Archi Jain
Financial Analyst
Summary
A highly organized and hard-working individual looking for a responsible position to gain practical experience. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
3
3
years of professional experience
5
5
Certifications
Work History
Financial Analyst
Tresvista Financial Services
06.2022 - 01.2024
- Engaged in discrete financial and accounting activities of organizations, including agency payment process, wire transfer, and global fund transfer for different entities
- Utilized Expensify software to audit travel and expense managment of client
- Proficient in various software packages such as QuickBooks, NetSuite, CITI, Capital IQ, etc., and adept at understanding agency payment processes
- Signed on as full-time employee for project involving creation of budget based on client requirements and actuals, and conducted bank reconciliation
- Acquired knowledge of vendor Invoice processing posting journal entries to balance sheets
- Worked on earning release process, live 15-minute data fetching from financials of company post-release on websites for after-market and pre-market, utilizing Bloomberg data
Intern
Gyandhan Financial Services Private Limited (Senbonzakura Consultancy)
07.2021 - 09.2021
- Worked in various financial aspects, including screening financial reports (PL, balance sheet)
- Utilized different software for data storage and analysis
- Conducted research work to enhance the quality of disbursement of study Loan and policies impact of different countries.
- Reconciliation of data, content creation, and financial analysis
Intern
Rakesh Textile Agency
01.2021 - 06.2021
- Create digital marketing strategies for organization
- Implement strategies in coordination with marketing team
- Developed effective improvement plans in alignment with goals and specifications
- Prepared project presentations and reports to assist senior staff and manage team of 4 members
Intern
Ostello India E-Learning (GoJ Recognized)
03.2021 - 04.2021
- Hunting of prospects B2B, Sales, Product pitching, data collection
- Converting customer and taking care of customer life cycle,
- Participated in workshops and presentations related to projects to gain knowledge
Intern
Level Up Academy
12.2020 - 01.2021
- Social Media Promotion, Public Relationship
- Social Media Handler - Significant Increase in organic traffic
Education
BBA - Finance
Bharati Vidyapeeth Deemed To Be University
Pune 04.2001 -
CBSE, Senior Secondary -
Vidyasagar School
Indore 04.2001 -
CBSE Secondary -
St. Alphonsa Convent School
Shamgarh 04.2001 -
Skills
Business: Financial Modeling, Data and Financial Analysis
Budget coordination
MS Office Suite
Technical: QuickBooks, NetSuite, CITI, Capital IQ
SAP Concur Software Proficiency
ERP Software
Certifications Technical Knowledge
- Harvard University - Technological Entrepreneurship: Lab to Market
- IIM Bangalore - Corporate Finance
- Introduction to Search Engine Optimization
- Excel Beginners
- Excel Intermediate
- Marketing strategy framework by Great learning
- Inbound Marketing by Hubspot
- Brand Management by University of London
Founder Of Ngo
NGO DRIVE "THE HELPERS"
- Orchestrated a 7-day workshop featuring events such as art classes, mandala art sessions, and makeup tutorials
- Managed all aspects of the workshop, including event planning
- Demonstrated commitment to social responsibility by Donating amount we received from the workshop to support underprivileged individuals
- Conducted surveys to identify pressing community needs, leading to targeted donations of essential food items such as grains and wheat to families in need
- Collaborated with registered NGOs to maximize outreach efforts and ensure assistance reached the most vulnerable populations
Certification
Harvard University: Technological Entrepreneurship: Lab to Marke
Timeline
Financial Analyst
Tresvista Financial Services
06.2022 - 01.2024
Intern
Gyandhan Financial Services Private Limited (Senbonzakura Consultancy)
07.2021 - 09.2021
Intern
Ostello India E-Learning (GoJ Recognized)
03.2021 - 04.2021
Intern
Rakesh Textile Agency
01.2021 - 06.2021
Intern
Level Up Academy
12.2020 - 01.2021
BBA - Finance
Bharati Vidyapeeth Deemed To Be University
04.2001 -
CBSE, Senior Secondary -
Vidyasagar School
04.2001 -
CBSE Secondary -
St. Alphonsa Convent School
04.2001 -