Iswarya Vasanth
Cleveland,OH
Summary
Highly motivated and goal-driven Marketing & Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software. Adept at utilizing top of the line communication skills to build and foster long term relationships.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Focused on honoring company ethics and preserving confidentiality. Financial Analyst with two plus years’ experience of developing and presenting informed analysis to guide executive level decisions for small business. Skilled at increasing company revenue and productivity through detailed cost analysis. Marketing Analyst with Five years plus experience in researching about FMCG products of P&G, RB, Johnson & Johnson and more reputed clients. Excellent customer service representative experience to learn and get in depth insight of the clients.
Overview
16
16
years of professional experience
Work History
Marketing & Financial Analyst
BeIDT Health
11.2021 - 08.2023
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
- Used relevant financial technology to generate reports and recommended courses of action to upper management.
- Performed complex financial and budget analyses to determine requirements and justify requested funding.
- Collected data from other divisions to support quarterly forecasts.
- Developed and implemented financial models to analyze complex information and assess health of organization.
- Created and maintained precise and accurate models, charts and reports.
- Check non-exempt personnel time sheets utilizing electronic time and attendance software product (QBO Time) for compliance with policy, state and regulatory requirements
- Reviews computed wages and corrects errors to ensure accuracy of earnings
- Run Payroll bi-weekly for both hourly and salaried of up to 25 employees using specialized payroll software QuickBooks, Payroll, Gusto and On Pay
- Verified details of transactions, including funds received and total account balances
- Categorizing daily transactions and posting appropriate journal entries
- Sending invoices to proper customer and resolving billing and invoice problems
- Processed expense reports
- Performed debit, credit and total accounts on computer spreadsheets/databases, using specialized accounting software i.e
- QuickBooks Online accounting
- Responsibilities:
- Payroll accounting
- Personnel records and time maintenance
- Accounts Payable and receivable professional
- Categorizing daily expenses and revenues on QuickBooks accounting and posting journal entries
- Run payroll bi-weekly to hourly and salaried employees in On Pay payroll software
- Assisted in preparation of presentations, data tables and other documents for meetings.
- Accomplishments:
- Introduced accounting and payroll software to organization
- Reduced open invoice cycle time form 60 days to 30 days by developing new dispute reporting procedures.
Account Specialist
Directv, AT&T
10.2020 - 01.2021
- Reconciled customer accounts and identified discrepancies for further investigation.
- Set up new customer accounts and updated existing profiles with latest information.
- Analyzed financial data and generated accurate, insightful reports for management.
- Recorded accurate and efficient records in customer database.
- Contributed to team objectives in fast-paced environment.
- Reviewed account activity to assess financial status and evaluate discrepancies.
- Adhered to standards of quality and service as well as all compliance requirements.
- Resolved complex billing and payment issues for balanced, accurate accounts.
- Managed over 30 customer calls per day.
Junior Business and Financial Analyst
Elipse Infotech
10.2013 - 11.2015
- Remote
- Reviewed and analyzed financial data to identify problems in daily operation, increasing efficiency by 20%
- Created successful sale and inventory monitoring system, increasing inventory turnover rate by 10%
- Established new pricing system, reducing design process by 25 min per customer on average and increasing customer satisfaction by 30%
- Partnered with cross-functional departments to reduce open purchase orders by 30% which resulted in cost savings of Rs.500k
- Partnered with Supply Chain Management to streamline processes and reduce cost by 10%
- Collaborated with stakeholders to define project objectives and criteria.
- Performed gap analysis to identify areas of improvement.
- Conducted interviews with key business users to collect information on business processes and user requirements.
Sr.Process associate/Research Analyst
TATA CONSULTANCY SERVICES
07.2007 - 08.2012
- Analyzed large volume of data to identify patterns, trends and correlations.
- Prepared detailed reports summarizing research findings and recommendations for further action.
- Conducted in-depth qualitative and quantitative research to identify trends and generate insights.
- Created and maintained database to store research data.
- Created visualizations to present research data and findings to stakeholders.
- Used varied statistical and data analysis techniques to draw conclusions from research.
- Used software to evaluate and interpret data.
- Developed macros, special formulas, and other actions to produce reliable and consistent statistical reviews.
- Developed and tested survey questionnaires on varied topics to collect data for research projects.
- Identified appropriate marketing channels and target customers for campaigns.
- Researched and evaluated potential new markets and products.
- Generated reports to support development and implementation of marketing plans.
- Conducted primary and secondary research to better understand customer needs and behaviors.
- Used various market research tools and techniques to gather, analyze and interpret data.
- Collected and analyzed data from variety of sources to create detailed market research reports for top-level decision makers.
- Created and distributed surveys for data collection and analysis.
Education
MBA - Finance
MKU
Madurai, IN08.2011
Certificate/Diploma - Accounting Technology And Bookkeeping
Ashworth College
Norcross, GA01.2022
BBA -
Cauvery College
Trichy, IN06.2007
Skills
- CPA Eligible (Pursuing CPA)
- Financial and Operational Reporting
- Organizational Management Principles
- Project Planning and Preparing Budgets
- Advanced Computer Skills (MS-Office suites (Excel, PowerPoint, Word))
- Chart and Graph Preparation
- Financial Consulting
- Sales and Marketing
- Account Reconciliation
- Financial Statements Expertise
- Financial Management
- Effective time management
- Customer Service experience
- Excellent in preparing monthly, quarterly and year-end financial reports
- Various Ad-Hoc projects in market research
Timeline
Marketing & Financial Analyst
BeIDT Health
11.2021 - 08.2023
Account Specialist
Directv, AT&T
10.2020 - 01.2021
Junior Business and Financial Analyst
Elipse Infotech
10.2013 - 11.2015
Sr.Process associate/Research Analyst
TATA CONSULTANCY SERVICES
07.2007 - 08.2012
MBA - Finance
MKU
Certificate/Diploma - Accounting Technology And Bookkeeping
Ashworth College
BBA -
Cauvery College
Similar Profiles
Farah CASSAGNOLFarah CASSAGNOL
NA at Fundamentals of Nursing Advent Health, Advent Health, Mental Health. Advent HealthNA at Fundamentals of Nursing Advent Health, Advent Health, Mental Health. Advent Health
France-Lise TranieFrance-Lise Tranie
Physical Therapist Assistant at Nurse Home Care/Community Home Health Services/Allegiance Home Health/Pinnacle/Preferred Home Care of Florida Home Health AgenciesPhysical Therapist Assistant at Nurse Home Care/Community Home Health Services/Allegiance Home Health/Pinnacle/Preferred Home Care of Florida Home Health Agencies
Olivia DoigOlivia Doig
Remote Area Nurse (N3-N4) at Northern Territory Department of Health: Milikapiti Health Centre and Jabiru Health CentreRemote Area Nurse (N3-N4) at Northern Territory Department of Health: Milikapiti Health Centre and Jabiru Health Centre
Douglas StumpflDouglas Stumpfl
Regional Sales Manager at Weh Technologies, Inc.Regional Sales Manager at Weh Technologies, Inc.
Retha WagnerRetha Wagner
Nutrition Service Worker at University Hospital St John Medical CenterNutrition Service Worker at University Hospital St John Medical Center