Neha
Göteborg
Summary
Experienced Finance professional offering nearly 16+ years of rich experience in financial planning & analysis, forecasts, estimates and business plan, with global leading companies. Holding two Masters in Finance & Accounting.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Sr. Finance Manager (Sr. Financial Analyst)
American Express India (Private) Limited
Gurgaon
11.2011 - 03.2024
- Financial Planning & Analysis - Closely monitor & manage expense base base of USD 5 Million , to avoid un-necessary cost being booked in the respective line of business. Managing and allocating the common cost related to Bank, Taxes & other from originating line of business. Monitoring annual budgeting, quarterly forecasting and analysis requirementsare achieved accurately in timely basis.
- Investment Optimization - Partner with CP&A Investment Transformation team to build nd maintain the investment TM1 System including : TM1 web app, reporting capabilities through citrix perspective and IBM Cognos Business Intelligence (BI) Reporting.
- Project Management - Delivering the Agile implementation of projects by leading all the scrum activities : Daily Stand up's, Requirement tracking/closure, Sprint review, SIT/UAT support, deployments.
- Expense Analysis & Reporting - Provide monthly MIS expenses to Cost centres owners including variance analysis. Manage Tech Charge out processing, accounting and reporting on monthly basis.
- Quality Control & Analysis -Effective Coordination with various business client groups to understand, analyse and gather requirements. Creating & executing Test Plans, cases & scripts of product development for various business critical projects (Risk Finance, Stress testing)
- Cognos Analytics - Implemented Mock report layouts before the actual report implementation. Delivered solution-oriented complex reports using Report Studio, Active report.
Analyst, Asset Management
J.P.Morgan Chase & Co.
Mumbai
10.2009 - 10.2011
- Financial Reporting & Analysis - as a member of Private Banking - Regional CFO Team. Preparing executive management decks to analyze P&L's AUM trends & performance across products. Analyzing Private Bank's portfolio of assets.
- Financial Modelling & Analysis - Developing financial models to evaluate banker's performance in form of Banker's scorecards. Analyze break-even period of banker's business growth.
- Ad-hoc initiatives/Projects - Integral member of a global level project - "Synchronization of Reports". Active participation in knowledge management process by presenting monthly revenue & asset numbers to CFO team.
Research Analyst, Real Estate
Adventity Global Services Pvt. Ltd.
Mumbai
03.2008 - 06.2009
- Forecasting demand supply estimation model for for GCC Real Estate market
- Build & update the Financial Models for real estate companies to encompass DCF, NAV and Relative value techniques.
- Building & managing operating metrics to study competitive mapping between key real estate players.
- Financial statement analysis and profiling of banks for banking consultancy project.
Education
Master of Science - MS - Finance
ICFAI University
Hyderabad, India06-2008
Master of Science - Master of Commerce
Panjab University
Punjab, India06-2003
Skills
- Financial Planning Expertise
- Financial Statement Review
- Budget Forecasting
- TM1 (Perspective for MS-Excel, Pax)
- Oracle Essbase
- Cognos Analytics - BI
- Project Management tools - JIRA, Rally & Confluence
Accomplishments
Quarterly Spotlight Award Dec'23 - recognition for going over and above while delivering assigned task.
Awarded "DSCOE Mission Accomplishment Award"in Q2 2018 for driving excellent results.
Awarded "Quarter 3 spot Award" as Best Performer im 2010.
Languages
Hindi
First Language
English
Proficient (C2)
C2
Certification
- Aspiring people leader program certification in 2023
- SAFe Scrum Agile (5.1) - 2023
Timeline
Sr. Finance Manager (Sr. Financial Analyst)
American Express India (Private) Limited
11.2011 - 03.2024
Analyst, Asset Management
J.P.Morgan Chase & Co.
10.2009 - 10.2011
Research Analyst, Real Estate
Adventity Global Services Pvt. Ltd.
03.2008 - 06.2009
Master of Science - MS - Finance
ICFAI University
Master of Science - Master of Commerce
Panjab University
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