ANANYO CHAKRAVARTY
Cedar Rapids,IA
Summary
Forward-thinking team leader skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maximum performance. Proactive and hardworking individual focused on continuous operational improvement. Business-minded Finance Manager promoting more than 8 years of expertise overseeing transactions and reconciling monthly financial reports. Consistently work on business needs of the clients, creating requirement documents and convert them into technical requirement for IT team. Highly collaborative individual with track record of effectively training and coaching staff members. Offering confidence, team contribution and decision making skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Excellent track record for meeting deadlines and submitting deliverables on time. Experience in working with, analyzing and understanding data. Expertise in client facing and communication skills. Result oriented, committed and hard working with a quest to learn new technologies and undertake challenging tasks. Good experience in process like Waterfall and Agile/Scrum. Strong expertise in working with SAP, SAP HANA.
Overview
11
11
years of professional experience
3
3
Certification
Work History
Finance Manager
Bill Colwell Ford
10.2019 - Current
- Determines cost of operations by establishing standard costs; collecting operational data
- Identifies financial status by comparing and analyzing actual results with plans and forecasts
- Works one on one with various lending institutions and credit analysts on best possible lending terms and rates
- Structures clientele deals for approval with various lending institutions
- Guides cost analysis process by establishing and enforcing policies and procedures; providing trends and forecasts; explaining processes and techniques; recommending actions
- Addresses and resolves a myriad of clientele issues and concerns
- Improves financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management
- Reconciles transactions by comparing and correcting data
- Recommends actions by analyzing and interpreting data and making comparative analyses; studying proposed changes in methods and materials
- Increases productivity by developing automated accounting
- Business strategies, MS Access, SAS
- Cost analysis, Strategic plans
- Cost control and reduction
- Cash handling expertise
- Revenue Generation
- KPI management
- Clientele management
- Staff Management
- Performance reviews
- Coaching and training
- Written and interpersonal communication
Financial Advisor
Liberty National Life Insurance
05.2019 - 10.2019
- Applications; coordinating information requirements
- Protects operations by keeping financial information confidential
- Maintains technical knowledge by attending educational workshops
- Communicated to clients to help them determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan
- Advised clients on investment, final expense, income protection, mortgage protection, and college saving funds
- Answered client questions about financial plans and strategies and giving financial advice
- Advised strategies to clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives
- Analyzed financial data received from clients to develop strategies for meeting clients' financial goals
- Applied Salesforce to optimize regular tracking of important client data.
Financial Analyst/Business Analyst
Troy University
01.2017 - 04.2019
- Reduced the business' expenses more than $20,000 in less than a year through the application of my knowledge and experience in business management and finance
- Supervised and collaborated with staffs to build accurate accounting data for decision-making
- Analyzed financial activities using Excel modeling (VLOOKUP, Pivot
- Tables, Formulas, etc.) including the monthly close process, balance sheet account valuations and reconciliations, expense budgeting and forecasting, long range planning, and expense allocations to product lines
- Monitored and improved controls and accounting procedures where weaknesses are identified
- Controlled inventory from ordering supplies and merchandise to setting prices
- Provided sound financial advice on budgeting decisions that support business strategies.
Assistant Finance Manager
Shottenkirk Chevrolet
07.2015 - 12.2016
- Processed and managed accounts payables for various departments
- Lead all aspects of finance, budgeting and KPI development, and track and own the reporting to the Executive team and owners
- Partnered with strategy group to evolve the business plan including situation analysis, market analysis, competitive analysis, industry analysis, business development and partner strategy, marketing strategy, sales strategy and growth strategy
- Collaborated with business intelligence team to change the way data is gathered, translated and reported
- Developed metrics and benchmarks to measure key client functions and initiatives
- Liaised with the management team and external players to coach them to gain better insight out of the KPIs and financials.
Financial Analyst
Prudential Financial
09.2014 - 06.2015
- Provided reports, presentations and ad-hoc analysis including annual operating plan budgets, monthly cash forecasts, inventory analysis and profitability forecasts
- Managed a $250M capital budget to ensure assets were procured in accordance with an aggressive schedule
- Evaluated potential capital projects to determine key metrics such as cash flows, payback period, NPV and ROI
- Modeled anticipated deposits to determine how schedule deviation impacted forward looking financials
- Developed a standardized cost forecasting method to reduce financial reporting preparation time by 80%
- Spearheaded plan to synchronize business processes and increase communications throughout various levels of the organization using CRM software, reducing lead time throughout entire business process.
