Summary
Overview
Work History
Education
Timeline
ADDITIONAL INFORMATION
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Malvika Priyam

New York,US

Summary

Results-driven financial professional with extensive experience in record management and reconciliation. Proven ability to leverage analytical skills to identify and resolve discrepancies efficiently. Strong knowledge of accounting principles ensures accurate and compliant financial reporting, contributing to informed decision-making and organizational success. Committed to maintaining high standards of integrity and precision in all financial operations.

Overview

5
5
years of professional experience

Work History

Accounting Associate

Green Key Resources, LLC
12.2024 - 10.2025
  • Managed 400+ client accounts and oversaw $900K+ in monthly transactions using Power BI, ensuring accurate invoicing, timely payments, and data-driven financial reporting.
  • Posted transactions, processed journal entries, and reconciled general ledger and bank accounts in QuickBooks to maintain accurate financial records.
  • Led month-end and year-end close processes, generating balance sheets, P&L statements, and financial summaries in compliance with GAAP standards.
  • Analyzed delinquent accounts, resolved discrepancies, and implemented proactive collections strategies, improving cash flow and reducing aging receivables.
  • Streamlined AP/AR processes, reducing errors and improving efficiency in invoice processing, expense tracking, and cash application.
  • Ensured compliance with sales tax regulations and internal controls, supporting audits with well-documented financial records.
  • Collaborated cross-functionally to optimize billing and reconciliation workflows, enhancing reporting accuracy and operational efficiency.
  • Maintained vendor and client relationships, negotiated favorable terms, and responded to financial inquiries with professionalism and timeliness.
  • Leveraged Power BI and Salesforce to input, analyze, and visualize financial data, enabling strategic decision-making and improved forecasting.

Accounting Analyst - Temp Role

Condata Accounting
08.2024 - 12.2024
  • Managed month-end closing activities, including reconciliations and journal entries, enhancing overall financial integrity.
  • Developed detailed financial reports for clients, facilitating informed decision-making and strategic planning.
  • Managed multiple simultaneous projects, ensuring timely completion and accurate results in a fast-paced environment.
  • Reconciled accounts and resolved both internal variances and discrepancies in external documentation.
  • Prepared and filed complex tax returns, including Forms 1040, Schedule C, SE, K-1, and E, for sole proprietorships and partnerships.
  • Contacted internal and external customers to obtain documentation to support invoices and claims.


Financial Analyst

Ferragamo
09.2023 - 05.2024
  • Developed periodic business reports, like the weekly analysis of Sales Channel and forecast comparison in To-Go Reports.
  • Performed weekly, monthly, and quarterly sales forecasting for each channel based on historical performance and upcoming catalysts.
  • Conducted comprehensive market analysis by monitoring competitor activities and macroeconomic indicators to assess brand positioning and informing strategic planning.
  • Generated tailored week and month-end business reports, providing concise summaries of key performance indicators (KPIs), industry positioning, what-if analysis, and overall performance for primary, digital, secondary, and wholesale channels.
  • Developed and implemented Excel templates using macros for efficient P&L tracking and budget forecasting, reducing reconciliation time by half for extensive datasets.
  • Drafted models for forecasting future cash flows, income statements, and balance sheets using various data systems including Excel, HFM and SAP.
  • Conducted variance analysis to track budget adherence and inform management decisions effectively.

FP&A Intern

Dormakaba Americas
05.2023 - 08.2023
  • Analyzed monthly variances in the budget and provided explanations of discrepancies to the head of the department, resulting in a 25% increase in the accuracy of future budgets.
  • Managed financial analysis, budgeting, forecasting, reporting, and accounting tasks.
  • Utilized advanced techniques to develop accurate revenue and budget forecasts.
  • Analyzed budgeting and forecasting metrics using ROI modeling to enhance decision-making for sales, GM, EBITDA, forecast, and actuals.
  • Effectively leveraged financial software and tools like Excel (Pivot tables, VLOOKUP), Oracle HFM, SAP, Tableau for data analysis purposes.
  • Generated monthly reports for Accounts Payable and Receivable, Cash Flow, Budgeting, and Cost Analysis.

Pricing and Reporting Analysis Intern

BMW of North America
09.2022 - 01.2023
  • Developed and maintained monthly financial performance reports, ensuring clarity on budget utilization and comprehensive insights.
  • Identified and communicated budget usage trends to keep stakeholders informed and facilitate alignment with fiscal allocations.
  • Utilized dashboard visualization to analyze key indicators and patterns, enhancing organizational insights.
  • Participated in workshops and presentations related to projects to gain knowledge.
  • Conducted comprehensive market research to inform strategic planning.
  • Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
  • Collaborated with cross-functional teams to deliver management presentations and contribute to pricing analysis, refining parts pricing strategies.
  • Identified discrepancies between actual results and expected outcomes in order to recommend corrective actions.
  • Gained hands-on experience in various software programs like SAP, increasing proficiency and expanding technical skill set.

Analyst, Investment Banking

HSBC
07.2021 - 07.2022
  • Developed comprehensive financial budgets and forecasts, ensuring alignment with business unit requirements and performance goals.
  • Produced ad-hoc reports and dynamic three-statement financial models, identifying key performance indicators to support strategic planning.
  • Assisted in capital allocation by evaluating project risks and returns, and ensured compliance with financial regulations and accounting standards.
  • Managed portfolio performance by monitoring changes in markets, client objectives, and risk tolerance levels.
  • Prepared detailed reports on clients' investments' financial status, offering guidance for investment decisions based on current economic trends and forecasts.
  • Prepared monthly balance sheets, income statements, cash flows statements, budgets.

Junior Accounting Analyst

Synchrony Financial, GE Capital
12.2020 - 06.2021
  • Reviewed and verified the accuracy of journal entries and accounting classifications assigned to various records.
  • Performed monthly account reconciliations for multiple client entities including bank reconciliations.
  • Reconciled balance sheet accounts such as cash, accounts receivable, inventory, prepaid expenses, and accrued liabilities.
  • Generated periodic reports summarizing current revenue and expense levels compared against prior year results and established targets.
  • Managed inventory records, including periodic counts and valuation adjustments.

Education

Master of Science - Finance

Baruch College, Zicklin School of Business
New York, NY
05.2024

Timeline

Accounting Associate

Green Key Resources, LLC
12.2024 - 10.2025

Accounting Analyst - Temp Role

Condata Accounting
08.2024 - 12.2024

Financial Analyst

Ferragamo
09.2023 - 05.2024

FP&A Intern

Dormakaba Americas
05.2023 - 08.2023

Pricing and Reporting Analysis Intern

BMW of North America
09.2022 - 01.2023

Analyst, Investment Banking

HSBC
07.2021 - 07.2022

Junior Accounting Analyst

Synchrony Financial, GE Capital
12.2020 - 06.2021

Master of Science - Finance

Baruch College, Zicklin School of Business

ADDITIONAL INFORMATION


  • Vice President of Zicklin Tax Society, New York, NY
  • Zicklin Graduate Student Ambassador (2022-2024), New York, NY
  • Secretary of Zicklin Women in Business, New York, NY
  • Volunteered with Habitat for Humanity, Indianapolis IN
Malvika Priyam