Neil Vaidya, Cpa, Cma Email & Phone Number

Sydney, Nsw, Au

Macquarie Asset Management is a global asset manager providing clients with access to a diverse range of capabilities and products across infrastructure, real estate, private credit, fixed income, equities, multi-asset and liquid alternatives. The business manages A$938.3b AUM (a/o Mar-24), is a top 50 global asset manager, and is the #1 infrastructure manager globally.Macquarie Investment Management:• Lead and guide a high performing team of seasoned finance professionals by fostering a culture of collaboration, accountability, and continuous improvement• Manage month-end cycle end-to-end and provide insightful financial analysis to guide strategic decisions and enhance operational efficiency.• Collaborate with the investor relations team to effectively communicate the company's financial performance and growth prospects to shareholders and analysts.• Present financial information to the executive team, board of directors, and external stakeholders.• Lead the annual budgeting process and quarterly forecasting, ensuring accurate and timely financial projections.• Provide financial analysis and insights to support evaluation, due-diligence, and integration of potential mergers and acquisitions.• Act as a trusted advisor to the CEO, business line CFO and all functional heads.• Serve as a key liaison between the finance department and executive leadership, providing comprehensive financial analysis and insights to facilitate strategic decision-making.• Oversee the preparation and submission of accurate and timely financial reports to regulatory authorities, ensuring compliance with reporting requirements.• Lead the integration of cutting-edge financial software and tools to streamline FP&A processes, improve data accuracy, and enhance reporting capabilities. • Collaborate with IT and data teams to ensure proper data integration and quality for accurate and meaningful visualizations.

Los Angeles, Ca, Us

Oaktree Capital Management is a leading global alternative investment management firm with expertise in credit strategies. The firm was formed in 1995 by a group of individuals who had been investing together since the mid-1980s in high yield bonds, convertible securities, distressed debt, real estate, control investments and listed equities. Today, Oaktree comprises over 900 employees in Los Angeles (headquarters), New York, Stamford, Houston, London, Paris, Frankfurt, Amsterdam, Dublin, Luxembourg, Dubai, Hong Kong, Tokyo, Singapore, Seoul, Beijing, Shanghai and Sydney. We have 34 portfolio managers with average experience of 23 years and over 780 years of combined investment experience.2017: $100bn AUM, $1.7bn Adjused Revenues, $0.7bn Adjusted Net Income, $3.34 Distribution per Class A unit• Lead the development of corporate, department and project earnings and cash flow forecasts• End to end ownership of annual budgets, quarterly multi-year forecasts and variance analyses• Oversee the preparation of materials to be presented to Senior Management and the Board of Directors• Manage the analysis of the drivers of historical financial performance• Support corporate financing activities, including lender and rating agencies communications• Evaluate potential new initiatives, including income statement impact, resource requirements, and other financial implications• Assist in the preparation of public filings and other internal and external communication documents, including financial analyses for the quarterly earnings release and call• Measure performance and valuation relative to peers and other relevant benchmarks

Bank of the West: Bank of the West, wholly-owned subsidiary of BNP Paribas, operates more than 600 retail, wealth, commercial and business banking offices in 23 states. Prudent credit underwriting, a diversified loan portfolio, and careful risk management have allowed it to grow to more than $80.7 billion in assets. It is one of the nation's largest banks, yet it preserves its local feel and its award-winning style of relationship banking that ensures superior customer service• Financial Planning and Analysis ($80Bn Assets, $1.8Bn Expenses, $1Bn Net Income)• Key contact for the Head of FP&A, Controller and the CFO• Team responsible for Annual Budget, Quarterly Forecasts, Strategic plan, Strategic projects and Target setting. • Monthly, Quarterly and Yearly reporting and analysis• Lead consolidation of financials and reporting to parent (BNPP, Paris) in IFRS • Investor Relations: Assisting the CFO and Controller in preparing presentations to management, Board Members and other Senior Executive Management• Financial Reporting and Controls: Consolidated Reporting for Budgets, Forecasting, and Strategic Plans• Developing and publishing consolidated performance metrics (KPI), tracking key initiatives, cost-out initiatives, and other reporting to support the CFO and Controller• Performing complex financial analysis and financial modeling, including “what-if" and sensitivity analysis• Assist with the development, improvement, implementation of sound internal control proceduresPositions held: Senior Financial AnalystVP - Assistant Manager: Management ReportingVP - Manager: Management Reporting

London, Uk, Gb

Country - AustraliaLloyds Banking Group is a leading UK based financial services group providing a wide range of banking and financial services, focused on personal and commercial customers. With profit in excess of 3.5 billion pounds (2017), the Group’s main business activities are retail, commercial and corporate banking, general insurance, and life, pensions and investment provision. Lloyds Banking Group has many household names like Lloyds Bank, Halifax, Bank of Scotland and Scottish WidowsThe key responsibilities for this position include• Budgeting & forecasting, Financial Modelling, Cost Management - TSA, Team Leadership;• Maintain strong ties with the divisional finance teams to develop understanding of key trends in forecasts;• Develop budget models and systems incorporating UK parent requirements;• Manage annual Stress testing process and Capital Plan submission;• Monitor the financial performance of business divisions against key performance indicators;• Manage the cost aspects of the Transitional Services Agreement (temporary);• Actively manage a Management Accountant and provide support to Support Divisions executives;• Identify key profit and cost drivers and create value added forecast models for use by the Support businesses• Liaise with Executive Team & CFO regarding the interpretation of divisional finance statements and profitability;• Develop Risk based reporting in accordance with BASEL II requirements or UK requirements

Sydney, Nsw, Au

Country - Australia• Forecasting of personal loan book numbers such as applications, bad debt, revenue, cost, accept rates and other financial/operational data.• Running monthly Executive summary for personal loan portfolio to include financial, operational and behavioral data and variance analysis.• Monitoring of financial as well as behavioral performance for personal loans and producing and presenting the monthly, quarterly, half yearly and yearly reports.• Providing financial, application and behavioral data for important projects • Reporting on Personal Loan application and behavioral scorecards.• Reporting on champion-challenger scenario, what-if analysis etc.• Provide superior service aligned with the client’s needs and the organization’s business objectives• Deliver to requirements and metrics as per the project plan e.g. worked extensively on the Basel 2 project and successful completion of assigned tasks

New York, Ny, Us

Country - AustraliaFinancial Modelling and Cashflow Lending.

Certified Public Accountant

Chartered Management Accountant

Master'S Degree, Accounting And Finance

Bachelor'S Degree, Accounting

Graduate School Of Retail Banking Management (Tem Wooldridge Award, Honors Graduate)