sr. investment banking analyst

• Engaged in research for target & buyer companies for middle market Investment Banks & Private Equity Firms.
• Prepared DCF models using Internal & Tax Return financials statements.
• Created industry reports & macro-economic reports through secondary research, CIMs, Investor presentations & pitchbooks.
• Responsible for Industry research, Investor pitches and building financial models of companies in sectors such as agriculture , healthcare, pharma,manufacturing and chemicals.

junior portfolio manager

• tasks of buying and selling debt / equity securities
• arranging trading deals
• managing liquidity of funds 
• preparing material for quarterly and weekly meetings of the Investment Committee
• monitoring and analyzing global macroeconomic and private industry and region developments
• monitoring and analyzing indicators and indicators related to companies and states

finance executive (vp)

• Creates budgets for events.
•  Responsible for cash flow.
•  Responsible for reimbursements.
•  Works with external sponsorships.
•  Works on quotes and prices for venues and/or purchases. 
• Creates financial statements.

sr. financial analyst

• Responsible for monthly reporting cycles for product divisions and business support groups. 
• Develop and maintain processes/reports to track key business metrics. Interpreting, analyzing and summarizing data for senior management.
• Advise management on short-term and long-term financial objectives, policies, and actions. well as make recommendations based on the data. 
• Providing running commentary and root cause analysis for Divisional financials 
• Responsible to Enterprise level analysis for Capital Asset  and Inventory Management
• Assists with ad-hoc analysis and data mining efforts 
• Recommend and implement process improvements using technical solutions. 

client relationship manager

• Handling of any client related query and providing with the optimum solution.
• Conduct Consultation(through Telephone, Email, Face to Face meeting or Video conference  to keep client up to date.
• Advising on software features and how they can be applied to assist in a variety of contexts such as accounting, manufacturing or other specialist areas
• Networking with existing customers in order to maintain links and promote additional products and upgrades

fx trader/ network marketer

• Teach young entrepreneurs how to make an extra income from trading currencies in the foreign exchange market
• Analyze charts to find profitable trades to get in to 
• Market the educational products for the company Imarketslive 
• Host events to spread the opportunity of making money from the Forex market. 

senior portfolio manager

• Engages in business development activities and solicitation of new business; actively involved in instilling and maintaining a positive sales environment by developing a list of active prospects.
• Develops a relationship with potential and current customers; interviewing customers to obtain information needed to make credit decision; establishing proper identification of new customers.
• Presents Microcred product line up to customers in person and over the phone; listening to customer’s needs to help determine the best fit for the customer.
• Analyzes applicant financial status, credit and property evaluations to determine credit worthiness.
• Gathers and analyzes all information necessary to present a financing request (loan file) to Loan Committee for approval.
• Coordinates processing of approved loans with Loan Processors; ensuring loans are processed according to agreement, customer needs and conform to lending policies; obtaining sufficient information and/or documentation from customers; solving problems relative to processing and servicing of loans within my portfolio.
• Managing loan recovery and assessing the impact of loan before renewal.

finance analyst

•  Create financial reports and supported all areas of responsibility within a 5 person finance team 
•  Manage a $350,000 budget, with a reduction of costs totaling 15% over two years 
•  Analyze, examined, and interpreted records, compiled financial information, and reconciled reports and financial dataPerform process analysis, and communicated 
•  recommendations to managementProcess journal entries and perform corrections to ensure accurate records 

finance director

• Lead and train Finance Team to recognize desired metrics
• Interface with lending institutions to ensure compliance with current lending policies
• Monitor contracts and receivables and resolve any issues that may arise
• Serve as compliance officer for Finance Team and store management

finance executive

• Ageing Debtor monthly wise.
• Accounts Receivable and Payable.
• Filing of GST Returns
• Listing of the Products on the online platform specially made for distributors.

senior finance analyst

•  Prepares accounting entries and ensures that entries are correctly and properly posted in the accounting system. (SPECTRA) 
•  Meet monthly and year-end closing of books in a timely manner. 
•  Reconciles financial discrepancies by collecting and analyzing account information 
• Make Financial Reports

finance administrator

• Create orders for external and internal maintenance vehicles on the Auto line system. 
• Receiving invoices and process it on Auto line system for payments.
• Receiving invoices and process it on Auto line system for payments.
• Filling of documents (invoices) and sorting invoices. 
• Working on VAT calculations. 
• Making follow ups on the invoices that are not paid by using FO3 reports spread sheet and process it Auto line system. 
• Batch licenses & registration invoices on Auto line, process it for payments and create tax invoices on Auto line system, send it to the creditors for payments. 

client relationship manager

• Understanding customers’ diverse, specific business needs and applying product knowledge to meet those needs
• Ensuring quality of service by developing a thorough and detailed knowledge of technical specifications and other features of employers’ systems and processes and then documenting them
• Cold-calling in order to create interest in products and services, generate new business leads and arrange meetings
• Preparing and delivering customer presentations and demonstrations of the software, articulately and confidently
• Marketing and promoting a portfolio of products by writing and designing sales literature and attending industry events
• Maintaining awareness and keeping abreast of constantly changing software and hardware systems and peripherals
• Providing technical advice to customers on all aspects of the installation and use of computer systems and networks, both before and after the sale

senior finance analyst

• Preparation of day to day reports of productivity and quality. 
• Maintaining invoice track report for the 49 locations. 
• Interaction with airport managers from various airports. 
• Resolving payment queries from vendors and stations. 
• Invoice verification and reporting to HO.

