Pradeep Joseph Jose
Finance Professional
Pune
Summary
A passionate and optimistic professional with over 10 years of diverse experience in the BFSI and service industry. Experienced in financial reporting, planning, budgeting, and analysis, as well as management and regulatory reporting. Actively engaged in implementing new technology and automating critical processes. A collaborative team player and effective communicator with strong relationship management skills.
Overview
17
17
years of professional experience
17
17
years of post-secondary education
4
4
Certifications
4
4
Languages
Work History
Authorized Officer
Credit Suisse
08.2017 - Current
- Analytical role focusing on providing Senior Management with timely, detailed analysis of financial performance of UK based entities
- Preparation of daily, monthly, and quarterly reports, accompanied by insightful commentary to highlight key drivers, significant deals and movements.
- Creation of various presentations, such as weekly Executive Committee deck, Entity Performance Summary deck, and handling ad hoc requests.
- Addressing regulatory requests and related ad hoc reports.
- Collaborating with various support teams to implement process enhancements.
Deputy Manager
Bajaj Allianz Life Insurance Co
06.2013 - 08.2017
- Part of the reporting, planning and analysis team, responsible for preparing monthly management reports, conducting variance analysis, and generating ad hoc reports for the CFO and other key stakeholders.
- Preparing monthly peer analysis report to track competition
- Collaborating with sales heads to develop the top-line plan.
- Preparing related reports (Expenses & Allowances) on the basis of the top line projections received.
Summer Internship
Kotak Securities
04.2012 - 06.2012
- During my internship, I gained insight into capital markets and technical analysis. I learned to use various analytical tools, studied past trends, and identified real-time market movements, enhancing my analytical skills and market acumen
Sr. Executive
IBM Global process services
04.2007 - 05.2011
- Part of the Frontline Recruitment team, actively involved in sourcing and selecting top talent.
- Contributed to the campus recruitment team, playing a key role in identifying and engaging promising candidates from educational institutions.
Education
MBA - Finance & International Business
Symbiosis Institue of Management Studies
Pune 01.2011 - 01.2013
Post Graduate Diploma in Banking And Finance -
Ness Wadia College of Commerce
Pune 03.2006 - 06.2007
Bachelor of Commerce - Banking And Finance
Vidya Bhavan College of Commerce
Pune 03.2003 - 03.2006
Intermediate -
St. Patricks Junior College
Pune 01.2001 - 01.2003
Matriculation -
St. Joseph Boys High School
Pune 06.1992 - 01.2001
Skills
Data Analysis
Certification
Macroeconomics for Financial Markets - NCFM (NSE academy)
Timeline
Authorized Officer
Credit Suisse
08.2017 - Current
Deputy Manager
Bajaj Allianz Life Insurance Co
06.2013 - 08.2017
Summer Internship
Kotak Securities
04.2012 - 06.2012
MBA - Finance & International Business
Symbiosis Institue of Management Studies
01.2011 - 01.2013
Sr. Executive
IBM Global process services
04.2007 - 05.2011
Post Graduate Diploma in Banking And Finance -
Ness Wadia College of Commerce
03.2006 - 06.2007
Bachelor of Commerce - Banking And Finance
Vidya Bhavan College of Commerce
03.2003 - 03.2006
Intermediate -
St. Patricks Junior College
01.2001 - 01.2003
Matriculation -
St. Joseph Boys High School
06.1992 - 01.2001
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