Deepak Ingle
Financial Analyst at Parkbridge- Claim this Profile
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Bio
Credentials
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Accounting Fundamentals
Corporate Finance InstituteMay, 2021- Nov, 2024 -
Financial Modeling and Forecasting Financial Statements
LinkedInJan, 2021- Nov, 2024 -
Income Statement (P&L) and Cash Flow Explained
LinkedInJan, 2021- Nov, 2024 -
Power BI: Dashboards for Beginners
LinkedInJan, 2021- Nov, 2024 -
Introduction to Business Analytics
LinkedInNov, 2020- Nov, 2024 -
The Six Morning Habits of High Performers
LinkedInNov, 2020- Nov, 2024
Experience
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Parkbridge
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Canada
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Leasing Residential Real Estate
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100 - 200 Employee
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Financial Analyst
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Apr 2021 - Present
☛ Working closely with the Land Development, Home Construction and Sales departments for all their financial analysis and reporting requirements to help them evaluate their performance better☛ Tracking, reconciling and analyzing job costs coded to projects against the annual budgets and forecasts☛ Organizing and driving monthly performance calls with the Property managers, Construction managers and Sales team to review monthly variances against annual budgets / forecasts
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Wells Fargo India Solutions Private Ltd
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India
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700 & Above Employee
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Operations Manager
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Apr 2018 - Sep 2020
☛ Administering a team of 25 team members for Community Lending and Investment – Tax Credit Asset Management (CLI-TCAM) business☛ Providing analytical support to Asset Managers to make sure business operations are performed per the regulatory and compliance requirements to avoid Tax Credit Recaptures.☛ Conducting Data Analysis and preparing business cases for Asset Managers to plan strategies and take investment decisions.☛ Accountable for providing overall direction, coordinating/evaluating of the work and performance management☛ Assuring appropriate system are available to ensure defined metrics are evaluated to improve Business performance.☛ Working closely with a team of associates to create a succession pipeline and assuring Business Continuity Plan (BCP) for continuous delivery of critical services and workHighlights:►Successfully mentored team members, enhanced their capabilities and traits to move them to Asset Manager Position (Global Role)
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Team Lead
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Sep 2015 - Mar 2018
☛Directed a team of 15 associates for Community Lending and Investment – Tax Credit Asset Management (CLI - TCAM) business ☛Involved in guiding them to meet the business requirements and goals☛Instrumental in resource planning activities to analyse/eliminate barriers☛Worked with Internal Excel trackers/automated capacity planner to assure production is planned/executed ☛Performed SWOT analysis, conducted one-to-one reviews to identify areas of improvements Highlights:►Successfully developed a macro based excel template to complete loan refinance work for onshore asset managers which results in saving $37,685.00 US Dollars►Successfully developed a macro based excel template for onshore underwriters, developed underwriting expense analysis tool, which results in saved 60% of time and $29,136.00 US Dollars
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Subject Matter Expert (SME)
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Sep 2014 - Aug 2015
☛Managed the portfolio of 150 plus properties, updated/maintained team member performance reports and daily/weekly/monthly/quarterly business reports☛Facilitated training and quality functions so that the team is always updated with complete knowledge of the processes☛Worked with fish bone and pareto chart tools to understand root cause for errors done ☛Performed error analysis to help team member improve their quality/efficiency☛Gathered asset manager requirements by attending weekly business callsHighlights:►Successfully developed a macro based automated excel tool which improved the efficiency by 20% and overall quality increased by 9% which results in terms of time saved and efficiency gain was $831,652.00 US Dollars
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Senior Financial Analyst
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Jul 2011 - Aug 2014
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Financial Analyst
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Nov 2009 - Jun 2011
☛Involved in property financial statement analysis for CREFC – FSA (Commercial Real Estate Financial Conduit - Financial Statement Analysis) business to ascertain the performance of the property☛Analysed property financial statement and loan related documents like rent roll, historical operating statements, appraisal reports and budget☛Generated Operating Statement Analysis Reports and provided property operating performance comments ☛Conducted a study on Variance analysis process to understand the NVA (Non-Value Added) steps Highlights ►Successfully automated all steps with help of a macro based excel template and saved around 64% of overall time and annualized savings for variance analysis process improvement project was $71,432.00 US Dollars
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Associate Financial Analyst
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Aug 2008 - Oct 2009
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Education
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Osmania University
Master of Business Administration, Finance & Marketing -
Osmania University
Bachelor of Commerce - BCom, Honours