MONA GOYAL
PALWAL
Summary
SAP FICO Consultant with deep knowledge in financial accounting, controlling modules, and integration with other SAP modules. Known for completing tasks efficiently and increasing productivity through effective problem-solving, process optimization, and automation skills. Excel at communication, teamwork, and adaptability, ensuring smooth project execution and stakeholder satisfaction.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Senior Product Manager
Motilal Oswal Financial Services
DELHI
02.2017 - 06.2019
- Collaborated cross-functionally with marketing, sales, and operations teams to define requirements for new products.
- Customer handling involves providing various investment options, i.e., equity, mutual funds, PMS, and private equity.
- · Team Management
- Handling operations for PMS (Portfolio Management Services).
Associate Product Manager
ICICI DIRECT
DELHI
04.2016 - 01.2017
- Organized internal events such as workshops or hackathons focused on innovation initiatives of our products.
- · Deal with customer by providing services ie,
i. Financial planning services
ii. Portfolio evaluation service
- · Advisory on various investment options in Stock market to High profile customers.
Education
MBA - FINANCE
ICFAI BUSINESS SCHOOL
GURGAON06-2016
BBA - Accounting And Finance
MVN COLLEGE OF ENGINEERING & MANAGEMENT
PALWAL06-2014
High School Diploma -
SHREE TYAGI MODERN PUBLIC SCHOOL
HODAL, PALWAL04-2012
Skills
- SAP FICO
- Financial reporting
- Data analysis
- Portfolio management
- Profit center accounting
- Financial planning
- Investment advisory
- Cost center accounting
Certification
- IRA SKILLS CERTIFICATE ON ADVANCED EXCEL WORKSHOP FOR 3 DAYS
- SAP FICO CERTIFIED FROM HENRY HARVIN
Languages
English
First Language
Timeline
Senior Product Manager
Motilal Oswal Financial Services
02.2017 - 06.2019
Associate Product Manager
ICICI DIRECT
04.2016 - 01.2017
MBA - FINANCE
ICFAI BUSINESS SCHOOL
BBA - Accounting And Finance
MVN COLLEGE OF ENGINEERING & MANAGEMENT
High School Diploma -
SHREE TYAGI MODERN PUBLIC SCHOOL
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