Ekta Dwivedi Email & Phone Number

Delhi, India

Delhi, India

Strategic Planning| Financial Planning & Analysis| Corporate Finance| Business Strategy

Delhi, India

Strategic and Financial Planning

Hyderabad Area, India

Hyderabad Area, India

• Key Responsibilities
• Financial Planning and Analysis. Involved in analysis,reporting and representation of financial statements of Deloitte (DTTL) member firms.
• Creating Financial Reports for business with insightful growth and variance analysis with commentary
• Analyze current and past trends in key performance indicators including all areas of revenue, earnings,expenses and investments
• Ad-Hoc Reporting and Analysis as per request from Budget holders and Stakeholders.
• Prepare and Analyze Monthly and Quarterly Financial reports

Gurgaon, India

• Money reconciliations of all bank accounts,control ledgers and coordinating the resolution of outstanding items with other departments.
• Worked on software such as GFAS, AutoRek, Composer, Xtrac and JD Edwards and ensure all the items are reconciled on time.
• Timely allocation of monies received from clients so that units are being transferred into their accounts without any misallocation and P/L impact ensuring fund signoff.
• Doing quality checks of all the out of standard payments and ensuring their timely remittance.
• Sending daily sign off report and outstanding monies to the senior management.
• Ensuring timely money movements through offshore sweep reports.

New Delhi, India

Managed the client investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan.Analyzed investment styles, markets, and characteristics.Constructed cash flow projections for high net worth clientele.Helped clients.

Master Of Business Administration (Mba), Finance

Bachelor Of Commerce, Business Administration And Management, General