Summary
Overview
Work History
Education
Skills
Accomplishments
References
Certification
Timeline
Generic

Meher Kalra

Senior Analyst
Pune

Summary

CFA Level 1 Candidate


Senior Analyst with robust background in data analysis, financial modeling, and strategic planning. Known for strong collaboration skills and adaptability in fast-paced environments. Adept at leveraging advanced analytical tools and methodologies to drive impactful business decisions. Consistently delivers results through teamwork and solutions-focused approach.

Overview

3
3
years of professional experience
5
5
Certifications

Work History

Senior Analyst

Barclays
10.2024 - Current
  • Ensured regulatory compliance by maintaining up-to-date knowledge of industry guidelines and standards.
  • Provided comprehensive explanations of loan terms and conditions to clients, ensuring full understanding before finalizing agreements.
  • Made careful determinations based on skilled analyses of submitted documentation covering credit histories, employment records, and current financial status.
  • Verified integrity of applicants' information to minimize fraud.
  • Implemented technology solutions to automate various underwriting tasks, increasing efficiency and reducing manual errors.

Financial Analyst

Kitoy Creations
11.2023 - 10.2024
  • 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 Deltellins)
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
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 budgeted reports.

Education

MSc - International Financial Analysis

University of Glasgow
09.2021

BBA - International Business and Entrepreneurship Development

MIT World Peace University
08.2021

Skills

    Financial Modeling

    Client Relationship Management

    Advanced Excel

    Analytical Thinking

    Time Management

    Regulatory Compliance

    Data Analysis

    Financial Statement Analysis

    Adaptability and Flexibility

    Attention to Detail

    Problem-solving Aptitude

Accomplishments

  • Graduate Award - Adam Smith Business School
  • Academic Excellence Scholarship - Master's Program

References

References available upon request.

Certification

Advanced Excel by Internshala

Timeline

Senior Analyst

Barclays
10.2024 - Current

Financial Analyst

Kitoy Creations
11.2023 - 10.2024

Statistical & Regulatory Reporting Analyst

Morgan Stanley (via Deltellins)
08.2023 - 11.2023

Finance Assistant

Cullen Eco-Friendly Packaging
02.2023 - 07.2023

BBA - International Business and Entrepreneurship Development

MIT World Peace University

MSc - International Financial Analysis

University of Glasgow

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Meher KalraSenior Analyst