Machine Learning Process Automation

LinkedIn San Francisco, CA ***** +1-619-***-**** **************@*****.***

Investment professional with 5+ years in financial markets, specializing in derivatives, transaction modeling, and portfolio analysis. Experienced in Trade lifecycle management, risk mitigation, and process automation using AI, VBA, Python, and Advanced Excel. Skilled in AI-driven forecasting, NLP for financial insights, and ML models for risk assessment, delivering data-driven decisions in fast-paced environments.

Skills

• Financial & Analytical Skills: Portfolio Management, Trade Lifecycle Management, Financial Modeling & Analytics, Financial Analysis, Capital Markets, Corporate Finance, Equity Fund Flow Analysis, Compliance.

• AI & Machine Learning: Python, Cloud-Based Solutions, Automation, Predictive Modeling (Regression, XGBoost, RFC, logistics), Financial Forecasting.

• Data Visualization & Analytics: Tableau Desktop/Server, Power BI, Microsoft Excel (Advanced).

• Risk Platforms & Trading Systems: ALERT, GTSS, FX Connect, FXALL, MISYS, SWIFT, Aladdin by BlackRock, SimCorp Dimension, Tripod.

• Process Automation & Operational Efficiency: Process Automation, Reconciliation, Regulatory Reporting, Lean Methodologies, SOP Documentation, Training & Team Building. Education Master of Science in Financial Analytics Golden Gate University GPA – 4 2023- 2024 Bachelors in Banking and Insurance Mithibai College, Mumbai University GPA – 3.6 2014- 2017 Professional Experience Financial & Investment Analyst 09/2024 to 12/2024

Highmark Solutions Inc. California, USA

• Improved resource allocation by 15% through AI-driven financial forecasting and variance analysis for portfolio management.

• Enhanced revenue models’ accuracy to 95% using Python-based machine learning algorithms, including regression analysis with NumPy, SciPy, and scikit-learn, reducing budget overruns by 20% and boosting operational efficiency.

• Leveraged machine learning (scikit-learn, TensorFlow) for asset analysis, identifying 25% growth and increasing portfolio value by 18%.

• Presented performance insights to executives, driving strategic decisions that improved stability and raised annual returns by 10%

Analyst- FX OTC Derivative Confirmation 04/2022 to 08/2023 Deutsche Bank Pune, India

• Achieved 98% trade accuracy and streamlined workflows using Aladdin and SimCorp, reducing processing time by 20%.

• Optimized processes across asset classes, decreasing manual workload by 27% through internal project contributions.

• Enhanced reconciliation accuracy, reducing errors by 17% and ensuring compliance with regulatory standards.

• Mitigated $1M+ potential revenue losses by escalating high-priority issues and ensuring operational continuity.

• Resolved 1000+ monthly client inquiries for DWS, boosting operational efficiency and client satisfaction. FX FID Drafting Associate 03/2018 to 08/2021

Morgan Stanley Mumbai, India

• Saved 1.1 FTE by automating cross-currency confirmations, boosting STP efficiency by 30%, reducing errors, and streamlining workflows.

• Improved compliance by 17% by producing 100% accurate regulatory reports and enhancing reporting timelines while ensuring seamless Leo-to-Tripod migration.

• Mitigated operational risks by drafting 10,000+ ISDA-compliant FX confirmations, delivering T+1/T+2 accuracy, and resolving discrepancies within 24 hours.

• Strengthened team efficiency by implementing Lean initiatives, optimizing processes, and training team members on FX products and operations.

Project Tableau Interactive Dashboard

• Developed an interactive Tableau dashboard for Uber’s finance and operations teams, addressing fragmented data challenges across multiple city operations. Utilized Tableau’s advanced calculated fields and formulas to perform Net Present Value

(NPV), Internal Rate of Return (IRR), and profitability analyses, providing comprehensive insights into Profit & Loss statements, Gross Bookings, and Operating Margins. This solution enabled the identification of cost drivers, optimization of pricing strategies, and improved revenue forecasting accuracy, leading to a 15% increase in margin efficiency. Professional Development

• Bank of America Investment Banking virtual experience program Jan 2025

• JPMorgan Chase Investment Banking Job Simulation on Forage Jan 2025

• HSBC Global Banking & Markets Job Simulation on Forage Jan 2025

• AI and Banking Course from Oxford Home Study Feb 2025 HIMANSI SOJITRA

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