Rohan Gupta

• Proficient in understanding and managing finance business processes such as quarterly/monthly close, cash reconciliation, capital account statements, valuations, distribution and capital call notices, and investor reporting to diagnose and resolve user issues effectively.
• Skilled in assessing user support needs and delivering optimal solutions while maintaining transparent communication.
• Adept at identifying and monitoring risks, recurring issues, and areas for improvement, proposing solutions or process changes.
• Experienced in collaborating with product teams to find solutions to problems and crafting communications for end users during outages.
• Effective in relaying information about bugs and enhancements from end users to the product team.
• Committed to providing prompt and high-quality support within predetermined SLA timelines.
• Capable of creating comprehensive knowledge base documentation for internal teams.
• Proficient in developing self-serve articles for end users to reduce support demands.

• Conducted ABF (Asset-Based Fee) calculations
• Managed invoice processing and budgeting tasks
• Performed financial forecasting and account reconciliations
• Monitored and analyzed KPIs (Key Performance Indicators) and financial ratios
• Conducted variance analysis and accrual rate analysis
• Analyzed financial reports by downloading data from Worldview
• Experienced in using application software GIPS (Global Invoice Processing System), STAR Worldview, and IPEX (Invoice Processing and Expense Budgeting)
• Consistently met SLA requirements
• Handled emails and queries efficiently
• Managed the deliverables dashboard
• Composed daily reports on work progress

Loan Officer - Global Wholesale Banking and Treasury Operations

• Part of the Loan Syndication team
• Proficient in using applications “MISYS-LOAN IQ” and “ACBS”
• Ensured CTQ closure by maintaining productivity, accuracy, and turnaround time (TAT) based on customer expectations
• Adhered to Federal Reserve Bank cut-off times for timely release of funds to clients
• Reconciled report items by passing GL entries and matching accounts
• Managed debit and credit fees
• Consistently met SLA targets set by the client
• Prepared MIS reports, attendance records, and productivity data for the team
• Shared daily delayed funding reports with LOB partners
• Analyzed fraudulent transactions in compliance with anti-money laundering laws
• Assessed the credibility and critical nature of customers
• Organized and conducted team huddles, briefings, and meetings as required
• Escalated issues to the immediate supervisor following established guidelines