Gowthaman Kumar
Chennai ( Open to relocate )
Summary
Strategic and analytical financial analyst with over 4 years of experience in financial modeling, business analysis, and trading operations. Expertise in risk assessment, financial data interpretation, and regulatory compliance. I collaborate with teams across departments to support business growth, and use financial data to guide decision-making.
My personal philosophy: CX + EX = 10X growth.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Business Analyst- Kumaran Systems
CIBC | EWAO Trading Reconsiliation
10.2024 - Current
- Managed trade reconciliation processes, achieving 99.5% accuracy in financial records by aligning data with exchanges, clearing houses, and investment banks.
- Reduced manual errors by 30% through the implementation of an automated data tracking system, enhancing trade matching efficiency.
- Analyzed trade discrepancies across high-volume transactions (1M+ per month), supporting efficient settlements, and process standardization.
- Validated financial instruments include equity, ETFs, derivatives (options, futures, swaps), and foreign currency exchange transactions.
Assoc. Business Analyst - Kumaran Systems
CIBC | Trading Exchange Code
04.2024 - 10.2024
- Implemented a Trading Exchange Code Identifier system for the NYSE and NASDAQ, improving trade processing efficiency by 25%.
- Validated unique identifiers for assets, orders, and transactions within BFS and FIS systems on FOBO, ensuring 100% compliance with Canadian capital market regulatory standards.
- Analyzed business data to assess risk capacity and risk profile by evaluating factors such as age, investment objectives, and risk tolerance.
- Provided knowledge transfer and functional support to end users on Online Brokerage (Non-Client), OBR (Client), Express Digital Onboarding, and Digital Client Onboarding application flows.
- Assisted in automating securities transactions, reducing operational bottlenecks, and enhancing system accuracy.
Data Analyst - Kumaran Systems
CIBC / Credit Lens
08.2023 - 04.2024
- Conducted financial statement analysis as part of the Credit Lens platform (Moody’s Analytics) to support business understanding and credit evaluation.
- Led the analysis of 20+ companies' balance sheets, income statements, cash flow, and equity reports to identify financial trends and performance indicators.
- Developed financial risk models, enhancing the accuracy of credit risk assessments for lending decisions.
- Built AI-powered financial data feeds, reducing manual processing time by 40%, and streamlining data ingestion.
Derivatives Specialist
HI Capitals
04.2020 - 07.2023
- Conducted in-depth market research and analysis to identify trading opportunities, and implement strategies across various derivative instruments.
- Leveraged data sources, including annual reports, market surveys, and internal databases, to perform comprehensive market analysis.
- Managed complex trade execution processes, integrating trailing, target, and stop-loss orders, while overseeing trade confirmations, margin requirements, and collateral management to maintain strong liquidity.
- Consistently achieved trading targets and exceeded client expectations, contributing to increased client satisfaction, and overall business growth.
- Developed pricing models for derivatives, improving valuation accuracy by 20%.
- Designed and led a training program for 30+ junior analysts, focused on advanced financial modeling techniques, accelerating project delivery, and strengthening analytical capabilities across the team.
Education
Post-Graduate - Diploma in Management - Financial Risk Management
IIMV
Visakhapatnam, India09-2025
Bachelor of Science - Mechanical Engineering
SKP Engineering College
Tiruvannamalai, India06-2015
Skills
- Financial risk assessment
- Data analysis and financial modeling
- Regulatory compliance and market research
- Project management and gap analysis
- BRD SRD FRD
- Report preparation and presentation
- SQL JIRA and Confluence
- RStudio and Power BI
Affiliations
- Developing knowledge in market risk, liquidity risk, credit risk, operational risk, as well as regulatory, and reputational risk
- Experience with forward and futures pricing, put-call parity, margin maintenance, and hedging strategies
- Expanding knowledge in linear regression, time series analysis, VaR mapping, and portfolio construction by analyzing trends and anomalies, including financial ratios related to liquidity, profitability, and solvency
- Ensured compliance with regulatory requirements established by the Securities and Exchange Board of India (SEBI) and the Reserve Bank of India (RBI)
- Collaborated with product development teams to design and structure financial products aligned with Indian and global market standards
Certification
- National Certification on Financial Market – NSE
- SEBI - Investor Certification Examination - NISM
- Foundation on investment banking - Udemy
- Foundation level - ISTQB
- Conformiq - GBT
Timeline
Business Analyst- Kumaran Systems
CIBC | EWAO Trading Reconsiliation
10.2024 - Current
Assoc. Business Analyst - Kumaran Systems
CIBC | Trading Exchange Code
04.2024 - 10.2024
Data Analyst - Kumaran Systems
CIBC / Credit Lens
08.2023 - 04.2024
Derivatives Specialist
HI Capitals
04.2020 - 07.2023
Post-Graduate - Diploma in Management - Financial Risk Management
IIMV
Bachelor of Science - Mechanical Engineering
SKP Engineering College
Similar Profiles
Brittany ClarkinBrittany Clarkin
Chat Agent at CIBC, Canadian Imperial Bank of Commerce - CIBCChat Agent at CIBC, Canadian Imperial Bank of Commerce - CIBC
Marzia AliMarzia Ali
Mortgage Specialist at CIBCMortgage Specialist at CIBC
Nena BrownNena Brown
Sr. Manager, Talent Acquisition Strategy & Program at CIBCSr. Manager, Talent Acquisition Strategy & Program at CIBC
Ainsley MumfordAinsley Mumford
Assistant Golf Professional at PIANKATANK RIVER GOLF COURSEAssistant Golf Professional at PIANKATANK RIVER GOLF COURSE
Ganesh SonawaneGanesh Sonawane
Head - Customer Relation & Business Development - Work Visa at Fortune InternationalsHead - Customer Relation & Business Development - Work Visa at Fortune Internationals