Assistant Manager MIS & Reporting
Finance House
Total years of experience :16 years, 3 Months
MIS maintenance & reporting.
✓ Preparation of loans & credit card portfolio.
✓ Preparing credit card spends reports.
✓ Preparation of daily dash boards & KPI's.
✓ Preparation of adhoc reports as per management request.
✓ Preparing base for cross selling &campaigns.
✓ Preparation of business performance reports (Branches, Direct Sales).
✓ Assisting finance team for budgeting.
✓ Ensure data integrity in all reporting’s. Assure timely report preparation and its distribution to the
management.
MIS maintenance & reporting.
Preparation of loans portfolio.
Preparation of credit card portfolio.
Preparation of daily dash boards & KPI's.
Preparation of Central bank reports ( Business Return Forms)
Preparation of CBUAE regulatory reporting returns
Ensure data integrity in all reporting’s. Assure timely report preparation and its distribution to the management.
MIS maintenance & reporting.
✓ Preparation of loans portfolio.
✓ Preparation of credit card portfolio.
✓ Preparing credit card spends reports .
✓ Preparing and analyzing monthly credit analytics pack containing information on loan delinquencies, Gross Write offs (GWO’s), segment wise, region wise, income wise, NPL, Delinquency wise, Industry Wise.
✓ Standardize, automate, enhance and disseminate adhoc reports and routine MIS
✓ Preparation of daily reports for E channels ( Mobile Banking, Internet Banking, ATM's)
✓ Preparation of monthly reports.
✓ Preparation of daily dash boards & KPI's.
✓ Preparation of business performance reports ( Branches, Direct Sales, Wealth management, Channels).
✓ Preparation of adhoc reports as per management request.
✓ Preparing base for cross selling & campaigns..
✓ Ensure data integrity in all reporting’s. Assure timely report preparation and its distribution to the management.
Preparation of Retail & SME loans Portfolio.
Monthly preparation of credit analytics pack - Portfolio Review
Preparing and analyzing monthly credit analytics pack containing information on loan delinquencies, Gross Write offs (GWO’s), segment wise, region wise, income wise, NPL, Deliquency wise, Industry Wise.
Close interaction with portfolio managers on the portfolio’s monthly performance
Preparation of daily dash boards.
Preparation of MIS reports for the daily logins & disbursements of retail products
Preparation of adhoc reports as per management request.
Preparation of Mortgage portfolio report.
Preparation of Wealth management portfolio report.
Preparation of adhoc reports as per management request.
Preparation of MIS reports for the daily disbursements of retail products
Preparation of wealth management reports ( LTV reports )
Preparation of daily dash boards
Preparation of settlement reports
Minimized manual and ad-hoc reporting by automating periodical reports leveraging available reporting technologies.
Monitoring KPIs to identify business problems and providing recommendations to the upper management for addressing probable shortcomings; thus enhancing business productivity.
Preparation of daily dash boards for the management .
Drafting and automating reports, providing reviews in addition to ad-hoc reporting to drive management strategies in direct coordination with the senior management.
Preparing base forcross selling.
Reconciliation of GL’s.
Monthly preparation of credit analytics pack ( Portfolio Deck )
Preparing and analyzing monthly credit analytics pack containing information on loan delinquencies, Gross Write offs (GWO’s), segment wise, region wise, income wise.
Monthly preparation of portfolio performance for loans - Smart loans, Overdraft, Non salary transfer loan .
Preparing the monthly base data for products like smart loan, overdraft, non salary transfer loan.
Product wise portfolio performance analysis and central bank report on IFRS ( International Financial Reporting Standards )
Close interaction with portfolio managers on the portfolio’s monthly performance.
Generating MIS and reports of the internal clients as per the requirements and query handling .
Daily reporting of application inflow, volumes disbursed and applications approved with higher authority escalation.
Preparation of adhoc reports as per management request.
Providing data to finance department ( data for Revenue, NPL, ENR, Accounts etc ) and other departments as per their requirements.
Performance of regular UAT related to system enhancement of LAPS co-ordinating with IT for issues
raised in UAT
Preparation of daily MIS reports for Credit Initiation Unit, RCAD, Collections, FRMU& Operational Risk.
PAN UAE report for retail products
Daily approved and decline applicat,
Daily Open/ pending , resubmission & on hold applications
Deviation approved applications
TAT report for approved & declined applications
Staff performance ( Analyst & Data entry)
Preparation of wasis report .
Preparation of Deliquency report, write off & Recovery Reports
Preparation of Monthly calling list for collection.
Preparation of Conveyance allowance report for collection officers.
Achievements:
Was part of the UAT team for testing and implementing the Loan-on-Cardsin LAPS system
Was part of the UAT team for testing and implementing the Etihad credit card in LAPS system
Represented credit team in testing the ITQAN system (360degree view) and successfully trained staff in using the system for the day-to-day activities
Bachelor of Commerce - Computer Applications