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Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Reading Book, Writing Poems and short stories,
Projects
Timeline

Bhushan Wani

Senior Analyst
Tirupati Balaji Apt., M.G. Road Dombivali
Summary

Perceptive and logical data analyst with proven ability to communicate with both technical professionals and end users to identify and translate business requirements. Offering 5 years of experience driving data accuracy and integrity. Proven ability to build and lead teams of talented professionals to develop valuable process solutions to meet business objectives.

Overview
3
3
Languages
16
16
years of post-secondary education
7
7
years of professional experience
Work History

Senior Data Analyst

Morningstar India Pvt Ltd
2016-12 - Current
  • Analyses the Financial Data point (PE, EPS, Adjusted Price), to have precise impact on the Morningstar product
  • Research on Fundamental query and solving
  • Act as Trainer to new joiners as well as for the BCP
  • Handling different types of corporate actions. (Dividends, splits, Right issues, Bonus issues, Merger and Acquisition, Spin off, IPO) of more than 130 exchanges.(US, Canada, Europe, Asia, Australia and North America)
  • Understanding of all the factors that affect prices of a security and exchange specific regulations across the word.
  • Tracking 128 stock exchanges all over the world and sending end of day price to the client
  • Manage data as per client-specific requirement, while at the same time adhering to Morningstar's set KPIs and KRAs.
  • Primary research for collecting in house data through press releases, SEC, Exchanges sites and Automatic Feeds .
  • Maintaining and forwarding reports (MIS, statistics and client issue reports) to Team leader and Managers of various process.
  • Actively discover and raise issues in work (including system, process, and collection methodology) and propose enhancement suggestion to further improve system functionality, process efficiency and data quality
  • Led multiple process improvement projects to help operations meet and exceed quality standards and reduce costs. like Onboarding multiple process under vendor in order to reduce cost.
  • Partnered with management to create, develop and implement quality initiatives, resulting in systemic single point Quality analysis tool and reporting system
  • Compiled and distributed weekly feedback to team leaders and managers to improve service time and quality while increasing productivity.

Senior Associate

State Street Syntel Services Pvt. LTD.
2014-11 - 2016-12
  • Checking of Transfer Agent letter which contains cap stock details
  • Processing of cap stock as per Transfer Agent letter
  • Research on NAV impacting cap stock and expense postings.
  • Checking of accrual changes with backup received.
  • Processing of expense accrual on daily basis.

Accounting and Taxation

M/s Trivedi & Co.
2013-09 - 2014-11
  • Maintaining accounting records and preparing various accounting statements, billing documents, and financial reports. Filing Tax Returns
  • Posting Entries for Receipts & Payments, various Journal entries in Tally 9.0. Posting Entries for cash & cheque vouchers
  • Reconcile and/or balance financial transactions and accounts
  • Calculation & Computation of Income Tax and making Online tax payments for various clients
  • Income tax Return filling, TDS return filling and Audit Return Filling
  • Answering customers on various tax related queries or issues
  • Drafting Letters and Appearing before Income Tax officer to handle various Income tax related issues/cases
Education

Bachelor of Commerce Accounting And Taxation

KET’S V.G. Vaze
2008-05 - 2013-03

HSC

KET’S V.G. Vaze
2008-05 - 2010-03

SSC

Dnyaneshwar Vidyalaya
1999-03 - 2008-03
Skills

    Power Query and Power Bi

Defect tracking

Microsoft Excel and Office

SQL coding-Data extracting

Effective project management

Accomplishments
  • Awarded with the Star of the Quarter 2 times for excellence in Project Management and completion of project as per deadline.
  • Collaborated with team of 8 in the development of Vendor migration project and onboarding of new clients with customize output requirement.
Languages

Hindi

Marathi

English

Reading Book, Writing Poems and short stories,

I like to read new books and like to write poems in local language i.e. Marathi. I have also created few short films and written few one act plays.

Projects
  • Vendor Migration from Telekers to EDI (2018). Automation of Vendor data and implementing new advanced automation logics
  • Corporate Action Integration Project (2020)- Collect data from different sources and create one single output file for Market Data client, Enhance existing automation and update existing methodology as well as collection process. Collaborate with Mumbai enhancement tech team and project manager and coordinate project requirements,create specs for tech team and monitor project development.
  • QA Revamp (2020)- Created single QA sheet by using Power query tools and create comprehensive dashboard analytical tool for better understanding of trend and analysis of data. We have completed this project in co ordination with QA and manager in team.
Timeline

Senior Data Analyst

Morningstar India Pvt Ltd
2016-12 - Current

Senior Associate

State Street Syntel Services Pvt. LTD.
2014-11 - 2016-12

Accounting and Taxation

M/s Trivedi & Co.
2013-09 - 2014-11

Bachelor of Commerce Accounting And Taxation

KET’S V.G. Vaze
2008-05 - 2013-03

HSC

KET’S V.G. Vaze
2008-05 - 2010-03

SSC

Dnyaneshwar Vidyalaya
1999-03 - 2008-03