KAMAKSHI BALI
New Delhi
Summary
An accomplished professional with a diverse skill set encompassing project management, problem-solving, reconciliation, and strategic planning. Proficient in budgeting, forecasting, and financial analysis, with a talent for data integration and visualization. Excels in creating comprehensive reports and conducting variance analysis to drive informed decision-making.
Overview
7
7
years of professional experience
2
2
Languages
Work History
Senior - Account Management Service
EY
10.2018 - Current
- Manage portfolio of global clients of variable sizes across different industries
- Interact with global engagement teams including Partners and Executive Directors on regular basis and develop productive working relationship with them
- Prepare various variance analysis reports using tools like excel, power bi, Alteryx
- Develop and maintain new and existing clients through overall account support
- Manage account planning process and ensure regular reviews against planned milestones and targets
- Maintain strong client focus, be responsive to team requests, and develop/maintain productive working relationships with team contacts
- Overseeing team (4 direct reports)
- Monitor and report on activities and provide relevant information at regular client meetings
- Manage collation of handover information to agreed template, timescale, and quality
- Technologies used: MS-office, SharePoint, Power automate, Power-bi and Alteryx.
Financial Analyst
IBM
08.2018 - 09.2018
- Identify duplicate records in Vendor Invoice receipt, verify and process invoice accurately and in timely manner
- Knowledge to match Invoices and identify errors and resolve exceptions, prioritize invoices, and reduce aging of invoice
- Understanding of Process Travel and Expense (T/E) claims and payments, duplicate payment resolution, recovery, and vendor statement reconciliations
- Ability to detect duplicate and/or error records and take appropriate actions
- Ability to handle queries through calls and Email follow-ups
- Technologies Used: Ms - Excel, Word, Outlook
Finance Intern
Indian Railway Catering and Tourism Corporation Ltd. (IRCTC)
06.2017 - 07.2017
- Managing monthly bookings, refunds, and transfers of different banks with which IRCTC deals on daily basis
- Preparing Bank Reconciliation statement of different banks after analyzing the bank books maintained by IRCTC Operations team and Bank Statements using MS-Excel
- Hands on Oracle software which is used to make invoices of amount receivable/ payable to the suppliers and learnt about how the daily purchase vouchers are made and maintained by the department
- Technologies Used: MS- Excel, Oracle
Education
Master in business administration (MBA) -
Banarsidas Chandiwala Institute of Professional Studies
GGSIPU, New DelhiBachelors in commerce (B. Com) -
Janki Devi Memorial College
Delhi University, New DelhiHigher & Senior secondary school -
Vandana International School, New Delhi
Skills
Variance Analysis & Reconciliation
Power bi & Power Automate
Alteryx
Microsoft Forms & Sharepoint
Strategy
Budgeting & forecasting
Data Integration & Visualization
Financial planning & Analysis
Teaming
Variance Analysis & Reconciliation
Accomplishments
- Digital bronze level badges: Data Visualization, Data Integration, Teaming and Strategy.
- Received high performance and SPOT awards for handling large portfolio of client engagements with utmost quality and leading various social fun activities at work.
- Received multiple "GDS user recognitions" from US counterpart for assisting client's engagement with best quality work.
- Represented my school in "Republic Day Parade 2007" held at Rajpath, New Delhi.
- Volunteered in the 'Teams Welcome Ceremony' of "Commonwealth Games" held in the year 2010.
Timeline
Senior - Account Management Service
EY
10.2018 - Current
Financial Analyst
IBM
08.2018 - 09.2018
Finance Intern
Indian Railway Catering and Tourism Corporation Ltd. (IRCTC)
06.2017 - 07.2017
Master in business administration (MBA) -
Banarsidas Chandiwala Institute of Professional Studies
Bachelors in commerce (B. Com) -
Janki Devi Memorial College
Higher & Senior secondary school -
Vandana International School, New Delhi