ANUPAM MAHESHWARI
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Assistant Vice President (Operations & Business Development)
PROFESSIONAL SNAPSHOT
A competent Professional with 13 years of experience in:
- Hedge Fund Accounting- Investment Banking- People management
- Business development - Client relationship management - Mortgage underwriting
- Procurement - Financial statement Analysis - Banking Operations
MBA (Finance) from IBS Hyderabad.
Significant experience in diverse financial services operations.
Building lean and robust processes to ensure better quality deliverables and faster turnaround times.
Exposure in identifying / adopting emerging trends and addressing industry requirements to achieve organizational objectives & profitability norms.
Gathering Market Intelligence, tracking competitor’s activities and providing valuable inputs for fine tuning marketing strategies.
BUSINESS SKILLS
DOMAIN
Hedge fund Accounting, NAV Calculation, P&L, Balance Sheet, Cash flow & Trade & cash Recon Preparation.
Complex instruments like Futures, CDS, TRS, Options, IRS, Fixed income & other derivatives.
Banking Operations.
Finance & Accounting- General Ledger, AR, AP, Order to Cash.
Financial Control, Corporate Budgeting, Expense mitigation.
Mortgage underwriting, Risk Assessment of Subprime Loans.
Contract Negotiation, Spend Analysis & Advisory.
FUNCTIONAL
Understanding of business process operations and objectives & SLA management.
Effective team management skills- Recruitment, appraisal, optimum utilization of resources & growth plan.
Dashboard preparation, Management Reporting & managing all stakeholders.
Client interface, Requirement gathering, Project management.
TECHNICAL
Microsoft office. - Word, Excel, PowerPoint.
CAREER SKETCH
Seven Bridge Advisors- Mumbai/Jaipur April 2014 – Till Date
Assistant Vice President- Operations & Business Development
Key Deliverables:
Drafting, negotiating and maintaining contracts to support the purchase of goods.
Responsible for making sourcing strategy and planning procurement with an aim to increase profitability.
Partner with the key decision makers to help them drive decisions to boost the growth.
Manage the requirement gathering, planning and executing the projects to exceed customer satisfaction.
Identified opportunities for optimization/ consolidation to save the cost.
Overall tracking and controlling of expenses Vis-A-Vis Budget.
ArcGate, Udaipur February 2012 – March 2014
Project Lead/Manager
Key Deliverables:
Multiple project management- Service delivery, quality check & Overall management.
Large Team management (50 +), Training & Development, work allocation, Backup planning.
Conducting appraisals, Preparing growth plans keeping budget in mind.
Direct communication with clients, requirement gathering, resource allocation and close monitoring.
Management reporting to the Managing Director & CEO.
Epitome global services Pvt ltd, Mumbai November 2010 – October 2011
Assistant Manager
Key Deliverables:
Daily and monthly fund accounting operations for various clients
Quality review of all activities.
Team management and reporting to all stakeholders.
Attainments
Initiated strategic tie up with a competitor firm for a strong technology platform, it was highly recognised by the management.
Infosys, Jaipur February 2010 – November 2010
Team leader
Key Deliverables:
Managing 2 teams comprising of 18 team members for F&A work of a media giant from States.
Work allocation, leave management, resolving escalations and cross-skilling of resources.
Participation in external & internal governance activities by adhering to governance models.
Implementing corrective actions based on review, monitoring and controlling billing losses.
Attainments
Reduced knowledge gaps in complex activities through proactive communication with client.
Effective utilization of resources through swapping of work and projects.
Own Business- Hand made chocolates & Coaching May 2009 To February 2010
Previous Stints in ICICIBank, JPMorgan Chase & Genpact (Finance Processes) July 2003 to April 2008
SCHOLASTIC
MBA (Finance) from IBS Hyderabad.
B.Com from Rajasthan University.
BEYOND CURRICULUM
Mess committee member in IBS Hyderabad, resolved issues & complaints of students.
PERSONAL DETAILS
Address: 74, Mahatma Gandhi Nagar, DCM, Ajmer Road, Jaipur- 302021
NationalityIndian
Passport:Indian Passport (Valid Till 2024)
Visa Details:US B1/B2 (Was Valid till 2016)
Hong Kong (Till January, 2018)
References can be provided on request.