Headline

Assistant Director-Report advisor, Finance@ EY

About

With over 15 years of professional experience, I work as an Assistant Director - Report Advisor at EY, where I focus on connecting end users, subject matter experts, business analysts, and technical teams to enhance global financial reporting products. My expertise spans community building, stakeholder collaboration, and leveraging tools like Microsoft Power BI and Excel for reporting, impact analysis, and adoption tracking. At EY, I design communication campaigns, conduct business-impact assessments, and implement role-based user access management transformations, supporting training and change communications. My mission is to foster collaboration, promote the adoption of innovative solutions, and deliver impactful results in the financial analytics domain.

Location

Bengaluru

AI stack

openai

replit

Microsoft Copilot

Work experience

Assistant director - Report advisor, Global Finance at EY, Feb 2025 - Present · 1 yr 10 mos, Hybrid, Serve as customer-facing representative for global financial reporting products, connecting end users, SMEs, Business analysts and technical teams.• Designed communication campaigns to promote awareness and adoption of reporting and analytics offerings.• Conducted business-impact assessments to prioritize reporting enhancements and structured backlogs.• Built stakeholder communities to strengthen collaboration and product enablement.• Supported role-based User Access Management transformation, contributing to training and change communications.• Leveraged Power BI and Excel for impact analysis, reporting, and adoption tracking.

Facilitator at EY, Mar 2023 - Jan 2025 · 1 yr 11 mos, Bangalore, • Facilitated design-thinking workshops to solve complex business challenges and define innovative solutions. • Coordinated cross-functional teams (client, design, tech, ops) to deliver structured engagements. • Documented workshop outcomes, success stories, and credentials to support business development. • Strengthened client relationships and secured key accounts, contributing to revenue growth.

Account Manager at Standard Chartered, Jan 2023 - Mar 2024 · 1 yr 3 mos, • Managed corporate client relationships, increasing utilization of working-capital limits and credit facilities. • Delivered cash-management and trade-finance solutions, improving ROI and relationship value. • Promoted adoption of digital trade platforms, enhancing customer experience and efficiency.

Trade Desk Manager at ICICI Bank, May 2015 - Sep 2017 · 2 yrs 5 mos, Bengaluru, Karnataka, India

Multiple roles at ICICI Bank, Sep 2011 - Jan 2023 · 11 yrs 5 mos, Bengaluru, • Responsible for the Forex operations and monitoring the dynamics of Forex markets to maximize profits • Work closely with other businesses from front office to operations to ensure smooth running and proper management of the FX book, including verifying and squaring intraday positions • Promote sales/trading cooperation and engage with teams to maximize the Markets result • Effectively maintain various risk positions and manages position limits, providing liquidity to clients and markets in order to maximize total revenue of trading profit plus commission • Implement and monitor identified front office control checks and deal processes to limit transactional processing risk issues prevent operational risk/dealing errors • Maintain and increase trading with existing accounts while proactively searching for new business opportunities and putting together proposals • Develop and execute a market plan, making short and mid-term business decisions in order to win in the market • Focus on client acquisition, building profitable relationships and advice capabilities to achieve revenue goals • Build strong business communication and develop marketing calendars including new product launches, basic business growth, and promotional strategies • Develop and update retail and net budget estimates and identify risk and opportunities to delivery of budget and latest estimates • Develop trusting association with key customers in the region, including key accounts. Perform monthly monitoring of the sales in accounts through sales analysis and forecasting

Trade Manager at ICICI Bank, 2011 - 2021 · 10 yrs, • Managed portfolios across working capital, trade finance, deposits, FX, and cash management. • Coordinated customized solutions with Credit, Treasury, Compliance, and Legal teams. • Promoted adoption of digital trade platforms (Trade Online, Trade Connect, Import Document Management). • Built strong client relationships, identified upsell opportunities, and increased wallet share.

HR Executive at Norwich Clinical Services - NCS, May 2010 - Dec 2010 · 8 mos

Education

Master of Business Administration - MBA, Banking and Finance, Manipal Academy of Higher Education

Master's degree, Industrial and Organizational Psychology Honours, Sampurna Montfort College - India