Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Shubham Jain

GHAZIABAD

Summary

Dynamic finance professional with a proven track record at Geniemode Global, excelling in revenue recognition and cash flow management. Adept in strategic analysis and financial reporting, I leverage strong leadership and problem-solving skills to drive efficiency and compliance. Committed to delivering impactful results and enhancing team performance in fast-paced environments.

Overview

6
6
years of professional experience

Work History

Deupty Manager - Finance

Geniemode Global
Gurugram
07.2022 - Current
  • Revenue recognition and bookkeeping, along with regular follow-up with the debt collection team on outstanding receivables.
  • Reconciliation of revenue booked in Tally and revenue recognized in the Order Book as per the company's portal.
  • Managing cash flow for the entire entity and reporting the requirements to the management.
  • Working with the debt collection team for overdue debtor follow-ups and recognizing doubtful and bad debts.
  • MIS reporting to the investors and providing multiple follow-up data to the investor teams.
  • Ensured compliance with regulatory requirements and industry standards.
  • Assessed team member's skillsets and assigned tasks accordingly for optimal efficiency.

Underwriting Analyst

Better.Com
Gurugram
10.2020 - 05.2022
  • Assessed credit risk and analyzed financial statements
  • Complied with internal controls and government regulations
  • Gathered loan documentation for underwriting
  • Conducted financial review of customer lines of credit by assessing Individuals financials and initiating credit application reviews in the process placed customer accounts on hold due to past payments
  • Analyzed customer data such as financial statements and Credit reports to determine level of risk involved for extending credit
  • Quickly learned new skills and applied them to undertake new project and mainstream that project for the team.

Portfolio Manager

HDFC Bank
Kalkaji, New Delhi
09.2019 - 10.2020
  • Analyzing financials of client and give recommendation on their financing and investment needs
  • Providing service based banking solutions to portfolio clients and meeting their needs as per their queries
  • Communicated market developments, New Funds and annual performance of their investments
  • Facilitated portfolio performance review and implemented new strategies
  • Interpreting financial document summary, & portfolio reports for the clients.

Education

MBA - Finance

ICFAI Business School
Mumbai
2019

Bachelors - Commerce

PGDAV College- Delhi University
2017

Higher Secondary School
2014

Skills

  • LEADERSHIP
  • PROBLEM SOLVING
  • STRATEGIC ANALYSIS
  • FINANCIAL ANALYSIS
  • DATA ANALYSIS

Accomplishments

  • Successfully conducted the due diligence of a Hong Kong-based company for acquisition, with an annual revenue of $30 million
  • Successfully helped the tech team in creating company portal processes for ERP
  • Worked directly with the investors and due diligence team (EY and KPMG) for the investor audit and helped the company raise funding of $50 million

Timeline

Deupty Manager - Finance

Geniemode Global
07.2022 - Current

Underwriting Analyst

Better.Com
10.2020 - 05.2022

Portfolio Manager

HDFC Bank
09.2019 - 10.2020

MBA - Finance

ICFAI Business School

Bachelors - Commerce

PGDAV College- Delhi University

Higher Secondary School

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Shubham Jain