Neha Naik

• Lead a team of eight analysts in FP&A for Secured Lending, overseeing $400B in assets and key performance metrics.
• Own FP&A functions, including monthly close, quarterly reporting, investor relations, product forecasting, and budgeting, collaborating with business, risk, accounting, and audit teams.
• Present financial results to senior management, providing actionable insights and strategic recommendations to optimize performance.
• Manage multiple high-priority projects with tight deadlines, ensuring progress and goal alignment.
• Direct resource allocation, team performance, and career development, driving process improvements and influencing leadership.
• Lead initiatives to enhance operational efficiency, saving 1,000+ annual hours through process simplification.
• Co-chair the Inter-Generational Employee Network and co-lead Diversity & Inclusion efforts, engaging 4,000+ employees in key initiatives.

• Lead for the wealth management banking reporting suite, with over $4 billion in revenue. Collaborated across teams to bring key storylines together for the presentation of results to the line of business, senior leadership, and key stakeholders.
• Central point of contact for business unit forecast submission and analytics. Engineered detailed financial packages from the ground up, incorporating key analysis on revenue drivers, expenses, and headcount.
• Developed a master database for KPIs and drivers, enabling targeted reporting, further streamlining, and automation. enabling precise, targeted reporting, and driving further streamlining and automation of key processes.
• Key partner in product strategy and implementation of a business initiative expected to save over $95 million in expenses. Evaluated the impact and tracked performance.

• Designed financial reporting, including forecasting and trend analysis, for billion-dollar clients; led annual and midyear financials for Investor Relations and SOX compliance. Managed a team of 3 analysts overseeing P&L and balance sheet processes, collaborating with global teams to reconcile balances and implement FINRA Rule 4524.

Led roaming revenue settlement and reporting for $15M+ monthly revenue, collaborating with finance teams. Developed a data repository to streamline financial requests, and managed financial statements, audit reports, and monthly ledger close.