finance intern

  • Finance administration.
  • Analyzed profit and loss. (ChemicalTrading)
  • Invoicing support.
  • Tracking and recording the daily expenses. 

finance executive

  • Communicating with higher levels of authorities for getting on time approvals and interact with internal stakeholders, customers, vendors and auditors.
  • Handling of cash registers.
  • Record meeting minutes for all BOD meeting and management level meeting.
  • Prepare financial statement for some companies according to Chairman’s instruction and report to corporate finance manager and group chief financial officer.

client relationship manager

  • I have responsibility for overall relationship and scope of client’s programs, provide exceptional client relationship management; explicitly the retention and strategic growth. 
  • I work with key internal stakeholders to ensure successful and quality delivery of programs and manage, respond and resolve issues with clients in order to maintain, develop, and nurture excellent relationships. 
  • In my role, I am responsible for financial forecasting of client portfolio, contract development and management, program briefings and the development and maintenance of program websites, utilising WordPress software
  • Handling Pres ales for Mumbai & Pune Region. 

senior finance executive

  • Cash Flow Statement
  • Inventory Analysis
  • Debtors / Creditors Ageing
  • Cash Collection and Receivables Summary
  • Monthly Flash Reporting
  • Ensured processes adhered to strict data quality standards and followed enrichment protocol.
  • Responsible for the completion of straightforward, standalone tasks.

junior equity analyst

  • Read corporate reports to determine best prospects for profit on stock purchases and to monitor client accounts.
  • Learn how to perform technical analysis and determine a purchase or sell signals and recommend to clients in the securities market. 
  • Learn and execute proper problem solving for customer queries. 
  • Prepare plans of action for investment, using equity analysis.

finance executive

  • Preparation of prepaid expenses statement, provision, calculation and accounting.
  • Recognizing actual revenue, accrued revenue calculation and accounting as per GAAP.
  • Assisting in monthly billing.
  • Handled banking, accounts payable processing and accounts of Suppliers.

assistant underwriter

  • Underwriting
  •  premium calculation
  • policy document assembling
  • conversion of policies and customer service

junior trader

  • Identified and analyzed stocks for inclusion in diversified growth and value stock portfolio, including detailed analysis of financial statements, actual and comparable company valuations, and industry trends as the basis for stock selection.
  • Proficiently conducted fundamental research and analysis on energy and healthcare sectors and companies; outlined and developed projections of company revenue, earnings, cash flow, balance sheets, and security valuation through development and application of forecasting models.
  • Worked extensively on data feed API’s and designed trading models using internal software systems.
  • Analyzed large data-sets using advanced statistical methods such as time series and regression analysis. Developed and back tested these trading ideas using Python.
  • Created volatility and event-driven strategies for trading Indian equity, index, VIX and options.
  • Consistently met and exceeded firm goals for trading profits; grew year-over-year profits more than 30%.
  • Responsible for preparing and running morning meetings reporting on trade strategies, research, market status, upgrades/downgrades, guidance, top headlines, indications, and corporate actions.

finance associate

  • Preparation of Bank Statements
  • Book keeping of Receipt and Payment
  • Assistance on Project
  • Capital Budgeting
  • Maintenance of Accounts
  • Payables and Receivables
  • Reconciliation of Account with Head Office 

finance associate

  • SAP 
  • CMS
  • Stock Audit
  • Generate PIS Report
  • Create legal document for mobile network tower 
  • Office Admin

finance intern

  • First person in the batch to complete the target set for each intern
  • Awarded with the best internship report of the batch
  • Awarded with the letter of recommendation
  • Analyzed monthly balance sheet accounts for local businesses..

