Ashish Sharma
Senior Business Analyst at Analytix Business Solutions (India) Pvt. Ltd.- Claim this Profile
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English Full professional proficiency
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Hindi Native or bilingual proficiency
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Marathi Elementary proficiency
Topline Score
Bio
Gajendra Kapoor
Ashish was part of data team for three years and was directly reporting to me. He is very quick learner and always ready learn new things. Good coworker who helped others within team and shared the knowledge. It was my pleasure to have him in our team..
Ashish Chandra
I had the privilege of hiring Ashish straight from campus for our team at FIS. Ashish, was and remains, a resolutely hardworking, smart and focused professional. These qualities set him apart from others and have helped him grow in all the roles he has played so far. It was a pleasure working with Ashish and he will be a worthy addition to any team that is fortunate to have him.
Gajendra Kapoor
Ashish was part of data team for three years and was directly reporting to me. He is very quick learner and always ready learn new things. Good coworker who helped others within team and shared the knowledge. It was my pleasure to have him in our team..
Ashish Chandra
I had the privilege of hiring Ashish straight from campus for our team at FIS. Ashish, was and remains, a resolutely hardworking, smart and focused professional. These qualities set him apart from others and have helped him grow in all the roles he has played so far. It was a pleasure working with Ashish and he will be a worthy addition to any team that is fortunate to have him.
Gajendra Kapoor
Ashish was part of data team for three years and was directly reporting to me. He is very quick learner and always ready learn new things. Good coworker who helped others within team and shared the knowledge. It was my pleasure to have him in our team..
Ashish Chandra
I had the privilege of hiring Ashish straight from campus for our team at FIS. Ashish, was and remains, a resolutely hardworking, smart and focused professional. These qualities set him apart from others and have helped him grow in all the roles he has played so far. It was a pleasure working with Ashish and he will be a worthy addition to any team that is fortunate to have him.
Gajendra Kapoor
Ashish was part of data team for three years and was directly reporting to me. He is very quick learner and always ready learn new things. Good coworker who helped others within team and shared the knowledge. It was my pleasure to have him in our team..
Ashish Chandra
I had the privilege of hiring Ashish straight from campus for our team at FIS. Ashish, was and remains, a resolutely hardworking, smart and focused professional. These qualities set him apart from others and have helped him grow in all the roles he has played so far. It was a pleasure working with Ashish and he will be a worthy addition to any team that is fortunate to have him.
Credentials
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Certified Business Analyst from BACentric Solutions endorsed by IIBA EEP
BACentric SolutionsMar, 2023- Nov, 2024 -
Python for finance:- Investment Fundamentals and Data Analytics
UdemyNov, 2021- Nov, 2024 -
Microsoft Excel 2013 Certification
UdemyAug, 2019- Nov, 2024 -
VBA Macros
Learning CricleAug, 2018- Nov, 2024 -
Capital Market
FISAug, 2016- Nov, 2024
Experience
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Analytix Business Solutions (India) Pvt. Ltd.
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India
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Accounting
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200 - 300 Employee
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Senior Business Analyst
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Oct 2023 - Present
Working on a product with AI technology. which will make the US Accounting Process easy for CA/ CPA firms for their Bookkeeping, Financial and Monthly Closing. Working on a product with AI technology. which will make the US Accounting Process easy for CA/ CPA firms for their Bookkeeping, Financial and Monthly Closing.
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Chaturvedi & Associate's
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Jora, Madhya Pradesh, India
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Financial Advisor
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Dec 2022 - Oct 2023
Worked as a tax and Finance Consultant. Income Tax return Filing. Mutual fund advisor. Tax and Insurance Advisor. Worked as a tax and Finance Consultant. Income Tax return Filing. Mutual fund advisor. Tax and Insurance Advisor.
