Finance Analyst
GE Oil & Gas (Manpower)
Total years of experience :17 years, 8 Months
• Base Cost analysis across Menat O&G and align with OP plan
• Vendor management in SAP
• Managing Facility Cost as per the target
• T&L Reporting and Analysis
• Commission Analysis
• Variable Cost Reporting
• Provide detailed variance analysis at segment/sub-region level on vOP, V% for all P&Ls
• Forecasting, Planning, Estimating and Reporting
• Manage Monthly reporting of actual
• Consolidate and report out quarterly results to region Leadership
• Own and maintain historical data base
• Support region planning session - GPB, SII and OP.
• Manage ad-hoc requests from HQ, GGO etc.
• Support all miscellaneous FP&A process for region.
Preparing Pacing file for Orders and Sales for different business level
Genpact
Finance Analyst
August 2007 to till date
Functional Area: GE Energy O&G -Sales & Marketing Analysis and Reporting
Key Responsibilities: ➲ Data administration through Data Warehouse (SAP BW & Business Object Overview) to collect the data.
➲ Data mining and Reporting.
➲ Reporting Backlog numbers.
➲ Preparing and analyzing various reports on the basis of the data to help to track the orders received by the sales persons.
➲ Data analysis, Trending Analysis in order to grow the sales.
➲ Providing these reports to top Management in order to make Operational plan and estimated sales from the P&L.
➲ Interacting with client on regular basis to discuss and to give the inputs in operational plan and estimated sale.
➲ Interacting with sales persons worldwide to discuss about the orders.
Functional Area: Wachovia- Regulatory Reporting (BFSI Domain)
PROJECT: Transition of this Process from onsite USA to Genpact.
Key Responsibilities: ➲ Data collection and Reporting to the regulatory authorities for sales and purchase of securities under cash and margin accounts.
➲ Analyzing and tracking the transactions to accomplish the various Regulatory requirements.
➲ Monthly Audit: Review of customized audit reports, and reconcile errors (if any) in the calculation of returns
➲ Working as a mentor of the team
➲ Client Service: Interacting with onshore counterparts and maintaining process related updates
Centurion Bank of Punjab
Branch Operations Officer
May 2007 to August 2007
Functional Area: DEMAT Operations
Key Responsibility Areas: ➲ Executing the Sales and Purchase of securities.
➲ Looking into KYC norms while opening the New DEMAT accounts.
➲ Updating my fellow members about new SEBI circulars.
➲ Looking into branch operations and Handling customer queries.
➲ Cross sale of Mutual funds and Insurance
➲ Expertise in functions of Indian Security Market.
NIIT Smartserve
INVESTMENT ANALYST
August 2005 TO May 2006
Functional Area: Investment Advising and Compliance
Key Responsibility Areas: ➲ Worked for SESAME Ltd U.K.
➲ Analyzing the customer's profile, Plan details, Tax status and ATR of the client,
➲ Compliance Checking, Underwriting, Feedback Preparation and Issuance; and Query Management
➲ Tracking, Monitoring and follow up on IDD and Menu (related to Advisor charges) Documents
➲ Understanding of various Insurance Polices Like- Endowments, Whole of Life, Term Assurance and various Pension Plans.
Achievements
• Ten Lean Projects approved by customer with productivity impact of more than $12000 and more than 200 hours Per Annum.
• Received Bronze Award for Lean projects and for Utmost accuracy in consecutive eleven months.
• Received Cash Performance Award from GE.
Project: Growth of Mutual Funds in India -'A Case Study of HDFC'
Responsibilities:-
• Maintaining customer database.
• Handling customer's queries.
• Providing help to my mentor in maintaining portfolio of customers.
Description: -
This project helps to understand: • General insight into the Mutual Fund industry.
• General insight into the banking industry.
• Maintaining customer relationship.
• Impact of Liberalization on Indian Economy.
• Role of Internal and External Environment in Business.
