Kiran Pandey
Mumbai
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
7
7
years of professional experience
Work History
Associate Financial Analyst
XL Dyanamics pvt ltd.
Navi Mumbai
01.2021 - 07.2023
- Worked in different department over the period of time
- Analyzed financial statements to identify trends and opportunities for improvement.
- Developed financial models to forecast revenues and expenses.
- Conducted market research to assess the competitive landscape and industry trends.
- Identified cost savings initiatives to improve profitability.
- Performed variance analysis of actual versus planned performance results.
- Collaborated with cross-functional teams on projects related to finance operations and strategy development.
- Created presentations that effectively communicated complex information in an easy-to-understand manner.
- Coordinated and supervised personnel training and education regarding policies and procedures.
- Collected, maintained and updated financial loan databases of more than 50 mortgage loans.
- Analyzed loan files for US loan officers/loan coordinators, addressing various scenario-based inquiries and verifying FICO scores and other eligibility criteria for different mortgage loan products.
- Acted as a pivotal liaison between Business Clients and the Operations team, ensuring seamless communication and collaboration.
- Expedited the resolution of pending loan files by coordinating with personnel across departments.
- Monitored the progress of respective conditions to ensure timely completion of required actions for each loan request, collaborating closely with the operations team.
- Assisted in training and knowledge transfer, while also overseeing and leading teams.
- - Managed tasks related to Payoff and tax transcript analysis, evaluating the overall creditworthiness of clients through thorough examination of loan files.
Associate Intern
HDFC Life
Mumbai
05.2020 - 07.2020
- Facilitated administrative functions for the team, encompassing tasks such as coordinating meeting schedules and documenting proceedings.
- Executed surveys and conducted in-depth data analysis to discern and comprehend customer preferences effectively.
- Crafted comprehensive presentations tailored for executive stakeholders, covering a diverse range of topics pertinent to organizational objectives.
- Presented Insurance proposals to clients, aligning tailored insurance solutions with their individual requirements and financial profiles.
Web Research Associate
Datamatics Financial Services
Mumbai
05.2016 - 01.2017
- Conducted web-based research employing the methodologies of list building and list research.
- Utilized an advanced research engine for data mining on platforms including LinkedIn, Bloomberg, Reuters, and other credible sources.
- Gathered data manually through meticulous data mining from respected magazines and business newspapers.
- Analyzed the collected data thoroughly to derive insights.
- Performed a rigorous quality check on the raw data to ensure accuracy and reliability.
Education
MBA - Finance
Thakur Institute of Management Studies & Research
Mumbai06-2021
Skills
- Microsoft Excel
- Investment Analysis
- Financial Planning
- Financial Modeling
- Comparative analysis
- Research abilities
- Data trending
- Valuation
- Self-motivated professional
- Analytical research
- Customer Relationship Management
- Expense and revenue analysis
- MS Office Suite
Affiliations
- Volunteered in special school and helped prepare educational aid and learning material for children with special needs.
Timeline
Associate Financial Analyst
XL Dyanamics pvt ltd.
01.2021 - 07.2023
Associate Intern
HDFC Life
05.2020 - 07.2020
Web Research Associate
Datamatics Financial Services
05.2016 - 01.2017
MBA - Finance
Thakur Institute of Management Studies & Research
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