Niveea A Dash

Experience

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  Acuvate

  Jun 2012 - Sept 2013

  Junior Financial Analyst

  In this role, I developed FRS from URS and coordinated tasks like requirement analysis, use case and test case creation. I also documented use cases and generated various diagrams using MS Visio. Furthermore, collaboration with the technology team was crucial for deriving functional requirements. I conducted User Acceptance Testing (UAT) using SQL, led daily SCRUM meetings, and supported the Change Management process.Additionally, I prepared bi-monthly status reports in MS Excel to keep the business lead updated on progress. Show less

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  Capgemini

  Sept 2013 - Nov 2014

  Financial Business Analyst

  Responsibilities:Financial Process Optimization: Led the enhancement of financial processes, focusing on improving the precision and efficiency of fiscal operations using advanced financial software tools like Oracle Financials.Budgeting and Forecasting Management: Oversaw a comprehensive overhaul of the budgeting process, incorporating Lean Six Sigma methodologies to streamline workflows and enhance financial accuracy and departmental efficiency.Financial Reporting and Analysis: Conducted advanced financial modeling and analysis for multiple investment opportunities, providing actionable insights to senior management.Accomplishments:Financial Reporting Enhancement: Revamped monthly financial reporting and variance analysis procedures using advanced Excel techniques, achieving a 15% improvement in forecasting accuracy. This strategic overhaul involved implementing automation features and data validation protocols to ensure precision and reliability in financial forecasts.Budgeting Process Efficiency: Led a cross-functional team in developing a new budgeting process, reducing the annual budget preparation cycle time by 20% and improving efficiency across departments.Investment Portfolio Growth: Conducted in-depth financial modeling for diverse investment opportunities using Crystal Ball, leading to strategic portfolio expansion and a 10% increase in overall investment returns.Financial System Implementation: Collaborated with senior management to create and implement a streamlined financial reporting system, enhancing reporting speed by 30% and enabling timely decision-making. Show less

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  Family Financial Centers

  Apr 2015 - Apr 2019

  Retail Finance Planner and Analyst | Compliance Officer

  Responsibilities:Financial Planning and Compliance Oversight: Led financial planning and compliance initiatives, integrating advanced financial management strategies and regulatory compliance to enhance transparency and efficiency across financial operations.System Implementation and Process Optimization: Engineered and deployed new financial reporting and analytical frameworks using SQL and Microsoft Power BI, enhancing data accuracy and operational decision-making.Stakeholder Engagement and Training: Conducted compliance training programs and collaborated with internal stakeholders to ensure comprehensive understanding and adherence to regulatory standards.Accomplishments:Reporting System Enhancement: Developed and implemented a new financial reporting system leveraging SQL databases, which improved financial statement accuracy and operational efficiency by 25%, enabling quicker and more reliable decision-making.Analytical Framework Optimization: Enhanced reporting efficiency by 40% and reduced operational costs by 15% through the deployment of a new analytical framework at Money Services Bank, utilizing dynamic data visualization tools and complex financial modeling techniques.Strategic Marketing and Operational Improvements: Spearheaded targeted marketing strategies and operational enhancements, leveraging CRM software to optimize client engagement and process efficiencies. These strategic initiatives resulted in a 33% increase in the customer base and a 15% annual rise in EBITDA, significantly boosting both market reach and financial performance.Compliance System Enhancement: Implemented a comprehensive compliance management system that streamlined processes, achieving a 95% reduction in compliance violations and a 50% improvement in audit readiness. Show less

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  Federal Home Loan Bank of Pittsburgh

  Apr 2019 - Aug 2022

  Financial Reporting Analyst

  Responsibilities:Financial Modeling and Risk Analysis: Managed and optimized complex asset pricing models, using advanced financial modeling techniques and risk analysis to uphold financial integrity and support strategic decision-making.Regulatory Compliance and Reporting: Ensured strict adherence to regulatory compliance while enhancing valuation processes for substantial asset portfolios, utilizing both quantitative techniques and compliance frameworks.Data Integration and Process Automation: Spearheaded the integration of valuation data from third-party pricing vendors and automated large-scale data processes to support efficient risk analysis and financial reporting.Accomplishments:Risk Reduction: Strategically enhanced the bank’s mortgage collateral pricing models through robust financial modeling and comprehensive risk analysis, successfully reducing portfolio risk by 20%. This initiative involved recalibrating risk parameters and employing predictive analytics.Valuation Efficiency: Optimized the integration of third-party valuations for a portfolio of over 1,000 mortgage loans and securities using advanced tools like SQL and Tableau, improving valuation efficiency by 15% and achieving a 99% accuracy rate through rigorous data validation techniques.Operational Efficiency: Automated the data cleaning and integration processes for risk analysis on over $5 billion in assets using Python scripts and ETL tools, reducing manual processing time by 30% and ensuring higher data integrity and reliability for strategic decision-making.Procedure Standardization: Formulated and standardized over 15 critical written procedures for financial processes and records management, using best practices in documentation and compliance management. This bolstered operational efficiency, elevated data accuracy by 40%, and decreased report generation times by 25%. Show less

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  Eaton Capital Management

  Sept 2022 - now

  Responsibilities:Strategic Financial Planning: Lead the development and execution of sophisticated financial planning and analysis initiatives, focusing on driving business growth and operational efficiency through advanced financial modeling and strategic decision-making.Analytical Tool Utilization: Harness cutting-edge analytical tools, including predictive analytics and scenario planning, to inform and refine corporate financial strategies, ensuring alignment with long-term business goals.Cross-Functional Collaboration: Collaborate with various teams, including M&A, ESG, and market research, to integrate broad perspectives and insights into financial planning and decision-making processes.Accomplishments:Capital Fundraising: Engineered sophisticated financial models and crafted detailed investment memorandums that successfully facilitated a $100M capital raise for emerging market opportunities, employing advanced econometric models and market trend analysis.Investment Strategy Enhancement: Designed and implemented a comprehensive analytics dashboard using Power BI, significantly enhancing the monitoring and performance of over 15 diverse hedge fund strategies, which directly contributed to a strategic 12% annual increase in portfolio returns.Sustainability Initiatives: Partnered with the ESG team to integrate sustainability metrics into financial planning, developing strategies that identified and realized $5M in potential cost savings through eco-friendly initiatives.Market Expansion: Conducted in-depth market research and financial analysis to support strategic investment decisions in emerging markets, which led to a 25% increase in portfolio allocation to these regions.Budgeting Excellence: Spearheaded the annual budgeting and forecasting process using zero-based budgeting techniques, achieving a 95% accuracy rate in forecasted financial outcomes, thereby aligning financial projections closely with corporate strategic objectives. Show less

  • Financial Analyst, Senior FP&A

    May 2023 - now

  • Financial Planning and Analysis Specialist

    Sept 2022 - May 2023