Prashant Upadhyay Email & Phone Number

Carmel, IN, US

Indianapolis, IN, US

Indianapolis, IN, US

• Created comprehensive SOPs and policy and procedure documentation, ensuring accuracy and consistency across the organization.
• Analyzed and interpreted accounting records and responded to routine and complex financial inquiries. prepared data and assisted in financial report preparation and reconciliations.
• Implemented automated manual data flows for repeated use and approvals using MS SharePoint, MS Power-automate, and QuickBooks for key accounting processes such as purchase orders, expense reports, expenditures, petty.
• Developed interactive forms for employees to communicate sensitive data and for obtaining approvals, Assisted in the development of annual budgets and forecasts.
• Prepare multifaceted Excel data analysis model using MS Excel VBA and Pivot tables for formulating salaries of different employees based on their state and hour rate, providing an alternate system.

• Supervised the team of sports officials and managed the operations of the Intramural sports leagues organized every semester at the university.
• Monitored games and ensured the games and events are executed in compliance with safety guidelines and league rules.
• Examined facilities for safety hazards and ensured all equipment and safety instruments were in place.
• Got Promoted to the Supervisor position during the tenure.

Mumbai, Maharashtra, IN

• Handled multiple projects and collaborated with senior management to define a central framework and approach to standardize the way value is delivered across the region. Namely, the projects were the NFO launch, SIP.
• Partnered with third-party product teams on value case development in addition to value tracking and realization at the end of projects.
• Coordinated and organized multiple corporate action events to ensure the implementation of the projects

Mumbai (Maharashtra), IN

• Successfully managed the NR Business division i.e., International Banking for Non-Resident Clients at the Indore branch, creating a strong client base of Foreign Exchange especially FCNR deposits with forward contracts.
• Coordinated with the central remittance team to provide client details in accordance with SWIFT payment messages, in order to process global remittances and generated revenue for the bank
• Analyzed the branch data of Non-Resident Indian (NRI) clients and used advanced Excel techniques to categorize them per their investment patterns and banking needs. Added 1 CR value in the FCNR deposits of the branch.
• Utilized advanced Excel techniques to analyze client branch data and classify clients based on investment patterns and banking requirements.

Mumbai, Maharashtra, IN

• Used excellent knowledge of Microsoft Office Suite, specifically advanced Excel, and used formulas to define the third-party vendor per hour per day remunerations. Created workflows in MS share point.
• Processed investment agreement trades to ensure timely and accurate transactions.
• Demonstrated outstanding multitasking skills while managing operational responsibilities such as clearings and remittances, tax operations, and high net worth sensitive client services.

Mumbai, Maharashtra, IN

• Demonstrated exceptional multitasking skills while managing operational responsibilities such as clearings and remittances. Participated in departmental process improvement efforts and served as a resource to the.
• Managed Documentary LCs, ensuring compliance with LC terms by a comprehensive knowledge of UniformCustoms and Practice (UCP 600) as per the International Chamber of Commerce Rules and Regulations and global trade.
• Processed and executed Standby Letters of Credit, Guarantee, and Documentary Bills for CollectionWorked for extended hours and successfully conducted the due diligence process during a highly stressful demonetization.

Mumbai, Maharashtra, IN

Dhar, Madhya Pradesh, IN

Ms Management - Finance Analysis, Finance And Analysis

Master Of Business Administration (Mba), Marketing (Major) Finance (Minor)

Bachelor Of Business Administration (Bba), Management Science

Higher Secondary