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Potomac Technologies
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India
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Software Development
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1 - 100 Employee
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Team Lead
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Jan 2022 - Dec 2022
Performance review, feedback, annual appraisal. As per the Client requirements explaining the team completing the project on time. Gathered requirements from business heads using Elicitation techniques, created user stories in Product Back log using JIRA Facilitated Requirement Gathering sessions with Subject Matter Experts and other Stakeholders. Have participated and contributed in Joint Application Development (JAD) sessions with business groups, senior management… Show more Performance review, feedback, annual appraisal. As per the Client requirements explaining the team completing the project on time. Gathered requirements from business heads using Elicitation techniques, created user stories in Product Back log using JIRA Facilitated Requirement Gathering sessions with Subject Matter Experts and other Stakeholders. Have participated and contributed in Joint Application Development (JAD) sessions with business groups, senior management and IT teams. Created Business Processes, Activity Diagram, Sequence Diagram, and process flow diagram using UML Tools like MS Visio Collaborated with Scrum Team and Product Owner for generating User Stories and priorities them using Business Value (BV) and Complex Points (CP). Involved in Acceptance Criteria Using JIRA tool. Involved in Product Grooming meeting to prioritize the product backlog Coordinated the SCRUM Team in Daily Scrum meetings, Sprint Planning meetings, Sprint Review meetings, Sprint Retrospective meetings, and Backlog Grooming meetings. Assisted the Scrum Team in creating Burn Down and Burn Up Charts. Brainstorming with Domain SME’s Conducted Sprint Planning meeting to establish the product development goal and plan for the upcoming sprint. Training and development activities for new joiners. Dealing with customers/realtors regarding Query for database update.
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Business Analyst
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May 2019 - Feb 2022
Works with desktop tools, such as Excel and MS-Access. Works with the Black Knight Loan Sphere Loan Boarding Tool to push loans onto the MSP mainframes system. Communicates daily progress and status to the supervisor. Immediately escalates abnormal conditions, system failures, and process breakdowns to the supervisor. Communicates with other teams, such as loan administration and the letters desk, to handoff and perform tasks needed for loan boarding… Show more Works with desktop tools, such as Excel and MS-Access. Works with the Black Knight Loan Sphere Loan Boarding Tool to push loans onto the MSP mainframes system. Communicates daily progress and status to the supervisor. Immediately escalates abnormal conditions, system failures, and process breakdowns to the supervisor. Communicates with other teams, such as loan administration and the letters desk, to handoff and perform tasks needed for loan boarding. Completes all work in a timely manner. Review’s data reports and exceptions to identify operational impacts to internal lines of business. Ensures RESPA letter timelines are met on every transfer. Reviews/Research/Responds to Audit items as assigned. Valuation of risk associated with home loans Portfolio Management Buyout of loans, analysis of data using LPS, Keystone, MSP, Westwing etc. Requirement gathering for Underwriting, Servicing, Closing and Funding related residential Mortgage. Business Requirement Document and User Stories preparation. Operations tasks assignment related to Collateral Assessment, Servicing Notes Review, Title documentation review, Title Search, Loan Modification, Property Type reconciliation Property listing audit, Property repair audit. Damage review analysis Risk review analysis. Complete Pre-bid assessment for Third Party clients followed by recommendation. Training and development activities for new joiners. Experience in handling different portfolio like FHA, FREDDIE MAC, FENNIE MAE, VA LOANS Dealing with customers/realtors regarding Property Sale. (Process: Short Sale) Reviewing documents like purchase & sales contracts, mortgage deeds (promissory notes), divorce decrees (case to case basis), HUD and Final HUD for approval, proof of funds (bank statements), paystubs, food stamps, Dodd Frank Certificates, W2 forms, 1099 forms, Articles of Organization (in case of a company), Deed of trust (incase borrowers’ estate is managed by a trust), etc.
