Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Krtika Gera

Finance & Accounting
Guduru

Summary

Dynamic Financial Analyst with expertise in financial statement analysis and data-driven decision-making at American InfoSource. Proven track record in preparing comprehensive financial reports and conducting due diligence, enhancing operational efficiency. Skilled in Microsoft Excel and adept at communicating complex financial insights, fostering collaboration across teams to drive strategic initiatives.

Overview

12
12
years of professional experience

Work History

Financial Analyst

American InfoSource
02.2023 - Current
  • Analyze and assess the financial statements and credit history of existing and potential clients. Review credit applications and perform credit checks.
  • Conduct financial analysis of transaction opportunities: analyze financial statements & other personal and credit data.
  • Prepare Financial Statements of Balance sheet & Income Statement.
  • Compiling and analyzing financial reports.
  • Recommending portfolios.
  • Evaluating financial data and identifying economic and business trends.
  • Preparing financial reports.
  • Reported bi-monthly data analysis findings to upper management to use in making organizational decisions.
  • Develop data quality check reports to operation team for improving accuracy.
  • Preparing reconciliation of clearing accounts and sox reports.
  • Preparing AP monthly and weekly reports like GRIR weekly and monthly trends, Dashboard, SLAs & other statements with a view to apprise management of the operations process operations and assist in critical decision-making process.
  • Keeping track of accounts payable helpdesk emails and calls.
  • Working on IDOC errors reports, where we have to resolve the errors in the invoices that are submitted online.

Freelancer

Sigma Research & Consulting Pvt. Ltd.
03.2013 - 03.2018
  • Administering social research, Inspections, Data processing.
  • Statistics Validation for ongoing research.
  • Grounding survey for several projects.
  • Paraphrase project for successful transition.
  • Utilized various methods to reconcile account discrepancies.
  • Prepared routine entries and financial transactions.
  • Check monthly journal entries, Bank reconciliation & financial statements.
  • Prepared financial statements at end of the quarters.
  • Answered client & customer questions regarding accounts & any discrepancies.
  • Analyzed & visualized financial data to create & deliver presentations reporting financial performance.

Education

MBA - Finance

Amity University
Noida
04.2001 -

BBA -

Maharishi Dayanand University
Haryana
04.2001 -

Skills

Microsoft Excel

Financial statement analysis

Finance

Data analysis

Due diligence

Report preparation

Comparative analysis

Account reconciliation

Accounting assistance

Auditing

Financial and operational reporting

MS office suite

Advanced computer skills

Bookkeeping

Financial statements expertise

Accomplishments

2023 - Rising Star Award

2024 - Star Performer Award

Timeline

Financial Analyst

American InfoSource
02.2023 - Current

Freelancer

Sigma Research & Consulting Pvt. Ltd.
03.2013 - 03.2018

MBA - Finance

Amity University
04.2001 -

BBA -

Maharishi Dayanand University
04.2001 -

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Krtika GeraFinance & Accounting