Avinash Bhajantri
Financial Analyst
Pune
Summary
Influential Senior Financial Analyst eagerly pursuing Senior Analyst role within dedicated financial team. Skilled in developing annual budgets and using key performance indicators to evaluate productivity and Profitability.Experience in investment banking operation with expertise in Reconciliations Team Management Equities, Settlements, Corporate action Derivative, Bonds, Fixed Assets, Trade Processing settlements invoicing & Commission, Accounts payable Custody, Reporting. Highly proficient financial
Overview
8
8
years of professional experience
4
4
years of post-secondary education
4
4
Languages
Work History
Senior Financial Analyst
BNY Mellon India International Operations
Pune
09.2019 - 10.2022
- Reviewed statistical information to determine financial trends for use in investment planning.
- Reviewed financial reports and streamlined operations to increase productivity and company profits.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
- Performed complex financial and budget analyses to determine requirements and justify requested funding.
- Developed forecasting tools to analyze revenue variances and capitalize on industry trends.
- Developed and implemented financial models to analyze complex information and assess health of organization.
- Analyzed and processed project specifics before capital deployments.
- Used relevant financial technology to generate reports and recommended courses of action to upper management.
- Collected data from other divisions to support quarterly forecasts.
- Developed corporate investment strategies to drive growth and security.
Financial Analyst
Infosys Limited
Pune
07.2017 - 04.2019
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Organized data into multiple spreadsheets to streamline data.
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Prepared itemized statements, bills, or invoices and recorded amounts due for items purchased or services rendered.
- Communicated and resolved disputes with clients regarding outstanding invoices, payments and adjustments.
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Used accounting software to prepare weekly and monthly financial reports.
- Verified items billed against items ordered and reconciled differences through follow-up with vendor.
Associate
State Street Syntel Services
Pune
04.2015 - 05.2017
- To verify that all payments allocated by Depository or sub-custodian has been processed on same day.
- Reconcile and post income based on Corporate Action Notification(MT564) & Confirmation (MT566) SWIFT's.
- If required initiate free format SWIFT MT599 to counter party so as to claim amount in Nostro
- Handle client escalations with portfolio managers through emails.
- Ensuring all deadlines are met in time with accuracy.
- Focus on resolution of complex situation where expertise is required to guide.
- Create or updating income event after validating all events details like Pay date, Record date, etc. So client gets paid on pay date for entitle share position.
- Validation of income posting to see each and every client got correctly on pay date.
- Reverting on client services inquiry and escalations which are related to income and help them to divert query correct team if not related to income team.
- Give process related training to new employees as well as trainees from different team.
Education
MBA - Finance
Visvesvaraya Technological
Banglore 01.2013 - 12.2014
BBA - Finance
VSM's BBA BCA
Nippani 12.2009 - 04.2012
Skills
Variance reporting
Accomplishments
- Received a professional excellence award from the Highest Invoice processor with 100% accuracy
- Processed more than 1500 weekly invoices using SAP software.
Traveling
My favorite hobby is travelling because I love discovering new cities and places around the world. I often save up for months to plan a trip every year. I love friends' trips and family outings but solo travelling brings me the real adventure and thrill to venture into new places all by myself.”
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
How many ideas have there been in the history of the human race that were unthinkable ten years before they appeared?
Fyodor Dostoevsky
Timeline
Senior Financial Analyst
BNY Mellon India International Operations
09.2019 - 10.2022
Financial Analyst
Infosys Limited
07.2017 - 04.2019
Associate
State Street Syntel Services
04.2015 - 05.2017
MBA - Finance
Visvesvaraya Technological
01.2013 - 12.2014
BBA - Finance
VSM's BBA BCA
12.2009 - 04.2012
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