
Harshali Agrawal
Business Process Specialist

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About me
Finance Operation Specialist
Education
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SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
2021 - 2023Executive MBA Investment Banking and finance management
Deccan Education Societys Brihan Maharashtra College of Commerce, Pune 411004
2016 - 2019Bachelor of Business Administration - BBA Finance, General
Experience
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Tata Consultancy Service(TCS)
Jun 2019 - Jan 2021Business Process SpecialistManage to maintain the customer relationship by resolving the customer queries through critixsoftware and update the loan document according to the request of client customers by raisingticket to update the loan accounts. Reviewing and changing COS documents like Debtors nameand address; attorney name and addressCreating and monitoring the processing of outlook to set daily priorities and ensure efficient serviceto client customers and maintain each record on spreadsheets and managed to prepare daily MISand update them to management. Show less

Saibaba Autowheels Tata Motors
Jan 2021 - Jun 2022Finance and accounting AssociateManaged and made KPI reports informing management about the financial outlook of thecompany.Invoice to payment, collect to cash and record to transaction and created report on the in SAPsystem and TallyPrime software.Reconciling the transaction, preparing and analysing financial statements to generate reports formanagement to make financial decision.

Principal Global Services
Jun 2022 - Apr 2024AnalystI am working as finacial operation analyst in investment and securities domain in Principal global services. Serve as a subject matter expert on securities operations, providing guidance and training to teammembers and assisting with complex issues as needed.Participate in cross-functional projects to implement new systems, processes, and controls, drivingoperational excellence and supporting business growth initiatives.
Licenses & Certifications

Certified program in Financial Markets sales and operations
BSE Institute LtdMar 2019
Honors & Awards
- Awarded to Harshali AgrawalAbove and beyond recognition Award -
- Awarded to Harshali AgrawalStar Performer -
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