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Runali Dumbre

Runali Dumbre

Finance Associate

Followers of Runali Dumbre56 followers
location of Runali DumbreThane, Maharashtra, India

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  • Timeline

  • About me

    Solutions- Focused & Analytical Finance Associate | Passionate about Investment Banking & Financial Analytics

  • Education

    • CFA Institute

      2021 -
      Chartered Financial Analyst Level 1 Finance

      Gaining knowledge of quantitative methods, economics, financial reporting, investments analysis, wealth planning, valuing assets and portfolio management.

    • Mumbai University Mumbai

      2017 - 2019
      Bachelor of Commerce - BCom Accounting and Finance 8.25 CGPA

      • Conducted a project on "Financial analysis of ICICI Bank".• Analyzed financial position of the bank and concluded that the bank has succeeded in increasing its share capital also with increase around 50% in the last 5 years. The major achievement of the bank has been a tremendous increase in its deposits, which has always been its main objective. Fixed and current deposits have also shown an increasing trend.

  • Experience

    • HGS - Hinduja Global Solutions

      Jul 2019 - Dec 2021
      Finance Associate

      ● Communicated via email with clients to obtain approvals to pay for non-recurring charges and resolving client queries and escalations.● Organized, prioritized, and used time management tools to ensure proper follow-up is completed and timely processing of local conveyance, employee reimbursement and petty cash vouchers.● Maintained high credibility relationships with clients and colleagues.● Processed invoices, claims in cloud-based software by verifying hard & soft copies of client invoices.● Prepared and updated Tracker sheets, Dashboards, Daily Huddle and MIS Reports in Excel.● Followed up with clients to validate data received and clarify objectives.● Participated in client meetings and document meeting discussions and collaborated with other members of the team for discussing strategies.● Satisfied work deadlines for the lead advisor to review the plan.● Maintained client confidentiality in line with company’s compliance procedures.● Performed other job-related duties or special projects as assigned. Show less

    • Mettler-Toledo International, Inc

      Jun 2022 - now
      Associate

  • Licenses & Certifications

    • Master in Accounting

      Sai Infotech Computer Institute
      Feb 2022