|
|
|
|
Finance Manager, Treasury Manager, Financial Analyst Resume
|
| Desired Industry: Finance/Investment |
SpiderID: 20686 |
| Desired Job Location: New York, New York |
Date Posted: 4/17/2008 |
| Type of Position: Full-Time Permanent |
Availability Date: immediately |
| Desired Wage: |
|
|
U.S. Work Authorization: Yes |
| Job Level: Management (Manager, Director) |
Willing to Travel: Yes, 50-75% |
| Highest Degree Attained: MBA |
Willing to Relocate: Yes |
Objective: A position that enables me to apply financial analysis and project management skills to make a difference. I’m seeking career opportunities in a professional role covering Treasury Management, Relationship Management, Corporate Finance, Financial Analytics, Financial Sales, and Financial Software Development & Sales. Willing to relocate anywhere in USA.
Experience: Handled progressively higher responsibilities with distinction in State Bank of India, a Fortune 500 company.
CURRENT ASSIGNMENT: Treasurer, US Operations, New York {September 2003 – Present}: o Multicurrency cash management, asset/liability management; liquidity planning and management, transfer pricing; foreign exchange & debt exposure management o Derivative-based hedging; funding and investment efficiencies with focus on risk preparedness o Multi-factor market, credit risk determination and management; engaging auditors & regulators on this function; oversight of accounting integrity and risk reporting from FAS and SOX viewpoint o Payment/settlement life cycle, operational risk evaluation & control; two-country treasury compliance o Financial Analysis; business budgets and costing exercises; report writing and presentations o P&L responsibility while managing team of Dealers, generating propriety income, realizing cost savings, business development; identifying and exploiting cross-selling opportunities; pivoting treasury as service centre; internal coordination to drive business o Handling business and reorganisation projects covering feasibility study, scope determination, business case presentation, risk evaluation and project implementation o Consulting & advisory on treasury risk mitigation covering evaluation of key risks and implementation of cost effective hedging methodologies; multi-currency cash forecasting and management; liquidity management; multinational ALM; financing alternatives; regulatory alignment; transfer pricing; development of risk policy o Setting-up quasi-independent regional treasury for the Americas; coordinating across international time zones o Establishing viability of treasury & developing revenue streams with rising business contribution o Strengthening institutional relationships; negotiating with counterparties & vendors o Establishing & streamlining mid-office processes; market risk policy and business continuity plan o Domain specialization in treasury, treasury operations & business case for systems upgrade covering project scope, requirement planning, elicitation, assessment, analysis, documentation, communication, review, solution assessment and validation; process modelling; discussion of alternatives; support for change implementation; review & audit of solutions. o Upgrade of risk manuals; staff trainings with focus on identification of risk and opportunity
Selected Achievements: Conceived, planned, implemented India Millennium Deposit redemption project with efficient funds deployment from USD 7.5 billion corpus. Set-up regional Treasury for Americas. Reduced funding costs by 4% on average daily cash management of USD 1.6 billion. Delivered compounded revenue growth of over 35% during last four years. Managed growth of US balance sheet from $900 mio to $3.8 billion. Unblemished regulatory and policy compliance. Repeat consulting assignments. Migration of treasury software.
PREVIOUS ASSIGNMENTS: Chief Dealer, Corporate Accounts, Bombay, India {April 1998 – Sept. 2003}: o Treasury relationship management with large corporate clients including Fortune 500 corporations, institutions and correspondents o Currency exposure management o Consolidating market leadership in treasury sales by delivering value to corporate clients o Derivatives marketing o Cash management service o ALM support; cross-functional support o Established stable settlement processes; international documentary credit; trade financing o Troubleshooting, persevering conflict resolution
Selected Achievements: Effectively turned around business. Formed, serviced, revitalized relationships of progressively rising value. Doubled turnover to over USD 8 billion and trebled annual revenue to USD 32 million. Marketed cash management platform with strong growth. Secured five major accounts.
Dealer Mid-Corporate Accounts, Bombay, India {July 1996 – April 1998}: o Treasury relationship management with mid-corporate clients o Business development through extensive client education and currency overlay management of corporate clients for augmenting relationships o Guide clients on appropriateness, adequacy as well as timing of hedges o Follow-up of critical issues in other business areas
Selected Achievements: Started from scratch to penetrate market and develop business with an expanding team. Growth rate of over 20% maintained. Introduced Currency overlay management with perceptible success in marketing treasury business.
EARLY POSITIONS. Project Manager - Technology, Executive Assistant, Branch Head, Credit Analyst & Administrator, Manager Institutional Business, Management Trainee, various offices, India {December 1983 – June 1996}: o Established electronic funds transfer network in a zone of 550 offices o Revamped satellite-based corporate communication network. Set-up helpdesk o Prioritized agenda & schedule of regional head and advisory role. Process papers for and arrange Bank’s Local Board Meetings. Co-ordinate state-wide marketing operations, administrative overview & image management. o Independent assignment for business development, profit generation and community service o Trade financing, credit analysis and administration o Marketing institutional business, branch banking and community banking
Selected Achievements: Established electronic funds transfer network in a zone of 550 offices with implementation ahead of mandate. Attained 100% user commitment in a techno-wary environment. Well-regarded helpdesk. As executive assistant, enhanced the regional head’s effectiveness, he secured a promotion after stagnating in a near dead-end career situation. In independent assignment, allocated resources with community oriented business focus to turn around a perpetually loss-making unit and delivered steadily growing profits starting in year one. Overall performance registered a two-stage improvement to ‘A’ rating in rigorous internal assessment. As credit analyst and administrator, registered 45% growth in asset portfolio to INR360 million, irregular assets 2%, no distressed assets. While handling institutional business, registered 25-30% growth in managed business per year.
Education: EDUCATION
o MBA, Concentration in Finance, June 2006; Zicklin School of Business, Baruch College, New York, NY o Master of Science, Majoring in Physics, June 1982; Rani Durgavati University of Jabalpur, India o Bachelor of Science, Majoring in Mathematics & Physics, June 1982; Rani Durgavati Univ. of Jabalpur, India
PROFESSIONAL CERTIFICATE
o Certified Treasury & Risk Manager, Dec 2001; Institute of Chartered Financial Analysts of India o Currently pursuing Professional Certificate in Financial Analysis from NYU, New York
Skills: • Skills. Significant interpersonal and communication skills. Adept at blending in multicultural teams. Seasoned in objective assessment and decision taking with imperfect information. Proficient at multitasking. problem-solving approach. Extended experience in operations management, financial analysis and data interpretation. Exposed to six-sigma environment. Knowledge of payment systems & settlement processes. Exposed to all facets of banking including international banking. Have a record of building motivated, result-oriented teams. Proficient in Excel and other MS Office applications. Treasury software platform migrations and upgrades. Worked effectively in fully computerised environment during last 10 years. Confident of fast adaptability to any computerised setup.
Additional Information: • Awards & Recognition. Recognized for performance as team leader and for enriching workplace with process refinements. During independent assignment, received trophy for best business development, P&L growth and community effort. Performance as Manager, Institutional Business, recognized each year for customer satisfaction. Conducted internal evaluation of organizational communication, wherein main recommendations implemented.
Candidate Contact Information:
| Name: SANJAY MISHRA |
|
| Street: - |
Phone: 718-461-2004 |
| City: New York |
Fax: - |
| State: New York |
|
| Zip: - |
|
| Web Site: |
|
|
|
|
|
|