Pratham Mehrotra
Delhi
Summary
Financial reporting specialist at American Express with expertise in cost validation and intercompany settlements. Skilled in developing dashboards for efficient reporting and validating charge outs, ensuring precision in service fee and GST entries. Focused on improving financial accuracy and operational efficiency.
Overview
11
11
years of professional experience
Work History
Finance Analyst
American Express
Gurugram
09.2024 - Current
- Create and maintain financial dashboards and models to support reporting and decision-making.
- Validate costs to charge out allocations and assist in internal tracking for various teams.
- Handle monthly service fee settlements and manage reverse charge GST calculations.
- Prepare and post manual journal entries and manual entries for financial closure.
- Support GL mapping and structuring for use in dashboards and reports.
- Additionally, I helped streamline parts of the manual process to reduce turnaround time.
- Coordinate with internal and accurate month end closures
Senior
01.2020 - Current
- Conduct reconciliation processes and diligently follow up with corresponding banks to promptly identify and resolve any discrepancies, ensuring financial accuracy and integrity.
- Utilize Ecarma and AMSBILLX reports to meticulously review booking and billing amounts, verifying accuracy and consistency in financial transactions.
- Extract detailed information for in-depth research and analysis, data to inform strategic decision-making and optimize financial operations.
- Perform thorough analysis of draft financial notes to accounts to ensure completeness and accuracy in financial reporting.
- Maintain meticulous records and ensure all transactions are accurate.
Finance Specialist
Metlife
Noida
01.2015 - 01.2020
- Conduct daily reconciliation of cash from investments in listed securities, ensuring precision and accuracy.
- Manage actions within the investment portfolio adeptly.
- Accurately record and reverse transactions for month-end close.
- Research on Position break report on daily basis.
- Contribute to preparation and analysis of monthly position report, ensuring data accuracy and providing valuable insights.
- Facilitate seamless processing of Federal Home Loan Bank (FHLB) transactions to maintain compliance.
- Prepare Open Banking file consolidating daily banking transactions accurately and efficiently.
- Collaborate with clients to develop financial strategies and solutions.
- Communicate with clients by providing timely updates and addressing concerns promptly.
Education
MBA - Finance
Symbiosis
Pune, India01.2020
Bachelor of Commerce -
Lucknow University
LucknowSkills
- Financial expertise
- Transaction reconciliation
- Report preparation
- Compliance adherence
- Strategic client communication
- Data analysis
- Financial strategy development
Timeline
Finance Analyst
American Express
09.2024 - Current
Senior
01.2020 - Current
Finance Specialist
Metlife
01.2015 - 01.2020
MBA - Finance
Symbiosis
Bachelor of Commerce -
Lucknow University
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