Shubham Oza Email & Phone Number

Pune, Maharashtra, India

Landytech is a leading investment reporting services provider that offers a comprehensive solution called Sesame. The company specializes in assisting clients in the investment industry by delivering accurate and timely reporting, helping them make informed decisions and meet regulatory requirements. With its innovative technology and commitment to exceptional customer service, Landytech has established itself as a trusted partner in the financial sector.In my role as a data analyst - Implementation at Landytech, my responsibilities include:• Configuring Sesame, our flagship product, to align with clients' requirements and ensure successful implementation.• Reviewing and analyzing data related to Hedge funds, Private equity, Non custodied assets, and ETFs to identify trends, anomalies, and performance metrics.• Conducting data mapping and extraction to transform data into a standardized format for seamless integration.• Performing quality checks to ensure data accuracy and integrity throughout the implementation process.• Conducting thorough data validation and cleansing processes to ensure accuracy and consistency of the reviewed data.• Troubleshooting technical issues and providing prompt support to clients during the implementation phase.• Collaborating with cross-functional teams, including software developers, product management, and customer support, to enhance Sesame's performance and user experience.• Staying up to date with industry trends and best practices in data analysis and investment reporting through continuous learning and research.

Pune, Maharashtra, India

Senior Analyst– Capital Market • Currently working for a US Based Investment Bank in their OTC Derivative Segment. Mainly focused on Margin Accounts, Analysing ISDA Agreements & Collateral Management of Triparty & Third party of the clients • affiliated clients to ascertain requirements and expectations for products.• Delivered analysis of the market, Tri Party Accounts & Collateral impact on long and short-term strategies. • Improved business direction by prioritizing customers and implementing changes based on collected feedback.

Pune, Maharashtra, India

• Optimizing Financial Risk of UK based Investment bank by understanding its client’s business operations, analysing financial statements, identifying, and escalating suspicious transactions.• Scrutinizing associate’s output (financial risk cases) by recognizing potential risk outcomes, reporting, and swiftly resolving the challenges, reducing potential error outcomes by 95%.

Pune, Maharashtra, India

Process Delivery Specialistg: Analyst - Risk & Compliance.• Delivering internal support to compliance reporting activities, oversee thorough reviews for high-risk clients based on stratified risk, helping the bank mitigate the risk as per their policies. • Look over for portfolio and identified risk factors, expedite reduction of delinquencies on new volumes and recommending risk adverse, ensuing customized risk strategies. • Drawn up and inspected allegations on high-risk businesses, corroborated and endorsed actions to minimize the risk associated.• Analysed and investigated clients to conduct detailed customer due diligence and enhanced due diligence review.

Jalgaon, Maharashtra, India

• In charge of analysing/ preparation of financial statements, by understanding and inspecting the portfolio of the business and its different areas, which succour in forecasting the business for client’s credit approvals. • Assembling client’s financial information and verifying with the internal systems, interpreted business data, which helped in analyse the enlargement of company’s performances. • Picked off the analysing and reporting errors to near zero for better results• Executed accounting services for healthcare client, by understanding the businessg operations, and examine timely profit and loss by reviewing the books of accounts • Assisted clients in obtaining various types of credits, by preparing of financial reports needed by the banks which resulted in 90% satisfactions in terms of approvals received by the banks • Resolved and escalated concerns regarding financial statements faced by the clients in terms of monthly and quarterly results

Jalgaon, Maharashtra, India

• Developed core analytical capabilities or model libraries using advanced statistical, quantitative or econometric techniques• Assisted with month-end closing processes and verified journal entries.• Monitored daily revenue, risk and working capital movements.• Interacted with clients and obtained cost and budget information to draft and manage accounts.• Measured revenues, automated accounting systems and internal controls to evaluate financial data and transactions.

Mba - Finance, Accounting And Finance, A

Learnings :- • Statistics & Quantitative Methods • Global Economics • Strategic Financial Management • Banking, Investment and Tax.

Bachelor Of Commerce - Bcom, Accounting And Finance, B

Learnings :- • Financial & Cost Accounting • Quantitative Techniques • Corporate Accounting & Costing • Income Tax, Business and Tax Laws.