senior finance manager

  • Filed various tax returns (EMP201. VAT201, IT and Provisional Tax) and prepared and submitted foreign exchange returns to the central bank (South African Reserve Bank) reports in compliance with strict standards
  • Prepared, analysed and presented monthly profitability (individual product profitability level) and balance sheet accounts to IBTC EXCO including presenting recommendations for business improvement
  • Optimised and managed research and development spending on new product launches through collaboration with key business leaders
  • Prepared, examined and analysed accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards
  • Analysed and researched reporting issues to improve accounting operations procedures
  • Compiled accounts receivable reports on a short schedule with 100% accuracy during a debtors recovery project
  • Trained two accounts & finance personnel in a way to achieve continuous improvement

finance intern

  • Assist in general finance supporting tasks
  • Applied proper codes to files to keep records organised and easily searchable
  • Process payments such as travel imprest, payments to suppliers
  • Entering data
  • Maintained accurate and complete documentation for all financial procedures

financial aid advisor

  • Determine eligibility of student through NSLDS.
  • Counsel student on Pell and student loans.
  • Enter FAFSA with student to determine Pell Grant.
  • Apply for student loans and additional monies.
  • Track student loans.
  • Defer student loans.
  • Process all paperwork.

financial specialist

  • Provide assistance for customers with their savings and checking account.
  • Handling financial disputes and fraud transactions.
  • Keep records of of customer interactions or transactions, 
  • Recording details of inquiries, complaints or comments, as well as actions taken.
  • Validating that appropriate changes were made to resolve customer problems.
  • Determine charges for service requested, collect deposits or payments or arrange for billing.

credit analyst

  • Examined, evaluated, or processed loan applications for Turkish, Israeli and Greek companies.
  • Analyzing credit data and financial information of Individuals or companies that are applying for credit card or loans todetermine the risk that the bank, or other lending or credit granting institution will not recoup funds loaned
  • Training new recruits
  • Team Managing

finance executive

  • Issuing GST Compliant Sales Invoice & generating E-Way Bills.
  • Planning & Processing Orders on the basis of Individual clients requirements & reducing the overall cost for Import of Goods relating to shipping & clearance.
  • Analyzing and Scrutinizing the Letter of Credit Clause for proceeding with the Export.
  • Preparing Proforma Invoice, Commercial Invoice, Packing List , Tax Invoice etc. complying Letter of Credit Clause and Indian Custom requirements relating to Export of Goods.
  • Coordination with foreign counterpart for timely issue of Proforma Invoice, Commercial Invoice, Packing List , COO etc. relating to Import of Goods.
  • Coordinating with CHA for clearance documentation of Import & Export of Goods.  
  • Handling banking compliance requirements relating to outward remittance, Bill of Entry submission, export documentation etc. and other queries.

project controller

  • Coordinate and direct the project planning, budgeting, procurement and investment activities (CAPEX) as part of project and engineering department (PTC) of Tata Steel IJmuiden (Project & Technical Consultancy).
  • Advise project management and steering committee on short-term and long-term project objectives and actions.
  • Analyze the project status and forecast to identify risks, opportunities and areas where improvement is needed (critical path, cost contigencies related to risks, etc.).
  • Prepare and present reports concerning project expenses, changes, steering committee rulings and other items reflecting project progress and performances.
  • Facilitate and support project manager in developing contract and purchasing strategy for investment projects.
  • Prepare cost estimates and risk assessments for project proposals.
  • Gather and organize information on problems and analyze data gathered and develop alternative methods of proceeding.

finance analyst

  • Identifying  debtors and creditors for AMC on daily basis.
  • We reconcile transaction like Subscription, Redemptions, Transfers, Switches, Distributions & interest related entries.
  • Working closely with external migration activities reconciliation through SWIFT messages.
  •  Working with Stock recon and cash recon and analyzing and reporting daily and weekly MIS.
  • Preparing all EOD report backups for audit perspective.
  • Successfully transition completed for complex clients and funds with in short span of time.
  • Ensuring all the funds are signed off before sign off time as a Senior Analyst.

financial analyst intern

  • Prepare Management Information System Reports. 
  • Implemented Contract Management System. 
  • Assisted in implementation of Goods & Services Tax (GST). 
  • Assisted in formation of Standard Operating Procedures (SOP). 

