Accomplished finance professional with a proven track record at HDFC BANK LTD, enhancing digital banking services by 30%. Expert in financial analysis and cross-functional collaboration, I excel in project management and adapting to new challenges. Leveraged Microsoft Dynamics AX and SAP Analytics to drive efficiency and profitability, achieving a 25% market share increase.
Overview
4
4
years of professional experience
1
1
Certification
Work History
AR Analyst
Benefit Cosmetics
San Francisco, CA
08.2024 - Current
Experience
Manage the accounting, coding, and transaction recording for expenses, ensuring compliance with relevant financial regulations.
Collaborate with cross-functional teams to ensure accurate and timely billing, submit invoices for services provided, and address billing discrepancies.
Reconcile financial statements, accounts receivable, and general ledger entries, identifying and addressing discrepancies as needed.
Work closely with payers to secure timely and accurate reimbursements, maximizing the collection of payments owed.
Stay updated on relevant billing regulations, and provide support in training staff on billing and accounting processes to improve financial operations.
Treasury Assistant
UNIVERSITY OF THE PACIFIC
Stockton
05.2023 - 04.2024
Managed investment journal entries using QuickBooks for precise reporting and analysis
Supported capital projects with accurate records and well-coordinated payments, managing accounts payable effectively
Analyzed financial data for comprehensive monthly, quarterly, and yearly reporting, resulting in a 15% reduction in errors
Assisted in quarterly and fiscal year-end accounting tasks ensuring 100% adherence to regulatory requirements
Oversaw financial planning, procurement, and investment of funds using SAP for the organization, managing a budget of $10 million
Prepared detailed financial reports and statements for board members, utilizing Tableau for data visualization and advanced analysis
Cluster Coordinator
HDFC BANK LTD
Dehradun, India
04.2021 - 07.2022
Assisted the Cluster Head in various strategic and operational tasks, contributing to regional success
Recruited and trained 80 new onboard staff, achieving a 90% retention rate within the first year
Drove growth by analyzing market trends and competition, overseeing a team of 120 staff members, resulting in a 25% increase in market share
Built interactive and visually appealing dashboards to present data insights effectively using SAP
Automated manual reporting processes, reducing manual efforts and optimizing dashboards for better usability and efficiency
Deputy Manager
HDFC BANK LTD
Dehradun, India
08.2020 - 07.2022
Generated new business and referral clients in collaboration with financial advisors and branch teams, raising profit by 25%, and managed customer relationships using TCS CRM
Managed high-volume AP invoice processing, handling over 900 invoices weekly with SAP for efficient financial management
Managed a project to enhance digital banking services, increasing online transactions by 30%, and organized related customer engagement events
Analyzed sales data to identify trends and opportunities for growth within the branch using SAP Analytics, leading to a 12% increase in branch efficiency
Performed deep dives into data using SAP Analytics to uncover actionable insights and provided product recommendations based on funnel analysis, long-term trends, and customer segmentation
Education
Master of Science (M.S.) - Business Analytics
University of the Pacific
Stockton, CA
05.2024
MBA - Marketing, Finance
ICFAI Business School
Pune, India
02.2020
Bachelor of Arts (B.A.) - Public Administration
Punjab University
India
06.2018
Skills
Research and data analysis
Cross-functional collaboration
Time Management
Project Management
Financial Analysis
Budgeting and forecasting
Adaptability and flexibility
Microsoft dynamics AX expertise
Certification
Tableau Essential Training
Advanced MS Excel
Data Analytics for Business Professionals
Excel for Financial Planning and Analysis (FP&A)
Timeline
AR Analyst
Benefit Cosmetics
08.2024 - Current
Treasury Assistant
UNIVERSITY OF THE PACIFIC
05.2023 - 04.2024
Cluster Coordinator
HDFC BANK LTD
04.2021 - 07.2022
Deputy Manager
HDFC BANK LTD
08.2020 - 07.2022
Tableau Essential Training
Advanced MS Excel
Data Analytics for Business Professionals
Excel for Financial Planning and Analysis (FP&A)
Master of Science (M.S.) - Business Analytics
University of the Pacific
MBA - Marketing, Finance
ICFAI Business School
Bachelor of Arts (B.A.) - Public Administration
Punjab University
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