Pranjali Bhatt

Pranjali Bhatt

Trainee

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  • Timeline

  • About me

    Financial Analyst II @ CHRISTUS Health

  • Education

    • The Institute of Chartered Accountants of India

      2011 - 2017
      Accounting and Finance
    • Gujarat University

      2018 - 2019
      Post Graduate Diploma in Financial Market and Insurance Finance A
    • Georgia State University - J. Mack Robinson College of Business

      2021 - 2022
      Master of Science - MS Finance
    • Ahmedabad University

      2011 - 2014
      Bachelor of Commerce - BCom Accounting
  • Experience

    • Mukesh M. Shah & Co. - India

      Apr 2013 - Mar 2016
      Trainee

      •Worked on statutory audit, limited review, foreign trade policy compliance, certificates of duty-free imports, advanced authorization and EPCG certificates, certificates for foreign remittances for listed pharma client Cadila Healthcare Ltd. and also contributed to verification of consolidation of Financial reports as well as presentation of subsidiaries accounts and notes in annual reports for the same•Worked on management audit of Indian Institute of Management, Ahmedabad, focused on verifying efficiency of processing of various departments, identified loopholes and proposed optimal strategic solutions•Participated in management audit of Incentive Payment for marketing departments of Cadila Pharmaceuticals Ltd. •Handled Tax Audit for listed as well as public companies which included filing of Tax Audit Report•Assisted in the audit as well as finalization of various public companies into the industries such as manufacturing, trading, healthcare, FMCG, steel strapping, etc. Show less

    • Ira Inc

      Jun 2016 - Jan 2018
      Professional Finance Consultant

      •Performed Retail Risk Assessment with customer services for new post-paid customers for Vodafone, India. Carried out Process Audit for Vodafone- end to end process check as per Telecom Regulatory Authority of India (TRAI) for acquiring new customers•Headed and performed Mystery Audit analyzing the performance of employees accommodating customers, price norms and regulation, competence of other staffs and effectiveness of training provided and comparing the productivity with competitors for the clients like Sony India Pvt. Ltd.•Prepared & maintained financial reports i.e., financial statements, accompanying footnote disclosures, financial information, prospectus, etc. for chain of restaurants based in Dubai, UAE•Supervised audit for observing retail marketing zone with respect to branding, sales volume, pricing, competitor activity and verifying pre-established agreements on products and analyzing marketing results compared to industry’s best practices for Vivo-Rui Chuang Technologies Ltd. •Provided process and accounting consultancy to weed out process lapse and plug loopholes due to system changes and assisted in smooth implementation of new process in relation to the industry for Shrinath Travels Agency Pvt. Ltd., one of the leading transportation agencies in India•Led and performed various other audit assignments Show less

    • Sunil Sandeep & Co.

      Mar 2018 - Aug 2018
      Senior Finance & Audit Assistant

      •Performed internal audits, verified the efficacy and effectiveness of internal control system by completing walk-through of complex business procedures•Played a major role in handling various types of audit of public companies, private limited companies, partnership firm in liaison with other colleagues and prepared audit working papers•Prepared personal income tax returns, tax deduction at source returns, calculated deductions of individual as well as partnership firm, private limited companies, resolved complex tax issues and addressed client’s inquires with assistance of senior partner•Performed Human Resource audit by overseeing legal and regulatory liability, HR’s policies, practices and provided best strategies to organization with assistance of senior audit manager•Gained knowledge regarding major tax reform in India i.e. Goods and Service Tax and other financial compliance Show less

    • Georgia State University - J. Mack Robinson College of Business

      Aug 2021 - May 2022
      Graduate Research Assistant

      • Researched and gathered data relating to policy documents for major Mutual Fund families for text analysis. • Assisted with research regarding the AI-powered investing strategies. • Analyzed the patterns through which probability of a promising technology can be identified • Performed data comparison to identify similarities and differences between two datasets using python programming

    • Mercedes-Benz USA

      May 2022 - Nov 2022
      Finance & Controlling Intern

      • Developed Power BI report to visualize and track budgeted and actual After-Sales costs- Finance Model and aid with further financial analysis increasing precision by 75%• Coordinated smooth transitioning of pricing data from VISTA ERP to SAP• Monitored Key Performance Indicators and examined variances.• Performed routine quality checks on pricing data to identify and mitigate errors and communicate discrepancies with external stakeholders.• Optimized monthly reporting process by automating certain procedures using IBM COGNOS and reducing manual work.• Analyzed financial information which helps in financial planning for decision making and internal planning cycle.• Performed ad hoc analysis relating to budgeting process and presented to the management.• Supported Internal Audit Procedures by identifying and qualifying controls and processes.• Assisted with the analysis, reporting, and forecasting of financial as well as non-financial data.Georgia Show less

    • CHRISTUS Health

      Apr 2023 - now
      Financial Analyst II

      • Design and implement a yearly Budget policy for 11 Joint Ventures, streamlining the Budget process by 30% through the development of an automated Excel model.• Manage monthly Cash positions and projections through analysis, and reporting on key moments and trends.• Oversee 3 Joint Ventures financial statements, performing detailed Revenue and Cost analysis, and creating financial reports including Income Statement, gross and net margin, and profitability.• Spearhead review of bi-weekly payroll process of all the Joint Ventures in collaboration with HR department.• Perform financial modeling and quantitative data analytics for Joint Ventures to propose optimizing strategies for operational enhancement. Show less

  • Licenses & Certifications

    • Chartered Accountant

      The Institute of Chartered Accountants of India
      Nov 2017