Surbhi Dandekar
Mumbai
Summary
Experienced finance professional with over 3+ years in the Finance industry, I am Proficient in diverse areas of finance, including financial analysis, budgeting, and strategic planning. Demonstrated expertise in driving financial success through meticulous analysis and strategic decision-making.
Overview
4
4
years of professional experience
Work History
Corporate Finance and Investor Relation
QI Spine Life Care
11.2022 - 01.2023
- Played a key role as a Corporate Finance Trainee, engaging in diverse responsibilities encompassing revenue analysis, financial modeling, and strategic planning
- Conducted in-depth revenue analysis to identify trends, patterns, and areas for improvement, providing valuable insights to inform strategic decision-making and optimize revenue generation
- Utilized advanced financial modeling techniques to develop accurate and comprehensive financial models, enabling scenario analysis and forecasting to support strategic planning initiatives
- Contributed to strategic planning efforts by assisting in the development of long-term financial strategies, conducting market research, and analyzing competitive landscapes to identify opportunities for growth and expansion
- Collaborated closely with cross-functional teams to gather data, analyze financial performance, and formulate actionable recommendations to achieve corporate objectives and drive business success
- Demonstrated strong analytical skills and attention to detail in interpreting financial data, identifying risks and opportunities, and presenting findings to senior management for informed decision-making.
Finance Operational Analyst (Client Service)
Teachers Insurance and Annuity Association of America (TIAA)
06.2019 - 12.2021
- As an Operational Analyst, I played a vital role in maintaining 100% accuracy and productivity
- In addition to my role as an Operational Analyst, I assumed leadership responsibilities as the POD lead, guiding a team of analysts to achieve operational excellence and meet organizational goals
- I facilitated numerous high-value transactions as a key member of the Asset Transfer Team, contributing to the organization's success and financial objectives
- Conducted daily asset transfer cash closing procedures to ensure the absence of pending cash transactions, minimizing discrepancies and mitigating financial risks
- Proposed a streamlined automation solution for TIAA (Teachers Insurance and Annuity Association) aimed at enhancing efficiency by automating cash transactions, resulting in significant time savings for the company (2022).
Account Assistant
Prasad Sundaram and Co.
12.2018 - 05.2019
- Supported financial operations as an Account Assistant, ensuring accurate and timely completion of invoicing tasks and record-keeping utilizing Tally software
- Managed invoicing processes, including the generation and distribution of invoices to clients, ensuring adherence to billing schedules and payment terms
- Maintained comprehensive records of financial transactions and client accounts, meticulously updating information in Tally software to facilitate accurate reporting and analysis.
Education
Post Graduate Diploma in Management(PGDM) - Finance
MET Bandra, Mumbai
01.2024
Bachelor's Degree in Financial Markets (BFM) -
KC College Churchgate, Mumbai
01.2018
Higher Secondary Certificate (HSC) - Commerce
Ruia College, Mumbai
01.2015
Secondary School Certificate (SSC) -
St. Teresa's High School, Charni Road, Mumbai
01.2013
Skills
- Corporate Finance Knowledge
- Financial Budgeting
- Financial Modelling
- Microsoft Excel
- Microsoft PowerPoint Presentation
- Microsoft Word
- Verbal & Written Communication
- Teamwork
- Leadership
- Strategic Thinking
- Planning
- Forecasting
- Interpersonal Skills
- Public Speaking
- Client Interactions
- Analyzing
Projects and Certifications
- Research project on Investment Banking - Corporate Restructuring and Investment Banking - Products and Services (2018).
- Research project on Blockchain in Finance Services and Fintech (2023).
- Certification from NISM- Series IX: Merchant Banking Examination securing 69% (2023).
- Certification from Corporate Finance Institution (CFI) - Corporate Finance Fundamental (2023).
- Certificate from Corporate Finance Institution (CFI) - Data Science and Machine Learning (2023).
Interests
- BFSI sector
- Investment Banking
- Financial Market
- Venture Capital
- Private Equity
- Asset & Wealth Management
- Asset Operations
- Banking Operation
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Marathi
Bilingual or Proficient (C2)
Timeline
Corporate Finance and Investor Relation
QI Spine Life Care
11.2022 - 01.2023
Finance Operational Analyst (Client Service)
Teachers Insurance and Annuity Association of America (TIAA)
06.2019 - 12.2021
Account Assistant
Prasad Sundaram and Co.
12.2018 - 05.2019
Post Graduate Diploma in Management(PGDM) - Finance
MET Bandra, Mumbai
Bachelor's Degree in Financial Markets (BFM) -
KC College Churchgate, Mumbai
Higher Secondary Certificate (HSC) - Commerce
Ruia College, Mumbai
Secondary School Certificate (SSC) -
St. Teresa's High School, Charni Road, Mumbai
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