Partha Chatterjee Email & Phone Number

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.

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.

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.

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

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.

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

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

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

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.

San Francisco, California, US

Analysis and trending related to Small Business Segment marketing and pilot initiatives.

San Francisco, California, US

Product pricing and pilot initiative analytics with deposit products group

New York, NY, US

NPV Analysis related to HAMP/2MP home owner assistance programs and loan modification operational analytics.

• 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

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

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

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

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

Mba, Finance And Banking

Bachelor'S Degree, Electrical Engineering