Associate Director
UBS Business Solutions India Pvt. Ltd
Total years of experience :14 years, 1 Months
Financial Planning & Analysis (FP&A)
•Leading functional forecast Insight (FFI) meetings with function providers and understand reasons behind the variances between Adjusted operating plan and Full year forecast (FYFC), preparing the deck and presenting it to Business Division representatives / CFO’s.
•Challenge Providers on content where required during Plan and Forecast.
•Own consumption cost control and analysis.
•Manage end to end cost allocation process.
•Quarterly CFO briefings and presenting GEB review decks.
•Monitor and analyze the u/o recovery during forecast and actuals.
•Client side analytics and ensure smooth flow of cost allocation process
•Check estimate vs actuals and m-o-m commentaries. Highlight quality issues and make a summary per provider of significant moves for stake holders.
•Attending Plan review meetings to understand and update the current developments and challenging providers on content where required.
• Preparation of various presentations like walk from Operating Plan/Budget to Full year forecast (FYFC) for Group Management.
•Identify and raise need for reporting change and propose implementation approach
FSS - Performance Management
Corporate Investment Banking (CIB):
• Perform control checking between management accounting system & accounting figures and make system adjustments for correct management reporting.
• Prepare monthly revenues (& related indicators) management reporting to Head Office within pre-set deadlines.
• Provide support to regional PMs / Country PMs and Head Office Finance in analyzing business performance.
• Provide analysis and response to questions raised by HO Finance / Regional Finance / internal management.
• Perform UAT on new system implementation and upgrade of petals systems.
• Perform sanity checks / high-level reviews of monthly and quarterly reports.
• Support the team’s tools / databases, as well as its reporting templates / models and macros.
• Help formulate system enhancements and operational process improvements in production and workflow organization to increase the team’s efficiency and effectiveness.
IB Finance - Fixed Income Reporting
•Financial Reporting, P&L and Headcount Reporting & using Hyperion Essbase to extract the financial data.
•Responsible for preparation and publication of MI around cRev reporting for the Global Fixed Income Business.
•Supporting Senior Management (CEOs and Board of Directors) for Analytics & Reporting requirements by preparing commentaries on variance reports and trend reports.
•Budget, Forecasting & Variance Analysis - (Actual vs Forecast vs Plan) and adding commentaries on key points driving the report variances.
•Identify deficiencies in the current infrastructure to measure client revenues and work with technology team for its improvement.
•Check the revenue flow in various systems to ensure the data is flowing correctly from trading desk to end systems and process manually if any trades struck in system.
•Handling Analytics and Reporting assignments of the Investment Bank mainly focused on Revenues and Expenses relating to Emerging Market Council and Europe Country Reporting.
•Preparing League tables for banking by using Bloomberg live data for every week and sort it down the top companies to compare with Credit Suisse in various products like IPO’s, Mergers & Acquisitions and Leverage Finance.
•Based on monthly revenues and target revenues preparing Financial Review Packs and Country Business Review power point presentations for Strategy management.
First Class
First Class