Vikas Sharma
Senior FP&A Analyst @ Ameriprise Financial Services | Corporate FP&A | Ex - Wipro | AUM and revenue forecasting | Cost Optimization | Asset Management | CFA level 1 candidate
- Role
- Portfolio Financial Analyst (Fpna) at Ameriprise Financial Services, LLC
- Location
- Delhi, IN
- LinkedIn followers
- 500 followers
About Vikas Sharma
A zealous finance professional with 4.8 years of experience in FP & A across asset…
Experience
Portfolio Financial Analyst (Fpna)
Ameriprise Financial Services, LLC
Nov 2023 — Present · Gurugram, IN
Managed financial planning and reporting for asset management portfolio worth $5B AUM, ensuring accuracy and actionable insights for leadership. Automated reporting processes, reducing manual effort by 30% through advanced Excel Models, Power Query improving turnaround time and accuracy. Collaborated with External business partners to ensure accurate financial reporting of key metrics like Redemptions, Net Flows, Assets Under Management (AUM), Management fees. Conducted in- depth research and analysis on various asset classes, including equities, fixed income and alternative investments to identify opportunities and mitigate risk. Supported management reporting on investment returns, asset allocation, portfolio summaries, and product profitability to enable data- driven decision making. Conducted deep dive analysis into portfolio fee revenue trends, identifying a big variance driver leading to corrective business actions. Contributed to the preparation of quarterly business reviews (QBRs), creating dashboards and financial commentaries for CFO and senior leadership teams.
Education
Symbiosis Institute of Business Management, Pune
PGDM, Finance
2020 — 2022
Atma Ram Sanatan Dharam College
B.A.(Hons.), Economics
2017 — 2020
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