financial associate

  • Worked as a Financial Associate – 1 in Accounts Receivables (Cash Applications – O to C).
  • Handled the AR activities of NESTLE like clearing the Cash Receipt with the invoices of the Clients using T-codes in SAP.
  • Creating a tracker for the payments received on a daily basis and sending it to the Market.
  • Worked on Macro based excel files to reconcile the payments towards the key customers.
  • Dropping MOMs to the team after the client discussions regarding the activities, updates, and improvements.
  • Being efficient in meeting the TATs and SLAs on a daily basis.

credit officer

  •  Recommended approval or disapproval of commercial, real estate or credit loans. 
  •  Obtained and interpreted financial statements to assist in credit limit reviews. 
  •  Underwriting and managing credit proposals from sales teams within agreed SLAs
  •  Conferring with credit associations and references to exchange credit information onclients

financial analyst intern

  • Helped in gathering and analyzing Data.
  • Recorded and analyzed financial reports on weekly basis.
  • Prepared graphs, charts and documents in legible format which showed the changes that need to be taken and why.
  • Developed reports with data needed for launching new business projects using MS Excel.
  • Documented project risks, lessons learned and knowledge base articles to increase future project execution efficiencies.

finance specialist

  • Provided tailored financing options to qualified IBM customers – responsible for $20M client territory
  • Preformed risk and profitability measurements – Client’s balance sheet and P&L analysis
  • Conducted examination of projects economic feasibility
  • Performed capital and operating lease analysis, as well as other revenue recognition accounting tests
  • Collaborated with credit advisers, asset recovery analysts and IBM brand managers to ensure efficient and strategic IT financing proposal

finance executive

  •  Consolidated Budget and MIS financial data and materials like Sales, Gross contribution, Expenses, Profitability, Cash-flow, Debtors and Inventory for key leadership meetings.
  •  Built and maintained databases for forecasting future financial performance.
  •  Developed, produced and analyzed Flash Sales summary for regions along with comments for variations.
  •  Developed and analyzed SBU wise and product wise Sales and Gross contribution statement for Actual vis a vis budget/ forecasts.
  •  Preparing Sensitivity analysis reports for budgeted product cost & RM/PM rates.

financial service representative

  • Execute wire transfers for customers 
  • Assisted with the training of new trainees
  • Submit loan applications for auto, personal and lines of credit.
  • Assisted customers with opening IRAs, as well as distributions, contributions and roll overs 
  • Service customer with online banking, web bill pay, check orders and reconciling bank accounts 

finance executive

  • Attending customers and fulfilling their needs. 
  • Meeting with new Dealers 
  • Completing application on table 
  • Calling to customers for Loan application closing 
  • Taking follow up for PDD with Dealers 

finance intern

  •  To analyse micro finance sectors in Indonesia and Cambodia and explore investment opportunities for the then IFMR Capital now Northern Arc Capital
  •  Study of various factors that are crucial for an investment in the micro finance sector
  •  Give suitable recommendations on investing based on the research and parameters of suitability(ratio analysis,industrial attractiveness,ease of entry, growth prospects etc) 
  • Attaching deal notes on investment requisition and filing them.

financial counselor

  • Performs financial counseling process on all patients prior to treatment, which includes patient financial obligations, billing practices, and establishing payment arrangements.
  • Evaluates and explains the patient’s insurance benefits in terms that they understand.
  • Determines need for additional coverage (underinsured) and follows Financial Assistance/Indigent Care Policy.
  • Assists patients in obtaining financial assistance, outside assistance, and all appropriate forms filled out. Determines which plans are available to assist the patient with their out of pocket expenses.
  • Works with pharmaceutical companies and other resources to obtain grants and financial aid for patients in need. Determines if patient qualifies for manufacturer drug replacement.
  • Discusses and initiates Practice Credit Policy as well as Patient Notification of Financial Responsibility.
  • Answers any questions the patient may have about reimbursement and payment.

financial associate

  • To be responsible in handling the daily banking credit and debit transaction and transferring money to the clients.
  • 24/7 shift rotation to process payments due to clients, with utmost care and attention to details, within specified time.
  • Applies specific procedures in double-checking all transaction
  • Produces a complete “summary of transactions” per shift
  • Submit request/required screenshots at the end of the shift
  • Performs other duties and responsibilities that maybe assigned from time to time

financial administrator

  • Operate through Microsoft Excel system to record, store, and analyze the financial related information.
  • Classify, record, and summarize numerical and financial data to compile and keep financial records, using personalized filing system and computers.
  • Compile statistical, financial and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.
  • Follow up on outstanding debtor’s payments through emails.

