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>>Career Growth > Manager – Corporate Finance

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>>SYNOPSIS -Manager Corporate Finance from executive in Accounts department.

  1. Career Objective                                                                                                                    

    To be an integral part of a dynamic and progressive Organisation contributing to the Company’s positive growth by adherence to Company’s ethics and values.

    Professional Experience                                                                                                                     

    ABC Inx Co. Ltd., Mumbai                                                        July ‘06 to Date

    Manager – Corporate Finance

    Role consists of managing payouts for the Sales Commercial team across functions including Payouts, Contests, MIS and Analysis, Audit, among others

    • MIS and Analytics
      • Providing monthly MIS to management on various payouts
      • Providing a detailed MIS on various R&R payout programs
      • Analyzing current processes on an ongoing basis and looking at constant improvements to the same
    • Operational Activities
    • Computing various payouts for the B&A channel
    • Analyzing and developing applications and information system through IT to facilitate various payouts
    • Adequate checks on the processes and documentation, thereby ensuring smooth and clean audit
    • Ensuring proper communication across branch operations and resolving issues related to payouts
    • In charge of the performance of a 4 member team
    • Projects Undertaken And Achievements
      • Projects Undertaken
      • Implementation of Audit documentation
      • Automation of three critical payouts
      • Review and implementation of better controls for payouts and contest
      • Ensuring proper communication across branch operations and resolving issues related to payouts

     

    • Achievements
      • Awarded the Striker of the Month in a row:
        • March ‘07 - Single handedly initiating and implementing the referral rate enhancement program
        • June ’07 – Streamlining processes for all the payouts and documentation, hence facilitating smooth Audit

     

    US XYZ Services India Pvt. Ltd., Mumbai                                                 December ‘05 to June ‘06

    Associate – Centralised Research Group (CRG)

    Role consists of managing operations for the Investment Banking Research Group (CRG) across functions including Finance, MIS, Risk management, Workflow optimization, new migrations, among others

    • Review and analyse Budgets and financial numbers for the Group
      • Project and budget next financial numbers
      • Track variances on a monthly basis
      • Reforecast of expense allocation
      • Reviewing and managing market database budgets periodically
    • Identify, update and analyse key monthly reporting deliverables for JPMorgan regional offices across the globe
    • Automation of Key Operating Statistics for the business through Business Objects
    • Identifying potential enhancements in the Group’s workflow tool and implement the same
    • Key member of the Group’s Knowledge Central development program
    • Responsible for reviewing the Group’s Business Continuity Plan and interacting with global firm members to ensure revision and change as appropriate
    • Migration/Implementing new businesses
      • Work with donor bankers/project owners to identify business requirements and coordinate implementation
      • Develop business plan for new business implementation
      • Coordinate with  legal, tax, compliance and other departments to enable new business execution

     

    ABCl Co. Ltd., Mumbai                                December ‘01 to November ‘05

    Assistant Manager - Business Planning and Analysis

    • Using Business Objects as a front-end tool for developing management reports.
      • Involved in developing as well as maintenance of Business Objects universe.
    • Automation of all the Sales Tracker’s to keep a track of daily login and issuance of policies, product-mix, Sum Assured etc.
      • Analyzing the data and generating a commentary for circulating it to the management.
    • Automated and analyzed the Sales and Distribution KPI’s for all the sales force to aid the R&R process.
    • Developed KRA alerts for the risk team. Aided in monitoring and analyzing the KRA’s to identify risks to the Organization.
    • Involved in identifying the various parameters for the Organization’s Balance Score Card.
      • Providing and analyzing the data for the project.
    • Developed the total and HNI penetration matrix with the NRS statistics.
    • Monitoring and analysis of Key Organization initiatives-HNI performance, Spoke 5 performance, Challenger Biz etc
    • Developed alerts for audit checks to assist branch audit, reducing the manpower utilization.
    • Aided in the Planning process
      • Analysis of Plan vs Actual for the past years, hence assisting SWOT analysis
      • Projection and budgeting for the next financial year from the analysis.
    • Developed alerts for audit checks to assist branch audit, hence reducing the time consumed.
    • Automated the Daily and Monthly Sales Tracker for the Bancassurance channel.
    • Automated reports which are sent to the partners/relationships on their emails without manual involvement.
    • Generating FSC reports through Goldmine.

     

    Achievements:       1. Received a Performance Excellence Award from the Bancassurance channel
                                  during the probation period.
                                  2. Have been promoted every year since last 3 years.

     

    ABC Consumer Financial Services Ltd., Mumbai                      March ‘98 to December ‘01

    Personal Loans Department, Sales Support Executive

    • Generating and analyzing the Personal Loans business of the Organization.
    • Ensuring that the branches achieve their monthly targets by organizing incentive-based program.
    • Analyzing the sales done and presenting the same to the Head-Sales.
    • Releasing AD’s in various locations in different publications for further contributing to the growth of the Company.
    • Ensuring that the filter set by Risk reach IT on the set date.
    • Making sure that IT sends the data on time for analyzing.
    • Liasoning and monitoring with the DM agency regarding the feedback on the mailers.
    • Making sure the mailers reach the branches within the stipulated time.
    • Ensuring the branches submit the Pipeline report at the end of the month.

     

    Customer Relationship – Personal Loans

    • Responding to branch based queries.
    • Solving customer queries.
    • Issuing duplicate mailers to the customer.

     

    Listening Post

    • Ensuring that the Listening Post reaches the branches on quarterly basis.
    • Making sure that the branches sent the data on time.
    • Analyzing the data, preparing statistics and presenting the same.

     

    SMC Consultancy, Mumbai                                                                       June ’95 to March ‘97

    Programmer and Client Service Executive

    • Used FoxPro as programming language to develop customer defined software.
    • Used to handle customer demands like generating reports and solving problems encountered by the customers.

     

    M/s MNC Agency, Mumbai                                                                            May ’94 to March ‘95

    In charge of the accounts department.

     
    Professional and Academic Qualification                                                                               
               
    Year                 University / Institute                                        Examination                 

    1996                 NIIT                                                GNIIT
    1991                 CCIT                                               Computer Competency
    1993                College of Arts and Commerce        Bachelor of Commerce
    1990                College of Arts and Commerce        Higher Secondary
    1988                High School                                      Secondary School

     

    Personal Information                                                                                                              

    Date of Birth                  : 1973

    Marital Status                : Single

    Interests and Hobbies     : Reading, Music, Traveling

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