Mandar Gadre Email & Phone Number

Irving, Tx, Us

Plano, Texas, United States

Perform treasury-related audits & compliance reviews using Kyriba, Ensuring adherence to internal controls & regulatory requirements. I partner with FP&A’s finance systems & Anaplan teams to ensure effective data management, integrity, & governance where I am working on reporting & analysis of both topline & expense metrics for the Corporate FP&A organization. Working with ServiceNow to integrate AI into financial processes to manage, review, & execute roadmaps for improving… Show more Perform treasury-related audits & compliance reviews using Kyriba, Ensuring adherence to internal controls & regulatory requirements. I partner with FP&A’s finance systems & Anaplan teams to ensure effective data management, integrity, & governance where I am working on reporting & analysis of both topline & expense metrics for the Corporate FP&A organization. Working with ServiceNow to integrate AI into financial processes to manage, review, & execute roadmaps for improving dashboards & financial systems. Retrieving actionable insights interpreted from complex financial data to present FinTech expectations from a finance perspective to IT engineers to identify opportunities for automation to improve workflows. Show less

Plano, Texas, United States

As a Financial Associate at IB Stores LLC, my role combined cash management with streamlining payments across business stakeholders. I managed financial statements for a $5 million revenue business, cash positioning, investments, wire transfers, and cash accounting entries, ensuring KYC Compliance.Managed financial statements for a $5 million revenue business, ensuring 100% compliance with GAAP and enhancing reporting transparency by 25%. Worked on ERP Systems for financial reporting… Show more As a Financial Associate at IB Stores LLC, my role combined cash management with streamlining payments across business stakeholders. I managed financial statements for a $5 million revenue business, cash positioning, investments, wire transfers, and cash accounting entries, ensuring KYC Compliance.Managed financial statements for a $5 million revenue business, ensuring 100% compliance with GAAP and enhancing reporting transparency by 25%. Worked on ERP Systems for financial reporting majority were SAP & Workday depending on the partner firm. Show less

Stockton, California, United States

As a Financial Services Representative at Bankers Life, I gained a deep understanding of the insurance sector and its impact on individuals' financial well-being. My role involved learning about various insurance products, including life, health, and retirement plans. I focused on how these products provide financial security and peace of mind by protecting against unforeseen events and helping individuals plan for the future. This experience highlighted the importance of insurance in… Show more As a Financial Services Representative at Bankers Life, I gained a deep understanding of the insurance sector and its impact on individuals' financial well-being. My role involved learning about various insurance products, including life, health, and retirement plans. I focused on how these products provide financial security and peace of mind by protecting against unforeseen events and helping individuals plan for the future. This experience highlighted the importance of insurance in empowering people to manage risks and achieve their long-term financial goals, ultimately contributing to their overall financial stability and peace of mind.As a certified Investment banking Professional, I managed over 150 clients with assets totaling over $10 million, providing tailored financial solutions to meet their unique needs while ensuring data integrity and confidentiality. Expanded client base by 30% through strategic relationship mgmt. & personalized financial guidance at Bankers Life. Guided 23 clients in making informed financial decisions, achieving a 95.7% satisfaction rate and increasing client loyalty by 20%. Adapted flexibly to new technologies and procedures, resulting in a 15% improvement in client service efficiency. Show less

Stockton, California, United States

From 360 applicants, I was selected as 1 of the 4 finance students to manage a $3 million Student Investment Fund, demonstrating trusted analytical & decision-making abilities. I played a pivotal role in evaluating & discussing investment options, risks & returns focusing on maximizing return on investment influenced by current events. I contributed strategic inputs that were fully implemented, leading to the selection & execution of 5 successful investments out of 9 proposed. As a… Show more From 360 applicants, I was selected as 1 of the 4 finance students to manage a $3 million Student Investment Fund, demonstrating trusted analytical & decision-making abilities. I played a pivotal role in evaluating & discussing investment options, risks & returns focusing on maximizing return on investment influenced by current events. I contributed strategic inputs that were fully implemented, leading to the selection & execution of 5 successful investments out of 9 proposed. As a result, no implemented investment strategies resulted in a loss, showcasing effective risk assessment & investment acumen, which landed me the next responsibility of budgeting. My role underscored my analytical and decision-making abilities, reflecting a solid grasp of investment management. Show less

United States

Pune, Maharashtra, India

I started as a representative achieving a 40% reduction in financial reconciliation errors through enhanced risk mgmt. & internal control techniques assuring quality. I improved reconciliation processes by 15%, crucial in financial planning & development of annual ops. I demonstrated proactive problem-solving, leading to a 15% increase in project completion rates & a 25% improvement in cross-functional collaboration. Provided quality assurance to clients, resulting in a 20% decrease in… Show more I started as a representative achieving a 40% reduction in financial reconciliation errors through enhanced risk mgmt. & internal control techniques assuring quality. I improved reconciliation processes by 15%, crucial in financial planning & development of annual ops. I demonstrated proactive problem-solving, leading to a 15% increase in project completion rates & a 25% improvement in cross-functional collaboration. Provided quality assurance to clients, resulting in a 20% decrease in client-reported errors & successfully managed 5 major fraud alerts.In 4th quarter, I led US-India team of 6 in equity mgmt. processes, achieving 40% reduction in reconciliation errors through advanced risk mgmt. I utilized financial software Power BI & data analysis tool Tableau, resulting in a 25% improvement in forecasting accuracy & a 30% increase in the efficiency of scenario modeling. Authored over 50 key reports & trained 4 team members in data analytics and risk identification, leading to a 20% reduction in analysis time. Trained 15 new hires in data analytics & risk identification. Show less

Pune Area, India

Intern - Loan Department - Bank of Maharashtra In this internship, I collaborated with senior analysts to develop strategies for NPA recovery, resulting in a 10% increase in recovery rates. I developed weekly & monthly financial close activities, reducing close cycle time by 15%. I communicated with 150+ end customers, informing them about the after-effects of their current situation and designing strategies to attract them to bank plans, resulting in a 20% increase in customer… Show more Intern - Loan Department - Bank of Maharashtra In this internship, I collaborated with senior analysts to develop strategies for NPA recovery, resulting in a 10% increase in recovery rates. I developed weekly & monthly financial close activities, reducing close cycle time by 15%. I communicated with 150+ end customers, informing them about the after-effects of their current situation and designing strategies to attract them to bank plans, resulting in a 20% increase in customer engagement. I gained expertise in NPA regulations & developed proficiency in financial analysis tools, contributing to a 15% reduction in analysis time. I developed strong analytical & decision-making skills, excellent judgment, and leadership, resulting in a 25% improvement in team efficiency. Show less

Master Of Science - Ms, Finance, 3.7

During my MS in Finance, I deepened my expertise in advanced financial analysis, valuation, and strategic financial management, focusing.

Master Of Business Administration - Mba, Finance, General, 3.8

During my MBA in Finance, I developed a strong foundation in financial analysis, investment strategy, and corporate finance, with a focus.

Bachelor Of Science, Physics

During my BSc in Physics, I developed a strong foundation in fundamental physical principles, including mechanics, electromagnetism.