Amit K. Email & Phone Number

Bengaluru, Karnataka, India

• Developed VBA macros and automation scripts to streamline data manipulation, reduce manual errors, and increase operational efficiency by 30-80%. (*** Saved 29-37 Hours in Daily Work, 20-25 Hours in Monthly Reporting ***)• Collaborated with cross-functional teams to understand business requirements and translate them into technical solutions using Excel and VBA.• Developed and maintained dynamic BI dashboards to visualize key performance indicators (KPIs), financial metrics, and operational data.• Utilized VBA macros to automate data processing tasks and generate final reports for complex data sets, ensuring accuracy and efficiency.• Skill in analyzing large datasets to identify trends, patterns, and insights.• Ability to interpret analytical findings and translate them into actionable recommendations.• Experience in managing projects related to data analysis, dashboard development, and process automation.• Awarded with GEM award for my contribution towards the simplification and automation of various daily/weekly/monthly reports.Worked constantly towards identification and implementation of automation accross below teams in my current organisation:Derivative Settlement Team, OTC Middle Office, Derivative Confirmation Team, OTC Reconciliation Team, Collateral Team, Loan Syndication, Loan Settlement Team, Trade Operations Team, Loan Syndication Reconciliation Team.Trained many people in using Outlook and Excel more efficiently so that query/email management and daily use of Ms Excel could be improved in the best possible way by everyone. ( Setting Rules, Creating templates for regular mails, using shortcuts, basic and advanced level training for Ms Excel whoever needed).

Mumbai, Maharashtra, India

• Conducted customized training sessions on Advanced Excel techniques and VBA programming for clients, educational institutions, and individual learners. • Developed training materials, including presentations and exercises, to effectively convey complex concepts in a clear and engaging manner. • Provided training for below set of topics: 1. Basic Excel knowledge required in Day to Day activity in any office. 2. Advanced Excel training which can be used to simplify and automate various Daily task (included everything except VBA MACRO).• Adapted training content to meet the specific needs and skill levels of participants, ranging from beginner to advanced proficiency. • Received consistently positive feedback from clients and participants for delivering high-quality training experiences. • Delivered comprehensive training sessions focused on VBA macro programming to automate tasks across Microsoft Excel, Outlook, and PowerPoint, enhancing efficiency and productivity. • Offered personalized coaching and instruction to a select group of B.Com students in Accounting subject. • Provided Training to more than 200 Corporate Employees in small groups of 2-10 from multiple Companies ( Training Session: Basic, Intermediate and Advanced Excel, and Select Batch for VBA programming for Automation of Ms office.)

Pune, Maharashtra, India

• Automated Reconciliations of Balance Sheet and Profit & Loss Accounts to save time. Minimum time saved 24 working hours & Maximum Time saved 64 working hours (Every Month for Every Employee) (Used by 8 Team Members until I was working in FIS).• Monthly Balance Sheet Reconciliations and ensure that open items are resolved in a timely manner.• Monthly Profit & Loss and Balance Sheet Trend Analysis to identify accruals/ wrong coding/unusual postings and working closely with respective stakeholders to resolve before books close.• To work closely with Team leads, Group controllers, Sub-ledgers, tax teams, any other stake holders located globally.• Preparation of journal entries in accordance with US GAAP and Company Financial Policy.• Maintain monthly trackers of requests (inquest tool), adhoc requests, journal entries, Balance Sheet Reconciliation.• Assist with SOX, external and internal audits providing supporting/addressing queries/general ledger information as requested.• Preparation of monthly/quarterly/annual schedules to support the Financial Statements.• Monthly/quarterly/Annual Longview consolidation schedules preparation.• Assist Manager/team lead with special projects as assigned.

Pune, Maharashtra, India

• Automated WBR (Weekly Business Report and MBR (Monthly Business Report) o Saved 32 Hrs (WBR) / 12 Hrs (MBR) per month.• Created ERRS (Efficient Referral Review System) o Saved 3hrs per month / per Analyst (Head Count: 48+), Also helped to monitor Middle Office Response Time.• Confirmation of Cashflows with the counterpart (Investment bank) for various traded products (Equity Swaps, CDS / IRS).• Handling various discrepancies arising while confirming cash flows.• Reviewing Depository Trust & Clearing Corporation Portal / Swapswire while confirming Cashflows to resolve discrepancies.• Creating and initializing the manual memos for various non-deliverable currencies (Equity Swaps, CDS / IRS).• Reconciling and resolving the cash break for the derivative products (Equity Swaps, CDS / IRS) by approaching the counterpart in timely manner.• Handling escalations for the delay in settlements by counterparty.• Change management for any new applications and new process.• Working on various daily reconciliation reports as required by client.• Simultaneously working on Management Reporting and Reconciliation process.• Taking initiatives to share knowledge and assist team on various topics by taking a session or presentation.• Well versed with MS Excel operations and shortcuts.• Preparation of Financial reports, MIS, variance analysis.• Driving the process improvement projects with the other teams.• Mentoring new joiners.

Mba (Finance), Finance, General, Second

Activities and Societies: Participation and Representing our Institute in Interschool Competition. Karate Practice.• Participated.

Bachelor Of Commerce - Bcom, Business/Commerce, General, First Class