Atharva Wagh
Pune
Summary
Dynamic Financial Associate at Gallagher with expertise in vendor management and financial analysis. Proven track record in streamlining processes and enhancing client relationships. Skilled in accounts reconciliation and process automation, leveraging Kaizen methodologies to drive efficiency. Adept at generating insightful reports that inform strategic decisions.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Financial Associate
Gallagher
Pune
05.2024 - Current
- Working as a Financial Associate in the Finance and Accounts Process under the Vendor Maintenance Project.
- Vendor maintenance activities, such as the creation of vendors, activation/deactivation, and amendment of vendors in Oracle JD Edwards software.
- Setting up and updating employees for SAP Concur through Oracle JD Edwards.
- Handling client queries, escalation, and managing their responses in a professional way.
- Generating weekly and monthly reports, and working on escalation documents.
- To design and prepare SOPs.
- Involvements in Kaizens for continued improvement.
- Lead projects in VM to streamline process & acquisition of companies.
Finance Intern
Eklavya Trading LLP
Pune
11.2024 - 04.2025
- Analyzed historical financial statements for trends or insights into the business operations.
- Managed accounts payable and receivable activities including invoice processing, payments reconciliation.
- Developed Excel spreadsheets to track expenses, revenue, cash flows and other KPIs.
- Participated in team meetings to discuss new ideas around finance process automation opportunities.
- Prepared balance sheets, income statements, cash flow statements according to Generally Accepted Accounting Principles.
Education
Masters in Social Work - Psychology
Bharati Vidyapeeth College
PUNE06-2023
Masters in Commerce - Banking And Finance
Ness Wadia College of Commerce
PUNE05-2023
Bachelors in Commerce - Accounting And Finance
Marathwada Mitramandal College
PUNE05-2021
Skills
- Financial analysis: Analysis of weekly and monthly escalation reports
- Vendor management: creation, amendment, ACH verification, etc
- Accounts reconciliation: accounts payable reconciliation
- Process automation: Kaizen Ideas
Affiliations
- Contributed in various non-governmental organizational activities such plantation drives,old age home councelling,cleanliness drives etc
Languages
Marathi
First Language
English
Proficient (C2)
C2
Hindi
Advanced (C1)
C1
Japanese
Intermediate (B1)
B1
Certification
- Ranked 2nd highest in Maharashtra in Japanese language proficiency
- Cleared CA CPT
Timeline
Finance Intern
Eklavya Trading LLP
11.2024 - 04.2025
Financial Associate
Gallagher
05.2024 - Current
Masters in Social Work - Psychology
Bharati Vidyapeeth College
Masters in Commerce - Banking And Finance
Ness Wadia College of Commerce
Bachelors in Commerce - Accounting And Finance
Marathwada Mitramandal College
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