KETAKI SHELKE
Associate Consultant
Summary
Seeking a position of financial consultant to work in fast-paced and challenging environment, where solid analytical, reconciliation and quantitative skills, accompanied with the strong passion for the finance industry to enable accurate financial decision making.
Highly rewarding career where I can use my skills and knowledge for organizational and personal growth.
Overview
5
5
years of professional experience
Work History
Associate Consultant (July 2023 - Present)
CAPGEMINI
07.2023 - Current
- Managing month end actual and forecast close activities on timely basis by reviewing reports, analyzing variance
- Actively involved in External Communication to financial market and investors, by planning and coordinating overall team activities
- Timely publishing detailed management deck with comments to group business control head
- Performing key analysis on revenue, operating margin by geography, business lines and sector for Group CFO
- Reconciliation between HFM data and THOR data related to bookings
- Reconciliation of management and legal structure related to revenue and profit.
Financial Analyst (3 Years 9 Months)
BNY MELLON
10.2019 - 07.2023
- Reconciliation of Mutual Fund accounts for Broker Vs Fund Management Company.
- Responsible for researching and resolving all breaks for accrual and position reconciliation for 6 major clients.
- Rectifying and adjusting record of overpaid and underpaid of dividends of shareholders.
- Calculation NAV and dividend value of shareholders.
- Worked with various escalations occurred from different management companies delivered all productivity within timeline with 100% accuracy and 0 client escalations.
- Accountable for maintaining transaction records, sending weekly and monthly reconciliation signoff reports to clients
- Mentored and Trained 10+ trainees and conducted quality checks to ensure process improvements and professional growth
- Communicating with mutual funds to get desired information to resolve breaks
- Scrum meetings to be taken to provide updates on ongoing activities.
Education
MBA (Finance and CSR) -
MIT World Peace University
B.Com - undefined
Pune University, Maharashtra
HSC - undefined
Maharashtra State Board
SSC - undefined
SSC Board, Maharashtra
Technical Skills
- MS Excel
- MS Powerpoint
- MS Word
- Oracle EPM
- Financial planning and Analysis
Skills
- Communication and Interpersonal Skills
- Strong Delegation & Leadership Skills
- Planning & Organizational Management
- Quick Learner
- Ability of Decision making
- Team Work
Accomplishments
- Best Performer of the Month (August 2021)
- Highest Productivity for the Month (December 2022)
Disclaimer
I hereby declare that the above mentioned information is correct and true to the best of my knowledge.
Timeline
Associate Consultant (July 2023 - Present)
CAPGEMINI
07.2023 - Current
Financial Analyst (3 Years 9 Months)
BNY MELLON
10.2019 - 07.2023
MBA (Finance and CSR) -
MIT World Peace University
B.Com - undefined
Pune University, Maharashtra
HSC - undefined
Maharashtra State Board
SSC - undefined
SSC Board, Maharashtra
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