Meher Kalra
Summary
Dynamic and results-driven Financial Analyst with over 2 years of experience in financial modeling, regulatory reporting, and data analysis. Proven track record of enhancing operational efficiency and financial performance through meticulous analysis and strategic planning. Adept at leveraging advanced Excel, Tableau, SQL, and Python skills to drive business insights and support decision-making. Seeking a challenging role in financial analysis to utilize my expertise and contribute to the success of a forward-thinking organization.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Analyst
Kitoy Creations
Pune
11.2023 - Current
- Improved profitability by conducting detailed project-level P&L analysis and providing actionable insights.
- Optimized portfolio performance through strategic planning and risk assessment.
- Increased budget accuracy by 15% through the development of financial models forecasting revenue and expenses.
- Collaborated with finance teams to address discrepancies and implement corrective measures for financial integrity.
Statistical & Regulatory Reporting Analyst
Morgan Stanley (via Detillens)
Glasgow
08.2023 - 11.2023
- Ensured compliance with financial regulations by preparing and analyzing regulatory reports.
- Leveraged cross-functional collaboration with Technology, Finance, and Operations teams to achieve timely and accurate data.
- Enhanced data accuracy through automation of data extraction and reporting using advanced Excel and SQL.
- Reduced reporting turnaround time by 20% by streamlining reporting processes.
Finance Assistant
Cullen Eco-Friendly Packaging
Glasgow
02.2023 - 07.2023
- Reduced operational expenses by 10% by implementing cost-saving measures.
- Streamlined the purchase ledger by overseeing invoice matching, order coding, and data entry processes.
- Efficiently administered timekeeping and payroll tasks for a large workforce consisting of 150+ factory employees on a daily basis.
- Assisted in financial statement preparation, contributing to accurate and timely budget reports.
Post Office Assistant
Post Office Ltd
Glasgow
11.2021 - 12.2022
- Maintained high standards of customer service through accurate handling of mailing and financial transactions.
- Conducted due diligence and compliance checks, ensuring regulatory adherence.
- Enhanced operational efficiency through process improvements.
Education
MSc - International Financial Analysis
University of Glasgow
Glasgow, UK09.2022
BBA - International Business and Entrepreneurship Development
MIT World Peace University
Pune, India08.2021
Skills
- Financial Analysis
- Regulatory Reporting
- Financial Modeling
- Advanced Excel
- SQL
- Python
- Tableau
- Pegasus Opera
- Stata
- Analytical Thinking
- Communication
- Teamwork
- Management
Projects
- MSc Final Research Project, University of Glasgow: Green Finance in Wind Turbine Sector - in line with COP 26
- Financial Analysis & Equity, University of Glasgow: Prepared a sell-side analyst style equity research report for Sainsbury UK using both Comparable method and Discounted Cash flow Model of valuation.
- Financial Reporting and Interpretation, University of Glasgow: Analyzed and compared the financial performance and position of Coca-Cola for the period ended 2018 and 2019 using ratio analysis under IFRS.
- Financial Management in Banking, University of Glasgow: Reviewed and evaluated HSBC Holdings' financial position using bank-specific indicators for three years ended 2018, 2019, and 2020. The report also discussed financial risks in achieving these returns and drew recommendations on the future performance of HSBC.
Volunteer Experience
Taught the underprivileged; over the years, been a fervent supporter and advocate for a number of organizations.
Languages
English
First Language
Hindi
Proficient (C2)
C2
French
Elementary (A2)
A2
Certification
- Advanced Excel
- Financial Modeling and Valuation
- Planning and Initiating Projects
- Business Simulation
- Leadership and Emotional Intelligence
Accomplishments
- Graduate Award - Adam Smith Business School
- Academic Excellence Scholarship - Master's Program
References
References available upon request.
Timeline
Financial Analyst
Kitoy Creations
11.2023 - Current
Statistical & Regulatory Reporting Analyst
Morgan Stanley (via Detillens)
08.2023 - 11.2023
Finance Assistant
Cullen Eco-Friendly Packaging
02.2023 - 07.2023
Post Office Assistant
Post Office Ltd
11.2021 - 12.2022
MSc - International Financial Analysis
University of Glasgow
BBA - International Business and Entrepreneurship Development
MIT World Peace University
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