Experience

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  Don bosco

  Jul 2010 - Jun 2013

  Social worker

   Rehabilitated 70+ orphans, homeless children provided education, food, and shelter also provided necessary medical attention. Pooled in funds INR 80,000/- and organized local meets to help on adoption/sponsorship on children education. Maintained records along with book of accounts to facilitate funds and donation towards development program me. Liaison with local authority i.e. doctors, hospitals, clinics and police stations and set up emergency relief aid.

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  Shri vaishnav shaikshnik avam parmarthik nyas

  May 2012 - Jun 2012

  Finance intern

   Explained financial due diligence process to clients on the types of financial records to be maintained and kept. Budgeted active and proposed investments handled account payable and prepared records for auditors.

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  Muthoottu mini financiers ltd

  Nov 2012 - Feb 2013

  Finance intern

  Project Title : Analyzing the creditworthiness of the customers Surveyed/researched 500+ applicants, analyzed creditworthiness towards loan processing and issuance Contacted regular/prospective clients & explained product features to solicit orders for loans. Recommended & suggested possible areas of improvements towards applicant creditworthiness and approval.

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  Reliance capital | reliance group

  Jun 2014 - Jul 2014

  Finance intern

  Project title: Portfolio Management and Investment decisions Surveyed & researched 200+ investors and analyzed portfolio towards secure and planned investment in stocks. Completed a comprehensive comparative study on Debt & equity.

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  Kotak mahindra bank

  Jun 2015 - Nov 2015

  Deputy manager

  Roles & responsibilities as personal banker : Assessing clients and verifying the clients KYC norms as per RBI guidelines. Currently handling a portfolio of 150 clients with approximate book value of INR 50lacs. A/c manager and personal banker for High Net worth Individuals (HNI) bank related operation loan, insurance. Prepare proposals, project plan, coordinate operations, discuss budget estimate as branch target and focus areas. Opening Current A/c and saving A/c, along with processing applications for banking services. Up selling and cross selling banking products as per bank strategic focus and client investment appetite. Show less

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  Ey

  Nov 2015 - May 2023

  • Supporting onshore Account Support Associates and Advisory engagement teams on engagement management and coordination activities, project management, financial analysis, data compliance requirement to minimize the time spent by the technical team on those tasks• Working on multiple engagement, one of the Canada major account, wherein she is responsible for expense reconciliation and invoicing support.• Assisting with engagement economics matters (e.g., hours/budgets/estimates to complete, fees, billings, reconciliations, Work in process-WIPs); collaborate with Financial Management Associate (FMA)• She has been the designated ASA for various clients across various regions and takes care of their engagement management and reporting responsibilities • She has been involved in preparation of dashboards and quality reports for the leadership, to be used in the client meetings / business reviews• She has diverse exposure of communicating with client teams - Americas and EMEIA on knowledge transfers, documentation, controls, analysis, Budget Vs Actuals and reporting• Work on tools like MMT, EYDelivers and SharePoint etc.• Act as a central point of contact for the assigned engagement• Interface regularly with engagement personnel, develop strong working relationships and leverage information gained to anticipate client needs• Assist with ad-hoc project work at the request of the account teams • Ensure proper and efficient team communications• Perform non-technical planning and organizational tasks for the account• Ensure that all required documentation is filed and archived• Reporting and preparing Dashboards for client team including senior leadership Show less

  • Assistant Manager

    Sept 2021 - May 2023

  • PMO Lead

    Jan 2020 - Aug 2021

  • Senior Associate

    Jul 2019 - Dec 2019

  • Senior Associate

    Oct 2018 - Jun 2019

  • Associate

    Nov 2015 - Sept 2018
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  Aon

  Jun 2023 - now

  Manager