Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Priyanka Mishra

Senior Financial Analyst
Pune

Summary

Dedicated and results-driven Senior Financial Analyst with 5 years of experience in the finance domain. Skilled in navigating complex financial environments, analyzing data, and delivering strategic insights to drive business growth and profitability.

Overview

5
5
years of professional experience
7
7
years of post-secondary education

Work History

Senior Financial Analyst

Sakon GSG
04.2023 - Current
  • Preparing and documenting journal entries for all telecom vendors and related reconciliation work
  • Develop and maintain financial models to forecast telecom service revenues, including mobile, broadband, and other product lines.
  • Analyze operating cash flow by assessing inflows from customer payments and outflows, including network infrastructure investments, operating expenses and taxes.
  • Performing and monitoring targets/budgets and identifying variances between ideal vs actual. Presenting monthly financials and key financial drivers for the organization.
  • Supporting Business Partners to evaluate reporting and analytics requirements pertaining to cost
    reduction, growth or maximum savings and to create the design definition of reports.

Senior Financial Analyst

Northern Trust
04.2022 - 03.2023
  • Generated, audited, and delivered financial valuations and investment reports to clients
  • Performed validations for performance metrics such as Incalculable Returns, Rate of Returns (ROR), discrepancies in shares and market values, and benchmarking
  • Collaborated daily with the Center of Excellence (COE) team to manage client requests for report modifications
  • Engaged with client service teams to discuss reporting, accounting cycles, client feedback, and issues
  • Oversaw the creation and delivery of fee billing invoices for investment management firms
  • Maintained constant communication with various shared service teams within the Financial Reporting team, such as Corporate Action, Derivatives, Asset Coding, Pricing, and Income teams
  • Assisted in the migration of new clients and in streamlining processes.

Financial Analyst

Northern Trust
12.2019 - 04.2022
  • Collaborated with multiple teams and client service teams to reconcile cash transactions and holdings in the TLM application
  • Conducted daily reviews of SWIFT messages from custodians and investment managers for discrepancies, reporting findings to the middle office by the end of the day
  • Managed the manual loading of transactions and holdings reports into the TLM application by formatting data received from custodian sources
  • Actively participated in client migrations and process optimizations
  • Trained partners in the reconciliation process for various clients.

Education

MBA - Marketing & Banking And Finance

Savitribai Phule Pune University
Pune
06.2017 - 05.2021

BBA - Finance

Gujarat University
Ahmedabad
06.2013 - 05.2016

Skills

    Financial Planning & Analysis

    Financial Modeling

    Power BI

    Investment Analysis

    IFRS Compliance

    US GAAP

    Auditing

    Mergers and Acquisitions

    Research and Data Analysis

    Financial and operational reporting

    Forecasting trends

Accomplishments

  • Successfully streamlined financial reporting processes, resulting in improved efficiency and accuracy
  • Completed migration projects in Chicago and Manila smoothly, ensuring minimal disruption to operations and client satisfaction.
  • Played a key role in training partners on reconciliation processes, contributing to team development and knowledge sharing.

Timeline

Senior Financial Analyst

Sakon GSG
04.2023 - Current

Senior Financial Analyst

Northern Trust
04.2022 - 03.2023

Financial Analyst

Northern Trust
12.2019 - 04.2022

MBA - Marketing & Banking And Finance

Savitribai Phule Pune University
06.2017 - 05.2021

BBA - Finance

Gujarat University
06.2013 - 05.2016
Priyanka MishraSenior Financial Analyst