Pallavi Sharma
Financial Planning & Analyst
Lucknow
Summary
Results-driven Financial Planning Analyst with a strong foundation in finance and an MBA in Finance. Leveraging expertise in financial modeling, forecasting, and analysis to inform strategic business decisions. Demonstrated track record of developing comprehensive financial plans and forecasts. Committed to continuously advancing skills and expertise to achieve senior leadership status, driving financial excellence and organizational success.
Overview
3
3
years of professional experience
Work History
Financial planning analyst
HCL TECH
09.2023 - Current
- Managing the telecom(America) segment of DBS with a quarterly revenue of 55-60 million
- Profit & Loss analysis and portfolio optimization by utilizing financial analysis expertise to prepare and review detailed Profit and loss statements at the customer level, driving portfolio performance enhancements at the line of business level
- Collaborated closely with operations and delivery teams to provide actionable insights and inform business growth strategies
- Maintained a forward-looking perspective through regular revenue estimates, conducted every month, to ensure accurate forecasting and planning
- Prepared and analyzed comprehensive Profit & Loss elements, including Unbilled revenue, Unearned revenue, cost reports, discounts, and provisions for each customer on a monthly basis
Wealth Manager (Internship)
Edelweiss Financial Services Ltd.
07.2022 - 09.2022
- Acquired in-depth knowledge of stock market operations, trading mechanisms, and investment strategies
- Familiarized myself with diverse financial products, such as stocks, bonds, mutual funds, and exchange-traded funds (ETFs)
- Developed analytical skills through market research, trend analysis, and financial data interpretation
Education
MBA - Finance
08.2021 - 6 2023
GPA: 7.27 CGPA
B. Com - Finance & Accounts
08.2018 - 7 2021
Skills
Budgeting
Financial Analysis
Project Management
Business Strategy
Financial reporting
Excel
Power Point
Basic Power BI
Accomplishments
- Recently got an appreciation mail from Company's VP who is CFO now on an inside automation Project.
- Got GP (Good performer) in recent Appraisal.
Timeline
Financial planning analyst - HCL TECH
09.2023 - Current
Wealth Manager (Internship) - Edelweiss Financial Services Ltd.
07.2022 - 09.2022
Doon Business School - MBA, Finance
08.2021 - 6 2023
Govt. PG college - B. Com, Finance & Accounts
08.2018 - 7 2021