I'm a young professional working in finance domain with an experience in managing shareholder services, analyzing, reporting & reconciling financial data and leading meetings with on-shore partners to discuss project objectives, timelines, and deliverables. Having a good knowledge of MS Excel, Power BI and strong communication skills I have a proven track record of building strong relationships and working effectively with cross functional teams.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Senior Associate
Metlife
Jaipur
01.2023 - Current
Maintaining and validating daily entries related to the stocks in MetLife
Reporting & reconciling financial reports on monthly and quarterly basis providing detailed information on common shares issued and outstanding, transactions in MetLife policyholder trust and reconciliation of dividends.
Identifying discrepancies in data and taking corrective actions to resolve them.
Creating visual reports summarizing Common dividend payments and institutional shareholder summary and delivering them to onshore partners which are thereafter published to higher management driving decision-making.
Fetching expense data for different cost centres, mainly rollups, and preparing expense reports.
Preparing Accrual reports for different projects, Checking for new Purchase Orders, adjusting payments and booking accruals every month.
Connecting with onshore partners on a weekly/monthly basis and providing business updates.
Business Development Manager
Three Dots Finitude
Jaipur
05.2022 - 12.2022
Developing marketing strategies for the company i.e. Presentation in organization/campaigns in Institutes.
Introduced a fresh business of $15,000 through Mutual Funds, contributing to the company's revenue.
Handled new ARN registration with the registrar's office and its empanelment with the AMC's.
Education
Bachelor's of Commerce -
St. Xavier's College
Jaipur
12-2020
High School Diploma -
Maheshwari Public School
Jaipur
05-2017
Skills
MS Excel
Power BI
Microsoft Power Apps
Client Communication
Team Engagement
Timeline estimates
Certification
Data Analytics Program - Metvy & IIMB (Currently Enrolled) (2024)
MS-Excel - Udemy (2024)
Career Edge Young Professional - TCSion (2021)
RS-CIT Vardhman Mahaveer Open University, Kota (2021)
Affiliations
Got Awarded with GEM (Going Extra Mile) Award for an exceptional performance in September 2023.
Participating and representing team in various Site level activities comprising debate activities, inter site level competitions and many others.
Financial Literacy Programme - Organized a programme on financial literacy in a Govt. school where-in we talked about tax savings, financial investments and retirement planning.
College Fests(2017-20) - Volunteered diverse college fests such as and got awarded for hard work during college.