Partha Chatterjee

Partha Chatterjee Email and Phone Number

Financial Planning and Analysis
Partha Chatterjee's Location
Flagstaff, Arizona, United States, United States
Partha Chatterjee's Contact Details

Partha Chatterjee work email

Partha Chatterjee personal email

n/a
About Partha Chatterjee

A leader and a manager with a focus on sustainably improving revenues, processes and profitability. An ability to simplify complex issues to facilitate decisions and actions. Expertise in financial modeling, portfolio accounting and data analysis.

Partha Chatterjee's Current Company Details

Financial Planning and Analysis
Partha Chatterjee Work Experience Details
  • Magnit
    Financial Analyst 4 (Intuit)
    Magnit Oct 2023 - Feb 2024
    Frisco, Texas, Us
    Restructured and simplified the aggregated payments model for all payment revenue streams (mode and product channels) to improve integrity and ease-of-useAssessed revenue impact of eliminating ACH pricing caps and increasing payment spreadsSummarized key learning from a revenue recognition mismatch with accounting and proposed next steps to understand discrepancies Validated a Visa incentive calculation to determine growth-based rebate amounts
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  • Disys
    Financial Analyst 4 (Bank Of The West)
    Disys May 2022 - Oct 2022
    Mclean, Va, Us
    Reported monthly financials, KPIs, P&L (operating and fully loaded, revenues of about $2 B) and balance sheet (including cash) of mortgage portfolio and new production using Hyperion EssbaseAssessed P&L impacts of increased mortgage pricing and changes in expected prepayment and credit risk Extracted monthly financials from Hyperion Essbase and analyzed variance vs. budget and targetEnhanced mortgage portfolio forecast model based on a credit risk framework adopted by bankAnalyzed mortgage prepayments across portfolio segments to better forecast portfolio runoff and yield incomeDocumented month-end report delivery guidelines including a step by step breakdown of tasks and validation procedures
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  • Randstad Usa
    Analytic Consultant (Wells Fargo)
    Randstad Usa Jul 2021 - Dec 2021
    Gathered requirements on a customer remediation initiative to refund customers for transactions erroneously excluded from claims over a multi-year durationExplored feasibility of a systematic approach to determine remediation based on matching originating transactions with authorizations and claims dataDemonstrated a SAS based approach to match transactions between the dispute and claims systems for a month’s volume of transactionsDocumented remediation approach for use by analysts to determine remediation amounts owed to customers
  • Pyramid Consulting, Inc
    Financial Systems Analyst (Bcbs Arizona)
    Pyramid Consulting, Inc Feb 2021 - May 2021
    Worldwide, Us
    Represented finance team lead in transitioning payment processes of group insurance customers to Health Rules Payer, a new and enhanced platformPlayed a leadership role in finding a payment allocation solution in Health Rules Payer that met business needs
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  • Randstad Usa
    Financial Analyst (Ahcccs, State Of Arizona)
    Randstad Usa Jan 2020 - May 2020
    Atlanta, Ga, Us
    Used Excel and Cognos to process manager care insurer data and developed complex address matching algorithm to determine provider incentivesPerformed YoY variance analysis of incentive disbursements and identified root causesDetermined impacts to disbursement outcomes resulting from ambiguous or conflicting dataDocumented detailed provider incentive calculations for the Targeted Investments program
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  • Int Technologies
    Implementation Consultant (Wells Fargo)
    Int Technologies Apr 2019 - May 2019
    Mesa, Az, Us
    Analyzed patch deployment data in Excel to determine readiness for O/S upgrade to Wells Fargo’s ATM networkAssessed business risk of deploymentsPerformed ATM segmentation and profiling for planned deployments
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  • Plaingreen Loans
    Sr Data Aanlyst And Revenue Modeler
    Plaingreen Loans Sep 2018 - Dec 2018
    Examined and presented a weekly review of cash flow outlookAnalyzed borrower payment data and scheduled amortizations to project portfolio cash flows based on credit risk profile of origination cohortsFacilitated new loan pricing by evaluating pricing premiums of impaired credit risk
  • Velapoint Insurance
    Fp&A Manager
    Velapoint Insurance Nov 2017 - Jan 2018
    Hillsboro, Or, Us
    Analyzed product retention data in MS SQL Server for revenue recognition assumptionsAssessed an enterprise billing system and recommended an implementation frameworkReviewed monthly financials of all lines of business using Hyperion Essbase and Oracle data sources
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  • Southern Oregon University
    Senior Budget Analyst
    Southern Oregon University Apr 2016 - Jul 2017
    Ashland, Or, Us
    Co-managed the development of a $60 M budget and the rollout of new budgeting software Developed an advanced Excel based 5-year pro-forma model of E&G revenues, costs, cash flows and financial reservesDrafted a plan to secure state funding renewal of facilities related CAPEX expenditureDeveloped Excel based Financial Aid Disbursement reports for senior management to track YOY and YTD financial aid awards Performed a comparative analysis of tuition rates, estimated price elasticities of rate increases using linear regression in ExcelDesigned a tuition remission projection model in Excel that helped the financial aid office track offers vs. budget
