Summary
Overview
Work History
Education
Skills
Timeline
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PRANITA GOYAL

PRANITA GOYAL

Financial Analyst
Indore

Summary

Management Postgraduate with 3 years' finance domain expertise. Proficient in assessing financial data, conducting comprehensive research, and delivering precise analysis. Skilled in financial statement analysis, trend identification, and risk mitigation. Strong attention to detail, problem-solving abilities, and dedicated to driving business growth.

Overview

3
3
years of professional experience
4
4
years of post-secondary education

Work History

Billing Analyst

D&S Global Solutions
Janus International Group
07.2023 - Current
  • Conducting monthly billing for a client Janus International group.
  • Proficient in utilizing Sage 300 software for streamlined financial management, reporting, and accounting processes.
  • Processed and verified invoices to secure accuracy of billing information.
  • Assisted with billing inquiries and provided timely responses to enhance customer satisfaction.
  • Researched and resolved billing discrepancies to enable accurate billing.
  • Functioned as key point of contact for billing data integrity matters for clients, vendors and various internal departments.

Credit Risk Analyst

D&S Global solutions
GE Digital
12.2022 - 07.2023
  • Successfully reviewed and evaluated credit applications for GE Digital, ensuring compliance with credit policies and procedures
  • Utilized Salesforce and Oracle Fusion to efficiently process and release customer orders, optimizing order-to-cash cycle time
  • Collaborated with cross-functional teams to gather necessary information for credit evaluations and resolve any credit-related issues
  • Proactively monitored and managed credit limits for existing customers, mitigating potential credit risks and ensuring timely payment collection
  • Contact : -Nitin jain +65 96528897

Senior Executive

Dun & Bradstreet
Mumbai
05.2022 - 12.2022
  • Led finance operations as a Senior Executive Finance, overseeing client Titan's franchisee distribution, employing financial data analysis, compliance assessment, and managerial discussions to assign risk scores
  • Prepared and submitted comprehensive reports, highlighting risk assessment findings and recommendations, based on in-depth analysis of financial data
  • Collaborated closely with business partners to conduct site visits, ensuring thorough evaluation of operational and financial aspects to mitigate potential risks
  • Compiled and submitted detailed reports summarizing risk scores and findings, providing valuable insights to support decision-making and improve overall franchisee performance
  • Contact : -Roshan Mathew +91 9819403633

Data Research Analyst

Morningstar India, Navi
Mumbai
10.2020 - 05.2022
  • Processed files for the European market, ensuring standardization of portfolio and fixed income survey data received from fund companies
  • Transformed annual reports into Morningstar format, facilitating efficient portfolio analysis and reporting
  • Conducted thorough testing and onboarding of advanced portfolios in live environments, ensuring seamless integration and data accuracy
  • Assigned tickets to market owners for reuploading, effectively resolving data discrepancies and ensuring data integrity within the system
  • Contact : -Dhanraj Kharde +91 8652250721

Education

MBA - Finance

ITM Business School
Mumbai
04.2018 - 05.2020

BBA - Finance

GLS J.P. Shah Institute of Business Administration
Ahmedabad
04.2018 - 04.2020

Skills

    Financial Analysis

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Timeline

Billing Analyst

D&S Global Solutions
07.2023 - Current

Credit Risk Analyst

D&S Global solutions
12.2022 - 07.2023

Senior Executive

Dun & Bradstreet
05.2022 - 12.2022

Data Research Analyst

Morningstar India, Navi
10.2020 - 05.2022

MBA - Finance

ITM Business School
04.2018 - 05.2020

BBA - Finance

GLS J.P. Shah Institute of Business Administration
04.2018 - 04.2020

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PRANITA GOYALFinancial Analyst