MISHA SOOD
Gurgaon
Summary
Finance professional with 6 years of diverse experience
Overview
12
12
years of professional experience
1
1
Certification
Work History
Manager Financial Planning & Analytics
Shypmax
02.2023 - 05.2023
- Gather and analyze financial data to identify trends, risks and opportunities
- Collaborate with cross functional teams to capture expenses, developing finance strategies and analysis for forecasts & budgets
- Assist in preparation of financial models and forecasts
- Preparing financial reports for management and stakeholders
- Cashflow monitoring, revenue forecasting
- Variance analysis and identifying the gap areas.
Consultant-Financial & Accounting Advisory
EY GDS
01.2022 - 01.2023
- Reviewing of clients statements and checking for any variances in FX rates
- Collecting and analyzing data, which is then used in the preparation of weekly and monthly estimates
- Assisting with the preparation of year-end accounts and statutory accounts
- Examining financial records to check for accuracy.
Deputy Manager-Trade Finance Operations
HDFC Bank
12.2018 - 06.2021
- Handling Trade products like imports, exports, letter of credit, bank guarantees and remittances, documentary collections
- Maintaining high level with due diligence in measuring, and reporting on the organization's risk of suspicious or fraudulent financial activity (AML)
- Verification of KYC profiles, preparing MIS reports , attending to audit findings
- Raising and escalating any breaches in regulatory reporting in a timely manner
- Develop strong relationship with existing and new clients and advising accordingly.
Sales Officer
AU Small Finance Bank
11.2017 - 09.2018
- Understanding key customer needs and according selling FX and Trade Finance products to HNI and corporate clients
- Recording and maintenance of MIS reports leading to quick decision making
- Knowing your competition and strategizing accordingly.
- Resolving customer complaints quickly and efficiently.
Executive Finance and Treasury
Trident Ltd.
09.2014 - 04.2016
- Handling of all the documentation work relating to OTC FX Transactions
- Preparing MIS of hedging position, MTM tracking and maintaining regulations as per internal policies as well as guidelines of RBI,FEDAI, GAAP,SOX and SEC
- Performing month end activities – consolidation revaluations of entries, P&l and monthly accounting close process for bank accounts
- Cash flow Management - handling end to end cash process including payments, reconciliations and accounting and handling.
- Co-ordination with vendor and ensuring competitive FX currency rates
OWN VENTURE
Bakery
07.2011 - 08.2014
- Baking and designing the assorted gifting hampers of dry cakes and handling all activities relating to finance and marketing of products
Education
MBA in Finance -
SCDL
BCOM -
Panjab University
XII -
CBSEBOARD
X -
CBSEBOARD
Skills
- Active listener with empathy skills, keen observer, Resilient &Persistent
- Team management and good communication skills
- Operations Management
- Expense Tracking
- Client Relations
- Customer Account Management
- Workflow Optimization
- Inventory Management
- Variance Analysis
Websites
Accomplishments
- Awarded with Excellence award for extinguished performance in AU’s SUPER Hero’s summit in year 2018
- Standardized process resulting in financial gains to company amounting to INR 10 lakh in a quarter
Languages
English
Hindi
Punjabi
Personal Information
Title: FINANCE SPECIALIST
Certification
- CFA - Certified Financial Analyst
Timeline
Manager Financial Planning & Analytics
Shypmax
02.2023 - 05.2023
Consultant-Financial & Accounting Advisory
EY GDS
01.2022 - 01.2023
Deputy Manager-Trade Finance Operations
HDFC Bank
12.2018 - 06.2021
Sales Officer
AU Small Finance Bank
11.2017 - 09.2018
Executive Finance and Treasury
Trident Ltd.
09.2014 - 04.2016
OWN VENTURE
Bakery
07.2011 - 08.2014
MBA in Finance -
SCDL
BCOM -
Panjab University
XII -
CBSEBOARD
X -
CBSEBOARD
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