Summary
Overview
Work History
Education
Skills
Certification
Timeline
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MALLIKA GOYAL

Dehradun,Uttarakhand

Summary

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
MALLIKA GOYAL