Rohit Nair

Experience

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  EClerx

  Jun 2008 - Dec 2008

  Analyst

  Client- One of the world’s leading Investment Banking group – Structured Finance Operations- Worked with various global teams internally (Middle office and Front Office) and externally (with team in various investment banks) on the DTCC platform to clear CDX, CDS, CMBS, ABX, ABS trades.- Standardized and documented the back end operations for the DTCC team- Standardized and automated work allocation for team members and created dashboards highlighting team performance and trends in trade flows. Show less

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  EClerx

  Feb 2009 - May 2010

  Client- One of the world’s leading Investment Banking group – Transition Management, Finance Operations, Expense Management- Transitioned and operationalized a Global Expense Management program from teams across regions in Americas, EMEA and APAC through interactions with key stakeholders for the expense processes- Streamlined certain report generation process that resulted in them being automated using macros. -- Reviewed and tested SQL codes that linked the MS access backend database to the automated workbooks.- Generated Monthly Dashboards to ensure all issues and progress are tracked and reported - Created and reviewed the process maps for processes that were transitioned and suggested various checkpoints to improve process quality Show less

  • Sr.Analyst

    Apr 2010 - May 2010

  • Analyst

    Feb 2009 - Mar 2010
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  KPMG India

  Jul 2012 - Mar 2021

  - Lead multiple finance engagements for a multi national bank looking into the accounting treatment of accruals and assets. - Lead engagement for light automation of the reporting suite through excel based macros. Analysed the reporting process and supported streamlining reporting requirements.- Transition and optimization of a global transformation office for a large global bank. While dealing with global stakeholders lead end to end transition phase, stabilization phase and transformation phase- Managed and lead the MI and Data processes across technology portfolio and Operations portfolio- Created multiple non intrusive IT solutions (based on ms office) to maintain program history, costs and benefits data which fed into multiple dashboards that provided senior stakeholders a view of all programs running in the business environment - Executed a 3-year historical look back and performed a review of the client’s existing fee reconciliation operating model for clearing fee, exchange fee, rebates, NFA fees and pit brokerage fees between 2012 – 2015 across multiple exchanges.- Development of SQL and VBA based tailored tools minimizing manual reconciliation errors to quantify account exposures as it relates to the over or under charging of customers based on reconciliation differences as well as level of accuracy and completeness of fees charged to customers’ accounts.- Analyzed over 350 million transactional records and more than $1.3 billion of fees in the historical look back process.- Performed trending analysis, risk metrics / statistics for reporting to senior management.- Reduced operational inefficiencies by implementing process improvement and automation opportunities. Trained futures & options business operational staff in multiple client sites.- Reviewed internal systems used by the futures and options team at a tool functionality and a deployment level to understand gaps and areas of prioritization. Show less - Part of the Global Intercompany Trade Team and Intercompany Process & Policies team.- Ensured compliance of intercompany trades and educated teams in changes in the intercompany policies to ensure that they complied to organizational standards- Prepared monthly reconciliations of various accounts for the firm and ensured that posting mismatches were corrected.- As part of the process quality review was required to review the account reconciliations prepared every month and the review process performed on these accounts by the internal reviewer, as part of the Balance Sheet Reconciliation - Quality Assurance review project, - Required to perform a quality and process review of the reconciliation and the review process adhered by the internal account reviewers. Also required to understand their knowledge of the accounts that are managed by them.- Identify possible gaps in the review process and suggest possible improvements in the overall account review- Created daily dashboards that highlight the project team performances against the set targets for the month.- Created monthly dashboards that highlight the performances of the client account reviewers and provide a region and team wise split of the performance details- Part of the team to lead the IM transformation for the client. Captured various KPI’s tracked across client organization. Mapped and standardized various finance KPIs across all functions in client’s organization.- Identified potential KPIs to be measured based on industry and market research and defined various views for delivery of these KPI’s on their internal reporting systems.- Mapped sources of data for their reporting and suggested possible integration of the systems to automate the Dashboarding process- Reporting and Dashboarding of Finance KPI’s to align finance objectives and identify gaps with overall business targets Show less Key Highlights(Portfolio & Program Management, Finance Reporting & Dashboarding, Information Management):- Managed and supported strategic decision as part of the IM Portfolio Management Office. Governed and monitored IT Information Management projects globally for clients- Analyzed “as-is” portfolio management office of client and provided with customized solution on ideal organizational PMO set up- Captured various KPI’s tracked across client organization. Mapped and standardized various finance KPIs across all functions in client’s organization as part of an IM transformation project- Provided clients with standardized reporting and dashboarding solutions, defined KPI's and suggested possible automations that would provide real time information.- Part of intercompany accounting team to support on trade procedures and policies globally.. Show less

  • Manager

    Apr 2018 - Mar 2021

  • Assistant Manager

    Apr 2016 - Mar 2018

  • Consultant

    Apr 2014 - Mar 2016

  • Associate Consultant

    Jul 2012 - Apr 2014
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  Deloitte

  Mar 2021 - now

  Associate Director