Tripti Agarwal
Financial Planning and Analysis
Prayagraj
Summary
Financial Planning Analyst experienced with Financial Forecasting, Budgeting, and Variance Analysis.
Demonstrated success in supporting strategic financial decisions and optimizing budgetary performance.
Overview
3
3
years of professional experience
Work History
Financial Planning Analyst
Kotak Private Banking
09.2022 - Current
- Generated financial reports by aggregating, structuring, analyzing, and interpreting information for informed decision-making.
- Prepared accurate monthly variance analysis reports, identifying trends that required further investigation or corrective action from management teams.
- Participated in annual budget preparation, collaborating closely with key stakeholders across the organization for optimal results alignment with strategic goals.
- Provided training and guidance to junior analysts, fostering their professional development and enhancing team performance overall.
- Divided and scrutinized bank profit and loss statement by business units, client segments, and product lines to optimize profitability.
- Streamlined month-end close procedures, reducing time spent on manual tasks while maintaining high levels of accuracy in reporting outputs.
- Formulated RM KRA scorecards, defining yearly goals and evaluating performance
Education
MBA - Finance
Institute of Management, Banaras Hindu University
Varanasi, India 04.2001 -
Bachelors in Commerce -
National P. G College
Lucknow 04.2001 -
Skills
Advanced Excel
Variance analysis
Business intelligence
Cash flow management
Timeline
Financial Planning Analyst
Kotak Private Banking
09.2022 - Current
MBA - Finance
Institute of Management, Banaras Hindu University
04.2001 -
Bachelors in Commerce -
National P. G College
04.2001 -