Vanita Aggarwal

Senior Data, Analytics and Finance Leader

Role
Imr Head, Data and Analytics at Cetera Financial Group
Location
Torrance, CA, US
LinkedIn followers
500 followers
Information TechnologyView LinkedIn profile

About Vanita Aggarwal

Summary: Finance/Risk/Treasury executive with expertise in financial services and banking with a focus on financial modeling/analytics, profitability insights and delivering new capabilities. Works with senior leadership to deploy analytical thinking and process improvement skills, enhancing decision making and driving operational excellence. Excels in building new competencies in an organization by integrating cross-functional teams, processes and systems. Leadership: Managing high impact teams, consistently recognized as a talent developer, coach and mentor.Business Competencies:Results delivery, New Process/Capability Development, Analytical Thinking, Operational Excellence, Metrics, Cross-functional Influencing, Collaborator and Integrator, Executive presence, Project ManagementFinance Competencies: Market Risk, ALM, Liquidity Risk, Funds Transfer Pricing (FTP), DCF Modeling, Cash Flow analysis, Balance Sheet Valuations, Profitability Analytics, Financial Analytics, Business Intelligence, FP & A, Performance Measurement, Data AnalysisBudgeting, Forecasting, Reporting, Economic CapitalIndustry Awards:40 Under 40 - Treasury Risk Magazine, 2009Adam Smith Awards - Best Risk Management Solution 2014gtnews - Technology Winner 2012AFP - Winner for FTP - 2012Alexander Hamilton Awards - Multiple 2011, 2010, 2009, 2008, 2006

Experience

  1. Imr Head, Data and Analytics

    Cetera Financial Group

    Mar 2019 — Present · CA, US

Education

  • University of Toronto

    MASc, Industrial Engineering, Finance & Technology

    1993 — 1996

  • Delhi College of Engineering

    BEngg., Industrial and Manufacturing

    1988 — 1992

Skills

  • Corporate Finance
  • Banking
  • Risk Management
  • Financial Services
  • Credit Risk
  • Finance
  • Valuation
  • Business Intelligence
  • Financial Modeling
  • Capital Markets
  • Leadership
  • Business Analysis
  • Vendor Management
  • Strategy
  • Derivatives
  • Financial Analysis
  • Analytics
  • Financial Risk
  • Business Process Improvement
  • Strategic Planning
  • Analysis
  • Forecasting
  • Management

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