Yogesh Somaiya

Senior Manager @Bank of America

Mumbai, MH, IN
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2025 — Present

Senior Manager @Bank of America

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Mumbai, IN

Financial Planning, Analysis and Forecasting - Global Wealth and Investment Management

EDUCATION

N/A

University of Mumbai

Master of Commerce, Business Management

1995 — 2007

J.B.Khot High School No.2

Senior Secondary School

2009 — 2012

The Institute of Chartered Accountants of India

Accounting Technician Course, Accounting and Finance

N/A

Symbiosis Institute of Management Studies

Executive MBA, Finance

2007 — 2012

Mithibai College

Bachelor of Commerce, Business/Commerce, General

SKILLS

Financial AccountingFinancial PlanningFinancial AnalysisFinancial ReportingAccountingTaxMisFinanceMicrosoft OfficeValuationMicrosoft ExcelAuditing

ABOUT YOGESH SOMAIYA

Banking & Financial services professional with 10+ years of experience in Financial Planning & Analysis and Derivatives Valuations industry with diverse work exposure within Investment Bank and Private Bank divisions primarily involved in analytical reporting, process re-engineering, business management & strategyHaving major in Finance, Business Management, Accounting, Commerce, and learning new automation tools for reporting i.e. Alteryx, Python, Tableau & Power BICurrently working with Bank of America (Mumbai) as a Senior Manager mainly responsible for Financial Planning, Analysis and Forecasting of Global Wealth and Investment Management division as well as supporting MIS analytics and automation work

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