Sarthak Roy
Bangalore
Summary
Professional Financial Services Associate with knowledge of services and products based industry. Ability to handle multiple projects simultaneously with a high degree of accuracy. Adept at managing accounting and financial functions.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Senior Finance Associate
OLA Electric Technology Private Limited
07.2023 - Current
- Responsible for account transactions and responded to internal teams inquiries concerning financial products.
- Developing financial reports in Database for day-to-day operations.
- Leading ERP integrations and custom t-codes for greater visibility of Financial Reports.
- Responsible for Inter-company balance reconciliations.
- Support operations management, sales and marketing efforts to increase revenue and overall financial health.
- Developed and maintained database of records to facilitate smooth transactions for financial processes.
- Maintaining the transaction level details matching with customer advances.
- Make sure to check and reconcile the invoices and vouchers.
- Created financial dashboards to provide insights into key performance indicators.
- Checked vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Responsible for Payment Gateway reconciliation.
- Maintain the accountability for insurance payment advances.
- Utilized financial software to prepare consolidated financial statements.
- Developed strategic plans for day-to-day financial operations.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
Client Manager & Team Leader
Working Ideas - Purvi Ventures Pvt Ltd.
09.2022 - 07.2023
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Collaborated with finance department on invoicing accuracy for applicable products & services.
- Managed clientele accounts to retain existing relationships and grow share of business.
- Built relationships with customers and community to establish long-term business growth.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Monitored daily operations and sales functions to maximize revenue, customer satisfaction, and employee productivity.
- Maintained client files with sales contracts, records of client interactions, client notes, and other information.
- Performed duties and provided service in accordance with established operating procedures and company policies.
- Recruited, interviewed and hired interns and implemented mentoring program to promote positive feedback and engagement.
- Established performance and service goals and held interns accountable for individual performance.
Education
Bachelor of Business Administration - Finance
IBCS SOA University
Bhubaneswar07.2022
Skills
- MS Office
- Business Management & Development
- Data Driven Decision-Making
- SQL Query
- SAP FICO
- Financial Modelling & Reporting
- Documentation & Reporting
- Statutory & Compliance
- Confident Communicator
- Strategic & Analytical
- Focused & Motivated
- Team Player
Certification
- Microsoft Excel for Financial Analysis & Modelling - Udemy
- The Complete Financial Analyst Course - Udemy
- Microsoft Excel from Beginner to Advanced - Udemy
Languages
English
Advanced (C1)
Hindi
Bilingual or Proficient (C2)
Bengali
Bilingual or Proficient (C2)
Additional Information
Interned with CitiBank - Markets Division (Sales & Trading) - Virtual Intern Experience (Asia) - September 2021
Timeline
Senior Finance Associate
OLA Electric Technology Private Limited
07.2023 - Current
Client Manager & Team Leader
Working Ideas - Purvi Ventures Pvt Ltd.
09.2022 - 07.2023
Bachelor of Business Administration - Finance
IBCS SOA University
- Microsoft Excel for Financial Analysis & Modelling - Udemy
- The Complete Financial Analyst Course - Udemy
- Microsoft Excel from Beginner to Advanced - Udemy
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