AMIT PORWAL
Summary
Sr. Financial Analyst with nearly 4 years of experience with hands-on expertise in Yardi-driven property accounting, bank reconciliations, rent billing, lease audits, and regulatory compliance across NY housing frameworks (DHCR, NYCHA, HPD, HRA). Proven track record of reducing A/R ageing, recovering revenue and improving audit readiness by streamlining documentation and postings. Adept at cross-functional collaboration, data-driven decision support, and high-volume tenant account operations.
Overview
4
4
years of professional experience
2
2
Certifications
Work History
Sr. Financial Planner & Analyst
A&E Information System Pvt. LTD.
04.2022 - Current
- Performed bank reconciliations and posted receipts in Yardi for high-volume monthly transactions, achieving [99.9%] ledger accuracy and reducing reconciliation time by [30%].
- Generated and processed rent bills for 2000+ units, standardizing cycles and contributing to considerable on-time collection.
- Calculated real estate taxes, posted charges, and prepared formal correspondence, leading to a reduction in tax discrepancies.
- Posted MCI and J-51 charges in Yardi.
- Conducted subsidy audits (HRA/NYCHA/Section-8), identifying and rectifying discrepancies ensuring 100% compliance.
- Delivered ancillary audits and lease audits (acquisitions/expirations), eliminating potential revenue leakage via clause/charge validations.
- Prepared AR ageing analysis, posted ZDR entries, and drove overdue reduction.
- Completed guarantor audits; processed adjustment entries and DHCR reduction orders, sustaining [99.9%] ledger integrity.
- Managed ad-hoc financial tasks and special projects, achieving 100% on-time delivery against SLAs.
- Opened legal cards, updated arrears/payments, and maintained audit-ready documentation in Yardi and digital archives.
- Posted lease renewals; uploaded compliance documents, ensuring zero compliance gaps.
- Processed move-out adjustments, reconciling final accounts and reducing settlement errors.
- Updated welfare numbers in Yardi per HRA checks, ensuring accurate subsidy mapping for [5000+] tenants.
- Maintained HRA & legal payment trackers, improving reporting efficiency and visibility for stakeholders.
- Uploaded leases and regulatory documents to LEAP, NYCHA, HPD, and DHCR portals, achieving 100% audit readiness.
- Updated Lead-Based Paint and Window Guard riders to meet housing safety standards.
- Collaborated with KM on account-related matters, accelerating issue resolution and reducing open items by [90%].
- Completed annual DHCR registrations for [1000+] units, ensuring state compliance.
- Coordinated PLA trade-out data (quarterly), enhancing pricing/renewal decision-making.
- Managed tenant AR emails and Resident Relations inbox, resolving [95%] tickets within SLA.
- Processed manual check deposits; recorded Section-8 payments in Yardi with zero posting errors.
- Assisted aligned stakeholders; prepared rejection letters and executed parking audits.
Education
M.COM - Commerce
IGNOU
Delhi, INDIA06-2021
B.Com - Commerce
University of Delhi
Delhi, INDIA01-2017
10+2 - Commerce
Rajkiya Pratibha Vikas Vidyalaya[CBSE]
Delhi, INDIA04-2014
Skills
- Yardi Voyager Systems
- Financial reporting
- Auditing procedures
- Data analysis
- Stakeholder collaboration
- Decision-making
- Bank Reconciliation
- Rent Billing
- AR Ageing
- Real Estate Tax Calculation
- Resident Relations
- Query Resolution
- Microsoft Excel
Tools And Platforms
- Financial/Property Systems: Yardi Voyager (Receipts, AR/AP, Charges, ZDR, Renewals, Adjustments)
- Regulatory/Compliance Portals: DHCR, NYCHA (Section-8), HPD, HRA, LEAP
- Productivity & Collaboration: Microsoft Excel (PivotTables, VLOOKUP/XLOOKUP, Ageing analysis), Outlook, Word
- Document Management: Scanning tools, digital archives/repositories
- Banking Portals: Manual deposits, check processing & reconciliation workflows
Personal Information
- Father's Name: Shri. Anand Porwal
- Date of Birth: 13/03/1997
- Gender: Male
- Nationality: Indian
- Marital Status: Single
Certification
AI Dashboards using Microsoft Power BI
Timeline
Sr. Financial Planner & Analyst
A&E Information System Pvt. LTD.
04.2022 - Current
M.COM - Commerce
IGNOU
B.Com - Commerce
University of Delhi
10+2 - Commerce
Rajkiya Pratibha Vikas Vidyalaya[CBSE]