Beschreibung

I am a Chartered Accountant with 4+ years of experience at Credit Suisse and BNY Mellon, specializing in Financial Analysis, Risk Analytics, Treasury, Regulatory Reporting, and Financial Controlling.

I help businesses transform complex financial and risk data into clear, actionable insights that improve decision-making, reporting quality, and operational efficiency. I have worked with Finance, Treasury, Risk, and Technology teams to deliver high-quality reporting, monitor key financial and risk metrics, strengthen internal controls, and support strategic initiatives.

My expertise includes Financial Analysis, Management Reporting, Risk Analytics, Financial Controlling, Treasury Reporting, Capital Management, Balance Sheet Analysis, Exposure Analysis, Risk-Weighted Assets (RWA), Capital Adequacy, Leverage Ratio, Liquidity Reporting (LCR & NSFR), Credit Risk, Counterparty Risk, Basel III, COREP, FINREP, KPI Monitoring, Variance Analysis, Financial Controls, Reporting Automation, and Process Improvement.

I can support you with:

• Financial Analysis & Reporting

• Financial Controlling & KPI Reporting

• Risk Analytics & Risk Reporting

• Treasury & Capital Analytics

• Balance Sheet & Exposure Analysis

• Budgeting & Forecasting

• Excel-based Financial Models & Dashboards

• Power BI Reporting & Data Visualisation

• Regulatory Reporting Support

• Process Optimisation & Reporting Automation

I am known for my analytical mindset, attention to detail, and ability to deliver reliable, accurate, and business-focused solutions. I enjoy solving complex financial challenges and helping organisations make better data-driven decisions through high-quality analysis and reporting.

Branchenexpertise

Sprachen

Englisch
Muttersprachlich oder zweisprachig
Deutsch
Grundkenntnisse
Hindi
Muttersprachlich oder zweisprachig

Arbeitsortpräferenzen

Vor Ort möglich

Munich (bis zu 50 km)

Credit Suisse (India) Private Limited
Basel Measurement Reporting Analyst – Treasury / Regulatory Reporting
September 2021 - August 2024 (2 Jahre und 11 Monate)
Pune, Maharashtra, India
•  Financial Reporting, Analysis & Treasury Reporting:
◦ • Delivered daily, monthly, and quarterly reporting across balance sheet, leverage, liquidity, capital, and exposure metrics within a global banking environment.
◦ • Analysed balance sheet and exposure movements, performed variance analysis (DoD / MoM), and provided commentary and insights to senior stakeholders.
◦ • Supported management reporting through analysis of key financial, liquidity, leverage, and risk indicators.
◦ • Finalized balance sheet and leverage exposure reporting and monitored material movements across portfolios.
•  Regulatory Reporting & Risk Analytics:
◦ • Prepared and submitted COREP regulatory returns covering Counterparty Credit Risk, Market Risk, Operational Risk, CVA, Large Exposure, Securitization Risk, MREL, and related Basel III frameworks.
◦ • Delivered liquidity reporting (LCR, NSFR), leverage ratio reporting, and capital adequacy support including Risk-Weighted Assets (RWA) analysis.
◦ • Contributed to Large Exposure reporting under BIS and CRR requirements and supported ICAAP internal monitoring activities.
◦ • Performed exposure monitoring and analysis across loans, counterparty exposures, derivatives, leverage metrics, and balance sheet portfolios.
•  Controls, Governance & Process Improvement:
◦ • Executed reconciliations, controls, and validation procedures ensuring reporting accuracy, data quality, and audit readiness.
◦ • Collaborated with Finance, Treasury, Risk, and IT teams to resolve issues and improve reporting processes.
◦ • Participated in UAT testing, reporting automation initiatives, and system enhancement projects supporting operational efficiency.
Financial Analysis Risk analysis Capital Adequacy Reporting RWA & Leverage COREP
BNY Mellon International Operations (India) Private Limited
Lead Representative, Fund Reporting
September 2020 - September 2021 (1 Jahr)
Pune, Maharashtra, India
•  Supported preparation and review of financial statements and reporting deliverables for institutional fund clients.
•  Performed reconciliations, exception analysis, and financial data validation for reporting and accounting processes.
•  Supported accounting and reporting activities under IFRS / GAAP frameworks.
•  Delivered analytical insights through trend analysis, reporting reviews, and quality improvement initiatives.
•  Supported reporting activities for higher-complexity funds and portfolio structures.

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Chartered Accountant
Institute of Chartered Accountants of India
2019
Chartered Accountant
Bachelor of Commerce
M D Palesha College - North Maharashtra University
2014
Bachelor of Commerce

Finanzcontroller

Kamakshi S.

CA | Treasury & Risk Reporting, Controlling

Über Kamakshi

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