Experience

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  Cholamandalam dbs finance ltd

  Jan 2008 - Jan 2009

  Relationship manager

  • Worked with DBS Cholamandalam as Relationship Manager as part of the Private Client Group catering investment advisory services to High Net Worth Individuals(HNIs)• Primary role was telecalling and fixing appointments, opening the call by meeting the client face to face, doing a customized risk analysis and portfolio planning of the client`s portfolio, analyzing his current portfolio and rebalancing the same according to his risk profile.• Client servicing on a regular basis and regular portfolio reviews were done.• Gained proficiency in investment products and financial need analysis by attending intermittent product trainings and sharing the new investment ideas with the clients.• Received PAT-ON-BACK recognition from the company for outstanding contribution made to the company during March `09. Show less

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  Client associates

  Jul 2009 - Aug 2010

  Analyst

  • Served as an Analyst maintaining Ultra High Net Worth Individuals (UHNIs) portfolios in MS Excel.• Analyzing the performance of the clients` portfolios and giving recommendations on the same.• Was in direct contact with some clients and handled operational issues.• Played an important role of one-point support function to the Associates and Senior Associates at the organization.• Worked on CRISIL mutual fund software to compare various mutual fund schemes in different categories. Show less

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  Wipro infotech ltd

  Feb 2011 - Feb 2012

  Exec-biz finance

  • Working as a Business Finance Executive in Infrastructure Availability Services Division. Role involves management reporting on a weekly/monthly/quarterly frequency.• Doing regular cost audits across the division and expense forecasting.• Variance analysis based on geographies, accounts etc.• Annual budgeting, Operation Plan Forecasting.• Month end reporting involves detailed revenue and cost analysis, customer-wise margin analysis, region-wise profitability analysis, internal transfers coordination. Show less

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  Mindtree ltd.

  Apr 2012 - Oct 2014

  Senior financial analyst

  -Currently working as a Project Financial Analyst in the finance leg of the project management team backing a European telecom giant.-Job responsibilities include conducting monthly review and analysis of assigned projects, including review of revenue recognition.-Prepare monthly reporting requirements for assigned projects, including unsigned contract opportunities, backlog, and other ad-hoc financial analysis as required.-Ensure project journal, write-offs, and financial adjustments are properly documented, reviewed and approved.-Monitor Unbilled, Write-off activity, Over the Limit and Contract Activation exception reports and resolve/escalate unusual activity.-Coordinate loading of global project budgets to financial management system. Review / reconcile loaded project budgets to ensure accuracy against contracted values.-Coordinate loading of payment schedule. Review / reconcile loaded project payment schedule to ensure accuracy against contracted values and compliance to negotiated contract terms.-Coordinate configuration of Project and Contract modules, including assignment of Rate Sets / Plans to Activities, configuration of Contract Lines and establishment of Billing / Revenue Limits.-Ensure review and completion of Project Check-off list throughout the project lifecycle (Activation, Configuration and Close-out).-Monitor monthly compliance reports, to ensure timely reporting of revenue and billing deliverables by Project Manager.Complete project close-out procedures and communicate Project Status Action to the Global Project Services Support Group.-Partner with other Project Finance members to develop and implement process improvements. Show less

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  Manipal integrated services private limited

  Oct 2014 - now

  Deputy manager finance

  - Reporting & Analysis: Prepare compliance reports on a monthly basis highlighting revenue leakages, if any, utilization of allocated manpower to improve efficiency, efficiency reports for the unit in order to increase awareness of compliance processes in the unit and to facilitate decision making. - Revenue Recognition/ Earning analysis/Product Costing: Create and maintain a comprehensive process within the BU to adhere to the compliance norms as laid down by the organization in conjunction with the head of the organization; Understands and analyzes the legal documents received from the client and tracks the crucial elements of revenue recognition/cost IN ORDER TO compile and analyze that all revenues are recognized as per the accepted principles and there is no revenue leakage-Budgeting & Forecasting: Forecast revenues using the data from all existing systems, co-ordinates with unit managers to ascertain changes in the business or project scenario in order to improve visibility for the organization and facilitate decision making-Liasoning with All BU heads: Communication Skills; Inter personal skills; Attention to detail; Adaptability / Ability to analyze financial reports of clients prospects in order to assess credit and other financial risks; Ability to interpret trends in key economic, industry and company indicators and draw conclusions; Ability to comprehend business processes related risks and controls and document the same in the form of process flowchart, risk and control matrix. Show less