BINSA THOMAS
Bengaluru
Summary
Dynamic finance professional with expertise in financial analysis and investment management, honed at Solutions Centric Global Pvt. Ltd. Proven track record in ensuring compliance and accuracy in portfolio administration. Strong communication and organizational skills, coupled with advanced proficiency in accounting software, drive effective client relations and timely financial reporting.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Portfolio Administration Accountant
Solutions Centric Global Pvt. Ltd.
Bengaluru
06.2021 - Current
- Managed portfolios for an Australian client, ensuring correct financial records and timely disclosures.
- Keep accurate records of investment portfolios, including equities, bonds, managed funds, and property assets.
- Ensure accurate data by reconciling bank accounts, broking accounts, and investment transactions.
- Report on portfolio performance and provide suggestions to trustees.
- Maintain financial records for assigned portfolios to ensure accuracy and compliance with organisational and regulatory standards.
- Monitor investment activity, transactions, and performance measures to match with client goals and corporate objectives.
- Promptly reconcile portfolio accounts and rectify issues.
- Manage portfolio transactions, including acquisitions, disposals, and transfers.
- Accurately record income, expenses, and fees connected to portfolio operations.
- Liaise with portfolio managers, clients, and stakeholders to handle queries and provide financial updates.
- Provided training and guidance to junior staff members on accounting principles and practices.
- Performed monthly reconciliations of bank statements and other financial accounts.
Finance Executive
ASC Operations PVT Ltd.
Bengaluru
03.2021 - 05.2021
- Prepared superannuation fund financial statements using Xero.
- Reviewed bank and cash reconciliations and posted journal entries.
- Analysed superannuation fund charges for accuracy.
- Managed ad-hoc fee payments, assisted with billing, and supported annual fund audits.
- Created billing files for various client funds.
- Generated invoices using Xero.
- Improved proficiency in MS Excel 2016, including VLOOKUP, SUMIF, and IF functions.
- Learned to use Xero accounting software and MS Excel 2016.
Intern
Wall Street Advisory Services Pvt. Ltd.
Bengaluru
01.2020 - 04.2020
- Executed trades in Forex currencies and commodities.
- Recommended competitive exchange rates based on market analysis.
- Ensured accurate order processing and compliance.
- Managed corporate accounts.
- Gained insights into investor awareness in the commodity market.
- Learned to use Meta Trader 4 (trading platform).
Intern
VSM HOSPITAL
Mavelikkara
06.2019 - 07.2019
- Handled documentation and database maintenance using UNIfA Software.
- Supported the client manager by managing 30 pharmaceutical suppliers.
- Collected patient feedback on services.
- Oversaw operations from registration to consultation.
- Understood consumer behavior and organizational structure of a hospital.
- Learned to use UNIfA Software and Tally ERP 9.
Intern
UST GLOBAL
Trivandrum
06.2017 - 07.2017
- Conducted competitive analysis of CSR service providers.
- Implemented Sustainable Development Goals (SDGs).
- Organized awareness campaigns for school children.
- Generated and implemented SDG ideas with school children.
- Gained knowledge of CSR Indian norms and company objectives toward sustainable communities.
Education
MBA - Finance, Logistics Operations, and Supply Chain Management
Karunya Institute of Technology And Science
Tamil Nadu05-2020
Bachelor of Commerce - Finance and Information Technology
Amrita Vishwa Vidyapeetham
Kerala05-2018
Skills
- Financial analysis and reporting
- Investment management
- Accounting software proficiency
- Attention to detail
- Organizational skills
- Communication skills
- Bank reconciliation
- Client relations
- Microsoft Excel expertise
- Problem solving
- Time management strategies
- Financial statement preparation
Certification
- Microsoft Office Specialist for Office Excel 2016
- SAP in Accounts and Management Accounts
- Peachtree (Accounting Software)
Publications
CSR as a tool for sustainable development: A study based on Maharatna Companies, Journal of Advanced Research in Dynamical and Control Systems, 05-Special Issue, 2018
Languages
- English, Fully Professional
- Malayalam, Mother tongue
- Hindi, Fully Professional
- Bengali, Intermediate
- Telugu, Intermediate
Personal Information
- Date of Birth: 12/01/94
- Nationality: Indian
Affiliations
- In Solutions Centric, I'm in the part of the EE Committee that helps to motivate and boost the moral support for the employees and make them stress-free
- Also, I'm working as the head of the Women's Committee, which helps to foster women's well-being in corporate life
Languages
Malayalam
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Bengali
Upper Intermediate (B2)
B2
Tamil
Upper Intermediate (B2)
B2
Telugu
Intermediate (B1)
B1
Accomplishments
- Published a paper titled "CSR as a Tool for Sustainable Development: A Study Based on Maharatna Companies" in the Journal of Advanced Research in Dynamical and Control Systems, Issue 05-Special Issue, Year 2018
Timeline
Portfolio Administration Accountant
Solutions Centric Global Pvt. Ltd.
06.2021 - Current
Finance Executive
ASC Operations PVT Ltd.
03.2021 - 05.2021
Intern
Wall Street Advisory Services Pvt. Ltd.
01.2020 - 04.2020
Intern
VSM HOSPITAL
06.2019 - 07.2019
Intern
UST GLOBAL
06.2017 - 07.2017
MBA - Finance, Logistics Operations, and Supply Chain Management
Karunya Institute of Technology And Science
Bachelor of Commerce - Finance and Information Technology
Amrita Vishwa Vidyapeetham
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