Pooja
Senior Financial Analyst
New Delhi,DL
Summary
Ambitious Financial Analyst well-versed in balancing priorities and meeting deadlines under pressure.Seeking a challenging position in the organization that offers me generous opportunities to explore & outshine in the field of Finance– where I can apply my Quantitative Skill along with my domain knowledge for accomplishing personal, professional as well as organizational goals.
Overview
7
7
years of professional experience
5
5
years of post-secondary education
3
3
Certifications
1
1
Language
Work History
Senior Financial Analyst
Aptara Corporation
Noida, Uttar Pradesh
03.2017 - Current
- Reporting and Analysis of Financial Statements (i.e Balance Sheet, Income Statement, Cash Flow, and Statement of Stockholder’s Equity) of U.S Securities and Exchange Commission (SEC) listed companies based on SEC guidelines (US- GAAP- Financial Reporting).
- Reporting and analysis of related Notes and schedule of SEC listed Companies as per SEC guidelines.
- Ensuring that financial reporting document Audited/Unaudited (10-K, 10-Q, 20-F, 6-K, and 8-K) is standardized as per the compliance/reporting rules rolled out by Securities Exchange Commission.
- Thorough analysis of financial statements i.e. Statements of Financial Position, Statements of Operations and Comprehensive Income, Statements of Stockholder’s Equity, Statements of Cash Flows and Detailed disclosure to determine the best suited elements to link the reportable Concepts for matching them under the Standard Codification of FASB guidelines.
- Quality review and scheduled delivery of assigned project.
- Timely response to queries raised by US management team in support of report development status .
- Resolve process issues and interact with various clients and senior levels of the organizational hierarchy.
- Keep a track of SEC updates, filing guidelines and FASB releases.
- Training to the new employee regarding technicalities of the process and software applications in use.
- Analyses revenue and identifying short falls of Revenue & Doing internal audits with the help of various excel tools and monthly Reporting on billing &revenue.
- Meeting set time deadlines and quality standards as required by client
- Prepare weekly workflow report, monthly billing and share with the management.
- Reviewed financial reports and streamlined operations to increase productivity and company profits.
- Used [Software] to create reports and recommended courses of action to upper management.
Finance Executive
International Tractors Ltd
Delhi, New Delhi
06.2015 - 02.2017
- Analysis of financial data of Stocks, Mutual Fund and other financial products.
- Compiling of the daily Liquid Position Report.
- Ensure Liquid Position compiles with minimum requirements at all times and that report is handed timely.
- Ensure completion of the maturity list of funding products.
- Prepare reconciliation pack of Total Treasury Report for Internal Control Department.
- Facilitate and Coordinate investment Transactions.
- Review, monitor and record of coupon, dividend payments.
- Coordinate in making decisions about company funding options and other financial issues.
- Prepare Financial Investment Reports including Performance Evaluation of various Investment using Excel and other Software.
- Preparation of Presentation for board of Directors, Investment Committee and for Internal Consumption.
- Performance Measurement of funds.
- Aid in basic Equity Research.
- Facilitated investment and business decision-making by executing feasibility analysis.
Education
PGDM - Finance
Master School of Management
Meerut 05.2013 - 06.2015
Bachelor of Science - Maths
Shri Agraseen Kanya PG College
05.2010 - 05.2013
XII - Science
SOS Hermann Gmeiner School
VaranasiX -
SOS Hermann Gmeiner School
VaranasiSkills
Financial modeling
Forecasting trends
Analysis of Financial Data
Valuation Analysis
MS Excel, MS Word, MS Powerpoint
GAAP and statutory reporting
Additional Information
- Achievements , Led my team to Regional Finals in Simulation Game conducted by AIMA SMG-2014. 1st prize in News Master in Master School Of Management at college level. Silver Medal in Paper Presentation at college level on the topic “Pricing Strategy”. Gold Medal in Global Mathematics Talent Probe conducted by Institute for Scholastic Evaluation at National level in 2004-2005.
Certification
Financial Modeling & Valuation Analysis
Timeline
Senior Financial Analyst
Aptara Corporation
03.2017 - Current
Finance Executive
International Tractors Ltd
06.2015 - 02.2017
PGDM - Finance
Master School of Management
05.2013 - 06.2015
Bachelor of Science - Maths
Shri Agraseen Kanya PG College
05.2010 - 05.2013
XII - Science
SOS Hermann Gmeiner School
X -
SOS Hermann Gmeiner School