Akshita Gupta
Indore
Summary
Experienced Associate in Financial Operations with a proven track record at UPGRAD, adept at optimising revenue streams and closing significant outstanding balances. Demonstrates proficiency in Advanced Excel, financial analysis, and reporting, contributing to enhanced data accuracy and streamlined processes. Strong communicator with a focus on stakeholder collaboration and client relationship management. Previous experience as a Finance Intern at RAJESH GUPTA & CO., managing financial reports and rectifying discrepancies. Committed to continuous professional development and process improvement within the financial sector. Career goal: To leverage expertise in financial operations to drive organisational efficiency and growth.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Associate - Financial Operations
UPGRAD
Bengaluru
09.2023 - Current
- Collaborated with multiple finance partners to optimize revenue streams, successfully closing 8-10 crores in outstanding balances
- Communicated effectively with stakeholders, ensuring smooth collaboration and alignment with organizational goals
- Proficient in Advance Excel, contributing to enhanced data accuracy and streamlined reporting
- Proactively led continuous improvement initiatives, enhancing the efficiency of financial operations
- Managed the subvention charges according to the multiple interest rates with the financial partners.
- Collaborated with team members to identify opportunities for process improvement and efficiency.
- Participated in continuous professional development to enhance expertise in financial services.
- Resolved client inquiries and concerns promptly, maintaining high client satisfaction.
Finance Intern
RAJESH GUPTA & CO.
Indore
06.2021 - 07.2021
- Assisted with the preparation of month-end close, journal entries, and reconciliation of balance sheet accounts.
- Prepare financial reports, and work in Excel; I have worked on day-to-day activities.
- Managed the clients and rectified the discrepancies.
Education
MBA - Dual Specialization - Finance & HR
IPS, IBMR
Indore, India04.2023
BBA - Finance
SHRI V. I. OF MANAGEMENT
Indore, India04.2021
12th Standard -
SHRI C. M. V. B. MANDIR
Indore, India05.2018
Skills
- Financial reporting
- Financial modelling
- Month End delivery
- Financial planning and analysis
- Advanced knowledge of Excel and PowerPoint
- Excellent interpersonal skills
- Excel proficiency
- Excellent communication
- Deadline focused
- Attention to Detail
- Client relations
- Administrative
- Accounting
- Multitask
- Risk Management
- Compliance
- Time management
- Development
Certification
- Human Resources Management
- Financial Modeling (ongoing)
- Industry Readiness Program of Banking and Insurance
- Business Communication and Soft Skills
Projects
MAJOR RESEARCH PROJECT (A STUDY ON FACTORS AFFECTING CUSTOMERS INVESTMENT TOWARDS LIFE INSURANCE POLICY), Conducted an in-depth study on factors influencing customers' investment decisions in life insurance policies., Employed various research methodologies, including surveys and interviews, to gather comprehensive data., Analyzed large datasets to identify trends, patterns, and correlations in customers' investment behavior towards life insurance., Applied financial modeling techniques to assess the potential impact of various factors on customers' investment decisions.
Achievementsandresponsibilities
- Awarded as a Best Performer in a Quarter.
- Finalist in WHITE - COLLAR EXECUTIVE
- Participated in PRAKALP-2022
Coursework
- Financial management
- Tax planning and Management
- Statistics
- Indian Ethics
Timeline
Associate - Financial Operations
UPGRAD
09.2023 - Current
Finance Intern
RAJESH GUPTA & CO.
06.2021 - 07.2021
- Human Resources Management
- Financial Modeling (ongoing)
- Industry Readiness Program of Banking and Insurance
- Business Communication and Soft Skills
MBA - Dual Specialization - Finance & HR
IPS, IBMR
BBA - Finance
SHRI V. I. OF MANAGEMENT
12th Standard -
SHRI C. M. V. B. MANDIR
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