credit analyst

  • Providing support in portfolio review activities. 
  • Reviewing and monitoring of credit environment, processes and related economic developments, credit models and ensuring compliance with regulatory policies and approval terms and conditions. 
  • Reviewing and monitoring portfolio under supervision and formulating and implementing corrective actions. 
  • Checking for early warning signals and intervening to try and proffer remedial solutions to clients. 

financial services representative

  • Assisted clients by proposing financial solutions to address financial objectives such as debt management, retirement planning, day-to-day banking, and other financial goals.
  • Completed credit and loan documentation and submitted credit applications to credit adjudication.
  • Initiated phone calls to book appointments with clients to discuss their needs and to offer financial solutions.
  • Worked with new employees to improve customer experience and productivity through observation, documentation and coaching on performance. 
  • Successfully met and exceeded performance metrics. Recipient of Top Overall Performer award in 2013 calendar year, several recognitions for Excellent Client Experience.

investment consultant

  • Check work completed by loan officers, attorneys, or other professionals to ensure that it is performed correctly.
  • Gained knowledge of property investing, developments of an area, generating annual income/outgoing from a property, cost of buying a property and loan repayments.
  • Arrange for the financing of property purchases.
  • Monitor fulfilment of purchase contract terms to ensure that they are handled promptly.
  • Analysed and interpret rental property data using Airdna to colleagues and clients.

trust officer

  • Responsible for managing a portfolio of trusts and assisting team leader with the management of a larger portfolio of complex trust structures
  • Meeting with clients and intermediaries to develop relationships
  • Creating a management and development plan for one trust administrator
  • Completion of client profile project documenting source of wealth and connected parties for all trust clients under management
  • Tracking of client visitation schedules for entire trust company to ensure they were in line with HSBC standards

financial adviser

  •  Determine clients financial goals and objectives and providing ongoing financial advice and service to clients on our Private Client Service. 
  • Client review meetings, formulating of investment strategies and ongoing advice, portfolio construction. 
  • New client investment advice, strategies, investments and implementation. 
  • Develop prospects from current clients, referral leads. 

finance executive

  • Posts customer payments by recording NEFT, and credit card transactions.
  • Posts revenues by verifying and entering transactions.
  • Updates receivables by totaling unpaid invoices.
  • Maintains records by microfilming invoices, debits, and credits.
  • Verifies validity of account discrepancies by obtaining and investigating information from sales and from customers;
  • Resolves valid or authorized deductions by entering adjusting entries.
  • Resolves invalid or unauthorized deductions by following pending deductions procedures.

financial controller

  • Provide direction and assistance as the CFO for US Sales GM and his staff of Sales Directors. Primary responsibilities included leading a team of Finance Relationship Managers that supported all the sales motions and go to market efforts for the US Sales Division ($2.5B in Revenue and $500M spending profile), a regionally focused sales team that interacts with customers at all stages of the supply chain, including Design Win, Distribution, Retail, End User Consumption and Marketing. 
  • Oversaw the completion and submission of all statutory lodgements i.e GST Returns, FBT, Payroll Tax, Income Tax and Annual Audited Statutory Financials.
  • Liaising with external auditors to ensure timely and efficient completion of annual external audit.
  • Oversaw the development of the companies ERP system enabling the group to utilise the Rexnord Global “Big Data” network.

finance intern

  • Supported the Finance team on various projects. 
  • Learned about Payrolls, LOs, NLOs, Insurance, Funds, Bid Bonds, Fixed Assets, Taxation. 
  • Helped in Strategic Planning activities and decision making. 
  • Refined the internal audit

finance executive

  • Assisting in preparation of MIS, MBR and other reports.
  • Providing project-wise details of sales, purchases and expenses to the management.
  • Handling cash flow and preparation of fund utilization report.
  • Preparation of age-wise payable and receivables statement.

finance executive

  • Ensure all the payment process runs smoothly without any delay and avoid the late charges. 
  • Monitor the expenses by every department
  • Reduction of the unnecessary expenses. 
  • Dealing with supplier 
  • Calculate taxes