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SunGard - now part of FIS
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United States
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Information Technology & Services
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700 & Above Employee
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Data Analyst
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Mar 2016 - May 2019
• Created various Excel documents to assist with pulling metrics data and presenting information to stakeholders for concise explanations of best placement for needed resources. • Produced monthly reports using advanced Excel spreadsheet functions. • Developed required policies and procedures that reflected actual goals, tasks and workflows, while meeting all regulatory compliance requirements. • Designed and implemented tools to support strategic value chain optimization… Show more • Created various Excel documents to assist with pulling metrics data and presenting information to stakeholders for concise explanations of best placement for needed resources. • Produced monthly reports using advanced Excel spreadsheet functions. • Developed required policies and procedures that reflected actual goals, tasks and workflows, while meeting all regulatory compliance requirements. • Designed and implemented tools to support strategic value chain optimization initiatives. • Data collection and analysis of data updated in system accordingly. • Analysis and Setup of Fixed Income Security, Muni Bonds, Corporate Bond, Prepaid Forward Contract, Contingent Payment Debt Instrument, Fixed setup note issued with OID etc. issues by various firm like HSBC, JP Morgan, Citi Group, Bank of Canada, Bank of New York etc. • Tracking of Corporate Action through NASDAQ, Bloomberg, Emma, Sec, EDGAR and company Website. • Tracking of REMIC Security on monthly basis for Private and no Private issuer like Gennie Mae, Fannie Mae, Freddie Mac etc. • Analysis of form 1099MIS, 1099INV Schedule K-1 etc. • Analysis of different type of security through sec site. • Searching of Muni bond information through using various source Google, Emma, Bloomberg, S&P Cusip Access etc. • Contacting client through email, call, and WebEx. • Analysis of unit income trust securities (UTI), Income Relocation, Mutual Fund etc. • Tracking REIT Securities, Debt Securities, Corporate action and Capital Change through the Bloomberg, S&P Cusip access, Nasdaq Terminal • Tracking of REMIC Security on monthly basis for Private and non-Private issuer like Gennie Mae, Fannie Mae, Freddie Mac etc. • Preforming Income Reallocation task by checking Long Term Gain, Short Term Gain and Dividend through Bloomberg and NAV report send by Fund company. Show less • Created various Excel documents to assist with pulling metrics data and presenting information to stakeholders for concise explanations of best placement for needed resources. • Produced monthly reports using advanced Excel spreadsheet functions. • Developed required policies and procedures that reflected actual goals, tasks and workflows, while meeting all regulatory compliance requirements. • Designed and implemented tools to support strategic value chain optimization… Show more • Created various Excel documents to assist with pulling metrics data and presenting information to stakeholders for concise explanations of best placement for needed resources. • Produced monthly reports using advanced Excel spreadsheet functions. • Developed required policies and procedures that reflected actual goals, tasks and workflows, while meeting all regulatory compliance requirements. • Designed and implemented tools to support strategic value chain optimization initiatives. • Data collection and analysis of data updated in system accordingly. • Analysis and Setup of Fixed Income Security, Muni Bonds, Corporate Bond, Prepaid Forward Contract, Contingent Payment Debt Instrument, Fixed setup note issued with OID etc. issues by various firm like HSBC, JP Morgan, Citi Group, Bank of Canada, Bank of New York etc. • Tracking of Corporate Action through NASDAQ, Bloomberg, Emma, Sec, EDGAR and company Website. • Tracking of REMIC Security on monthly basis for Private and no Private issuer like Gennie Mae, Fannie Mae, Freddie Mac etc. • Analysis of form 1099MIS, 1099INV Schedule K-1 etc. • Analysis of different type of security through sec site. • Searching of Muni bond information through using various source Google, Emma, Bloomberg, S&P Cusip Access etc. • Contacting client through email, call, and WebEx. • Analysis of unit income trust securities (UTI), Income Relocation, Mutual Fund etc. • Tracking REIT Securities, Debt Securities, Corporate action and Capital Change through the Bloomberg, S&P Cusip access, Nasdaq Terminal • Tracking of REMIC Security on monthly basis for Private and non-Private issuer like Gennie Mae, Fannie Mae, Freddie Mac etc. • Preforming Income Reallocation task by checking Long Term Gain, Short Term Gain and Dividend through Bloomberg and NAV report send by Fund company. Show less
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Education
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2014 - 2016
Sinhgad Institute Of Management
Master of Business Administration (M.B.A.), FINANCE -
2011 - 2014
Prestige Institute of Management & Research, Gwalior
Bachelor of Business Administration - BBA, Finance, General
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