Aelrid Crasta
Balga,WA
Summary
Finance Analyst with seven years of progressive work experience in finance,investment banking operations, consulting, and accounting roles. Solid planning, budgeting, and forecasting talents and advanced Excel competency and knowledge of reporting to maintain records and prepare financial and accounting analyses. Experienced in qualitative and quantitative analysis, contract management, and forecasting. Tech-savvy in the use of spreadsheets, accounting, and financial management software.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Finance Analyst
CDI Group Pty Ltd
Perth, WA
09.2020 - Current
- Develop financial models, analytics and automated reporting and forecasting tools to increase productivity
- Develop forecasting tools to analyze revenue variance, business pipeline and industry trends
- Update, reconcile and resolve issues with computerized accounting system
- Develop complex spreadsheets and charts and tables of financial and budget information in Microsoft Excel
- Contributed to preparation and outlining of annual budgets
- Compile and coordinate financial data for analysis and reconciliation
- Research and calculate impact of operational changes to budget, financial data and financial systems
- Compile data, reports and year-end audit information
- Review and reconcile general ledger accounts for monthly and year-end reports
- Research and analyze revenue and expenditure trend for accuracy and integrity
- Prepare financial and statistical analysis, graphs and provide analytical support for finance team and operational partners
- Develop spreadsheet models for diverse projects and analysis
- Collect data and develop detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts
- Maintain payroll information by calculating, collecting and entering data.
Business Support Officer
Nexus Wealth Management
Perth, WA
07.2019 - 09.2020
- Responsible for actively managing business implementation process as per strategy designed by the Financial Planner
- Building cash flow and business model for clients to actively monitor and maintain business cashflow and budgeted benchmarks
- Updating and maintaining accurate client data on Xplan as well as managing all client documentation for compliance purposes
- Direct point of contact for all business succession and transition clients for all operational queries
- Process development and documentation to attain ongoing process efficiencies.
- Managing dairy, preparing meeting folders as well attending business meetings with the Financial Planner
Research Assistant
Edith Cowan University
01.2019 - 12.2019
- Responsible to extract and update data for 60 US banks using past financials for a research project
- Making sure accurate data input by studying past and current Schedule 14A files for all the listed US banks
- Follow up with the coordinating Lecturer to clear any ambiguity around the file to make sure data is robust and up to date.
Senior Analyst
Barclays Shared Services
01.2013 - 01.2018
- NDF/FXD Options Confirmation Effectively enhancing & implementing operational procedures to supervise the reconciliation of legal confirmations based on ISDA definitions for all option products and non-deliverable forwards
- Conducting trade reviews of internal bookings as per documentations received from client and resolving mark ups and disputes on outstanding confirmations
- Serving as a direct point of escalation with clients on trade confirmation issues to meet their needs
- Working in close coordination with documentation, legal & sales team to resolve trade confirmations disputes
- Ensuring the team is compliant with regulatory reporting requirements (DFA/EMIR)
- Efficiently negotiating master confirmations agreements for non-deliverable forwards with clients
- Reviewing processes and controls while ensuring high level of risk management and matching client alleges on third party platforms like Misys, GTSS
- NDF Fixing/ FX & MM Settlements Responsible for fixing non deliverable forward currencies as per EMTA guidelines and fixing the cross currencies as per the agreed fixing source with the client on master confirmation agreement
- Resolving accounting breaks over netting accounts
- Responsible for passing journals to adjust manual bookings and payments
- Agreeing and processing Non-Deliverable
- Forward (NDF) netting cash flows with client as per standard settlement instructions
- Processing gross NDF cash flows and coordinating with the sales, traders for NDF fixing queries having disputes with client
- Supporting various support teams for a proper reconciliation of trade from front to back-office systems and agreeing client netting's on various third party platforms such as GTSS, Misys, and
- FXALL
- Processing Money Market Settlement as per
- Client's MT320 Confirmation
- Manual Coding and static updating of payments (MT103 and MT202)
- Processing FX Settlements as per Client
- Confirmations (MT300, Email, Paper etc).
Education
FinTech Bootcamp - FinTech
Monash University
Melbourne, VIC03.2022
Masters of Finance And Banking - Finance And Banking
Edith Cowan University
Joondalup, WA12.2019
Bachelor of Commerce - Accounting And Finance
Mumbai University
Mumbai01.2014
Certified Investment Banking Operational Professional, Imarticus - Investment Banking Operations
Imarticus
Mumbai09.2013
Skills
- Data Research and Analysis
- Financial and Operational Reporting
- Payroll Operations
- Monthly Forecasting
- Financial Operation
- Microsoft Power BI
- Business Analysis
- Data Modeling
- Python Programming
- Investment Banking Operations
- MS Office
Certification
FinTech
Monash University
Earner of the FinTech Boot Camp and have experience with a host of popular tools and methods such as Python programming, financial libraries, machine learning algorithms, solidity smart contracts, Ethereum, and blockchain.I have learned how these concepts are leveraged within financial fields as well as best practices for using these skills to add value to an organisation. I am competent in financial programming, machine learning applications in finance, and blockchain and cryptocurrency.
Languages
English
Full Professional
Hindi
Full Professional
Timeline
Finance Analyst
CDI Group Pty Ltd
09.2020 - Current
Business Support Officer
Nexus Wealth Management
07.2019 - 09.2020
Research Assistant
Edith Cowan University
01.2019 - 12.2019
Senior Analyst
Barclays Shared Services
01.2013 - 01.2018
FinTech Bootcamp - FinTech
Monash University
Masters of Finance And Banking - Finance And Banking
Edith Cowan University
Bachelor of Commerce - Accounting And Finance
Mumbai University
Certified Investment Banking Operational Professional, Imarticus - Investment Banking Operations
Imarticus
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