Vinay Makam

Finance professional with experience in financial analysis, MIS reporting, reconciliations, derivatives operations, and process improvement. Skilled in Excel, Power BI, SQL, and stakeholder collaboration to deliver accurate reporting, operational efficiency, and data-driven business insights.

Derivatives Analyst – Client Onboarding at Northern Trust (2026-03 – Present)

• Managed end-to-end onboarding of institutional clients across OTC Derivatives, ETD, Custody, and Collateral Management products, performing operational due diligence reviews and supporting capital markets infrastructure for investment management clients.
• Coordinated implementation of custody and IOO account structures, including Omnium, DDM, Pricing, Fund Accounting, CCP, and cash account setups, ensuring seamless transaction execution and operational readiness.
• Administered collateral management frameworks through multiple CSA agreements, executing broker onboarding, BIC maintenance, and counterparty setup activities, strengthening risk controls and supporting derivatives trading operations.
• Led onboarding documentation reviews, account lifecycle management, SORP conversions, and client migrations while collaborating with Risk, Compliance, and Technology teams to deliver strategic client implementation initiatives.

Purchasing Analyst Apprentice at UD Trucks (2025-12 – 2026-02)

• Managed order management and portfolio maintenance activities from purchase requisition to purchase order execution, performing cost analysis, supplier due diligence, reporting, and cross-functional stakeholder coordination to support procurement decisions.
• Compiled, analyzed, and compared supplier quotations, prepared pricing summaries and cost breakdowns, resolved pricing discrepancies, and developed management dashboards and reports to support strategic analysis and data driven decision making.

Business Finance Intern at Bloomtree Business Advisors (2025-01 – 2025-04)

• Automated financial data extraction from Tally ERP to MySQL using Node.js, developed Power BI dashboards and MIS reports, improving reporting efficiency and enabling timely financial analysis for business decisions.
• Managed SAP accounting operations including reconciliations, invoice processing, journal entries, vendor clearing, and month-end reporting while maintaining supplier trackers to improve financial accuracy and operational controls.

MBA in Finance and Business Analytics – Acharya Bangalore B-School (2023 – 2025)

B.com in Finance and Human Resource – BMS College of Commerce and Management (2020 – 2023)