Assistant Manager
Fidelity International
Total years of experience :6 years, 8 Months
Developing and interpreting databases and financial models/reports, promoting process improvements, Automation in specified budget areas and implementing automation for report production, productivity and quality standards. Preparation of budgets, revenue forecasting, data reporting, process improvement, data visualization, business intelligence, analytics, headcount tracking, budgeting, forecasting, budget vs actuals, power BI, P&L preparation and analysis. Excel Automation, Budgeting, Forecasting, Month End Reporting/Dashboarding, KPI developing/tracking/reporting, Financial Planning and Analysis, Stakeholder management, team management, Finance operations, Regulatory Reporting. MIS reporting, Power BI/excel dashboard.
Training, coordinating, reviewing day to day operations and quality control. Prepare and maintain budget status trackers, leadership reporting dashboards, internal status reports, revenue/cost tracking, financial reporting, share-point management ad-hoc tasks, etc. Assist engagement teams with monitoring and communication of the budget, billing schedules and work in process. Research and present the findings to executives, clients and internal teams through charts, graphs, and other visual means to help them make better-informed decisions about product introductions, modifications, and marketing campaigns. Analyse and monitor costs against budget and assist teams with resourcing plan for engagement. Leadership reporting and dashboards. Budgeting, Forecasting, budget vs Actual, Trend Analysis, Variance Analysis. Process Automation and Improvement through Alteryx. Power BI, Visio, MS Excel, Power point, Presentation & Dashboards.
Co-ordination, supervision, and development of a growing team of junior associates and interns. Training, coordinating, reviewing day to day operations and quality control. Assist engagement teams with the production of audit documentation, including the collation and distribution of Global Audit Instructions and related reporting activities. Co-ordinate the submission and receipt of key audit documentation by audit teams worldwide in accordance with instructions and deadlines. Assist engagement teams with monitoring and communication of the budget, billing schedules and work in process. Analyse and monitor costs against budget, and assist teams with resourcing plan for engagement. Conducted industrial research using various research databases and created market data charts and analyses. Creating newsletters using research databases like Factiva, Thomson Reuters, analyst’s reports and crafting meeting agendas, helping with annual planning process and project management. Assist engagement teams with risk management processes such as the client pre-approval independence and continuance processes, and other regulatory requirements as appropriate. Maintain and update global engagement team databases and contact lists as appropriate. Collate relevant client information from publicly available databases and communicate to team via newsletters and databases. SWOT, PESTLE. Multitasking, building relationships with on-site and overseas Clients and colleagues.
Master of Business Administration