Avani Jain
Mandsaur
Summary
Motivated and analytical graduate with a strong foundation in finance, accounting, and risk analysis. Eager to apply knowledge of financial statements and credit evaluation in a practical setting. Possesses strong attention to detail, problem-solving skills, and a commitment to learning and contributing effectively to credit decision processes.
Overview
2
2
years of professional experience
1
1
Certification
2
2
Languages
Work History
Credit Analyst
Smriti nagarik mydt bank
- Evaluated client financials and loan applications to assess creditworthiness
- Used Finacle and Excel for credit documentation and reconciliation
- Created summary reports for loan committees and compliance reviews
PricewaterHouseCooper PwC
01.2023 - 02.2024
- Reviewed income statements and documentation of expenditures to complete tax returns and Researched complex tax issues using online databases and Prepared and assisted in preparing simple to complex tax returns for individuals and small businesses. Possesses excellent communication and customer service skills and a commitment to providing quality service.
- Examined financial data and market trends to provide insights and recommendations. and also created financial models and analyzed investment opportunities, prepared reports, and supported decision-making regarding investments, mergers, or acquisitions.
- Help the client achieve their financial goals. Assess clients' financial situations, develop personalized plans, and provide recommendations on investment strategies, retirement planning, tax optimization, and estate planning.
- Skills Learned: Taxation, 1120 and 1065 Form preparation, new software.
Internship
Philips capital
05.2022 - 07.2022
- Examination evaluation of financial documents to ensure reliability and data integrity.
- Review and analyze data on payments and receipts, with supporting documents, i.e., bank statements and vouchers, in order to reconcile values.
Education
MBA - Finance
Sri Balaji University Pune
Maharashtra01-2023
BCOM - Finance & Accounting
Mandsaur university
Madhya Pradesh01-2021
Skills
Direct Tax, Indirect Tax, Project Financing, Financial analysis, Financial Reporting, Team Managment
Java
Finacle
Advance Excel & Word
DotNet
SalesForce
Power Bi
Sql
Certification
Diploma in Computer Application- Makhanlal University
Additional Information
Credit Analyst with insurance industry experience, skilled in risk evaluation, financial analysis, and client assessment. Focused on delivering accurate insights to support credit decisions and minimize financial risk.
Timeline
PricewaterHouseCooper PwC
01.2023 - 02.2024
Internship
Philips capital
05.2022 - 07.2022
Credit Analyst
Smriti nagarik mydt bank
MBA - Finance
Sri Balaji University Pune
BCOM - Finance & Accounting
Mandsaur university