SUMMARY

• 10+ years’ experience in the field of financial analysis, data manipulation and project management with more than 8 years of experience in serving external clients.
• Rich consulting, financial analysis and issue remediation experience
• 1.5 years of experience with CCAR and DFAST FRY - 14A end-to-end submission
• Experience with BMA management using RSA Archer including registration, controls and issue management
• Effective experience in team supervision, project leadership and relationship management
• Ability to clearly communicate complex subject matter to clients, senior management and support teams
• Exceptional skills to analyze vast amount of information and derive actionable insights
• Advance knowledge of MS Office including Excel, Visio, Project and PowerPoint
• Knowledge of SQL queries such as Select, Update, Insert, Delete, Union, Append
• Experience with SAP, BI and CPM tool BOARD, and Oracle Essbase

PROFESSIONAL EXPERIENCE

Confidential, Chicago

Business Analyst

Responsibilities:

• Variance analysis of revenue forecasts vs actuals
• Updating promotions and sales data forecast data in Board the BI software, and analyzing the impact of promotions on sales
• Weekly inventory reports by regions and distributors for entire sales team
• Generated sales report using various client portals
• Ad Hoc reports for sales personnel for client meetings
• Created various process manuals for generating various reports used within the organization

Confidential, Chicago

Senior Financial Data Analyst

Responsibilities:

• Focused on end-to-end CCAR / DFAST submission
• Mapped FR-Y14A actuals to Y9C actuals in Excel using MDRM codes
• Assisted in completion of the Regulatory Capital Transition Schedule
• Assisted in completion of Capital D-FAST, Capital CCAR, General RWA and Standardized RWA worksheets in FRY-14A Summary schedule
• Extracted RWA data by LOBs using Esssbase
• Served as a liaison between Business Managed Application (BMA) Governance team and LOBs with issue management of Confidential in Archer
• Managed CCAR (BMA) registrations and controls with the LOBs
• Coordinated remediation of CCAR Business Managed Application (BMA) with open remediation items
• Provided monthly status updates to the CCAR Working Group on Confidential
• Created the business requirement documentation for FRB edit checks and internally created variance checks automation tool
• Tested the automation tool for accuracy for the year end submission, and provided the enhancements and changes required for Mid-year submissions
• Wrote UAT’s for end users of Automation tool
• Tested the excel to xml conversion tool developed by a third party
• Reviewed the FRY-14A data provided by data owners, and provide feedback with errors and inconsistencies
• Compiled data in the FRY 14A summary templates for mid-year DFAST submissions and the FRY 14A CCAR submission
• Ensured various FRY14A summary templates’ worksheets comply with FRB edit checks
• Monthly reporting of BMA remediation status by BMA Owners to the CCAR working group
• Tested the automation tool and evaluated variance analysis results and reconciliation checks by scenario
• Gathered information from template owners to substantiate variance results
• Developed scenario comparison metrics for significant line items from Income Statement, PPNR Projections and PPNR NII, General RWA, Balance Sheet, Capital CCAR and DFAST
• Reconciled Excel and XML 14A templates to ensure consistency of results
• Provided template revisions with change summaries to various template owners for year-end CCAR process
• Created process maps showing the data flow using MS Visio
• Documented procedures for FR Y14A data aggregation
• Monitored 14A template updates for CCAR and DFAST and communicated updates to SMEs
• Created an inventory of FRB FAQs, and ensured that template owners are in compliance with FRB responses
• Resolved 14A resubmission issues following the annual and mid-year submission

Confidential, Chicago

Project Analyst

Responsibilities:

• Created and updated organization charts for global restructuring using Visio
• Prepared and sanitized organization design and staffing templates using Excel
• Performed cost/benefit analysis of new-hires, lay-offs etc.
• Managed document repository in SharePoint
• Supported the VP of Human Resources with employee database updates

Confidential

Senior Consultant

Responsibilities:

• Managed, created and monitored transaction workplans to track project progress for transactions involving U.S.-based companies
• Provided progress updates on milestones and tasks; followed up with responsible personnel as necessary to ensure projects stayed on track
• Supported senior management with project financials, budgeting, and billing of various projects
• Conducted financial analysis of U.S.-based companies as requested by the partners and senior managers
• Gathered publicly available information on companies using research databases such as Morningstar, OneSource, Thomson, and FactSet
• Created and maintained organization charts for legal entity restructuring using Visio and PowerPoint
• Created pitch decks for sales presentations using PowerPoint
• Analyzed legal invoices for transaction costs
• Analyzed transaction costs and created costs sheets using Excel
• Prepared engagement letters, SOWs for various engagements
• Prepared and analyzed technical interview reports supporting IRC Sec. 41 research and development tax credit
• Wrote SQL queries to data validation and extraction
• Involved in testing in-house software used in the calculation

Confidential

Financial Analyst

Responsibilities:

• Accounting for Futures, Options and Swap trades
• Managing accounts payables and receivables on Swaps

Confidential

Financial Analyst

Responsibilities:

• Created company profiles and industry reports
• Cash flow analysis and valuations of companies using DCF