Financial Management Intern
Varsity Company International LLC
05.2012 - 08.2014
- Developed, communicated and implemented strategic plans, while aligning functional supporting strategies for the organization as well as identifying ventures that further the strategic and financial objectives
- Performed research and analysis to understand developments that would have an impact on the business, developing business cases with financial models necessary for decision-making and determining ROI
- Oversight of the organization's efforts on enterprise risk management (ERM), which includes additional layers of management as appropriate to build and enhance risk management framework, awareness, capabilities, processes and tools
- Maintained client revenue 8% above company average
- Beat company-wide client satisfaction scores by 20%
- Used SQL to highlight low performing company assets
- Developed Excel spread comp sheets to track top performing company assets.
Education
MBA - Cybersecurity With Data Analytics
New England College
Henniker, NH03.2024
MBA - Business Administration, Finance
Troy University
Troy, AL12.2018
Master of Science - Economics
Iowa State University
Ames, IA05.2015
Bachelor of Science - Economics
University of Calcutta
07.2011
Skills
- Python (financial data analysis, financial modeling, algorithmic trading), SAP
- SAP HANA
- Agile & Waterfall Methodology
- MS Office (Word, Excel, PowerPoint) MS
- Access, Requisite Pro
- Microsoft Office, Microsoft Project
- Portfolio Management
- Fiscal Reporting
- Risk Management Expertise
- Maintenance Requirements
- Tableau, Tableau Prep
- Customer Satisfaction
- Customer Relationship Development
- Verbal and Written Communication
- Financial Institution Programs
- Customer Financing
- Deal Structuring
- Lender Relationships
- Lending Practices
- Accounts Payable and Accounts Receivable
- Staff Training
- Regulatory Compliance and Documentation
- Deal Negotiations
- Financial Approvals
- Performance Review
- Sales Enablement
- Correspondence Writing
- Controls System Maintenance
- KPI Management
- Financial Budgeting
- Financial Analysis
- Financing Expertise
- Area of Expertise Sales
- Raising Capital
- Title Laws
- Financial Revenue
- Corrective Actions
- Workflow Coordination
- Electronic Contracting
- P&L Tracking
- Improvement Recommendations
- Loan Processing
- Departmental Oversight
- Sales Process Development
- Process Change Improvements
- Budgeting and Variance Analysis
- Coaching and Training
- KPI Development
- Plan Budgets
- Cost Control and Reduction
- Figures Calculations
- In-Depth Research
- Business Policies and Procedures
- Bank Security Expertise
- Financial Reporting and Analysis
- Strategic and Financial Planning
- CRM Tracking
- Market Condition Analysis
- Risk Assessment and Classification
- Write Reports
- Account Analysis Expertise
- Financial Instrument
- Income Statements
- Excellent Team Leadership
- Revenue Growth
- Performance Optimization Strategies
- Regulatory Submissions
- Business Activity Tracking
- Registration Paperwork
- Loan Paperwork
- Structure Information
- Credit Approval and Denial
- Risk Mitigation Strategies
- Business Intelligence Gathering
- Spreadsheet Tracking
- Cash Flow and Reconciliation
- Manage Cash Flow
- Financial Risk Monitoring
- Commercial Lines of Credit
- Word Processing
- Insurance Negotiation
- Business Administration
- Remote Video Conferencing
- Insurance Products
Accomplishments
- Achieved financial performance goals by completing estimated revenue generation with accuracy and efficiency.
- Achieved highest gross revenue in the 36 year history of the organization through effectively helping with finance department goals.
- Resolved product issue through consumer testing.
- Documented and resolved customer lending issue which led to increased client retention over a span of 4 years.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Supervised team of 6 staff members.
- Collaborated with team of 7 in the development of Colwell.
Certification
Project Management Professional (PMP)SAP
Certified Application Associate Certified
Business Analysis Professional (CBAP)
Additional Information
- LINKS linkedin.com/in/ananyo-chakravarty-58827840
Timeline
Finance Manager
Bill Colwell Ford
10.2019 - Current
Financial Advisor
Liberty National Life Insurance
05.2019 - 10.2019
Financial Analyst/Business Analyst
Troy University
01.2017 - 04.2019
Assistant Finance Manager
Shottenkirk Chevrolet
07.2015 - 12.2016
Financial Analyst
Prudential Financial
09.2014 - 06.2015
Financial Management Intern
Varsity Company International LLC
05.2012 - 08.2014
MBA - Cybersecurity With Data Analytics
New England College
MBA - Business Administration, Finance
Troy University
Master of Science - Economics
Iowa State University
Bachelor of Science - Economics
University of Calcutta