Knowledgeable Analyst Intern prepares models, forecasts trends and gives presentations. Detailed in data analysis and reporting for audits, trend determination and financial planning.
Overview
8
8
years of professional experience
Work History
Financial Planning
Synergy Financial
Rheinland-Pfalz Germany
12.2022 - 12.2023
Developed personalized, strategic, financial plans for clients depending on their current financial situation.
Conducted thorough analysis of financial statements to identify discrepancies and suggest improvements.
Structured financial plans maximizing returns, tax efficiency, and liquidity needs for over 100+ clients.
Created individualized & personalized financial plans for each client pertaining to their exact objectives.
Assessed customers financial needs and goals based on probing questions and through building client rapport.
Provided administrative support for demanding team of financial advisors; communicated insights and offered helpful suggestions to help improve the overall team concept.
Demonstrated high level of initiative and creativity while tackling difficult tasks.
Resolved problems, improved operations and provided exceptional service.
Demonstrated leadership skills in managing projects from concept to completion.
Developed strong organizational and communication skills through coursework and volunteer activities.
Delivered services to customer locations within specific timeframes.
Demonstrated a high level of initiative and creativity while tackling difficult tasks.
Financial Management Analyst
U.S. Army
Ft Campbell, KY.
04.2018 - 02.2021
Experience in forecasting, analysis, budgeting, and reporting on matters relating to standard financial matters; assisted with over 100,000+ soldiers finance accounts with 100% accuracy.
Disbursed over 10 million dollars among soldiers and Government contractors within my organization.
Created budget plan for deployed Paying Agents
Strong computer skills in Excel, Access, and PowerPoint; proficient in accounting and auditing Government accounting and budgeting systems
Maintained, processed, and troubleshot computer systems and operations for functionality.
Maintained, prepared data, financial reports and trips vouchers for personnel to ensure readiness from financial perspective.
Educated clients on financial planning, life insurance, and investing to motivate them to overcome objections in managing their finances.
Supported senior management with strategic planning initiatives through detailed financial analysis and insightful recommendations.
Assisted in development of strategic financial plans, resulting in improved long-term financial stability.
Improved month-end close process by identifying inefficiencies and implementing solutions that reduced time spent on manual tasks.
Accountant Assistant
Carmax Auto Finance
Kennesaw, GA
08.2015 - 03.2018
Performed basic accounting functions including keying, matching, and correcting vouchers, issuing payment cancellations, researching and resolving debit balance collections, and preparing general ledger journal vouchers monthly; handled all accounts throughout store.
Provided customer service support to internal and external customers; assisted with payment updates and issued resolutions.
Processed invoices for payment that were related to parts and sublet; reviewed supporting documents and approvals against payment request and/or receiving; reviewed control group registers.
Developed strong analytical, accounting, and interpersonal communications skills.
Promoted within five months of employment due to top performance in key metrics.
Review deliverables and prepare for stakeholder and sponsor reviews; consistently produced 300+ reports with no loss of data integrity.
Supervised accounting staff to provide feedback and evaluate progress.
Composed business correspondence and official documents to assist accounting staff.
Collaborated with accounting team members to complete projects efficiently and meet deadlines consistently.
Education
Bachelor of Business Administration in Finance -
Austin Peay State University
Clarksville, TN
05.2021
Skills
Accounting/Finance principles and procedures
Microsoft Office Suite
Financial Planning Software (CRM)
Computer Systems
Skillful in QuickBooks
Clearance
Secret
Summary Profile
Exceptionally detailed, well-organized professional with dynamic management experience in Financial Planning. Highly analytical and proficient in the Finance field and able to manage matters related to revenue growth, cost reduction, and strategic financial decision-making. Demonstrates an in-depth ability to analyze and interpret gathered information by utilizing data and statistical analysis. Possesses well developed interpersonal and communication skills with the ability to work effectively with people from diverse, professional and cultural backgrounds.
Awards
Amour School Certificate - 03/2020
Soldier of the Year - 12/2019
Best Customer Service Award - 05/2016
100% Accuracy in Disbursing and Military Pay - 01/2021
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.
Senior Director - Financial Planning & Analysis at Marsh McLennan Global Services India Pvt.Ltd.Senior Director - Financial Planning & Analysis at Marsh McLennan Global Services India Pvt.Ltd.
Fresher BCom-Financial Accounting and Tax at Financial Management, Accounting ManagementFresher BCom-Financial Accounting and Tax at Financial Management, Accounting Management