client relationship manager

  • Meet with prospective tenants to show properties, explain terms of occupancy, and provide information about oversea area. 
  • Maintain awareness of growth possibilities of the area where a property is located.
  •  Providing guidance and assisting buyers in purchasing property for the right price under the best terms.
  •  Determining clients needs and financial abilities to propose solutions that suit them. 
  •  Keep on update with the client.

finance intern

  • Update selling prices in POS as per the instruction from authorized persons.  
  • Receiving invoices from vendors, recording them in the accounting system 
  •  Assist in Cash handling functions for the hotel and reconcile all cash dropped at the front desk. 
  • Conducting physical inventories

financial counselor

  • Schedule and confirm appointments for patients to discuss financial assistance programs.
  • Organized and distributed mail and coordinate the flow of information, internally or with other organizations.
  • Collect co-pays and deposits from inpatient and outpatients.
  • Set up payment arrangements.
  • Processed and posted payments to patient accounts and prepared bank deposits for all departments.
  • Initiated process and improvement team and provided training to new hires.
  • Prepare financial data on high dollar accounts on patient accounts.

finance intern

  • Writing of payment requisition.
  •  Writing of RTGS forms.
  • Ensuring that purchases requisition and order forms are attached and authorized properly.
  • Posting of Transaction in relevant accounts and correction of errors.
  • Maintaining excellent relations with creditors and all end-users and communicates/corresponds with them as and when required.
  • Scouting of investment opportunities on the money market and recording investment opportunities on the scouting sheet.
  • Posting of investment Transaction in relevant accounts.

financial associate

  • Responsible for Quality checks and ensure the deliverable meet Client expectation.
  • Quality checks on daily basis to avoid the errors in the process.
  • Responsible for Mentoring and training the Protégé.
  • Generation of Net Asset Value for the Fund. 

financial controller

  •  Ensured compliance with relevant legislation and statutory obligations 
  •  Ensured compliance with International Financial Reporting Standards 
  • Manage and develop team members (Account Receivables/Payables, Inventory, Billings) 
  • To implement control system in the company

sr. financial analyst

  • Responsible for driving the Donor Experience Division’s financial planning & analysis processes including but not limited to: monitoring financial KPI’s and recommends actions, facilitates the financial planning process with divisional delegates.
  •  Works with the Sr. Director of Donor Experience Operations to create systems for effectively planning, forecasting, and cascading divisional financial information to appropriate levels of the Donor Experience Division. 
  •   Analyzes organizational structure, workflow and process improvements for Donor Experience. Responsible for detailed analysis of work processes for both administrative and Donor Experience programs and projects, and makes recommendations for improvements in the effectiveness of work operations. 
  • Responsible for reporting and analysis of the divisional financial position, including management of all departmental financial reporting preparation, analysis, and dissemination. Ensures the accuracy of financial reporting and recommends business solutions to members of the senior management team to inform future strategy and expenditures.  
  •  Provides variance analysis of Donor Experience financial results allowing management to leverage financial data in business decisions.  
  •   Defines, creates, maintains, and publishes performance dashboards for divisional strategic focus areas, divisional KPIs and metrics including financial KPI’s, cycle-time, workforce planning, process improvement, and tool set evaluation and implementation, and resource efficiency measures. 
  •  Creates various analytical reports and financial models. Assist in workforce planning and capacity planning sessions ensuring financial models and forecasts are up to date. Includes the design and development of templates and tools and the interpretation of data.  

client relationship manager

  • Existing Client Relationship and New Client Acquisition 
  • Company website updating (chasehr.in ) 
  • Social Profile Maintenance 
  • Reference check /  Background Screening of Candidates

senior finance manager

  • Finance Manager- Project funded  by SAARC Development Fund
  • Quarterly & Annual Budget Preparation
  • Proposal writing and Budget preparation for projects in pipeline
  • Reporting and Analysis(Submission to Funders and as per Liasion office compliances)
  • Investment decisions as permitted by Funders and Organisation
  • Organising and Conducting Financial workshops
  • Overseas transfers and payments

financial officer

  • Revised, verified and reconciled financial documents related to business expenses, personal reimbursement, business invoices  all while ensuring that they comply to the University of Ottawa`s Travel various travel policies. 
  •  Ensure that all relevant policies and regulations of the University and agencies are properly applied to ensure the integrity and compliance, subject to internal and external audits. 
  • Provide information to employees, suppliers and external clients on various accounts payable and financial processes, timelines and practices. 
  • Identify inconsistencies and take appropriate corrective action to ensurethe integrity of financial transactions displayed in the financial system. 
  • Administer the petty cash sector which implies validating the authenticity and the accuracy of the requests in accordance with the regulations and procedures of the University as well as external agencies, reconcile and balance disbursements with the reserve money in hand. 

