Surbhi Pandya
Rating Operation
Mumbai,MH
Summary
Results-driven professional with extensive experience leading high-performing teams and executing strategic initiatives. Skilled in managing complex projects and balancing stakeholder needs to enhance operational efficiency. Expertise in developing innovative solutions that align with organizational goals while fostering collaboration. Finance specialist with strong capabilities in financial record management, tax preparation, and compliance, delivering insightful analysis to support decision-making.
Overview
4
4
years of professional experience
13
13
years of post-secondary education
1
1
Certification
Work History
Rating Operations Executive
Infomerics Valuation and Rating limited
Mumbai Suburban, Maharashtra
06.2024 - Current
- Collaborated with cross-functional teams to create rating methodologies and frameworks that improved assessment accuracy.
- Implemented process improvements that streamlined rating assessments, leading to faster turnaround times.
- Led valuation projects to assess financial performance and creditworthiness.
- Analyzed market trends to provide insights on investment opportunities and risks.
- Coordinated cross-functional teams to deliver high-quality results under tight deadlines, ensuring client satisfaction.
- Developed and implemented strategies to increase executive efficiency.
- Managed workload distribution among staff to enhance efficiency., setting priorities and goals.
MIS Compliance Executive
Infomerics Rating and Valuation
06.2024 - Current
- Leveraged business intelligence tools to capture actionable insights, guiding strategic decision-making and competitive positioning.
- Developed strategies and policies that addressed organizational needs and facilitated improvement initiatives.
- Established company targets informed by analysis of previous performance and market forecasts.
- Cultivated business culture emphasizing performance optimization and achievement of goals.
- Analyzed reports for accuracy and relevance, recommendations and requests from subordinate leadership.
Accountant
K.D. Parikh & Association
09.2022 - 05.2024
- Managed accounts payable and receivable, ensuring timely settlement of invoices and maximizing cash flow.
- Investigated and resolved discrepancies in financial records, maintaining high standards of accuracy.
- Posted journal and ledger entries, prepared financial statements, reports, and closed books.
- Produced monthly and year-end closing statements and financial documents, ensuring accurate reporting and compliance.
- Developed and maintained internal control systems that minimized errors and mitigated fraud risks in financial transactions.
- Calculated, prepared and filed payroll taxes for clients.
- Maintained updated chart of accounts following correct procedures and including current, accurate details.
- Implemented sustainable cost-reduction strategies that lowered expenses while maintaining operational efficiency.
Education
MBA - Banking and Finance
Narsee Monjee Institute of Management Studies
B.com -
Bal Bharati College of Commerce
Commerce
Bal Bharati College of Commerce
English
St.X. aviers high school
Mumbai 04.2004 - 01.2017
Skills
- Product development
- Operation management
- Corporate social responsibility
- Accounting principles
- Executive presence
- Financial analysis
- Data interpretation
- Process improvement
- Crisis management consulting
- Regulatory affairs
- Problem resolution
Certification
- NMISM - Study of Rating Analysis
Languages
- Hindi
- English, Elementary | A2
- Hindi, Advanced | C1
Work Preference
Salary Range
₹45000/yr - ₹200000/yrTimeline
Rating Operations Executive
Infomerics Valuation and Rating limited
06.2024 - Current
MIS Compliance Executive
Infomerics Rating and Valuation
06.2024 - Current
Accountant
K.D. Parikh & Association
09.2022 - 05.2024
English
St.X. aviers high school
04.2004 - 01.2017
MBA - Banking and Finance
Narsee Monjee Institute of Management Studies
B.com -
Bal Bharati College of Commerce
Commerce
Bal Bharati College of Commerce