Mohinder Pal Singh
Jaipur
Summary
- 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
Jaipur12-2020
High School Diploma -
Maheshwari Public School
Jaipur05-2017
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.
Languages
Hindi
First Language
English
Intermediate (B1)
B1
Timeline
Senior Associate
Metlife
01.2023 - Current
Business Development Manager
Three Dots Finitude
05.2022 - 12.2022
Bachelor's of Commerce -
St. Xavier's College
High School Diploma -
Maheshwari Public School