Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Varun V patil

Financial analyst
Bengaluru

Summary

Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.

Overview

6
6
years of professional experience
1
1
Certification
3
3
Languages

Work History

Financial Analyst

Deluxe Media
09.2022 - 11.2024
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
  • Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
  • Trained junior analysts on best practices in financial modeling, contributing to a stronger overall team performance.
  • Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
  • Played a key role in annual audits by preparing detailed schedules, supporting documentation, and assisting auditors throughout the process.

Phone Sales Specialist

Solv Pvt Ltd
05.2021 - 07.2022
  • Troubleshot problems for callers and helped independently resolve common issues.
  • Answered inbound telephone calls from interested customers to persuasively discuss offerings.
  • Completed daily cold calling and outreach to build sales pipeline.
  • Displayed excellent sales skills and understanding of how to leverage abilities to exceed quotas.

Sales Executive

Bharti AXA Life Insurance Company
11.2018 - 09.2019

Education

BBA - Finance

MES Institute of Management
Bengaluru
04.2001 -

Skills

    Microsoft Excel

    Financial statement analysis

    Finance

    Data analysis

    Investment analysis

    Tally ERP

    Power BI

    SQL

    Python

Certification

Data Analyst

Timeline

Data Analyst

04-2023

Financial Analyst

Deluxe Media
09.2022 - 11.2024

Phone Sales Specialist

Solv Pvt Ltd
05.2021 - 07.2022

Sales Executive

Bharti AXA Life Insurance Company
11.2018 - 09.2019

BBA - Finance

MES Institute of Management
04.2001 -
Varun V patilFinancial analyst