Amit Kalkar

Business Analyst and financial-services professional with 20+ years across software development, banking, insurance, financial operations and PMO. Current experience covers requirements finalization, BRD review, functional specifications, business use cases, developer/tester coordination and Unit Testing, SIT and UAT.

Earlier

Nomura and J.P. Morgan experience includes sales technology, financial reconciliation, international cash settlements, SmartStream and operational project delivery.

Business Analyst – Software Development - Thinkinno Technologies Pvt Ltd

(2022-01)

• Liaise between business users and technology teams; finalize business requirements and define project scope.
• Review BRDs and translate requirements into functional specifications; develop business use cases.
• Coordinate with developers and testers; support Unit Testing, SIT and UAT and create functional test cases.
• Work across Banking, Will Management and Lead Management applications with multiple stakeholders and projects.

Assistant General Manager – Curriculum-based Outdoor Educational Tours - Trailblazers Adventure Travel Pvt Ltd

(2015-07 - 2022-01)

• Managed accounting, audit coordination, reporting, supplier negotiations, contracts and vendor management.
• Led an office transition covering sourcing, agreements, architect/contractor coordination, negotiation and implementation.
• Created vendor master data in Excel, a Sales Dashboard and supported CRM implementation.
• Reduced expenses from 65% to 58%, generating 7% savings.

Operations Manager – Educational Enrichment Programs - Xplore (Franchise of Mad Science, Canada)

(2013-02 - 2015-05)

• Managed programme operations, process development, team scheduling, partner coordination, vendor management and client relationships.
• Supported international educational tours and institutional relationships.

Consultant – Teaching and Backend Support - Private Commerce Coaching Institutes

(2011-09 - 2013-01)

• Taught Economics, Organisation of Commerce, Business Law, Audit and Strategic Management.

Senior Business Analyst – Sales & Reconciliation Technology - Nomura Services India Pvt Ltd (earlier Lehman Brothers)

(2006-07 - 2011-08)

• Handled requirements, documentation/sign-offs, testing, UAT, release notes, production-release coordination and post-production monitoring for an in-house CRM application.
• Provided functional support for Equities, Fixed Income and Prime Services Sales Portals and represented India on user-support calls.
• Worked with business requirements, priorities and system data-feed structures for TLM reconciliations.
• Supported international cash-settlement reconciliation using SmartStream Reconciliation (SSR), Merva and Pega; investigated outstanding funds.
• Resolved and escalated reconciliation exceptions against KPI benchmarks and supported STP improvement.

Team Member – PMO & SmartStream Reconciliations - J.P. Morgan Services India Pvt Ltd

(2003-07 - 2006-06)

• Supported operational project initiation/implementation, process improvement and onboarding of legal entities on SSR.
• Worked in Nostro reconciliation for international cash settlements; reconciled SWIFT cash statements against Nostro ledgers.

Accounts Controller – Insurance Accounting Services - Trinity Computers Processing India Pvt Ltd (now Willis Towers Watson)

(2001-08 - 2003-07)

• Serviced international insurance clients; reconciled client statements and coordinated verification with clients and business officers.
• Handled settlements, claim payments, premium collections, SWIFT/wire transfers and statements of account.

Article Clerk – CA Office - Manish Parekh & Co / Mahendra Sadlani & Co

(1998-06 - 2001-07)

• Handled client income-tax returns, audit assistance and day-to-day accounting.

Master's - Financial Management - Sinhgad Institute of Business Management, University of Mumbai (2011)

LL.B. - University of Mumbai (2015)

B.Com. - University of Mumbai (1998)