Management Analyst Financial

Shwetha Nayak

Contact: +1-857-***-****

Email: **************@*****.***

Professional Highlights:

Experienced Senior Management Analyst with a demonstrated history of working in the Information Technology and Services industry. Having over 11+ years of experience in diversified areas like Project management Operations, Reporting Analyst, Project Coordinator and Financial Analyst role in Finance and Accounts domain, which includes collaborate and support the senior leadership team through the various processes.

Education:

●Master in Business Management (MBA) in Finance and Marketing from Sikkim Manipal University, India.

●Bachelor of Business Management (BBM) from Mangalore University, India

Professional Certifications:

Certified PRINCE2 foundation

Certified PRINCE2 practitioner

Certified Blue Prism Developer

Robotics Automation training

Tally 9.0 Certified

Diploma in Computer Application

Technical expertise /Tools:

Project and Portfolio management

Other Tools

●Tableau

●Anaplan

●Clarity

●Microsoft PPM

●Oracle E-Business Suite

●Planview Enterprise One (Version 13)

●Eclipse Project Portfolio Management

●Sharepoint

●Data modeling tools: MS Visi, MIRO

● Robotics Automation

● Basic SQL skills

● JIRA

●Invoicing tools:

oOB10

oIon

oEcommerce

●Reporting Tools:

oSmartSheet

oOracle PeopleSoft (F) and PeopleSoft (H)

●MS Office Suite of products

●Project: Agile and Waterfall

● Kanban

● ServiceNow

Work Experience:

Knights of Columbus, CT

Role: Portfolio Management Analyst III (Jan 2020 to April 2024)

Responsibilities:

Prepare monthly financial statements, variance reports, and forecasting processes ensuring the financial plan aligns with the organization's strategic business goals and objectives.

Analyze monthly financial statements of multiple programs and variance reports (e.g., budget vs. actual) to advise program directors on the best course of action.

Lead complex financial analyses to develop budgets, including Requests for Proposals (RFPs).

Reconcile and perform grant closeout functions required by contracts administration and sponsors, performing budget modifications as needed.

Monitor program expenses and revenue billings against approved budgets, developing budget modifications if necessary.

Ensure all requirements by contracts administration and funders are met during the grant closeout process, including submitting quarterly, semi-annual, or annual reports.

Evaluate and determine the feasibility of RFPs as well as monitor contract performance against the budget.

Collaborate with program staff to forecast budgets.

Compile and analyze accounting records and other data to determine the financial resources required to implement programs.

Prepare ad-hoc reports for budget analysis.

Ensure adherence to guidelines and policies while monitoring the financial and programmatic status of assigned accounts.

Prepare schedules and reconciliations as required for the annual audit.

Responsible for aligning programs, projects, and initiatives to strategic objectives with support from the Portfolio Manager.

Assisted Portfolio Manager with conducting portfolio-wide analysis on project and program pipelines and delivery risks, including sequencing, dependencies, capacity, forecasting, and ensuring quality and timely delivery.

Monitored rationalization processes to ensure initiatives align with the IT strategic plan.

Provided timely responses to all portfolio management-related inquiries and issues.

Solicited required data, statistics, and reports for analysis to facilitate effective portfolio monitoring.

Generated portfolio planning and prioritization reports for leadership teams on key metrics such as budget health, schedule health, major risks, mitigation strategies, in-progress initiatives, and resourcing.

Maintained and updated Portfolio Planning tools and enablers.

Monitored performance with the portfolio planning and prioritization process and procedures.

Supported risk analysis through documentation and reporting, gathering, and consolidation.

Created and distributed routine and ad-hoc reports.

Developed database logic to extract required information for reporting.

Conducted workshops for various organizational initiatives.

IGT, Rhode Island

Role: Financial Analyst III (November-2019 to December 2019)

Responsibilities:

●Assisted with the annual budget process, monthly forecast process, cost estimation and preparation for the monthly management review meetings.

●Interacted with team leaders to understand performance measurements and cost control strategies, identifying areas where cost improvement can be realized and fostering sound business practices around Technology cost centers, costings and project deliveries.

●Interacted and coordinated with various functional areas within Client including global operations, tax, financial planning, treasury, general accounting and payroll.

●Facilitated cost estimation, corporate financial budgeting and forecasting processes.

●Prepared and consolidated department and regional budgets and forecasts.

●Created various financial analyses and schedules in support of cost center and project forecasts.

●Responsible in cost center forecasting in financial system(s) and provide monthly and ad hoc analysis for technology group.

