Summary
Overview
Work History
Education
Skills
Accomplishments
Additional Information
Timeline
Generic

Aarti Tripathi

Financial Analyst
Bengaluru

Summary

Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status. Ability to engage effectively across functions and management levels. Also, experienced in Sales operations with team leading exposure. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.

Overview

7
7
years of professional experience
5
5
years of post-secondary education

Work History

Financial Analyst

HP Inc
Bengaluru
10.2020 - Current
  • Handled the Asset recovery dealing in conducting analysis of financial claims paid to partners and revise any discrepancies
  • Developed and deepened client relationships to cement profitable partnerships.
  • Deploying data analytical principles to identify anomalies in financial data
  • Conducting reviews by examining a client’s accounts payable financial data utilizing appropriate audit concepts and proprietary tools/reports
  • Analyzed financial data to identify financial trends, patterns and strategy and compiled information into reports
  • Collaborated with senior business leaders for forecasting recovery margins
  • Strengthened operational efficiencies and traceability, developing strong working relationship with Operations. Collected data from other divisions to support quarterly forecasts.
  • Produced monthly and quarterly performance reports for the business
  • Strong understanding of applications such as SAP, S4 Hana, JIRA, MS Excel, Power BI

Team Lead

HP Inc
Bengaluru
11.2018 - 09.2020
  • Led a team of 15 people, focusing on pre-sales segment of business
  • Worked on Partner profiling and Configuration, Pricing and Quoting process
  • Successfully ensured zero escalations with 100% accuracy, and no delays in operations
  • Monthly publishing of metrics and KPIs to the leaders and reviewing data trends to identify the focus areas
  • Handled project on standardization of the e-order process by combining various processes in one platform, and successfully implemented the transition
  • Minimized resource and time losses by addressing employee or production issue directly and implementing timely solutions.
  • Analyzed revenue reports of partners to decide on their compensation criteria
  • Mentored new hires on the operational aspects of the process.

Senior Associate, Data Management

HP Inc
Bengaluru
05.2017 - 11.2018


  • Led A3 Project (A3 Printers by HP) started in 2017- SME for the process- focusing on providing a smooth environment for partners to conduct business, from placing an order, till post- delivery requirements.
  • Assessing which partners qualify to be onboarded and retaining for business with HP as per the eligibility guidelines quarterly based on their revenue
  • Achieved partner satisfaction and loyalty by establishing collaborative relationships, facilitating needs assessment.
  • Experience in tools such as SFDC, MS CRM, Service Now, MDM

Associate, Data Management

HP Inc
Bengaluru
11.2015 - 05.2017
  • Assessing sales data for rebate purposes and making corrections in case of any discrepancies by reconciling
  • Analyzing the eligibility of partners thereafter for any compensation
  • Creating Order processing guidelines report based on Claims which helped in Rebate calculation for the partners.
  • Worked varied hours to meet seasonal and business needs.

Education

Bachelor of Commerce (Honours) -

Delhi University
08.2011 - 05.2014

Twelth -

New Era Public School
New Delhi
04.2010 - 03.2011

Tenth -

New Era Public School
New Delhi
04.2008 - 03.2009

Skills

Excelundefined

Accomplishments

    Recipient of “Best Performance award” over 20 times for monthly performance in the team from FY16-21.
    Recipient of “Innovation Award” 9 times for improvement ideas within the team, reducing manual work efforts considerably.

Additional Information

Driven Employee Engagement and Development across 3 Sites in India- organizing development trainings and engagement events for employees for 6 years now.

Timeline

Financial Analyst

HP Inc
10.2020 - Current

Team Lead

HP Inc
11.2018 - 09.2020

Senior Associate, Data Management

HP Inc
05.2017 - 11.2018

Associate, Data Management

HP Inc
11.2015 - 05.2017

Bachelor of Commerce (Honours) -

Delhi University
08.2011 - 05.2014

Twelth -

New Era Public School
04.2010 - 03.2011

Tenth -

New Era Public School
04.2008 - 03.2009

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Aarti TripathiFinancial Analyst