Kamal Deep Puri Email and Phone Number
As a forward-thinking finance professional with an educational background from Simon Business School and University of Delhi, I bring a blend of practical experience and academic excellence. My professional journey is marked by a successful stint at the Quality Council of India, Government of India, where I led a significant ERP system transition, and a role in audit at Gunjan Garg & Co., where I honed my skills in financial compliance and reporting.Currently, I'm enhancing my expertise in finance with roles in Simon Venture Fund, Simon Vision Consulting, and Meliora Fund. My focus areas include due diligence, urban development strategies, and equity research, particularly in the S&P 500 spectrum. I hold an ACCA skill level and Diploma in International Financial Reporting and am proficient in tools like Bloomberg Terminal and MS Dynamic 365 Business Central. Committed to continuous learning.I'm passionate about making a tangible impact in the finance industry and actively seeking opportunities where I can contribute my skills in financial services.
Ameriprise Financial Services, Llc
View- Website:
- ameriprise.com
- Employees:
- 2
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Financial Planning AnalystAmeriprise Financial Services, LlcRochester, Ny, Us
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Analyst, Due DiligenceSimon School Venture Fund Oct 2023 - PresentRochester, New York, United StatesLead due diligence for potential investments by preparing pitch decks including market overview and valuations, engaging with the client to understand the financial projections, and presenting these recommendations to the fund’s management -
ConsultantSimon Vision Consulting Sep 2023 - PresentRochester, New York, United States• Developed a program to revitalize Rochester's downtown vacant storefronts by collaborating with city officials to develop strategic business attraction program and streamlined application processes, boosting local economic vitality.• Formulated a strategic plan spanning three years aimed at opening four new retail and restaurant establishments each year, playing a key role in revitalizing the commercial area of downtown Rochester.• Established and executed a comprehensive support framework for businesses, encompassing rental subsidies and construction support, thereby fostering a favorable setting for the growth of new ventures.• Undertook thorough investigations into comparable initiatives in cities such as Seattle and Denver to ascertain successful strategies, guiding our strategic choices. -
Coordinator, Finance (Equivalent To Financial Analyst)Quality Council Of India(Qci) Sep 2022 - Jun 2023New Delhi, Delhi, India• Successfully led the transition from the traditional Tally system to Microsoft dynamics 365 ERP within a challenging 6-month time-frame, resulting in enhanced operational efficiency and streamlined financial processes• Created and executed custom financial data mapping strategies, optimizing data flow with a 30% increase in efficiency• Directed and delivered an intensive training program for a team of 10+ finance professionals, resulting in a 40% improvement in data accuracy and efficiency with the newly implemented ERP system• Spearheaded the development of 20+ Standard Operating Procedures (SOPs) for the accounts department with precise guidelines for utilizing the new ERP system, resulting in a 50% reduction in operational inconsistencies -
Intern, AuditGunjan Garg & Co. Jul 2022 - Aug 2022New Delhi, Delhi, India• Assisted senior auditors in conducting three comprehensive financial audits, ensuring strict compliance with Ind AS and IFRS standards, contributing to the integrity of financial reporting statements• Drafted five comprehensive audit reports and certifications, resulted in timely decision-making and increased client satisfaction• Conducted 30 substantive and analytical procedures, identified, and resolved key discrepancies, verifying $5 million in financial transactions and account balances, ensuring the accuracy of financial reports• Prepared detailed working papers for audit engagements, resulting in a 15% reduction in review time by senior auditors
Kamal Deep Puri Education Details
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Business/Commerce, General -
The Asian School, DehradunBusiness/Commerce, General
Frequently Asked Questions about Kamal Deep Puri
What company does Kamal Deep Puri work for?
Kamal Deep Puri works for Ameriprise Financial Services, Llc
What is Kamal Deep Puri's role at the current company?
Kamal Deep Puri's current role is Financial Planning Analyst.
What schools did Kamal Deep Puri attend?
Kamal Deep Puri attended University Of Rochester - Simon Business School, Motilal Nehru College - University Of Delhi, The Asian School, Dehradun, Acca.
Who are Kamal Deep Puri's colleagues?
Kamal Deep Puri's colleagues are Mary Woods, Parveen Jinwal, Heather Lee, Jack Cassidy, Sonia Masson, Greg Metz, Ellen Lamb, Shrm-Cp.
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