Ketki Joshi
Financial Analyst
Pune
Summary
Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.
Overview
7
7
years of professional experience
4
4
Languages
Work History
Financial Analyst
Veritas Technologies LLC
09.2022 - 03.2024
- Preparing and analyzing Global Bookings Report and providing key insights to stakeholders
- Visualizing Global Bookings Report in Power Bi Scrum Master for VAM project (Veritas Asset Management) Liaison for Oracle’s EBS Upgrade project
- Analyzing Channel checks report Analyzing Global Bookings Dashboard commentary Deal validations for Bookings Geo
- Process improvement by developing and implementing macros
- Liaising with different teams to comprehend their needs for automation in their processes
- Creating and analyzing Global Headcount reports
- Comp and Non-comp.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
- Reviewed financial reports and streamlined operations to increase productivity and company profits.
- Provided strategic planning advice and financial oversight for corporate stakeholders.
- Collected data from other divisions to support quarterly forecasts.
- Used relevant financial technology to generate reports and recommended courses of action to upper management.
- Developed and implemented financial models to analyze complex information and assess health of organization.
- Performed complex financial and budget analyses to determine requirements and justify requested funding.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Created and maintained precise and accurate models, charts and reports.
- Monitored market trends and news to identify emerging opportunities.
- Developed financial projections and forecasts to guide investment decisions.
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
- Helped in building macros that saved yearly 200 hours on reporting.
Business Process Specialist
Tech Mahindra
12.2019 - 09.2022
- Interpret data, analyze results using business intelligence tools and statistical techniques and provide ongoing reports
- Develop and implement databases, data collection systems, data analytics and other strategies that optimize statistical efficiency and quality
- Acquire data from primary or secondary data sources and maintain databases/data systems
- Identify, analyze, and interpret trends or patterns in complex data sets
- Work on Trades and Assets resolution by using tools such as Rumba (mainframe), FINRA and Trade resolution tool
- Work with management to prioritize business and information needs
- Locate and define new process improvement opportunities
- Process and analyze weekly, monthly, and quarterly ETF, AUM and Mutual Funds Flow.
- Served as financial process design and implementation expert, supporting organization-wide integration of manual and automated systems.
- Provided ad hoc analysis and reporting upon request from industry, forecasting and manufacturing personnel.
- Analyzed and assessed functional and organizational activities.
- Assessed business processes and identified ways to boost improvement.
- Gathered, documented, and modeled data to assess business trends.
- Evaluated current processes to develop improvement plans.
Sr. Customer Experience Specialist
Honeywell Automation India Pvt. Ltd.
06.2018 - 12.2019
- Handled multiple business functionalities (RQ, T&M, SGS, GSA, Time Sheets, HWD, BCI, India Commercial, Jabel Ali (Dubai) Billings etc.) for different regions
- Handled pricing for US and CA to maintain labor and material price book
- Maintaining List price (ZXPR/ZP00) and discount (ZD00/ZD01) in Condition type with different key combinations as per price setup
- Hands on many activities in OTC (Order to Cash) such as order management, order booking, PR, Billing
- Reviewing & Exporting Work Orders for billing as soon as the work is completed by the Technician at the customer site
- Tracking US and CA labor and material prices to streamline List price
- Billing Jobs – Billing a job after completion (Invoicing) for US, CA & Mexico region
- Liaising with Technician, Field Service Leaders & Region Admins to get Issues resolved related to billing
- Dispute management with regards to invoice rejected by customer for incorrect pricing, date, PO, other details on invoice
- Processing of Credit/Rebills – Credit/Cancellation of the disputed invoice and rebilling for service business
- Submitting Invoices to Customer portals
- To train new employee on Business Functionality and processes
- Drive team to achieve the targets collectively before month end
- Timely BIQ analysis
- Prepare/Update Standard operating procedures to standardize the process.
- Utilized telephone, online chat, and email platforms to deliver outstanding customer service.
- Responded to high volume of incoming calls utilizing listening and communication skills to identify customer problems, needs, and opportunities.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Increased efficiency and performance by monitoring team member productivity and providing feedback.
- Trained new personnel regarding company operations, policies and services.
- Cross-trained and backed up other customer service managers.
- Responded proactively and positively to rapid change.
- Met customer call guidelines for service levels, handle time and productivity.
Project Administrator
Honeywell Automation India Pvt. Ltd
06.2018 - 03.2019
- Project Booking in SAP
- Book all Install, Service and Energy projects in SAP
- Book all variation orders, de-bookings, and cost adjustments
- Create/Amend customer records in SAP
- Book Extra Work Orders in SAP
- Project Balancing by comparing estimation with Project Value
- Creating Purchase Requisitions per requirement from Project Manager
- RFI/RFQ management- request RFQ from suppliers, aiding requester for supplier selection
- Coordinate with Buyer to convert PR to PO
- Expedite Purchase Orders making sure are delivered on time
- Enter weekly timesheets for technicians as per information received in ERP (enterprise resource planning) system.
- Delegated assignments based on plans, project needs, and knowledge of individual team members.
- Executed on-time, under-budget project management on complex financial issues for senior leadership.
- Communicated with stakeholders on job milestones.
Administrative Assistant
UPS Logistics Pvt. Ltd
11.2016 - 06.2018
- Daily cash application of different types of payments (wires, cheques, credit cards) for Europe region
- Timely follow up reports’ preparation for Unidentified and Unapplied (via phone, e-mail, letter) concerning unallocated payments
- Daily reconciliation of AR systems (ARCS) and bank
- Processing EFT payments
- Preparation of refunds to customers (for duplicate payments, incorrect payments, credit notes)
- Follow up on open credits
- Processing adjustments on invoices and payments based on requests received
- Ability to work on different UPS systems & applications (ARCS, ARD, Ayden, PayPal, internal data bases, FVT, IOLB, Unichecker, etc.)
- Exchanging information and cooperation with different UPS departments (GL, COD, AP, Collections, Billing)
- Ensuring the accuracy with regards to Audit requirements, internal procedures
- Ensure that the daily balancing activities are completed as per timeline (SLA)
- Experience in Key Performance Indicators (KPI) for all eleven countries
- Processing Optical Character Recognition for NORDICS countries
- Weekly CC and Unidentified reports for United Kingdom
- Handling customer query emails for all the countries.
- Executed record filing system to improve document organization and management.
- Developed and updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Processed customer orders accurately and within agreed timeframes to meet service standards.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
Education
Skills
Licensed Scrum Master (Scrum Alliance)undefined
Asset
I am a candid and a cooperative person with progressive attitude.
Personal Information
- Date of Birth: 08/10/1993
- Nationality: Indian
- Marital Status: Married
Disclaimer
I hereby declare that the above-mentioned information is correct up to my knowledge and bear the responsibility for the correctness of above-mentioned particulars.
Timeline
Financial Analyst
Veritas Technologies LLC
09.2022 - 03.2024
Business Process Specialist
Tech Mahindra
12.2019 - 09.2022
Sr. Customer Experience Specialist
Honeywell Automation India Pvt. Ltd.
06.2018 - 12.2019
Project Administrator
Honeywell Automation India Pvt. Ltd
06.2018 - 03.2019
Administrative Assistant
UPS Logistics Pvt. Ltd
11.2016 - 06.2018
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