Preeti Joshi

Preeti joshi

bookmark on deepenrich
location of Preeti JoshiParis, Île-de-France, France
Phone number of Preeti Joshi+91 xxxx xxxxx
Followers of Preeti Joshi56 followers
  • Timeline

    Dec 2003 - Mar 2007

    Senior Executive

    NIIT Technologies
    Current Company
    Nov 2008 - Nov 2013

    Assistant Manager

    HSBC
  • About me

    Finance Professional

  • Education

    • Cfa institute

      2023 - 2024
      Cfa level i chartered financial analyst 80%
    • Delhi university

      2000 - 2003
      Bachelor of commerce - bcom business/commerce, general
    • Icfai university

      2006 - 2008
      Diploma in business finance business finance
  • Experience

    • Niit technologies

      Dec 2003 - Mar 2007
      Senior executive

      Executive | Sesame Group India Private Limited, Gurgaon, India2003-2007 • Assessed suitability and risk grading of financial advice of independent financial advisers (IFAs) in UK and facilitated protection of groups interests in cases of bad advice.• Demonstrated domain expertise in financial products like Investment, Insurance, Retirement and Mortgages.• Meritoriously achieved “Certificate in Financial Advice from Chartered Institute of Bankers, UK” and “Certificate in Mortgage Advice and Practices from Chartered Institute of Bankers, London, UK” Show less

    • Hsbc

      Nov 2008 - Nov 2013
      Assistant manager

      Assistant Manager – Finance Operation |HSBC EDPI Limited, Gurgaon, India2008-2013• Proficiently managed the consolidation of financial results for corporate headquarters, ensuring the integrity of data through meticulous attention to detail.• Co-ordinated with various locations and nationalities while reviewing their financial data and providing feedback basis through analysis of past observations.• Led the formulation of comprehensive projected profit and loss statements on group scale, offering insightful variance commentaries that guided strategic decision-making.• Prepared and circulated a comprehensive global management reporting package, tailored to senior management, facilitating data-driven discussions and strategic planning.• Successfully managed challenging environment of quarterly, half-yearly, and annual closures.• Created and led the automation of daily and monthly reports to increase the efficiency of overall process flow Show less

  • Licenses & Certifications