Charmi Gandhi
Irvine,CA
Summary
Analytical and dedicated finance executive with several years of experience in project management, banking, client relations, time management, risk-tolerance assessment, investment goal preparation and equity selection. Strong communicator and organizer creates and implements specialty financial planning projects from inception to completion to optimize client profit earning. Motivated Digital Marketing Intern brings team-focused approach to marketing contributions. Highly successful at implementing viral social media marketing across range of platforms. Adept at networking and creating contacts to bolster brand reputation.
Overview
2
2
years of professional experience
Work History
Finance Associate
Marsh McLennan Global Services Pvt. Ltd.
07.2021 - 10.2022
- Responsible for utilizing excellent interpersonal communication skills to facilitate regular meetings with clients to solve technical queries related to premiums, demonstrating the ability to troubleshoot concerns for timely resolution
- Collected and compiled data to generate financial reports and presentations for senior management based on financial performance, business analytics, and if operations are tracking goals
- Through an analytical approach, tasked with monitoring financial performance and identifying areas of improvement to present stakeholders with strategic plans to improve operational efficiency and productivity
- Managed and monitored financial documents to ensure liquidity, accuracy, and to resolve data discrepancies
- Processed debit, credit, and contra entries while verifying accuracy of documentation to avoid errors in reporting
- Collaborated with various departments to coordinate the preparation of budgets and financial reports
- Performed day-to-day account reconciliations and kept a track on operational activities.
Sales Executive
Motilal Oswal Financial Services Ltd.
01.2021 - 06.2021
- Conducted informative product demonstrations at trade shows, conferences, and other relevant events.
- Delivered prompt resolution to customer complaints demonstrating exceptional customer support.
- Developed and implemented sales strategies to meet customer needs and increase revenue.
- Developed and maintained strong customer relationships to drive repeat business.
- Generated reports to summarize sales performance metrics and present findings to management team.
- Utilized customer feedback to recommend and implement improvements in product quality.
- Trained junior sales staff on techniques for improving customer service experience.
Education
Master of Business Administration & Management, Emphasis in Digital and Strategic Marketing -
Westcliff University
Irvine, CAMaster of Commerce (Accounting & Finance) -
University of Mumbai
Mumbai, IndiaBachelor of Commerce -
University of Mumbai
Mumbai, IndiaSkills
- Strategic Planning
- SEO and SEM
- Content moderating
- Excellent Communication
- Marketing Analysis
- Team Leadership
- Microsoft Office Suite
- Bilingual: English & Hindi
- Pay-per-click advertising
- Video Editing
- Copywriting
- Bank Reconciliation
- Financial Forecasting
- Account Analysis
Timeline
Finance Associate
Marsh McLennan Global Services Pvt. Ltd.
07.2021 - 10.2022
Sales Executive
Motilal Oswal Financial Services Ltd.
01.2021 - 06.2021
Master of Business Administration & Management, Emphasis in Digital and Strategic Marketing -
Westcliff University
Master of Commerce (Accounting & Finance) -
University of Mumbai
Bachelor of Commerce -
University of Mumbai
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