Archi Jain
Summary
Results-oriented Financial Analyst with 1.7 years of experience in a financial consulting firm. Proven ability of delivering comprehensive financial insights to drive strategic decision-making, highly organized and hard-working individual looking for a responsible position to gain practical experience.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Analyst
Tresvista Financial Services
06.2022 - 01.2024
- Financial Operations Management: Oversaw and processed agency payments, wire transfers, and global fund transfers annually, ensuring accuracy and adherence to financial protocols.
- Expense Management: Utilized expensify, Concur software to audit and manage travel and expense, Payroll reports, processing an average of 200 expense claims per month with a 98% accuracy rate.
- Software Proficiency: Leveraged financial software, including QuickBooks, NetSuite, CITI, and Capital IQ, to streamline processes, reduce processing times by 20%, and enhance reporting.
- Budget Creation and Reconciliation: Contributed to the creation of budgets exceeding amount based on client specifications. Conducted bank reconciliations with a 99% accuracy rate, identifying and resolving discrepancies efficiently.
- Invoice and Journal Management: Received cross training where we Processed over 150 vendor invoices monthly and recorded journal entries, ensuring timely and accurate financial documentation and reducing invoice processing errors by 15%.
- Orchestrated real-time extraction and analysis of key performance indicators (KPIs), financial metrics, and operational data from quarterly and annual reports. Ensured data accuracy and prompt delivery to clients within 15 minutes of report publication, effectively managing and supporting financial analysis for a portfolio 30+ companies for pre and after market
Intern
Gyandhan Financial Services Private limited (Senbonzakura Consultancy)
07.2021 - 09.2021
- Worked in various financial aspects, including screening financial reports.
- Utilized different software for data storage and analysis.
- Conducted in-depth research on study loan disbursement processes and the impact of financial policies across different countries. Identified a 15% improvement in loan disbursement accuracy.
Intern
Rakesh Textile Agency
01.2021 - 06.2021
- Strategy Development: Created and implemented digital marketing strategies that increased online engagement by 30%.
- Project Management: Prepared presentations and detailed reports to support senior staff
- Team Leadership: Managed a team of 4 members, overseeing daily operations and coordinating tasks to ensure project milestones.
Intern
Ostello India E-Learning (GoJ Recognized)
03.2021 - 04.2021
- Hunting of prospects B2B, Sales, Product pitching, Collected and analyzed market data, improving lead qualification accuracy by 20%.
- Participated in workshops and presentations related to projects to gain knowledge
Intern
Level Up Academy
12.2020 - 01.2021
- Social Media Promotion, Public Relations
- Social Media Handler - Significant Increase in organic traffic.
Education
BBA -
Bharati Vidhyapeeth, Pune
01.2022
CBSE, Senior Secondary -
Vidyasagar School, Indore
01.2019
CBSE Secondary -
St. Alphonsa Convent School, Shamgarh
01.2017
Skills
- Account Reconciliation
- Quickbooks
- NetSuite ERP
- Microsoft Word
- Microsoft Office
- Project Budgeting
- Financial Forecasting
Certification
- Harvard University: Technological Entrepreneurship: Lab to Market
- IIM Bangalore: Corporate Finance
- Simplilearn: Excel Beginners and Intermediate
- Great Learning: Marketing strategy framework
- EdX: Financial modelling course
Social
Founder of an NGO DRIVE "THE HELPERS"
- Orchestrated a 7-day workshop featuring events, 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
- Collaborated with registered NGOs to maximize outreach efforts and ensure assistance reached to people
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 -
Bharati Vidhyapeeth, Pune
CBSE, Senior Secondary -
Vidyasagar School, Indore
CBSE Secondary -
St. Alphonsa Convent School, Shamgarh
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