Vaibhav Goswami

Operations Associate

Gurugram, Haryana, India5 yrs 5 mos experience

Most Likely To Switch

Key Highlights

Boosted profit margins by 7% through strategic analyses.
Cut booking errors by 40% in corporate actions.
Built Power BI dashboards reducing report time by 15%.

Stackforce AI infers this person is a Finance Professional with expertise in Financial Planning and Analysis within the Fintech industry.

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Skills

Core Skills

Financial Planning & Analysis (fp&a)Data AnalyticsCorporate ActionsFinancial ReportingTrade Operations

Other Skills

Account ManagementAccount ReconciliationAccountingAccounts Payable & ReceivableAccounts Receivable (AR)AdaptableAdvanced Data Analytics & VisualizationAnalyticalAnalytical SkillsAuditingAutomationBIBalance Sheet ReviewBudget ManagementBudgeting

About

Analytical and results-driven Finance Professional with 5+ years of proven expertise in Financial Planning & Analysis (FP&A), cash flow management, P&L reporting, and financial forecasting. Adept at transforming raw financial data into actionable insights that drive profitability and efficiency. At Graviton Research Capital, Vaibhav streamlined multi-million-dollar trade reconciliations, optimized cash flow processes, and built intuitive Power BI dashboards that cut report turnaround time by 15%. His strategic variance analyses and data-backed decision-making boosted profit margins by 7% and enhanced operational transparency. Previously at Wells Fargo, he led corporate action processing for global investment accounts exceeding $24M quarterly, cutting booking errors by 40% and accelerating reporting efficiency by 30%. Known for his blend of financial acumen, technical proficiency (Power BI, SQL, Advanced Excel), and process innovation, Vaibhav is a trusted advisor to leadership teams seeking to make faster, smarter financial decisions.

Experience

5 yrs 5 mos

Total Experience

2 yrs 8 mos

Average Tenure

3 yrs 3 mos

Current Experience

Graviton research capital llp

Finance Associate

Mar 2023 – Present · 3 yrs 3 mos · Gurugram · On-site

Financial Planning & Analysis (FP&A)Power BICash Flow ManagementP&L ReportingFinancial ForecastingData Analytics

Wells fargo

2 roles

Securities Operations Representative

Promoted

Apr 2022 – Mar 2023 · 11 mos · On-site

▪ Corporate Action Management & Accuracy Control: Guided end-to-end corporate action processing for global investment accounts through DTCC reports, enhancing booking precision and reducing financial data errors by 40%.
▪ Trade Reconciliation & Data Integrity: Executed trade and account reconciliations across transactions exceeding $24 million per quarter, ensuring 100% data accuracy and strengthening middle-office reporting and compliance frameworks.
▪ Client Account Lifecycle Management: Oversaw onboarding, maintenance, and termination of 300+ client accounts, ensuring smooth operational workflows and adherence to regulatory and internal control standards.
▪ Process Optimization & Workflow Automation: Optimized workflows with automated checks, cutting processing time by 30% and enhancing accuracy and consistency.
▪ Team Leadership & Performance Enhancement: Led a team of five professionals, providing mentorship, training, and performance guidance that improved coordination, accountability, and process ownership within the middle-office function.
▪ Regulatory Compliance & Risk Governance: Strengthened the control environment by embedding compliance best practices into daily operations, minimizing reconciliation risks and ensuring full audit readiness.

Corporate Action ManagementTrade ReconciliationProcess OptimizationRegulatory ComplianceCorporate ActionsFinancial Reporting

Associate Securities Operations

Jan 2021 – Apr 2022 · 1 yr 3 mos · On-site

▪ Trade Settlement & Reconciliation Excellence: Executed precise trade settlements and reconciliations globally and ensured 100% data integrity, boosting reporting and compliance.
▪ Operational Workflow Optimization: Streamlined workflows, reducing processing time by 30%. Enhanced operational efficiency in client reporting systems with data validation checks.

Trade SettlementOperational Workflow OptimizationTrade OperationsFinancial Reporting