Srijan Bansal Email & Phone Number

County Dublin, Ireland

Dublin, County Dublin, Ireland

• Coordinated seamless migration of 40,000 loans between two banking institutions, ensuring effective communication and collaboration with internal and external stakeholders to troubleshoot and resolve issues promptly.• Responsible critical financial reconciliation tasks, including Balance Walk, Stub Analysis, and Rate Change Simulation, ensuring seamless migration of the loan book between finance consumer firm and bank.• Identified and resolved data discrepancies within banking CRM system, conducting thorough validation checks against core systems and devising strategic approaches for customer outreach and remediation for 200,000+ customers.• Prepared MI reporting dashboard for the project board and senior stakeholders at a major UK bank to assess the progress of a 150,000-customer remediation program, ensuring compliance with tax authority requirements.• Offered data solutions using SQL, Excel, and Power BI to the Optax team and division head for HMRC reporting, Presumption Rules and EDR screening.

Cork, County Cork, Ireland

● Part of the product team that was involved in the development of a highly successfulcap table product, contributing to the company's acquisition by JPMorgan. ● Conducted in-depth Market Analysis, evaluating market dynamics and product roadmaps to derive data-driven insights for enhancing product strategies.

London, England, United Kingdom

● Accelerated fundraising campaign to attract potential UHNW and VC investors for early stage ventures

County Dublin, Ireland

● Investment analyst in the Utility sector. The role involved evaluating energy companies in Europe, in the context of potential investment opportunity and create an optimal portfolio of €25,000 AUM across various industries.

Dubai, United Arab Emirates

● Advanced the firm’s cost reduction strategy by eliminating 13% of top line in payroll/benefits administration costs by shifting ~100% of accounting and HR functions from the UAE to lower cost locations ● Supported Finance team by preparing budgeting statements and promotional corporate profile for raising debt from various financial institutions and investors. Conducted due diligence on vessels for 20+ transactions, ensuring that client requests were met with exact specifications ● Studied and analysed term sheets provided by financial institutions/investors against company request for raising debt

Mumbai Area, India

● Managed 5+ client relationships; engaging 3 clients simultaneously – 1 BPO provider and 2 Asset Managers● Strategised market entry in various geographies by shortlisting suitable acquisition targets for a portfolio company, matching its service offering and synergies in a Water Treatment Market of $24B● Lead and trained a team of 3 junior analysts in managing clients in Healthcare and CPG sectors, mentoring one analyst to create an additional client relationship ● Liaised with the marketing team to prepare proportional materials, used in major investor conferences in New York. Worked on trading and transaction comparables for the BPO, Healthcare, Aviation, CPGs and Energy sectors● Aided the client in successful acquisition of a frozen dessert manufacturer in Los Angeles; project involved creation of operating model, capital table and a point of sale system

Mumbai Area, India

● Two Month Internship in IL&FS Wind power Services Limited in the area of Project Finance.

Dubai, United Arab Emirates

● Assist in preparation of Quarter end closings and accompanying financial reports.● Analysis of variance between Budgeted and Actual Expenses.● Analysis of budget and expenses regarding the vessels.● Reporting the amount receivable and payable from the client.

Msc Finance, Finance, General

Activities and Societies: ● As an investment analyst for a student-managed utilities sector fund, evaluated a French energy company’s.

Bachelor Of Commerce In Accounting & Finance, Accounting And Finance, Graduation

Activities and Societies: ● Graduated with First Class Honors; GPA of 6.67 out of 7 (1.1, A Grade) ● Developed an organic food product.

Senior School Certificate Examination (Class Xii), Commerce Stream, Xii

Scored 91 %

Secondary School Examination (Class X), Cbse, X

Activities and Societies: Sports9.4 CGPA