Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic

Pooja Dwivedi

Noida,UP

Summary

Detail-oriented and analytical professional with experience in financial confirmations, reconciliations, and risk analysis. Adept at verifying financial transactions, ensuring regulatory compliance, and liaising with clients and stakeholders. Strong problem-solving skills and a keen eye for accuracy and efficiency in financial operations.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Senior Associate

Ernst & Young
08.2024 - Current
  • Manage and oversee financial confirmations, ensuring accuracy and timely processing.
  • Work closely with auditors and regulatory teams to provide required confirmation documentation.
  • Analyze financial transactions and investigate discrepancies to mitigate risk.
  • Optimize processes to improve efficiency in confirmation procedures.
  • Communicate with clients, banks, and third-party institutions to validate transaction details.

Associate to Lead Associate

Ernst & Young
07.2021 - 07.2024
  • Conducted daily financial confirmations to verify transaction integrity and accuracy.
  • Assisted in audits by providing supporting documents and explaining confirmation processes.
  • Collaborated with internal teams to ensure regulatory compliance in financial reporting.
  • Managed large datasets and performed reconciliations to identify errors and resolve mismatches.

Education

MBA - Business & Finance

Narsee Monjee Institute of Management Studies
06-2023

B.Com Honours - Finance

Amity University
06-2021

Skills

  • Financial Confirmations & Reconciliations
  • Audit Support & Compliance
  • Risk Analysis & Mitigation
  • Data Validation & Reporting
  • Communication & Client Coordination
  • Process Optimization & Efficiency
  • MS Excel, Power bi, and Financial Software's

Accomplishments

  • Led a process automation initiative that reduced confirmation processing time.
  • Worked on
  • Identified discrepancies in financial confirmations that helped in saving the stakeholders in potential losses.
  • Trained junior associates/interns on best practices in financial confirmation procedures.
  • Successfully managed high-revenue clients, earning recognition and financial rewards.
  • Received the ECS Award twice for exceptional client service.

Certification

  • Business communication
  • Behavioral science
  • French Language

Languages

English
Hindi
French

Timeline

Senior Associate

Ernst & Young
08.2024 - Current

Associate to Lead Associate

Ernst & Young
07.2021 - 07.2024

MBA - Business & Finance

Narsee Monjee Institute of Management Studies

B.Com Honours - Finance

Amity University
Pooja Dwivedi