Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
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Agrim Mahajan

Agrim Mahajan

Kangra

Summary

Detail-driven Accounts Payable Analyst with background in managing large invoice volumes, performing complex general ledger reconciliations, and streamlining payment processes. Strengths include strong analytical skills, aptitude for problem solving, and ability to work effectively under pressure. Previous roles demonstrate impact in improving efficiency of accounts payable systems and identifying financial discrepancies for resolution.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Analyst Consultant

Deloitte USI
Gurugram
01.2023 - Current
  • Managed the entire cycle of Accounts Payable process from invoice entry through payment posting.
  • Collaborated with other departments such as Purchasing and Receiving in resolving invoice discrepancies.
  • Reviewed and reconciled daily cash activities to ensure accuracy of financial records.
  • Ensured uninterrupted client operations by monitoring and promptly resolving any failures in interface files.
  • Provided support on day-to-day operations of the PeopleSoft environment.
  • Designed test plans and scripts for testing various aspects of the application before deployment.
  • Generated reports by extracting data from various sources using SQL queries.

Analyst Intern

Lentra.AI
Pune
05.2021 - 03.2022
  • Developed financial models to analyze data and identify potential risks.
  • Created reports, presentations, and other documentation for stakeholders.
  • Collected, organized, and interpreted large datasets from multiple sources.
  • Worked closely with NBFC for Unsecured Loans, Loan Against Property, Business Loans etc.
  • Worked on Lead Management System for IndusInd Bank.
  • Built business workflows for the marketing team of the company.

Financial Analyst Intern

SBI Mutual Funds
Dharamshala
05.2019 - 06.2019
  • Monitored and reconciled various mutual fund transactions on a regular basis.
  • Tracked performance of mutual funds versus benchmark indices.
  • Prepared and distributed daily, weekly, monthly and quarterly reports for mutual fund activity.
  • Aligned fund options with clients' goals and exceeded their expectations
  • Responded to customer inquiries regarding their investment portfolios.

Education

MBA - Business Analytics

Chitkara University
Patiala
07-2022

BBA - Finance

Chandigarh University
Dharamshala
06-2020

Skills

  • Microsoft Excel
  • SQL reporting
  • Oracle platform proficiency
  • Business Intelligence
  • Client Requirements Assessment
  • User Support

Accomplishments

  • Received Applause Award (2024) for providing exceptional support during tools testing and managing production support activities for client.
  • Received Applause Award (2023) for providing exceptional support during tools testing as well as PUMS Upgrade and managing production support activities for client.

Certification

· Imarticus Data Analytics Certificate

· Foundation course “Data, Data Everywhere by Google Data Analytics.

· Digital Marketing – Google Digital garage

· Advanced Excel – Udemy

· Principles Of Marketing –NPTEL

· Human Resource Management –NPTEL

· Portfolio Management – BSE Varsity

· Consumer Behavior – NPTEL

Languages

English
First Language
Hindi
Proficient (C2)
C2

Timeline

Analyst Consultant

Deloitte USI
01.2023 - Current

Analyst Intern

Lentra.AI
05.2021 - 03.2022

Financial Analyst Intern

SBI Mutual Funds
05.2019 - 06.2019

MBA - Business Analytics

Chitkara University

BBA - Finance

Chandigarh University

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Agrim Mahajan