Summary
Overview
Work History
Education
Skills
Certification
Languages
Accomplishments
Affiliations
Timeline
Generic
Priya Kumari

Priya Kumari

Pune

Summary

Detail-oriented Financial Analyst with 1 year of experience in financial modeling, strategic planning, and reporting. Demonstrated ability to construct complex financial models and conduct thorough scenario analyses. Proven track record in budgeting and forecasting, ensuring accurate financial reconciliations and streamlined trade processing. Strong analytical skills enhance data interpretation and support informed decision-making.

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PROFESSIONAL EXPERTISE :-

Financial Modelling: Expertise in constructing and maintaining intricate financial models, performing scenario and sensitivity analyses, and understanding the interrelationships within financial statements.

Budgeting and Forecasting: Proficient in creating, coordinating, and overseeing comprehensive budgets, conducting top-down and bottom-up forecasting, and preparing rolling forecasts.

Data Analysis and Interpretation: Advanced in collecting, analyzing, and interpreting data to inform decision-making processes. Proficient in variance analysis to identify trends, risks, and opportunities.

Financial Reporting: Expert in crafting detailed financial reports, dashboards, and KPIs. Strong skills in financial statement analysis and creating high-level executive presentations.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Financial Analyst

eClerx Pvt Ltd
Pune
09.2024 - Current

Process - OTC Margining (Margin Payments)

Managed trade processing and approval for stock, cash distributions, and capital calls.

Processed daily financial transactions, including ACH, wire transfers, credit payments, and direct deposits.

Reconciled accounts by matching transactions with invoices and resolving discrepancies.

Generated netting payment reports, transaction logs, and audit documentation for stakeholders.

Ensured accurate recording and matching of all payments across various instruments.

Collaborated with settlement platforms such as Euroclear and SWIFT to streamline operations.

Relationship Officer

MyLead Fintech Private Limited
Virtual
05.2023 - 07.2023

Established connections to enhance company visibility and outreach.

Addressed client queries efficiently, ensuring prompt resolution.

Engaged with clients to promote services in Fintech sector.

Collected client feedback to drive service improvements.

Finance Intern

Happequity Investment and Finance
Virtual
04.2023 - 04.2023

Duration: -20 Days

Analyzed data to generate comprehensive reports utilizing financial ratios.

Developed skills in stock market trading by opening DMAT account and executing trades on AngelOne.

Conducted equity research to create detailed reports on specific companies.

Constructed Discounted Cash Flow (DCF) models using information from screener.com and moneycontrol.com.

Education

PGDM - Finance

International Institute of Management Studies IIMS
Pune
04-2024

B.com - Accounting And Finance

H.R. College of Commerce And Economics
Mumbai
04-2022

12th - Commerce

H.R. College of Commerce And Economics
Mumbai
05-2019

10th -

National Institute of Open Schooling
Mumbai
03-2017

Skills

  • Financial planning and analysis
  • Power BI and Excel
  • Accounting fundamentals
  • Discounted cash flow (DCF)
  • Financial reporting and MIS
  • Strategic financial planning
  • Profitability analysis
  • Financial modeling
  • Business performance metrics
  • Key performance indicators (KPIs)
  • Financial risk management
  • Decision support analysis
  • Financial statement analysis
  • Forecasting models
  • Data visualization in finance
  • Statement interpretation
  • Scenario planning
  • Implementation of financial controls
  • Process improvement in finance
  • Trend analysis
  • Dashboard development for finance
  • Investment analysis
  • Project management skills

Certification

  • Financial modeling certification using MS Excel
  • Certification of Bloomberg Market Concepts (BMC)
  • Certificate of Bloomberg ESG: Introduction to ESG and sustainable finance
  • Equity research using the Bloomberg Terminal
  • Advance Excel certification

Languages

Hindi
First Language
English
Proficient (C2)
C2

Accomplishments

  • NCC 2018-2020
  • NCC (Army Wing)
  • Polio Camp 2018
  • 20 days Thal Sainik Camp (TSC) in Uran, Mumbai
  • Rifel drill on January 26

Affiliations

  • Playing indoor games
  • Traveling
  • Listening to music

Timeline

Financial Analyst

eClerx Pvt Ltd
09.2024 - Current

Relationship Officer

MyLead Fintech Private Limited
05.2023 - 07.2023

Finance Intern

Happequity Investment and Finance
04.2023 - 04.2023

PGDM - Finance

International Institute of Management Studies IIMS

B.com - Accounting And Finance

H.R. College of Commerce And Economics

12th - Commerce

H.R. College of Commerce And Economics

10th -

National Institute of Open Schooling

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Priya Kumari