Financial Analysis Master's

TASNEEM AURANGABADI

Flower Mound, Texas +1-682-***-****

**********@*****.*** 1

US Citizen

Summary

Results-driven Manager with 12+ years of experience in financial analysis, management, and leadership roles. Proven track record of driving business growth, improving processes, and leading high-performing teams. Education

• Master's in Business Administration (Finance and Accounting), University of Texas at Arlington, Dec 2015

• Master's in Finance and Accounting, University of Mumbai, India WORK EXPERIENCE

Manager, Financial Analysis (Investor Reporting) – Oak Hill Advisors, Fort Worth, US Jan 2016 – Present

• Performance analysis - Gathering, consolidating & analyzing operating drivers and financial results to develop a detailed understanding of the organization’s key metrics and assist with strategic decision making

• Managing the outsourced team (Acuity). This included preparing training sessions, assigning work, creating monthly trackers, feedback, process documents etc.

• Process optimization - Identifying and taking initiatives in process improvements, automate and scale forecasting and reporting tools, processes, and methodologies

• Preparing and reviewing financial models, dashboards and reports (weekly, monthly, quarterly) prepared by team members and distributing within CRM system, understanding input drivers & help in decision making

• Resource allocation for better investment decisions, managing team dynamics, allotting/scheduling reports to team members

• Identifying, resolving, or providing guidance on the resolution of data integrity issues

• Team leadership - Recruiting, training, educating and preparing schedules for new recruits. Fostering a culture of accountability and excellence.

• Analyzing large amount of data – funds with NAV of $50mm to more than $1 billion. Compiling performance reports for various firm wide composites

• Developing executive-level analyses, financial due diligence and providing information for marketing presentations for both key deliverables and ad-hoc projects

• Cross-Functional collaboration - Liaising and collaborating cross-functionally with other FP&A groups, as well as operations including client coverage, client accounting, trading, legal, and compliance to ensure tight finance controls and fulfill external audit requirements

• Utilizing SQL to build reports, adding new functionality and analyzing data

• Assisting in creating efficiencies in the calculation, organization, and creation of reporting/data

• Developing strategic recommendations and assisting business partners in decision making with data driven scenario planning

Manager – Corporate & Investment Banking, Citicorp Services India Ltd., India Sept 2007 – Jul 2013

• Supervisor of Client Metrics Group, assisting bankers and RMs with their Citi client metrics related queries

• Joined as a Sr. Business Analyst in the Client Metrics Group in Sept 2007, became the Supervisor of the group from Jan 2010 onwards

Supervisor: Client Metrics Group Jan 2010 – Jul 2013

• Lead a team of 3 staff in Client Metrics Group assisting Relationship / Business Managers on queries related to internal client metrics, structures and financials

• Worked with global finance teams (GCNM, London) in client analysis (ICG Client Returns Process) through scheduled senior management reporting. This involved: o Undertaking research analysis

o Reconciliation of reports

o Investigating and understanding key business issues behind the numbers o Assembling spreadsheets, charts and graphs

• Successfully handled Management reporting, presentations and team statistics

• Managed the process of Mid-year and year end reviews of the team members

• Coordinated with internal department to ensure smooth operations and day to day facilities of the unit

• Liaised with senior management in staff recruitment and update on operational metrics through internal reporting

• Optimized utilization by cross-training of processes Senior Financial/Business Analyst: Client Metrics Group Sept 2007 - Dec 2009

• Assisted Relationship / Business Managers on queries related to internal client metrics, structures and financials TASNEEM AURANGABADI

Flower Mound, Texas +1-682-***-****

**********@*****.*** 2

US Citizen

• Assisted global finance teams in client analysis through scheduled senior management reporting

• Prepared client specific ad-hoc, weekly and monthly reports through in-depth analysis of data

• Trained fresh recruits as well as corporate bankers on financial systems used, as well internal client profitability measures

Financial Officer, Pidilite Industries Limited, India Oct 2004 - Sep 2007

• Responsible for the all India pricing and discounts of all the products of the company

• Implemented and monitored internal control at various stages to ensure correctness of data

• Reviewed the data entered by subordinates and approving the same so that it becomes live

• Involved in the monthly and annual audit in coordination with company auditors and management

• Prepared MIS reports required by the management and assisted them in critical decision-making process especially during new system development or taking up new projects Achievements and Awards

• Received an “Appreciation Letter” for error free implementation of pricing and discounts

• Was promoted from Jr. Officer to a designation of an Officer within 1 year of my joining the company. PROFESSIONAL SKILLS

Financial/Business Analysis and MIS

• Undertaking research analysis, analytical review of current and historical financial data using excel models,

• Preparing financial statements and supporting schedules, budget preparation and ad-hoc reports

• Preparing MIS reports & other statements with a view to apprise management of the process operations. Process Management and Quality Control

• Monitoring the overall functioning of processes and identifying improvement areas

• Implementing quality systems & procedures to facilitate a high-quality working experience. People Management

• Promoting a spirit of cooperation between team members, monitoring performance, preparing performance MIS

& providing feedback on areas of improvement

• Conducting need-based training programs to enhance the operational efficiency of employees leading to increased productivity.

TECHNICAL SKILLS

• WSO (Wall Street Office), Everest, Webex, Microsoft Teams

• Essbase, CIW (Client Information Warehouse)

• SMART, Citivision, CIS (Client Information System)

• Business Objects, Qlikview, SAP ERP, SQL

• Advanced Microsoft Excel - Visual Basic (VBA), macros, v-lookups, automation/report writing

• Other MS Office applications (MS Access, Word, PowerPoint, Outlook, Microsoft Teams)

• Wall Street Office Administrator, Everest

• Search Engines (Google, Capital IQ, Factiva, Alacra, Thomson Reuters, Dealogic, Bloomberg) References available upon request

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