With a postgraduate degree in finance and over six and half years of experience in the financial services industry, I am a finance expert who can manage and optimize financial processes, budgets, and reports. I currently work as a Corporate Finance Manager at The Quorum, where I am responsible for managing and upgrading the monthly and quarterly closure and reporting process, building and maintaining investor relations, evaluating and recommending capital budgeting and fund-raising plans, and managing multiple ongoing projects. Some of my notable achievements include:Solely devising more than 20 Power BI dashboards within three months by associating them with SQL, SAP, and other software at the client's end, when I worked as an Engagement Manager at Practus.Independently analyzing alternative products and creating a direct and indirect impact of INR 100 crores for the alternative products desk, when I worked as an Assistant Manager at AnandRathi Wealth Limited.Coordinating with 14 members across three teams to oversee the preparation of portfolio performance tracking on a monthly basis and cultivating relationships with AMCs by understanding product offerings and ideating on incremental business generation, when I worked as an Assistant Manager at AnandRathi Wealth Limited.I am skilled in process improvement, finance, financial planning, and project management. I am motivated by challenges and opportunities to learn and grow. I value collaboration, innovation, and excellence.
Listed skills include Microsoft Office, Customer Service, Microsoft Excel, Management, and 6 others.
