Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Accomplishments
Languages
Timeline
Generic
Geetha G

Geetha G

No.14, 2nd Cross, Vinayaka Layout, Bangalore

Summary

Looking forward to an organization that treat people as if they were, what they ought to be and help them become what they are capable of becoming, so that I can utilize my skills and efficiency as an aid to productivity of the society.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Financial Analyst (Loan Documentation Processor)

Wells Fargo EGS Pvt Ltd
03.2020 - 09.2023
  • Processing of loans as per trainings imparted and meeting the functional goal/SLA
  • Ensure TAT and SLA of business is met on daily basis
    Supporting vendor team by satisfying the requirements of the condition and avoiding in unnecessary follow ups
  • Handled a team in providing Floor support
  • Providing support in handling escalation and clarification from state side
  • Training new team members for the Process & Resolving Enquiries related to process
  • Conducting research & providing ideas for developing process efficiency
  • Got trained for HOI (Pre underwriting process) and VST (Ordering of documents from the websites based the requirements of other teams)
  • Conducting Spot audit for individuals to make sure the team members have not crossed any risk parameters & resolving the issue facing them in regards to the process.
  • Analyzed clients' background checks and financial records to determine loan risk involved.
  • Experience in KYC


Education

MBA - Finance

VTU Post Graduation Centre
Mysore
09.2019

Skills

    Completed SAP FICO S/4 Hana from Henry Harvin Educational Institution Learned FI and CO Module

    FI (financial accounting):

    GL ACCOUNTING :

  • Creation of GL master
  • Master document entry
  • Configuration of line layouts for the display of GL line items
  • Display of GL balances and Line items

    • ACCOUNTS PAYABLE :

  • Creation of vendor account groups and assignment of number ranges, Tolerance group for venders, Vendor master (display/change/block/unblock of vender master)
  • Posting of vendor transactions (invoice posting, payment posting, credit memo)
  • Settings for advance payments to parties (down payment) and clearing of down payment against invoices (special GL transactions)
  • Posting of partial Payment & Residual Payment Creation of payment terms
  • Creation of house banks and account ids
  • Configuration of automatic payment program

    ACCOUNTS RECEIVABLE :

  • Creation of customer account groups and assignment of number ranges, Tolerance group for customers, Customer master (display/change/block/unblock of vendor master)
  • Posting of customer transactions (sales invoice posting, payment posting)
  • Settings for advance payment from parties (down payment)

    • ASSETS ACCOUNTING :

  • Creation of chart of depreciation, account determination, screen layout, Number ranges and asset classes

    • CO (CONTROLLING)

  • Creation of Controlling Area, Number ranges for Controlling Area ,Maintain Planning Versions, Primary and Secondary Cost Elements, Cost Center Standard Hierarchy, Cost Centers and cost center groups, Standard Hierarchy, Dummy Profit Centers, Profit centers and profit center groups
  • Basic Settings for Profit Center Accounting
  • RCA analysis skills
  • Microsoft Office
  • Microsoft Outlook
  • Microsoft Advanced Excel
  • SAP FICO Knowledge

Certification

  • Anti-Money Laundering from dridhOn Services & Solutions
  • Excel Fundamentals - Formulas for Finance from Corporate Finance Institute
  • SAP FICO S/4 HANA from Henry Harvin Educational Institution.

Additional Information

PROJECTS:

Fundamental Analysis of Selected Stock Analysis about business financial statement of the company, competitors and market with measuring intrinsic value.

Accomplishments

  • Manager Spotlight Award for Outstanding efforts and Achievements
  • Top performer in Quality and Productivity
  • Mannovex 2018-Participated in National Level Management Fest in Sri Jayachamarajendra College of Management Studies, Mysore.

Languages

English
Advanced
C1
Kannada
Proficient
C2
Hindi
Elementary
A2

Timeline

Financial Analyst (Loan Documentation Processor)

Wells Fargo EGS Pvt Ltd
03.2020 - 09.2023

MBA - Finance

VTU Post Graduation Centre

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Geetha G