Summary
Overview
Work History
Education
Skills
Timeline
Generic

Dvikanksha Sawant

Navi Mumbai

Summary

Financial Analyst with 1.5+ years of experience in finance,Portfolio management and investment reporting. Finance professional with focus on analysing financial data, preparing detailed reports, and supporting strategic decision-making. Adept at utilising advanced Excel and financial software to streamline processes and enhance accuracy in forecasting and budgeting. Strong communication skills, fostering collaboration with cross-functional teams to drive business growth and efficiency.

Overview

4
4
years of professional experience

Work History

Financial Analyst

Eclerx
Navi Mumbai, Maharashtra
08.2024 - Current
  • Conducted financial data analysis and created comprehensive performance reports to enhance investment decision-making.
  • Executed data validation and reconciliation processes to enhance accuracy of financial reporting.
  • Collaborated with cross-functional teams to generate actionable insights for global financial clients.

Priority Banking Relationship Manager

AU Small finance bank
Navi Mumbai, Maharashtra
03.2024 - 07.2024
  • Developed financial models in Excel to analyse portfolio performance and enhance investment forecasting.
  • Collaborate with relationship managers to deliver strategic portfolio insights and investment recommendations to clients.

Relationship Assistant

Teleperformance india pvt limited
Navi Mumbai, Maharashtra
08.2023 - 02.2024
  • Processed refunds, exchanges and service requests for customers.
  • Kept detailed records of customer interactions for future reference.
  • Monitored email to promptly collect and respond to complaints.

Associate

IDFC First Bank
Navi Mumbai
06.2022 - 07.2023
  • Prepared comprehensive financial reports and performance summaries for internal stakeholders, ensuring clarity and accuracy.

Education

Bachelor of computer applications -

Bharti vidyapeeth
Belapur navi mumbai
01-2022

HSC

Vidybhavan Junior collage
navi mumbai
01-2019

SSC -

MGM High school
Nerul Navi Mumbai
01-2017

Skills

  • Financial Analysis
  • Investment Research
  • Advanced Excel
  • Month-end reconciliations
  • Pivot table development
  • Financial and operational reporting

Timeline

Financial Analyst

Eclerx
08.2024 - Current

Priority Banking Relationship Manager

AU Small finance bank
03.2024 - 07.2024

Relationship Assistant

Teleperformance india pvt limited
08.2023 - 02.2024

Associate

IDFC First Bank
06.2022 - 07.2023

Bachelor of computer applications -

Bharti vidyapeeth

HSC

Vidybhavan Junior collage

SSC -

MGM High school
Dvikanksha Sawant