Financial Analyst Data Entry

DHANUMJAY RAJESH JAGARAPU

Lan tower Asturia,**** Caboose Lane Apt-408, Odessa, FL-33556

Mobile: 803-***-****

email: *******************@*****.***

Objective

To obtain employment in a company that recognizes hard work and reliability as central to successful job performance.

Summary

An individual with Banking & Financial services industry experience of over 13 years in excelling at interfacing with team members at all levels to meet and exceed organizational goals. Talented Financial Analyst who develops and grows profitability within large, complex client relationships. Advises and consult clients to maximize their service usage and investment opportunities, utilizes my knowledge and experience to effectively serve the bank clients, and provides financial solutions to clients. A dedicated team player who can be relied upon to help the organization achieve its goals.

Accurate, fast keying skills and sound knowledge of computer applications. Proven ability to collect and manage information efficiently and accurately. Excellent written and verbal communication skills and a strong desire to work hard and perform well.

Skilled in planning and organizing, able to complete tasks on a deadline. An independent worker who successfully meets the challenges of a fast-paced environment providing data entry and administrative support to

Work Experience

RISK ANALYST /FRAUD ANALSYT- Health Care Testing service – SC Jun’2023– TILL DATE

Responsibilities:

This Project mainly focused on securing confidential information: PHI, PII, PCI, and claims existing in the non-production environments using the ILM tool through Data Masking Transformation.

Involved in the Project Life Cycle of application access issues to the Implementation phase.

Working closely with Internal and external stakeholders to assess the application to all Data Masking Teams on the Proxy server and providing support on the databases and applications.

Gathering requirements from Business Analysts to understand the Databases and structures required for masking in the star schema data model.

Effectively understood session error logs and used the debugger to test mapping and fixed bugs in DEV in following change procedures and validation.

Tuned and optimized mappings to reduce ETL run time and ensure they ran within the designated load window.

Effectively played a multi-dynamic role facing all challenges and managed working on similar projects as well.

Good Knowledge of applying rules and policies using ILM (Information Life Cycle Management)

Workbench for Data Masking Transformation and loading into targets.

Identifying the sensitive attributes to mask by doing the PHI analysis of the data and preparing a report.

Involved in populating data from flat files, XML files, and Oracle into SQL Server 2008 R2 database from landing to ODS (Staging) and into EDW using the common code.

Experience in writing, testing and implementation of the Stored Procedures, Functions, and Triggers using Oracle PL/SQL.

Financial Crimes Specialist – Wells Fargo, Portland (Sept’2021-Jun’2023)

Reviews, verifies, and identifies customer transactions to detect financial crime activities, policy violations, and suspicious transactions to mitigate or recover losses.

Monitors moderate complex account activity requiring research involving multiple transaction channels.

Prioritizing work to meet deadlines, achieve goals, and work under pressure via dynamic and complex environment.

Excellent verbal, written, and interpersonal communication skills.

Knowledge and understanding of concepts of financial crimes concepts, Anti Money Laundering (AML), and the Bank Secrecy Act (BSA)

Navigate multiple online systems to detect financial crimes activities.

Ability to work effectively in a team environment and across all organizational levels with flexibility and adaptability.

Sound knowledge of Microsoft Office (Excel spreadsheets, outlook, and PowerPoint presentations)

Ability to work independently in any environment.

Strong attention to detail and accuracy levels.

Creating interactive dashboards and reports in Tableau to support decision-making.

Knowledge of POWER Bi concepts

Axis Bank Limited Hyderabad, AP(India) (APR,2006 – DEC,2020)

Axis Bank is the 4 th largest bank in India.

Continuous improvement" sums up my career objective, which is to continuously update my knowledge and competencies, thereby contributing to my organization and assessing myself, constantly.

Established solid 8+ years of achievement advancing through increasingly responsible financial investment positions and managing relationship banking with a keen focus on maximizing revenue and territory profitability. Led team in investment product sales and delivery of customer relationship management techniques. collaborate with clients to assess individual financial solutions and develop strategic financial solutions. Overseeing financial transactions, transfers, margin accounts, and investment portfolios.

Relationship Manager (Mar ‘2006 – Apr’2009):

Manage the sales of Banking products, new business, operations, customer service, and teller activities and work with regulatory compliance, internal policies, and procedures.

Generated new business through customer service and maintaining healthy relationships with clients and follow-up.

Provided loan counseling to clients, revised investment portfolios, and created new avenues for investing.

Accomplishments:

Won several bank contests consistently as a top salesperson or referral to business partners.

Wealth Manager (May ‘2009 – Apr ‘2011):

Developed existing client and new client base through bank network and relationship management by providing strategic investment recommendations based on evaluation of analyst reports covering fixed income and equity investing, employed numerous investment instruments in options hedging strategies and trading securities including fixed income and equity securities.

Accomplishments:

Consistently exceeded established account development and revenue generation goals.

Branch Manager – Branch Banking (Jun 2011 – Apr ‘2013) :

Manage branch banking operations, sales, budgeting and strategize to achieve branch revenue by sales of bank products and creating avenues for business development of the branch.

Supervise, hire, train, staff, and coach 5 customer service representatives and 7 personnel bankers, lead a team of 7 bankers, and oversee monthly sales focus to determine if goals are met.

Accomplishments:

Play an instrumental role with the branch always meeting every category each year.

Help branch rank top across branches in the state during internal checking account contests each year.

Channel Head – Wealth Management (May ‘2013 – Dec ‘2016):

Managed a team of 15 wealth managers across two states and developed the channel across the bank branch network in wealth management and private banking division by serving existing and new clientele. Established and maintained strong relationships with stakeholders to ensure a smooth flow of business across the channel with fixed income and equity investments to drive revenue growth.

Accomplishments:

Surpassed customer retention and business development goals by building a client base of more than 600 investors.

Education

Post Graduation in business administration (MBA), Andhra University, India.

Bachelor in computer science, Andhra University, India.

Technical Skills

MS Word

Advanced MS Excel

Outlook

Access

Typing skills - 65wpm

Excellent spelling and grammar skills

Database management

SQL Server

Informatica – ETL

Agile Scrum master Certification

Agile product owner Certification

Certified Business Analyst

Pmp

Power BI

Tableau

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