Huma Khan
New Delhi
Summary
Financial professional with 7 years of experience in real estate accounting and financial analysis, specializing in MIS reporting, variance analysis, and portfolio performance. Proven ability to prepare management reports, perform reconciliations, and support client-facing discussions with actionable insights. Strong expertise in Excel, data analysis, and stakeholder coordination across functions, with a focus on improving reporting accuracy and business decision-making.
Overview
10
10
years of professional experience
Work History
Asset Manager
Jupiter Real Estate Texas
Remote
04.2024 - 04.2025
- Reviewed billing data and supported validation of charges to ensure accuracy and alignment with agreements
- Assisted in reconciliation of accounts including receivables, payables, and property-level balances
- Identified cost optimization opportunities through expense analysis and operational insights
- Supported stakeholder discussions by providing financial insights and variance explanations
- Contributed to process improvements to enhance reporting accuracy and efficiency
- Analyzed financial data to support strategic decision-making processes.
- Collaborated with cross-functional teams to identify cost-saving opportunities.
- Monitored budget adherence and provided variance analysis to stakeholders.
- Prepared monthly balance sheets, income statements, cash flows statements, budgets.
- Drafted presentations summarizing key findings from financial analyses.
- Managed portfolio performance by monitoring changes in markets, client objectives, and risk tolerance levels.
SME
Ameriprise Financial
New Delhi
01.2021 - 04.2024
- Managed accounts payable, receivables, budgeting & forecasting for 20+ properties with 50+ tenants.
- Prepare journal entries, perform monthly bank reconciliation and income and cash flow statements in a timely manner.
- Reviewed, reconciled and closed property transactions for 50+ properties for year-end tax filing, ensuring accurate financial records and successful submission to CPA.
- Assist with special projects and provide accounting research as needed. Track and pay monthly utility invoices.
- Handle client and property manager enquiries regarding mismatches in bank statements.
- Efficiently process vendor invoices and maintain up-to-date systems.
- Perform the vendor setup and creation process for new vendors, ensuring accurate vendor data with compliant forms.
Associate – Cash Management
Ameriprise Financial
New Delhi
01.2019 - 01.2021
- Completed day-to-day duties accurately and efficiently.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Prioritized and organized tasks to efficiently accomplish service goals.
Senior Associate – EMEA Reconciliation
Ameriprise Financial
New Delhi
01.2018 - 01.2019
- Produced client reports, addressing and resolving income variances and corporate action issues.
- Led financial planning initiatives for diverse client portfolios.
- Mentored junior associates on investment strategies and client relations.
- Analyzed market trends to provide informed recommendations to clients.
Associate Analyst – Reconciliation
Ameriprise Financial
New Delhi
08.2015 - 01.2018
- Processed billing and settlement activities for travel transactions, ensuring accuracy and timely invoicing across multiple regions
- Reviewed client contracts and validated transaction fees to ensure billing was aligned with agreed terms
- Performed reconciliation of billing data, settlements, and invoices, identifying and resolving discrepancies
- Collaborated with internal teams and external partners to collect and validate financial data from multiple sources
- Supported monthly and quarterly reporting by preparing billing summaries, trend analysis, and variance explanations
- Conducted quality checks on invoices and settlements to ensure completeness and accuracy before client delivery
- Acted as a point of contact for client queries related to billing, discrepancies, and financial data
- Assisted in resolving complex issues related to transaction fees, data mismatches, and system discrepancies
- Worked with large datasets using Excel to analyze trends and improve reporting efficiency
- Contributed to process improvements in billing and reconciliation workflows to enhance accuracy and turnaround time
Education
AFRM - Applied Financial Risk Management
IIM Kashipur
Remote02-2019
MBA - Finance & Marketing
Army Institute of Management And Technology
Noida, UP06-2015
Skills
- Financial Analysis & Reporting
- MIS & Management Reporting
- Variance & Trend Analysis
- Month-End Close & Reconciliation
- Budget vs Actual Analysis
- Accounts Receivable & Payable
- Client & Stakeholder Management
- Data Analysis (Excel – Pivot, VLOOKUP, XLOOKUP)
- Process Improvement & Problem Solving
- Client communication
- Attention to detail
- Data analysis
- Cash flow forecasting
- Billing systems and software
- Problem-solving
- Conflict resolution
- Revenue cycle management
- Verbal and written communication
Accomplishments
- AMMY Gold Award – 8x for excellence in operations
- Be Brilliant Award – Recognized for process innovation
- Client/Manager appreciation and monthly excellence awards
- US Visa approved (valid till 2026)
Timeline
Asset Manager
Jupiter Real Estate Texas
04.2024 - 04.2025
SME
Ameriprise Financial
01.2021 - 04.2024
Associate – Cash Management
Ameriprise Financial
01.2019 - 01.2021
Senior Associate – EMEA Reconciliation
Ameriprise Financial
01.2018 - 01.2019
Associate Analyst – Reconciliation
Ameriprise Financial
08.2015 - 01.2018
AFRM - Applied Financial Risk Management
IIM Kashipur
MBA - Finance & Marketing
Army Institute of Management And Technology