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Sudipta Paul

FINANCIAL ANALYST

Summary

Seeking a challenging and rewarding opportunity which is in line with my academic background and which effectively utilizes my excellent analytical and technical skills in the field of “Financial Markets & Systems, GAAP Reporting, Compliance and Auditing, Corporate and Industrial Accounts, Taxation and Financial Management”.

Work experience

Jan 2015Present

Business Process Lead

TATA CONSULTANCY SERVICES LIMITED
  •  Preparation of Annual Reports for the biggest perpetual care and Merchandise service provider in North America.
  • Work in various scheduled process like Actuarial Analysis, GAAP Reporting, Trust fund and Holding reporting, Cash and Fund Flow Analysis etc.
  • Preparation of Financial Statement for various states as per the state laws at the time of month and year end close.
  • Completion and checking of Bank Reconciliation, GL Reconciliation as well as Trust Reconciliation in PeopleSoft platform.
  • Preparation of Reconciliation for various Insurance companies and Banks in North America. Follow up on workflow messages, solve problems, and carry out month end close activities such as accrual booking and reconciliation.
  • Work closely with the transition team to achieve seamless migration of the processes and work with management to streamline processes and improve workflow by automation.
  • Preparing Standard operating procedure for the transitioning of the process.
Jul 2012Dec 2014

Senior Process Associate

TATA CONSULTANCY SERVICES LIMITED

  • Preparation of Annual Reports for the biggest perpetual care and Merchandise service provider in North America.
  • Work in various scheduled process like Actuarial Analysis, GAAP Reporting, Trust fund and Holding reporting, Cash and Fund Flow Analysis etc.
  • Preparation of Financial Statement for various states as per the state laws at the time of month and year end close.
  • Completion and checking of Bank Reconciliation, GL Reconciliation as well as Trust Reconciliation in PeopleSoft platform.
  • Preparation of Reconciliation for various Insurance companies and Banks in North America.
  • Follow up on workflow messages, solve problems, and carry out month end close activities such as accrual booking and reconciliation.
  • Work closely with the transition team to achieve seamless migration of the processes and work with management to streamline processes and improve workflow by automation.
  • Preparing Standard operating procedure for the transitioning of the process.

Sep 2010Jun 2012

Analyst

PwC India
  • Accountable for analyzing P/L and Balance Sheet of the company and as per Client Format.
  • Adept at Identifying & quantifying credit risks by actively managing clients' collateral & margin positions. Also implement measures to minimize risks within an independent decision unit to ensure an objective view and decision on credit request & credit exposure.
  • Managing Portfolio Reconciliations whenever disputes arose with clients and finding the root-cause of the disputes whether they are pricing disputes that need to be investigated in Technical issues and rectifying the anomalies on a priority basis.
  • Managing Client Relationships effectively even while handling high-value collateral disputes.
  • Interact with clients as well as other internal departments; may participate in client calls to establish client expectations and review processes and procedures; obtain additional information from clients regarding incomplete, missing or unusual collateral information.
  • Responsible for analyzing the business needs of the clients & stakeholders to help identify business problems & propose solutions.

Education

20102011

Future Business School West Bengal University of Technology
2009

B.Com

Jaipuria College University of Calcutta
20042008

Diploma