Experience

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  MPL Brands

  • Sausalito, California, United States

  • Senior Finance Specialist

    • Nov 2021 - Present
    • Sausalito, California, United States

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  Bank of the West

  • San Francisco

  • Specialist, Business Intelligence & Analytics

    • Jun 2018 - Nov 2021
    • San Francisco

    In this role, I build statistical and econometric models for multiple risk management activities, including loss forecasting and stress testing of loans portfolio, reserving, budgeting, account management, profitability, new loan origination, and regulatory compliance. One of my main duties is to deploy and utilize the Tableau within reporting infrastructure for various data visualizations. I also support in documentation of analytical solutions as per Bank's latest model governance policies. Moreover, I engage with the production analytics team to implement and test models for enhancing existing analytic infrastructure. A few of my key accomplishments are mentioned below:• Improved dashboards via addition of qualitative indicators to effectively highlight KPI's for evaluating credit quality.• Automated and implemented existing statistical models for regulatory and internal reporting.• Built new dashboard to track and monitor credit risk metrics as per adhoc needs requested by management• Created KPI that tracks and compares credit metrics, profitability, income generation, and risk profile for various verticals within the Bank; enabled management to holistically view and compare all vertical within bank to determine high performing vertical and pinpoint any irregularities.• Developed Vertical Review Memo which highlights performance, business insights, and suitable future strategies for the vertical in question; memo compares data via 2-year period which enabled to see vertical performance and determine any irregularities, abnormalities, or trends.• I leverage data exploration and mining techniques to design and present Risk Appetite Framework for Commercial Banking Group; secured Board approval.

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  SOAProjects, Inc

  • Mountain View, California

  • Audit Associate & Intern

    • Jun 2016 - Jun 2018
    • Mountain View, California

    During my time here, I inspected and tested the ITGC and ITAC controls for Lumentum and Hitachi America. I also authored the Risk Assessment Document that served as a template to define Risk Rating for various controls. Moreover, I created queries in Access Database for SOD evaluations; segregated sensitive access at user and role level. One of my main duties was to generate Data Visualization reports for financials of SOAProjects via Microsoft PowerBI and Excel for YoY and QoQ comparisons regarding Actual Vs Target Revenues. I monitored and tracked Business Development activities for new and existing clients. In addition, I documented and created SOX RCMS (risk control matrix) in multiple engagement.A few of key accomplishments are mentioned below:• Built models via Excel (Power BI) to track monthly utilization, profitability, and availability for employees• Established Workday QAR/SOD Assessment for Nimble Storage, Cavium, and Admas Pharmaceuticals in conjunction with Senior Director.• Resolved and streamlined third party Request for Information (RFI) questionnaires for CallidusCloud.

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  Ameriprise Financial Services, Inc.

  • Gurgaon, India

  • Senior Associate

    • Jul 2011 - Jun 2014
    • Gurgaon, India

    During my stint here, I re-balanced and re-allocated the client's investment portfolio in line with the objectives and risk tolerance. I also tracked and monitored the investments to ensure alignment with client's expectations through multitude of tools, such as Morning Star and Thomson Reuters.A few of my key accomplishments are mentioned below:• Devised financial plans on retirement, investment, protection, tax, and estate planning for US clientele.• Provided strategic financial advices to high-net worth individuals.• Played key role in saving thousands for each client on tax returns, maximizing ROIs, attaining long-term goals via creation of tax efficient saving strategy and investment vehicle.