senior finance executive

  • Cash flow management, Accounts payable and payroll
  • Prepared and analyzed monthly financial reports 
  • Liaise with external accounting, tax and audit firms and SEZ Authorities 
  • Assist in the internal and statutory audit 
  • Implemented Project Based Accounting 
  • Capex Management & Successful implementation of Bar Code System for Fixed Asset 
  • Statutory Finalization of Accounts and Quarterly Financials for management 

investment consultant

  • Answering questions of walk-in clients at exhibition stands at different suburbs
  • Making follow- up telephone calls
  • Making analysis reports for clients in order to make appropriate property investment 
  • Publish industry-related information and feature articles on social media.
  • Monthly inspection of different projects in Sydney, Melbourne, and Brisbane 

finance executive

  •  Balance Sheet reconciliation and studying the backup provided for the journal to be uploaded in SAP.  
  •   Clearing the open items standing in balance sheet and payroll GL’s.
  •   Preparation of Divisional Debtor & Creditor Report on monthly basis.
  •   Preparation of Divisional GRIR Report (Open PO Analysis Report) on monthly basis.

finance executive

  •  BPC (Business Planning & Consolidation) reporting to clear the intercompany validations.  
  •   Reconciliation review and propose accruals and correction for weekly/fortnightly payroll cost
  •   Balance sheet reconciliation reconciler and reviewer.
  •   Preparing intercompany reconciliations. 

credit officer (team leader)

  •   Analyse financial statements and credit history to better understand how much riskcould be involved in extending credit to customers.
  •  Appraised of personal loans, mortgage application, credit cards, auto loans andoverdraft facilities.
  •  Proactively manage risk /exposure for assigned portfolio Continuously
  •  Overseeing the credit policy and where necessary, recommending updates
  • Conduct customer due diligence assessing risk level and exposure an all lendingproducts
  •  Assist in the restructuring of debts in the interest of the Corporation and customer.
  •  Ensured compliance with all credit policies and underwriting parameters prior tolending money

sr. finance manager

  • Jul, 2014 – Present  Sr. Finance Manager Supply Chain Finance   Proactively work close with Business Partner， Deliver 2019 JJC/SJJ/Elsker Supply Chain Financial Commitments (SC GP / NCC ) while ensuring compliance environment
  • Proactively being SC business partner, fully engaged and enhance the influence capability, Conduct Continual improvements on business partnering ( CIP Target)
  • Being core team member to Implement SC ESP in 2019
  • Ensure optimization of long-term portfolio and network strategy through strategic projects with coherent & robust financial valuation
  • Establish D&I culture, continue to develop teams by embracing technical, via on job training, periodically sharing, automation and leadership training opportunities and Support Personal Health / Life 
  • Actively joining Global finance competency model

credit analyst

  • Underwriting of SME Credit for Coimbatore & Karur regions
  • Portfolio Monitoring 
  • Analyzed credit data and financial statements to determine the degree of risk involved in extendingcredit.
  • Consulted with customers to resolve complaints and verified financial and credittransactions.

credit analyst

  • Part of Risk team undertaking credit appraisal for companies having turnover upto Rs.500 Cr across industries.
  • Independent sanctioning authority upto Rs.1 Cr for fresh proposal and Rs.1.50 Cr for renewal proposal. 
  • Analyze applicants’ financial status, business model and industry to determine feasibility of granting loans.
  • Knowledge of various products and its assessment methodology such as Cash Credit, Overdraft,  Letter of Credit, Buyers Credit, Pre and Post shipment finance, Term Loan etc.
  • Identify Industry, Business, Management & Financial Risk.
  • To meet clients across industries to understand business model and funding needs.
  • Identifying risk and its mitigates & strength of applicant to fund client.

senior finance executive

  •   Preparing and posting various journals on SAP like prepayment, Accrual, Deferred income and intercompany etc.
  • Maintain schedules like prepayments, Accrual, Provision, Reserves. etc.
  •  Perform financial analysis of intercompany GL accounts.
  •  Deep understanding of how intercompany transactions and relationships work.
  •   Reporting of the intercompany numbers in BPC 10 and matching it with the counterparts.
  •  Preparing unbilled aging and billed debtor report.
  •   Preparing CFMP (Control financial management pack), on monthly basis.