Preeti Joshi

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