Mansi Pusalkar Csm® Crtp
About Mansi Pusalkar Csm® Crtp
Mansi Pusalkar is a Lead Strategy and Planning Analyst specializing in Bank Regulatory Reporting at Insight Global, with extensive experience in financial analysis and compliance frameworks. She holds an MBA and has worked in various roles across multiple organizations, focusing on advanced capital reporting and internal audits.
Work at Insight Global
Mansi Pusalkar serves as the Lead Strategy and Planning Analyst for Bank Regulatory Reporting at Insight Global. She has been in this role since 2022, contributing her expertise in regulatory reporting within the financial sector. Based in the San Francisco Bay Area, she focuses on strategic planning and analysis to ensure compliance with banking regulations.
Previous Experience in Financial Analysis
Prior to her current position, Mansi worked as a Senior Financial Planning & Analysis Analyst at BRIGHTMARK for three months in 2022. She also held the role of Financial Analyst at Alliant Insurance Services for one month in 2019. Her experience includes various financial analysis roles that have equipped her with a solid foundation in financial management.
Educational Background
Mansi Pusalkar holds a Bachelor's degree in Accounts and Finance from R. A. Podar College of Commerce & Economics, completed between 2004 and 2007. She further advanced her education by earning a Master of Business Administration (MBA) in Finance from Jamnalal Bajaj Institute of Management Studies from 2012 to 2014. Additionally, she completed a CTEC CRTP Qualifying Tax Course in Federal and State Tax Law in 2023.
Specialization in Regulatory Reporting
Mansi specializes in advanced capital reporting, particularly under FFIEC 101 and BASEL III Pillar 3 disclosures. Her expertise extends to building and optimizing internal control and compliance frameworks for large accelerated filers with significant capital. This specialization is complemented by her extensive experience in bank regulatory reporting across various financial institutions.
Technical Skills and Certifications
Mansi possesses a diverse skill set in financial modeling and regulatory reporting tools, including Jira, Tableau, and SQL Queries. She is a Certified Scrum Master, demonstrating her expertise in Agile practices. Her technical capabilities enable her to effectively manage complex financial reporting tasks and contribute to the development of regulatory documents.