credit officer

• Responsible for disbursement of docket under prescribed TAT. 
• To provide feedback to RCM on plan of action daily. 
• Maintaining  MIS and sharing report to Seniors on daily basis. 
• PDD updating.

equity analyst (intern)

•  Exercised the fundamentals of investment to provide a recommendation for potential investment for a hypermarket
•  Assisted company’s equity analyst by providing insights on 5-year stock projection and industry performance for respective investment
• Delivered presentation with detailed recommendations to company’s investment team
• Supported administrative department to prepare quarterly invoices
• Assisted management in preparing tax forms for clients

finance executive

• Assist the management in financial affairs of the hospital in accordance with business unit goals, business practices, hospital policies and compliance with various regulatory requirements
• Coordinate and supervise the daily operation of the front office
• Oversee and assist in resolving front office problems
• Monitor and assist to resolve billing problems and recommend corrective actions
• Handle patient inquiry and dispute

finance executive

•  Reconciling processed work done by verifying entries and balances.
•  Posting transactions in journal, ledger and other records. 
•  Vendor reconciliation, payment after meeting statutory compliance such as TDS, reverse charge etc. 
•  Collect, prepare documents for payments and transfers. 

financial analyst intern

• Monitoring variances
• Identifying trends
• Recommending actions to management. 
• Reconciles transactions by comparing and correcting data.
• Maintains database by entering, verifying, and backing up data. 

credit officer

•  Other duties as directed by seniors. 
• Monthly Debtors Reports and analysis of profit and loss
• Responsible for sanctioning of Lap & Home Loan. 
• Collecting all necessary data and drafting proposal for getting case recommended by RCM. 

senior finance executive

• Identify, implement, and measure process improvements that enhance and optimize the control environment
• Partner/ Vendor Onboarding 
• Reporting & report analysis
• Preparing Monthly P & L report for Amul Project.

finance intern

•  Assist during monthly budget preparations and financial forecasts.
•  Assist into implementing and ensure compliance with internal financial and accounting policies and procedures.
• Ensure completeness and correctness of documents before payment is made.
• Prepare vouchers for cash and bank payments.
•  Assist with month-end close process and  general accounting duties. 
• Assist in preparation of financial reports and financial Analysis.
• Prepare and maintain proforma  invoices and assure in follow up of receivable accounts.

assistant finance manager

• Over viewing Basic Journal Entries
• Day to day Business transactions
• Salary computation
• Clients Account management

financial controller

• Compute, withhold, and account for all payroll deductions and full payroll process.
• Conduct or coordinate audits of company accounts and financial transactions to ensure compliance.
• Supervising the automation of the financial reporting /data for head office and regulators. 
• Preparation and control over Payroll Roll , EOSB & GOSI in the system and coordination with related government authorities. 

project controller

• Responsible in maintaining project structures in ERP system for Rig Inspection Services ((Rig Inspection Services) and ODT Portfolios
•  Checks and monitors the completeness of timesheet and other costs invoiceable to client.
•  Setting Up of Cost Categories for Hired Personnel in ERP system
• Ensure completeness and reconciliation of project transactions prior to preparation of final invoice in the closing of project. 
• Contribute in preparation of monthly, quarterly and year end Project reporting
• Provides Weekly Cost Report to Project Managers
• Monthly Invoicing to Client

finance executive

• Raising Invoices as per Clients request & verifying the invoices total in the Accpac Software.
• Raising of Credit Note (CN) & Debit Note (DN) for the short billed and excess billed to the client. Approving & sending it to Billing Team for numbering the same.
• Reconciling associate wise details.
• Verifying associates bank account details with client inputs.
• Solving queries of Operation Team related to Invoices, Credit Notes & Debit Notes.

finance analyst

• Assisting with GL Accounts Reconciliation. 
• Developed share point for managing Japan Year End process. 
• Developed macro for employees to submit their OT and Mileage inputs, which will reach payroll team automatically for processing.
• Developed PowerBi reports to monitor the payroll processing on a daily basics. 

senior credit officer

• Responsible for Underwriting of self employed & salaried cases.
• KYC and other Essential document collection to enhance and buildup quality of portfolio.
• To make eligibility of customer by his Financial history, current income & liability ratio of Self employed and salaried customers by feeding data In excel sheet.
• Cibil and dedupe check.
• Analysis of P&L a/c, Balance sheet, ITR, salary slip Bank Statement etc.
• Scrutiny of property documents with legal & Technical reports. 
• Conducting Customer PD for credit comfort.  

finance executive

• Preparation of invoices in Quickbooks
• Bills entry in Quickbooks
• Vendor management for offshore clients
• Co-ordination with the offshore counterparts
• Preparing time sheets from raw data for offshore clients
• Bank reconciliations for the local office
• Shortlisted & Interviewed candidates for local team

financial business analyst

• Build forecast and budget models while using regression and multiple regression analysis to produce forecasts and other financial models
• Create cash flow forecasting models and discounted cash flow models
• Build robust reports and templates in Excel to help automate data processes. 
• Visualize financial data by creating charts, graphs and financial statements. Presenting data in PowerPoint
• Identify and provide analysis on Key Performance Indicators and run various reports in QuickBooks
• Job cost reporting