Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
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Srijan Bansal

Dublin

Summary

Financial consultant with expertise in market analysis, financial modeling, data capability, and CRM optimization. Demonstrated success in managing high-stakes projects and major acquisitions, providing data-driven solutions that improve business performance and client satisfaction. Actively pursuing CFA charter. Holds Stamp 4 Visa.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Consultant (Banking)

Valentia Partners
Dublin, Ireland
04.2022 - Current
  • Financial support for the migration of 40,000 loans between two banking institutions, ensuring effective communication and collaboration with internal and external stakeholders via Balance Walk and Stub Analysis.
  • Identified and resolved data discrepancies within the banking CRM system, and conducted thorough validation checks against core systems.
  • Developed MI reporting dashboard for the project board at a major UK bank to assess the progress of a 150,000-customer remediation program.
  • Tax & Outreach: My data expertise led to the successful completion of the outreach program. I supported and reported to the senior partner on a client project valued at over $80 million.

Product Analyst (Tech)

JP Morgan (Global Shares)
Dublin, Ireland
09.2021 - 03.2022
  • Applied strong analytical skills to translate business needs into features by conducting workshops with offshore developer.
  • Worked closely with stakeholders (product head & various departments) to define key performance indicators (KPIs) and establish metrics for processes and projects.
  • Cap Table: Helped in the successful acquisition by JP Morgan. Led product team in development of highly successful cap table product, contributing to company's acquisition by JP Morgan for €665 million.

Analyst (PE & Family Office)

TresVista Financial Services
Mumbai, Ireland
06.2016 - 06.2018
  • Managed relationships with 5+ clients, including BPO providers, Family Offices, and P.E firms, overseeing combined portfolio valued in excess of $10 million.
  • Conducted market research to evaluate market entry opportunities in European geographies for portfolio firm operating in $24 billion water treatment sector, including assessment of potential acquisition targets and competitive benchmarking.
  • Family Office: Facilitated a $5 million acquisition of a frozen dessert company in US, providing essential support, via the development of a GAAP operating model, capital table, and point-of-sale system.

Education

Master of Science - Finance

UCD Michael Smurfit Graduate Business School
Dublin, IE
08.2020

Bachelor of Business Administration - Accounting and Finance

HR College of Commerce and Economics
Mumbai, IN
06.2016

Skills

  • Financial Consultant
  • Data Analysis & Analytics
  • Stakeholder Management
  • Power BI
  • Stakeholder Management & Client Collaboration
  • SQL & Python
  • Financial Modelling & Financial Forecasting
  • Pitch Deck & Presentation
  • Bloomberg Terminal
  • Macro Research

Certification

  • CFA Level 2 candidate
  • Introduction to Portfolio Construction and Analysis with Python: EDHEC Business School

Timeline

Consultant (Banking)

Valentia Partners
04.2022 - Current

Product Analyst (Tech)

JP Morgan (Global Shares)
09.2021 - 03.2022

Analyst (PE & Family Office)

TresVista Financial Services
06.2016 - 06.2018

Master of Science - Finance

UCD Michael Smurfit Graduate Business School

Bachelor of Business Administration - Accounting and Finance

HR College of Commerce and Economics

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Srijan Bansal