Summary
Overview
Work History
Education
Skills
Timeline
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Aditi Tripathi

Gurugram

Summary

With seven years of experience, I am a result-oriented Finance and Data Research Analyst with experience in extracting actionable insights from complex financial datasets, utilizing advanced analytical tools like SQL to drive informed decision-making, and a proven track record of developing financial models and forecasting trends to optimize profitability.

Overview

8
8
years of professional experience

Work History

Business Process Lead

TCS
Gurugram
03.2022 - Current
  • Manage and mentor a team of data analysts and financial professionals, fostering skill development and ensuring efficient execution of data and financial tasks.
  • Ensured compliance with all relevant internal policies, procedures, and regulations related to business processes.
  • Create comprehensive research to identify client preferences, analyze data, collaborate with cross functional teams to targeted marketing strategies-based research.
  • Process all the invoices in SAP, reconcile invoice records on monthly basis.
  • Managing and rectifying client data set to maintain accuracy and completeness.
  • Developed and maintained SOPs to meet client requirements and ensure consistency.
  • Analyze financial data, generate reports, presentation and provide actionable insights to support decision-making at all organizational levels.
  • Utilize advanced data analytics tools to uncover trends, patterns, and key metrics related to financial performance.

Senior Executive in Billing

Apollo Tyres Limited
Gurugram
10.2020 - 03.2022
  • To raise the Invoices, Challan, Purchase Order and Agreements of vendor companies.
  • Match purchase orders, delivery noted and invoices to insure proper documentation.
  • Handling the IT expenditure of the company. Support documentation in compliance with company policy and audit requirement.
  • Process all the international and domestic vendor tax invoice for payment in SAP.
  • Reconcile vendor statements and resolve any discrepancies in timely manner.
  • Upload the agreements, Update the payment status and make GRN of Invoices in SAP.
  • Collaborate with procurement and other internal departments to resolve invoice-related issues.
  • Understands TDS, applicability and various rates.
  • Making the MIS /Pivot/excel preparing the reports in excel, DCR.

Executive Data Analyst

Dimensions Group with Max Life Insurance
Gurugram
11.2018 - 02.2020
  • Checking all the background documents during the time claim of insurance.
  • Implemented campaigns and promotions to help with developing goods and services.
  • Formed and sustained strategic relationships with clients.
  • Provide workforce and performance reports to management.
  • Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.

Operations Associate

SBI Cards
Gurugram
09.2017 - 10.2018
  • Company Overview: Operations Associate Underwriting process
  • Check KYC status for card processing and approval or rejection.
  • To check their credit limit and past payment status for CIBIL.
  • Prepare Report on Excel using different reporting tools and formulas.
  • Rectify all the wrongly process field of new application.

Education

MBA - Banking and Finance

NMIMS University

Skills

  • Project Management
  • Advance Excel
  • Salesforce (CRM)
  • Data Analysis
  • SAP (Hana)
  • WorkBench (SQL Codes)
  • MS Office (PPT, Excel and Word)
  • Power BI (Basic)
  • Zoominfo, Boardex, Linkedin Navigator

Timeline

Business Process Lead

TCS
03.2022 - Current

Senior Executive in Billing

Apollo Tyres Limited
10.2020 - 03.2022

Executive Data Analyst

Dimensions Group with Max Life Insurance
11.2018 - 02.2020

Operations Associate

SBI Cards
09.2017 - 10.2018

MBA - Banking and Finance

NMIMS University
Aditi Tripathi