●Served as Finance Lead on system projects, services deliveries and costing process.

●Identified areas where cost improvements can be realized and assist in the implementation of programs to affect cost improvements. Assist with the development of systems and procedures that stress cost containment.

●Assisted with ongoing improvements to finance related processes and policies and ensure consistency of application.

●Facilitated local transactions periodic and postmortem financial reviews of directly managed cost and project deliveries.

●Educated management at all levels on system and service deliveries financial measurements and analysis as well as proper use of systems, tools and business processes.

●Assisted in the development and improvement of systems and tools.

●Maintained good communication with team on deliveries affecting their respective regions.

●Perpetuated standards on the use of system and tools.

CIBC, Chicago

Role: RPA Business Analyst (June-2019 to Aug-2019)

Responsibilities:

●Created of the PDD (Process Definition Document) defining the automated process to be built in Blue Prism.

●Worked with business stakeholders to review process steps to be automated and capture these business rules within the PDD.

●Worked with Blue Prism developers to explain requirements where needed, and update PDD where additional clarity is required.

●Served as a liaison between the business stakeholders and the developers/testers to obtain and clarify requirements.

●Articulating the vision and value proposition to senior level clients (process and automation transformation) specifically targeting clients with global business services.

●Build strong client relationships by delivering outstanding value through automation.

●Addressed performance, development and deployment issues across the client organization and portfolio management team.

●Identified and assessed potential processes for RPA.

●Processed preparation for Robotics solutions like process redesign, gaps and wastes identification.

●Validated potential processes for RPA.

●Delivered RPA solutions and being first point of contact in case of any configuration issues for the team.

●Collected local business requirements, cooperation with process SME on client side.

●Ensured quality and timeliness of automated processes.

●Created of automation architecture and solution proposals.

●Developed RPA prototypes and Proofs of Concept.

Syscons Corporation, Rhode Island

Role: Financial Analyst III (June 2018 to May 2019)

Responsibilities:

●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.

Citizens Bank (IT Development Center), Cranston, RI

Role: Project Analyst III (May-2017 to May-2018)

Responsibilities:

●Maintained and monitored project plans, project schedules, work hours, budgets and expenditures.

●Organized, attended and participated in stakeholder meetings.

●Documented and followed up on important actions and decisions from meetings.

●Prepared necessary presentation materials for meetings.

●Ensured project deadlines are met.

●Determining project changes.

●Provided administrative support as needed.

●Undertaking project tasks as required.

●Developed project strategies.

●Ensured projects adhere to frameworks and all documentation is maintained appropriately for each project.

●Assessed project risks and issues and provide solutions where applicable.

●Ensured stakeholder views are managed towards the best solution.

●Chaired and facilitate meetings where appropriate and distribute minutes to all project team members.

●Created a project management calendar for fulfilling each goal and objective.

Tech Mahindra, India

Role: PMO Financial Analyst II, (Feb 2012 - April 2016)

Team: Project Management Operations (PMO)

Responsibilities:

●Developed project strategy plans based on logical framework approaches.

●Maintained project timeframes, objectives and communications.

●Created and managed documentation and reports for projects.

●Participated in meetings with clients and task members and identifies additional follow up needs.

●Developed 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 project SDLC cycle activities.

●Identified the goals and requirements of each project.

●Verified data and information and analyze it to suit the direction of a project.

●Tracked forecast and report on project progress including metrics and challenges.

●Collected the necessary information required to start projects.

●Maintained current knowledge on the legislation applicable to each project.

●Responsible for invoice process and bookkeeping for several multi-million-dollar projects.

●Supported project plans, governance minutes and administration.

●Performed other duties as assigned. Strong excel and financial analyst skills required.

Wipro Technologies, Bangalore (March 2010 - April 2011)

Role: Financial Analyst II (Client: Xerox, Project Size: 200 - Onsite and Offshore)

Responsibilities:

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.

Preparing 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.

Initiating plans to improve project strategies and methodologies.

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

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

Coordinating 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.

Generating 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.

Axis Bank - Retail Asset Center, Bangalore (June 2009 - March 2010)

Role: Financial Analyst II

Responsibilities:

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.

PNS Murthy & Sons-Charted Account firm, Bangalore (May 2008 - Dec 2008)

Role: Financial Analyst I

Responsibilities:

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.

SMS Financial Services (Associate of ICICI Bank), Udupi (Aug 2007 - Jan 2008)

Role: Financial Analyst I

Responsibilities:

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.

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