SHILPA SALUJA

Reviewed cost centers to enhance tracking of departmental expenses effectively.

Outlined role of Chart of Accounts in organizing financial data and tracking transactions.

Analyzed IFS functionality focused on financial transaction management and tax code compliance.

Evaluated integration of OneStream for consolidating financial data and improving currency management.

Managed currency conversions to ensure reporting accuracy across multiple currencies.

Highlighted significance of reconciliation for matching financial transactions and resolving discrepancies.

Identified outstanding points requiring clarification, particularly regarding access controls and exchange factor alignment.

• Utilized analytical skills to assess sales performance, yielding actionable insights for improved efficiency.
• Streamlined operational processes through identification of inefficiencies and implementation of targeted solutions.
• Monitored team metrics to provide critical insights into sales performance enhancement.
• Created data-informed training programs, resulting in increased staff productivity and operational efficiency.

• Evaluated financial data from Bloomberg, Thomson Reuters, and Crunchbase, contributing to in-depth fintech reports.
• Conducted detailed research on fintech trends (UK APIs, Regtech, ESG funds, blockchain) and provided strategic insights.
• Analysis the financial performance of key banks (HSBC, Barclays, JPMorgan Chase) using quantitative research.
• Produced daily and weekly reports summarizing financial news and market developments for internal use.

• Achieved 15% increase in lead conversion rates through analysis of market trends and customer data.
• Delivered essential financial forecasts and revenue reports to support senior management decision-making.
• Evaluated financial performance to transform business needs into actionable strategic insights.

• Crafted tailored proposals in response to RFPs and RFQs, attending pre-bid meetings for clarification.
• Enhanced territory performance using sales data insights, achieving revenue and client retention targets.
• Created competitive pricing models to align with client needs and expectations.
• Analyzed project data to generate comprehensive reports offering actionable insights for clients.

• Developed and delivered business plans through research, market analysis, and accurate reporting.
• Researched financial markets, economic trends, and industry factors influencing accounting practices.
• Prepared the annual Business Development Plan and Work Plan, and conducted quarterly reviews of processes, policies, and procedures.

• Oversaw financial reporting, invoicing, billing, and compliance.
• Recorded cash flows, expenses, client payments, and supported financial analyses.
• Assisted in audit preparations and ad hoc projects.