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Click here or scroll down to respond to this candidateCandidate's Name
PHONE NUMBER AVAILABLEEMAIL AVAILABLEEDUCATION:Baruch College, Zicklin School of Business, MBA in Finance Street Address University of Mumbai, India, Bachelor of Commerce & Economics 2003 CERTIFICATIONS:Certified Chartered Accountant (Equivalent to the CPA) Financial Analysis in VBA from NYU SPSEXPERIENCE:Purposeful Career Pause July 2023 Dec 2023Career break to address family wellbeing issuesPIMCO New YorkAVP Manager, Financial Planning & Analysis, Alternative Investments Nov 2021 Jun 2023Directly oversaw 5-year strategic planning with an emphasis on AUM, revenues forecasting and P&L for PIMCOs suite of private alternative investmentsBuilt business plans and led strategically significant projects, working directly with the CFO, including budgeting, forecasting of fund expenses and senior management reportingWorked with the CFO on complex scenario and variance analyses, and other performance analytics for private fundsLiaised with portfolio managers and investment professionals to produce commentary around fund IRR, KPI metrics and quarterly resultsResponsible for change management; transposing financial modeling and other calculations to an online reporting tool and streamlining reporting processes on AnaplanTIAA New YorkSenior Finance Analyst, Finance & Actuarial Jan 2015 Nov 2021FP&A lead for managing relationships with rating agencies critical to obtaining TIAAs annual ratingsLed preparation of rating agency submissions in accordance with US GAAP including quarterly and annual financial surveysPrepared strategic business plans and financial reports for CFO/Management discussions and Board meetingsWorked with massive data sets using advance Excel functions to prepare structured analyses of operating resultsLed various improvement projects for streamlining FP&A processes MORGAN STANLEY New YorkFinance Analyst, Legal Operations & Finance Oct 2012 Dec 2014Led preparation of business reports requiring analysis of financial metrics and reconciliations for a $0.5 billion budgetWorked on the conception and global implementation of a payments reporting system for providing operational efficienciesImplemented system enhancements for improving overall efficiencies with specialization in handling financial queries and troubleshooting related to the SAP based platform TyMetrixResponsible for collaborating with vendor and internal client relationships to facilitate adherence to budgets and audit controlsMaintain knowledge and keep abreast of new GAAP regulations or policies COLGATE-PALMOLIVE New YorkIntern, Corporate Finance Jun 2011 May 2012Compiled collaborative financial reports and commentaries for routine budgets and forecasts using VBA and other excel functionsLed a cross-functional project Finance Destination 2015 involving strategic consulting and decision making at a global levelAssisted in the global implementation of the SAP based Capital Management system to improve working capital efficiency KPMG Mumbai, IndiaSenior Associate, Advisory Services Sept 2006 Dec 2008Analyzed complex business activities of entities for foreign direct investments via subsidiaries, mergers, joint ventures or acquisitions, managed relationships and communication lines with the Securities and Exchange Board of India HARIBHAKTI & Co. (Public Accounting firm) Mumbai, India Accounting Analyst (equivalent to experience required for CPA) 2001 2006Assisted in statutory audit of banks, partnership firms and privately held companies SKILLS & OTHER: Advanced excel skills such as VBA Executive Vice President of the PTA for a public school (PS 199) Formerly Board member of a non-profit organization (viBe theatre) Other past leadership roles: Chairman of TIAAs Volunteer Council NY chapter (2019), Vice President at TIAAs Toastmaster Club, Former President of Baruchs Women in Business club, Featured writer for the Grad Baruchian Speech and Drama with Trinity College, London |