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  • Wells Fargo
    Avp, Analytic Consultant
    Wells Fargo Oct 2013 - Mar 2016
    San Francisco, California, Us
    Analysis and trending related to Small Business Segment marketing and pilot initiatives.
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  • Wells Fargo
    Quantitative Analyst (Contractor)
    Wells Fargo May 2012 - Oct 2013
    San Francisco, California, Us
    Product pricing and pilot initiative analytics with deposit products group
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  • Jpmorgan Chase & Co.
    Avp, Business Analyst
    Jpmorgan Chase & Co. Feb 2010 - May 2012
    New York, Ny, Us
    NPV Analysis related to HAMP/2MP home owner assistance programs and loan modification operational analytics .
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  • Ophrys, Llc
    Senior Financial Analyst
    Ophrys, Llc Oct 2008 - Sep 2009
    •Influenced renegotiation of 2009 flow acquisition prices lower by about $1MM monthly•Performed extensive analysis in the allocation of operational costs to specific asset classes•Presented compelling analysis of the investment proposition in acquisition opportunities resulting in over $200 million in credit lines•Modeled and determined viability of financing structures based on elevated risk scenarios•Projected portfolio income based on SOP 03-3 and contained the risk of future impairment•Performed sensitivity analyses on portfolios, projected revenues and identified operating risks•Created portfolio analytics and investment opportunity sections of the firm’s prospectus•Monitored portfolio performance and provided monthly updates to senior management and banks
  • Gmac Bank
    Trading Analyst
    Gmac Bank Aug 2006 - Oct 2007
    Us
    •Determined daily trading positions and market values•Calculated MBS duration and convexity from observed market rates•Hedged interest rate risk of the daily position based on volume and the duration/convexity profile of origination pipeline•Re-priced ARM origination rate sheets daily based upon CMT rates and observed MBS rate premium•Developed a multivariate regression model to predict loss rates on second mortgages•Performed best execution analyses and proposed pooling strategies to maximize desk profitability while limiting market risk of inventory•Stress tested new securitization issues for default, prepayment, HPA and interest rate risks to meet target rating levels•Evaluated Quantitative Risk Management (QRM) for managing ARM inventory
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  • Franklin Credit Management
    Financial Business Analyst
    Franklin Credit Management May 2005 - Aug 2006
    Us
    •Approved bids on larger acquisitions for resilience to default, prepayment and market risk•Stress tested portfolios to identify risk exposure and recommended timely divestment of assets and other loss mitigation measures•Performed cost analyses to clearly identify and allocate fixed and incremental costs to segments of the portfolio•Developed multivariate regression model to predict default rates•Analyzed performance of the existing origination guidelines and recommended changes to maximize profitability while containing risks•Forecast portfolio revenues based on adverse scenarios to limit ongoing cost of operations•Implemented impaired portfolio income recognition in conformance with SOP 03-3
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  • Adp
    Senior Program Analyst
    Adp Jul 1998 - Aug 2003
    Roseland, New Jersey, Us
    •Led the design and development of check and debit card processing for GOLDMAN SACHS’ brokerage clients•Produced an algorithm for a card funding and authorization strategy that eliminated the possibility of overdraft and managed the development of several interfaces with FIRST DATA CORP and MELLON BANK•Managed the offshore development of a consolidated financial statement generation system for Client Reporting•Managed the rollout of the Integrated Name and Address system to ADP'S clients and significantly improved performance
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  • Tata Consultancy Services
    Assistant Systems Analyst
    Tata Consultancy Services Sep 1995 - Jul 1998
    Mumbai, Maharashtra, In
    •Produced multidimensional data mining and reporting using SAS and Essbase, for GE CAPITAL'S Risk Management Group•Successfully led the development and rollout of the Long Term Incentive Compensation Plan at CNA INSURANCE
    View

Partha Chatterjee Skills

Portfolio Management Risk Management Financial Modeling Financial Analysis Fixed Income Banking Bloomberg Credit Valuation Asset Managment Finance Analysis

Partha Chatterjee Education Details

  • Nyu Stern School Of Business
    Nyu Stern School Of Business
    Finance And Banking
  • Nit Silchar
    Nit Silchar
    Electrical Engineering

Frequently Asked Questions about Partha Chatterjee

What is Partha Chatterjee's role at the current company?

Partha Chatterjee's current role is Financial Planning and Analysis.

What is Partha Chatterjee's email address?

Partha Chatterjee's email address is pc****@****nyu.edu

What schools did Partha Chatterjee attend?

Partha Chatterjee attended Nyu Stern School Of Business, Nit Silchar.

What skills is Partha Chatterjee known for?

Partha Chatterjee has skills like Portfolio Management, Risk Management, Financial Modeling, Financial Analysis, Fixed Income, Banking, Bloomberg, Credit, Valuation, Asset Managment, Finance, Analysis.

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