Behavioral Finance
SHANMUGA PRIYA D/O RAJENDRAN
FINANCE OFFICER
Summary
Motivated finance trainee with a strong desire to advance professionally and contribute to the success of a business. Possesses exceptional leadership and planning abilities, coupled with a deep understanding of finance domain practices. Seeking a dynamic and challenging career in the financial domain to contribute value to an organization while further developing professional skills. Eager to learn from experienced professionals to enhance expertise in the field.
Overview
5
5
years of professional experience
8
8
years of post-secondary education
2
2
Certifications
3
3
Languages
Work History
Trainee Finance Officer
Bharat Electronics Limited
03.2021 - 12.2022
- Assisted in preparing Management Information System reports, including annual business plans, sales reports, inventory reports, cost of goods sold reports, project profitability analyses, cash flow reports, and trade payable and receivable aging reports.
- Led financial planning for capital budget preparation, uploaded data into financial systems, and forecasted budgets for project proposals, including estimating selling prices.
- Verified and processed vendor bills for foreign, local, and subcontractor services according to purchase orders and contracts, and reconciled vendor balances.
- Coordinated with banks to handle letters of credit, sight drafts, and wire transfers, and negotiated foreign exchange rates for import payments.
- Reviewed and approved selling price proposals in line with company policies.
- Examined procurement proposals to ensure adherence to terms, purchase procedures, and to prevent excess inventory.
- Prepared annual business plans, operating budgets, and capital budgets, collaborating with finance and non-finance teams.
- Allocated budgets to various activities and ensured proper budget tracking in financial systems.
- Quickly learned and adapted to new processes, materials, and programs.
Equity Advisor
Karvy Stock Broking Limited
06.2018 - 08.2019
- Interact with clients to update them on research calls and advising them on asset allocation within their portfolio and guide them on Buy, Sell or hold strategy
- Demonstrated commitment toward continuous professional development by attending conferences, completing certifications, or participating in training programs.
- Secured new business by leveraging referrals from satisfied clients and effectively marketing services to prospective investors.
- Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements
- Help customers to Execute trade online and place orders on behalf of customer
Education
MBA - HR & Finance
SASTRA University
01.2016 - 01.2018
B.Sc. - Mathematics
Sengamala Thayaar Women's Educational Trust
01.2013 - 01.2016
B.A - Hindi
Dhakshin Bharath Hindi Prachar Saba
01.2008 - 01.2009
H.S.C - undefined
Government Girls Higher Secondary School
01.2012 - 01.2013
S.S.L.C - undefined
Government Girls Higher Secondary School
01.2010 - 01.2011
Skills
Microsoft Office
Academicchronicle
- MBA (HR & Finance), SASTRA University, SASTRA University, Thanjavur, 05/2018, 76.14%
- B.Sc. (Mathematics), Sengamala Thayaar Women's Educational Trust, Mannarkudi, Bharathidasan University, Tiruchirappalli, 05/2016, 89.34%
- B.A (Hindi), Dhakshin Bharath Hindi Prachar Saba, Dhakshin Bharath Hindi Prachar Saba, 05/2009, Pass
- H.S.C, Government Girls Higher Secondary School, Pattukkottai, State Board, 05/2013, 84.2%
- S.S.L.C, Government Girls Higher Secondary School, Pattukkottai, State Board, 05/2011, 93%
Seminarconference
- International Conference on National Development through Innovation in management, Gen Y Customer's Perception towards Online Buying, International Journal of Applied Business and Economic Research, 15, 8, 2017
- International Conference on Intelligent Sustainable System (ICISS 2017), Engineering Students Engagement - Fitting on Regression Equation
Certification
GST Practitioner (CGP)
Interests
Data Analytics in Finance
Economic Policy Analysis
Research Methodology
Timeline
GST Practitioner (CGP)
03-2022
Trainee Finance Officer
Bharat Electronics Limited
03.2021 - 12.2022
Equity Advisor
Karvy Stock Broking Limited
06.2018 - 08.2019
C, C++, JAVA
05-2016
MBA - HR & Finance
SASTRA University
01.2016 - 01.2018
B.Sc. - Mathematics
Sengamala Thayaar Women's Educational Trust
01.2013 - 01.2016
H.S.C - undefined
Government Girls Higher Secondary School
01.2012 - 01.2013
S.S.L.C - undefined
Government Girls Higher Secondary School
01.2010 - 01.2011
B.A - Hindi
Dhakshin Bharath Hindi Prachar Saba
01.2008 - 01.2009
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