Nikhil Jain

About Nikhil Jain

Reach out to discuss analytics and data strategy for financial transformation or product leadership opportunities\"Results-oriented financial data and technology leader with proven expertise in driving large-scale transformation, regulatory reporting, and data analytics for Fortune 500 insurers, banks, and fintech firms. Adept at recovering and reconciling complex investment databases, orchestrating end-to-end process automation, and establishing robust data governance frameworks. Recognized for building and mentoring cross-functional teams, optimizing financial reporting accuracy, and leveraging advanced analytics tools (Oracle NetSuite, S/4 HANA, Clearwater Analytics, Aladdin, Tableau, Power BI, SQL, AWS, Snowflake) to enable superior business insights and compliance. Exceptional record of reducing manual effort, accelerating period-close cycles, and ensuring regulatory excellence (US GAAP, STAT, NAIC, FR 2052a, SOX). Passionate about bridging finance and technology to deliver operational excellence and strategic value\"

Experience

1. Manager 4, Financial Technology & Data Strategy

   EY

   Oct 2022 — Present · San Francisco, CA, US

   Led a high-impact, multi-year financial transformation program for a leading insurer, by recovering and reconciling critical investment accounting databases that posed material financial reporting risks Recruited, and coached a team of over five onshore and eight offshore professionals, cultivating seamless collaboration across global operations Reengineered finance and control processes to accelerate period-close cycles and regulatory reporting (GAAP, STAT, Balance Sheet, NAIC), supporting accurate reporting for AUM $400 billion plus Directed end-to-end trade lifecycle projects, from trade capture through post-trade reconciliation. Enhanced straight-through processing (STP) rates and reduced trade breaks by deploying advanced automated exception management and reconciliation tools Established robust data governance and exception resolution frameworks, leveraging automated controls and real-time dashboards to drive a 40%+ reduction in financial reporting and data issues Led cross-functional teams of 20+ professionals including data engineering, technology, business users, and PMO to successfully implement ERP systems, streamline financial processes, and enhanced data analytics capabilities

Education

• Wharton Online

  Specialization Certificate, Fintech: Foundations & Applications of Financial Technology

  2019 — 2019

• Devi Ahilya Vishwavidyalaya

  Bachelor of Engineering (B.E.), Electronics and Communication Engineering

  2005 — 2009

• Symbiosis Institute of Management Studies

  Post Gradute Diploma, Insurance Managment

  2011 — 2012

• Duke University | Coursera

  American/U.S. Law/Legal Studies/Jurisprudence

• NASBA

  Accounting and Finance

• University of North Carolina at Charlotte

  Financial Mathematics

• University of North Carolina at Charlotte

  Master's degree, Mathematical Finance

  2012 — 2013

Skills

• Data Analysis
• A/B Testing
• Volcker Reporting
• Data Modeling
• Nosql
• Python
• Data Science
• Mysql
• Financial Modeling
• Derivatives
• Financial Analysis
• Tableau
• Statistical Modeling
• Matlab
• Time Series Analysis
• Basel Iii
• Sql
• Market Risk
• Quantitative Finance
• Ccar
• Fixed Income Analysis
• Valuation
• Visual Basic for Applications (Vba)
• Product Management
• Credit Risk
• Sas
• Macro
• Data Mining
• Big Data
• Risk Mana
• Portfolio Management
• Asset Managment
• Bloomberg
• Business Intelligence
• Morningstar
• Google Analytics
• Neo4j
• Hypothesis Testing
• Risk Management
• Pl/Sql