Iswarya Thirumalai
Corporate Finance Analyst @Wells Fargo
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WORK HISTORY
Corporate Finance Analyst @Wells Fargo
Chennai, IN
Legal Entity Reporting• Preparation of monthly Transfer Pricing and Indirect Income & Expense management reports for CFO’s review and Sign-off. • Preparation of Quarterly Board Presentation for Indirect Income analysis. • Internal Capital & Liquidity Adequacy Assessment process (ICAAP/ILAAP) report preparation annually for Regulatory Reporting. • Quarterly SLA to GL Substantiation for CFO’s Review to support SLA attestation. • Preparation of Transfer Pricing Certification Attestation reports for Legal entity reporting controls. • Forecasting and Budgeting of Expenses and Indirect Income across LOB/Horizontals. • Detailed Expense Analysis and variance commentary preparation of both Indirect Income & Expense allocations across LOB/Horizontals for the given Legal entity.• Perform systemic reconciliations to IFRS management accounts to ensure reporting accuracy.• Power BI Dashboard preparation of MTD/YTD performance for all Support functions.• Maintenance of Power BI Dataflows, Datamart & Dashboards in Power BI Service for all monthly and quarterly Reporting requirements.• Preparation of INIE Driver refresh AU Allocation templates by coordinating with LOB, Finance and Regional management leaders on the time estimate allocation methodologies, for final execution by ECA team• Performed frequent MR Reporting comparison validations and flagged any key variances in AU Hierarchy, MR Financials against Reports shared with business.
EDUCATION
Indian Institute of Management, Kozhikode
Master of Business Administration (MBA) ( PGP )
St. Joseph's College Of Engineering, Chennai
Bachelor of Technology (B.Tech.)
ABOUT ISWARYA THIRUMALAI
Experienced Financial Analyst and a Post Graduate from IIM Kozhikode with 7+ years of…
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