as new hire training and quick reference materials.

Contribute to team development of skills and capability through mentorship of junior/peer officers by sharing knowledge and leveraging best practices.

Mumbai, India

Associate - Global Finance

III- J.P. MORGAN SERVICES INDIA PRIVATE LIMITED.

Oct 2015 - Sep 2018•2.9 Years

Division / Dept.: Finance- Firm wide Financial Control- Asset & Wealth Management.

Assisted the Senior Manager, Financial Reporting and Global Controller, Accounting Compliance with legal research.

Assisted in the development of department budgets and ongoing monitoring of budget performance

Provided advisory support to department managers on matters pertaining to budget, accounting, resource allocation and procedures.

Mumbai, India

Senior Analyst

II- 'DEUTSCHE BANK GROUP' DBOI GLOBAL SERVICES

Sep 2011 - Aug 2015•3.9 Years

Division / Dept.: Finance

Performed role of a Finance Planning & Analysis support which includes preparation and QA of Management reports pertaining to monthly P&L, supporting ad hoc reports and responding to queries within specified TAT.

Analysed spends to provide rationalization for monthly performance relative to its budgets as well as vis-à-vis trends of past months expenses and project future performance.

Identified opportunities for enhancement, improvement and synergies across the department. Helped and managed drive strategic initiatives.

As part of the department learning team, facilitated Boot Camps for new hires.

Department certification for undertaking new role for APAC regional reporting and stabilizing the process.

Department 'Employee of the Month' certification for smooth functioning of dual. Responsibilities.

Mumbai, India

Team Leader (Business Reporting and Analyst)

I- J.P. MORGAN SERVICES INDIA PRIVATE LIMITED • (Luxembourg, Luxembourg)

Aug 2004 - Dec 2008•4.3 Years

Division / Dept.: Finance

Assisted with end-user testing responsibilities and tasks with direction from senior, consultant staff, manager, and/or project manager.

Assisted with research and reviews of the projects' scope in order to understand why the project has been initiated.

Demonstrated a basic level of working knowledge with business methodologies and processes (i.e., Project Life Cycle, System Development Life Cycle and Change Management processes)

Education History

Master’s Degree in Commerce. (M. Com) University of Mumbai, India

Major: Finance • Minor: Accounting

Jun 2004 - Mar 2006

Bachelor’s Degree in Business Management Studies (B. M. S.) UNIVERSITY OF MUMBAI

(Chinai College of Commerce & economics), India

Major: Business Management Studies • Minor: Accounting

Jun 2001 - Mar 2004 G.P.A.:4

Skills

Strong operating knowledge of Computers (MS-Office, Windows Professional)

Working knowledge of Sybase (reporting system), SAP (accounting system) and Oracle/Hyperion (Planning systems)

Contact this candidate