PRIYA JAUHRI
Mason,OH
Summary
Analytical Financial/Regulatory Reporting Analyst with 11+ years of experience in the Financial and Retail industries. Expertise in data analysis, financial reporting, and regulatory compliance. Strong problem-solving skills with a keen eye for detail, optimizing processes, and ensuring accurate financial insights. Skilled in auditing, banking, and leveraging software to drive efficient reporting and analysis. Known for collaborative approach to team projects and consistently achieving reliable outcomes. Displays expertise in risk assessment and proficiency in audit software and methodologies.
Overview
11
11
years of professional experience
Work History
Regulatory Reporting Analyst / Internal Auditing / Quality Assurance
Fifth Third Bank
06.2023 - Current
- Conducted independent assurance testing of critical regulatory filings to ensure data integrity, accuracy, and alignment with Federal Reserve and OCC requirements.
- Analyzed complex data sets to generate actionable insights for business units.
- Developed and maintained automated reporting tools to enhance efficiency and accuracy.
- Collaborated with cross-functional teams to ensure alignment on reporting requirements and deadlines.
- Conducted thorough data validation to guarantee integrity of reports delivered to stakeholders.
- Identified trends within financial metrics, driving strategic recommendations for operational improvement.
- Performed end-to-end validation of financial and liquidity reports through detailed data tracing and source documentation reviews for monthly, quarterly, and annual filings.
- Ensured compliance with regulatory expectations by assessing internal reporting practices, operational procedures, and financial documentation.
- Partnered with Finance, Regulatory Reporting, Risk, IT, and Business Units to investigate discrepancies, identify root causes, and monitor issue remediation.
- Delivered well-documented testing evidence in accordance with internal audit standards and regulatory expectations.
- Played a key role in strengthening the bank's control environment through proactive risk identification, process improvement insights, and peer quality reviews.
- Supported special reviews and regulatory inquiries, demonstrating a strong understanding of financial reporting frameworks and enterprise risk controls.
Senior Personal Banker II
Fifth Third Bank
03.2022 - 06.2023
- Proven track record in driving sales growth through consultative selling and proactive outreach, managing a high-volume portfolio of over 800 clients with a focus on long-term relationship development.
- Delivered exceptional customer service by identifying individual financial needs and providing tailored product recommendations across consumer and small business banking solutions.
- Consistently exceeded sales and service targets by cross selling a full suite of financial products, including checking, savings, credit cards, and various lending solutions.
- Specialized in end-to-end loan management, including home loans, auto loans, HELOCs, personal loans, and investment-secured lending-from application through closing.
- Acted as a trusted advisor to clients, offering guidance on debt consolidation, emergency fund planning, and long-term financial goals.
- Led financial review meetings and conducted outbound sales activities such as business calls, community presentations, and financial literacy events.
- Developed strong referral pipelines through close collaboration with partners in Mortgage, Small Business, Commercial, and Investment services.
- Mentored front-line staff on sales techniques and customer engagement, contributing to a high-performing, customer-focused team environment.
- Maintained strict compliance with banking regulations and internal procedures to protect client confidentiality and minimize risk.
- Played an integral role in daily branch operations, including opening/closing responsibilities and maintaining strong financial center performance.
Service Banker / UAT Tester
Bank of the West
11.2018 - 06.2020
- Led QA and UAT efforts for core banking application (Appian), including test case development, execution, and defect tracking in Agile/Scrum environments.
- Utilized SQL for data validation, reporting, and test analysis, ensuring accuracy across financial and regulatory reporting workflows.
- Collaborated cross-functionally with developers, PMs, and stakeholders to define business requirements, project timelines, and deliverables.
- Supported onboarding, training, and operational efficiency across multibranch banking teams; assisted with staffing coordination and audit readiness.
- Executed high-volume transaction processing (ACH, wire, loans, CTRs), maintaining compliance with regulatory standards and internal controls.
- Identified client needs and cross-sell opportunities through proactive communication and service outreach.
Cashier Supervisor / Leader on Duty
J.C. Penney
07.2018 - 11.2018
- Led and trained a team of 12-15 cashiers, ensuring exceptional customer service.
- Collaborated with the Merchandise Manager to optimize inventory and store presentation.
- Utilized POS metrics to improve cashier efficiency and customer satisfaction.
- Promoted and supported the Instant Credit Application Process (iCAP) through customer interaction.
- Managed store opening/closing, ensuring smooth operations and customer service excellence.
Cashier
J.C. Penney
04.2018 - 07.2018
- Assisted customers with product selection and provided excellent service.
- Stocked and organized merchandise on the sales floor for easy access.
- Processed purchases, returns, and resolved discrepancies efficiently.
- Processed customer transactions efficiently using point-of-sale systems.
- Managed cash register operations, ensuring accurate cash handling and reconciliation.
- Trained new cashiers on operational procedures and customer service protocols.
- Worked flexible schedule and extra shifts to meet business needs.
Financial Audit Analyst
Prashant K and Co.
01.2003 - 09.2007
- Led valuation, analysis, assessments, and forecasting processes for the company.
- Presented financial results, trends, forecasts, and variance explanations to management.
- Acted as the liaison between Business Partners, Accounting, and Financial Services teams.
- Led monthly and quarterly meetings with Budget Owners to review financial performance.
- Collaborated on implementing Adaptive budgeting, forecasting, and reporting tools.
- Analyzed financial statements to identify discrepancies and ensure compliance with regulations.
- Assisted in preparing audit reports for internal stakeholders, enhancing clarity and transparency.
- Conducted risk assessments to evaluate operational processes and recommend improvements.
- Collaborated with cross-functional teams to streamline audit procedures and increase efficiency.
Education
Bachelor of Arts - Management
GOLDEN GATE UNIVERSITY
Skills
- Financial Analysis
- Financial Reporting
- Financial Auditing
- Financial Forecasting
- Regulatory and Compliance Reporting
- Internal Auditing
- Financial Planning
- Risk Management
- Software Testing
- End to end testing
- User acceptance testing
- QA Testing: ALM Manual
- External auditing
- Decision-making
- Balance sheets
- Client relationship management
- Analytical problem solving
- Risk assessment
- Account reconciliation
- Annual reports
- Issue resolution
- Profits and losses tracking
- Data analytics
- Forecasting
- Regulatory filings
- Regression and E2E Testing
- Business Development
- Team Management
- Process Management
- Requirements definition
- Functional specifications
- Gap analysis
- Timeliness
- Microsoft Office
- Microsoft SQL
- Software Development: Agile Scrum/Kanban/Waterfall
Awards
- Top Banker, Fifth Third Bank, 2022-2023
- President and Dean List Student
Timeline
Regulatory Reporting Analyst / Internal Auditing / Quality Assurance
Fifth Third Bank
06.2023 - Current
Senior Personal Banker II
Fifth Third Bank
03.2022 - 06.2023
Service Banker / UAT Tester
Bank of the West
11.2018 - 06.2020
Cashier Supervisor / Leader on Duty
J.C. Penney
07.2018 - 11.2018
Cashier
J.C. Penney
04.2018 - 07.2018
Financial Audit Analyst
Prashant K and Co.
01.2003 - 09.2007
Bachelor of Arts - Management
GOLDEN GATE UNIVERSITY