A driven financial professional versatile capabilities and experience seeking a leadership role that will offer opportunities for significant contributions and foster profitable and efficiently productive operation. Extensive experience and knowledge-base coupled with competitive ability to apply structured business processes towards analytics, audits and reporting of financial information. Proven ability to play consultative liaison and contribute towards efficient financial controls and reporting tools development, quality assurance and implementation. Proven leadership and administrative skills that will substantiate an environment where there is a need to assure broad cooperative efforts by setting effective fiscal priorities and planning to meet deadlines and achieve immediate and long-term goals. Ability to work productively in a high-pressure environment with aptitude to channel cross-functional efforts. Exceptional interpersonal and relationship building skills and ability to work with senior management and varied levels of stakeholders. Outstanding communications and organizational skills, coupled with ability to manage multiple priorities.
Creative problem solver
Microsoft Outlook, Word and Excel
Adherence to high customer service standards
Excellent time management skills
Exceptional interpersonal communication
Assistant VP, 02/2013
to 09/2014 BANK OF AMERICA MERRILL LYNCH – NEW YORK,
Active participant and contributor for Technology Group and Management reporting specifications enhancements, testing and release management initiatives.
Participate in automating Balance reporting and Funding analytics processes.
Active participant and contributor for Business Units revenue reporting tool improvement initiative.
Liaise with Finance, Middle Office and Technology for client's balance and hierarchy issues.
Manage and execute global weekly reports and ad-hoc balance and revenue queries from Sales, Client Solutions and BU Management.
Ensure New Funds are aligned within client's hierarchy, along with appropriate sales and services coverage.
Generate Management reports and analysis for Liquidity Risk Management group for a comprehensive view of the business funding.
to 01/2013 FARMINGDALE FOOD COURT INC – Farmingdale,
Manage day-to-day operations, financial and technical operations functions within the franchisee's scope.
Manage performance analysis to achieve short and long term goals and targets to promote progressive productivity of the franchise.
Coach and motivate team and reinforce client's experience standards to maintain high safety standard and quality guest service.
Proficient team management, foster team morale and camaraderie, and work towards a common goal of the unit's productivity and efficiency.
Maintain sales, profit and loss analysis, trends and corporate reporting.
Manage Banking, Payroll, Book-keeping and Forecasting.
Product Manager, 07/2007
to 02/2009 Morgan Stanley – New York,
Managed current and prospective prime brokerage Client Revenue reporting products development and drove vision of the tools performance.
Liaised with senior management, financial controllers and information technology stake holders.
Managed "Revenue by Client" reconciliation report development, testing and implementation.
Defined, tested and implemented various revenue analytics P&L and reconciliation reports between source systems and the "Revenue by Client" database to ensure precision of results.
These reports aided senior management with Client Revenue reporting on Prime Brokerage P&L.
Designed and created reconciliation processes and tools that highlighted variances between Prime Brokerage Client revenue versus the back-offices figures.
Comprehensive reconciliation and substantiation of monthly revenue analytics and scenarios impact analytics for senior management and firm-wide reporting.
Tracked issues & resolution, testing & implementation of the "Revenue by Client" database for firm-wide reporting.
Primary point-of-contact for external IT and internal product support teams to build fixes that resolved the reporting system's errors.
Senior Manager Controller, 12/2004
to 06/2007 Morgan Stanley – New York,
Generated and presented global P&L trends analysis and variances between reporting periods, global revenue projections and budget scenarios to senior management.
Generated adhoc revenue analytics for the business unit's CFO.
Managed various Prime Brokerage controllers' project's and responded to ad-hoc queries and analysis.
Liaised with the business unit's finance team and information technology development team on new "Revenue by Client and Client Profitability" database.
Played a vital conduit role with ensuring efficient and successful transition of the group's resources as a result of reorganization.
Manager Controller, 12/2002
to 11/2004 Morgan Stanley – New York,
Developed and managed a team that presented daily and monthly P&L deliverables, month-end functions and fostered issues resolutions and reviews.
Assisted internal and external auditors with business overview and specific queries.
Led P&L re-engineering project to integrate a newly established business specific interest system.
Built specifications to implement supplementary reporting functionality.
Interfaced with the business unit's finance team and information technology developers on functional aspects.
Translated controllers and business needs into concise requirements for the IT development team.
Associate Controller, 12/1999
to 11/2002 Morgan Stanley – New York,
Prepared expense analysis reports & charts, budget & forecasting reports that were appended with the senior management reporting packages.
Performed month-end closing procedures that facilitated accurate and timely reporting of the group's financial performance.
Developed internal controls processes and procedures to minimize risks exposure and ascertained precision with reporting.
Conducted and accomplished a special revenues analysis for anomalies such as Sept 11, 2001 and economic impact of federal rate hikes on revenues.
Air Hostess, 09/1994
to 05/1996 Air India – Mumbai,
Provided an elevated customer experience to generate a loyal clientèle.
to 11/1999 Morgan Stanley – New York,
Analyzed agents fee accruals, payments and monitored agents fees control accounts.
Analyzed and prepared packages for travel and entertainment expenses, consulting & temporary agencies fees expenses.
Compiled out-of-pockets expenses and prepared client's billing schedules.
Updated and prepared expenses schedules and reconciled intra-company accounts.
Played a vital conduit during the team's transition that reconciled and compiled expenses presented to Chase (Chase took over Morgan Stanley's Custody business).
Bachelor of Commerce: Accounting,
1991 University of Bombay - Accounting
Diploma: Business Management,
1 1992 Xavier Institute of Management - Bombay Business Management