Now focused on building the tools.
Corporate treasury experience across liquidity, FX/IRS portfolios and AI. Building AI automation at American Express today, and increasingly interested in building the tools that help finance teams run their processes more efficiently.
Where did the money go?
Drop a bank statement CSV. Get a month you can actually read.
A React web app that analyzes spending habits from bank-statement CSVs — auto-categorizes transactions, charts the month, and lets you customize categories. Built with React and Vite, deployed on Vercel.
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Leading GenAI automation of 5–7 treasury workflows (~10 hours saved a week). Analyzing and reconciling ~$700B of FX and interest-rate swap portfolios, and owning parts of the quarter-end close and 10-K/10-Q reporting.
Monitored daily liquidity, funding and cash movements through LCR and ILST. Built cash forecasts and shortfall analysis across security pools and FHLB facilities, and presented monthly capital and liquidity updates to senior management.
Two market briefings a day.
Before the open, after the close. Written for people without a terminal.
Emails a personalized market briefing every trading day — one before the open, one after the close. Live data from Finnhub, curated WSJ headlines, and Claude Haiku writing Bloomberg-style consensus paragraphs. Node.js on Vercel with scheduled serverless functions.
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Summer Analyst · 2022Structuring and daily operations on the Securitized Products desk (CMBS, RMBS, CMO); EOD P&L with Kozo and Alteryx; trade-capture checks on Bloomberg.
Built investment cases from 10-K/10-Q analysis, DCFs and comps; led workshops mentoring junior analysts on modeling, research and recruiting.
yugmeghani@gmail.com