SWATI PUROHIT
Chartered Accountant
Pune
Summary
- 12 Years of professional experience as a Leas Business Analyst with Project management exposure in Investment Banking
- Skilled in driving team collaboration and achieving results through adaptive strategies and clear communication.
- Proficiencies include project management, financial analysis, and process optimization.
- Known for reliability, flexibility, and strong focus on delivering impactful outcomes.
- Techno-functional deliveries possessing domain knowledge in Finance, Product Control & Risk Reporting Systems.
- Experience in Financial reporting across different instruments - Equities, Derivatives, Fixed Income, Structured Rates, Repos.
- Agile practitioner with exposure to sprint planning management and ensuring requirements are built and deployed in agile framework.
- Experience in designing testing scenarios & post go-live assessment.
Overview
13
13
years of professional experience
2
2
years of post-secondary education
Work History
AVP - Functional & Data Analyst
Barclays
Pune
09.2022 - Current
- Successfully managed change within the organization, ensuring smooth transitions during periods of restructuring.
- Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
- Streamlined communication channels between internal departments, facilitating better collaboration on projects across the organization.
- Ensured regulatory compliance at all times by implementing robust internal controls systems coupled with proactive monitoring mechanisms.
- Implemented advanced data analytics and visualization tools to drive data-driven decision-making, leading to better business outcomes.
- Driving prioritization and delivery of Ongoing Business Demands with the stakeholders and management team.
- Oversaw talent acquisition efforts, selecting top candidates who contributed significantly to organizational success.
- Enhanced team productivity by providing training and mentorship to team members.
Senior Business Analyst - Finance Change
Credit Suisse
01.2020 - 09.2022
- Managed stakeholder expectations through transparent communication and timely status updates, ensuring alignment between project deliverables and business objectives.
- Interacted with internal customers to understand business needs and effectively communicate them to technical teams.
- Developed high-quality documentation to ensure all the requirements are captured accurately and it support training efforts, helping employees fully understand new systems and procedures.
- Coordinating and supporting user acceptance testing (UAT) to ensure the quality and accuracy of the developed solutions.
- Performed gap analysis between existing systems or processes and desired state, identifying areas for improvement or enhancement.
Product Controller
Credit Suisse
Pune
07.2016 - 01.2020
- Define, analyze and interpret P&L data to provide insightful analysis to Market Risk management team.
- Managed and lead monthly, quarterly and year end ledger close across entities.
- Validate and report the P&L based on correct attributions.
- Analyzing DTD, MTD & YTD P&L variance between actuals and estimates for FO trading desk
- Develop and maintain relationship with key stakeholder in Front office, Treasury, Valuations, Operations and Technology teams.
- Assist internal and external audit queries (including SOX audit)
- Enhanced operational efficiencies by automating manual processes involved in P&L validation process.
Finance & Accounts Manager
ICICI Lombard GIC
Mumbai
07.2014 - 12.2015
- Collaborated with department heads to develop annual budgets that aligned with strategic goals and objectives.
- Managed a diverse portfolio of accounts for reinsures, demonstrating adaptability across various industries and client needs.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Analysis of change in financial statements and provide commentaries for the same to senior stakeholders.
- Boosted client satisfaction by effectively managing accounts and addressing concerns promptly.
Manager Accounts and Audit
Ritu Roadlines
Jodhpur
09.2012 - 06.2014
- Maximized performance by monitoring daily activities and mentoring team members.
- Collaborated with cross-functional teams to address accounting issues and provide accurate financial information for decision-making purposes.
- Streamlined accounts payable processes by implementing efficient invoice tracking and payment systems.
- Maintained knowledge of applicable laws, regulations, and accounting standards, ensuring accurate application in all audit engagements.
Education
CA - Chartered Accountant -
ICAI
01.2012 - 01.2014
DISA - Diploma in Information - System Audit
ICAI
Skills
- Process automation
- Program Management
- Data Strategy & Governance
- Regulatory Change Management
- Product Control
- Investment Banking
- Insurance
- SQL data analysis
- JIRA project management
- Data Visualization Tool
- Python
- Machine Learning
Value Creation
Barclays
Performed data analysis and helped generating Tableau report to identify SLA deviation.
Prepared reconciliation reports in Qlikview, joining datasets for trade and risk results, to identify breaks summary.
Used Python and SQL to automate data comparison for large data sets
Credit Suisse
Designed and delivered the funding calculation logic for Fully Funded swaps to ensure the correct funding flows to product controllers for
reporting the PL.
Delivered the design for a new data warehouse report to enable easy PL investigation.
Involved in Designing the new solution for Internal Mismatch reconciliation on the intra group postings.
Timeline
AVP - Functional & Data Analyst
Barclays
09.2022 - Current
Senior Business Analyst - Finance Change
Credit Suisse
01.2020 - 09.2022
Product Controller
Credit Suisse
07.2016 - 01.2020
Finance & Accounts Manager
ICICI Lombard GIC
07.2014 - 12.2015
Manager Accounts and Audit
Ritu Roadlines
09.2012 - 06.2014
CA - Chartered Accountant -
ICAI
01.2012 - 01.2014
DISA - Diploma in Information - System Audit
ICAI
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