SHAANITHA K
Kochi
Summary
Bachelor of Commerce degree holder with Finance focus and completed CMA (US) examination, currently pursuing certification through relevant work experience. Demonstrates strong financial analysis skills and a commitment to enhancing corporate finance operations. Proficient in data collection, general ledger accounting, account reconciliation, and audit support, with a proven track record of meticulous attention to detail. Familiar with industry-standard software, ensuring accuracy and efficiency in all financial tasks.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Accounts Assistant
Westford Education Group
Kochi
08.2023 - Current
- Assisted in the development and maintenance of financial databases and software systems.
- Ensured data accuracy in accounting systems by verifying documents against source information.
- Reconciled computer reports with manually maintained ledgers.
- Completed reconciliations for credit cards and bank accounts.
- Assisted with accounts receivable, payable, and general ledger tasks.
- Supported financial professionals in managing general ledgers and account statements.
- Reconciled expenses and financial records to ensure consistency.
Wealth Management Intern
Hedge Equities
09.2021 - 09.2021
- Enhanced skills, abilities, and knowledge in finance and wealth management.
- Gained a deeper understanding of macroeconomic factors and their impact on financial markets.
- Acquired extensive knowledge in wealth management, fundamental analysis, technical analysis, and industry analysis.
- Familiar with key valuation ratios and their applications in financial analysis.
Education
Certified Management Accountant (CMA) - US
Institute of Management Accountants
08-2024
Bachelor of Commerce - Finance
Kerala University
01.2021
Skills
- Financial analysis
- Voucher Entry
- Financial modeling using MS Excel
- Cost accounting
- Budget management
- Financial statement preparation
- Budget preparation
- Report generation
Certification
Introduction to accounting data analytics and visualization
University of Illinois at Urbana-Champaign
Projects
July 2021: Study on consumer behavior of mask with reference to Trivandrum city., September 2021: Comprehensive Analysis of Macroeconomic Indicators and Financial Markets: A Wealth Management Approach
Hobbies
- Cooking
- Content creation
- Sketching
- Reading
Training
- IMA Women Leadership Summit
- AI Power Series
- Foundation Programme in Banking and Financial Services
Timeline
Accounts Assistant
Westford Education Group
08.2023 - Current
Wealth Management Intern
Hedge Equities
09.2021 - 09.2021
Certified Management Accountant (CMA) - US
Institute of Management Accountants
Bachelor of Commerce - Finance
Kerala University
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