Mansi Kulkarni
Dayton,OH
Summary
A hardworking and passionate job seeker with strong organizational skills eager to secure an entry-level Financial analyst position. Ready to help the team to achieve company goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Analyst
Shriram Transport Finance Company
06.2017 - 07.2022
● Provide Loan Approval Rights to the required officials
● Responsible for the creation of unique account codes for each new client to gain entry into Uno software
Financial Analyst Intern
NKGSB CO-OP Bank
12.2015 - 06.2016
● Provided excellent customer service assistance to clients by resolving their account balance & missing entry queries
● Entered new customer KYC information records into the database & maintained proper updates as needed
Education
Masters in Finance - Finance
University of Dayton
Dayton, OH05.2024
Bachelors in Commerce -
Mulund College of Commerce, Mumbai University
Mulund-Mumbai, India04.2014
Skills
- Analytical and critical thinking skills
- Financial Modeling
- Financial Statement Analysis
- Portfolio Management
- Power BI
- Customer Relationship Management - UNO software application
- Microsoft Powerpoint
- Microsoft Excel
- Advanced Computer Skills
- Effective communication and Presentations
- Team Collaboration
- Time Management
Projects
Gathering real data for American Airlines and analyzed the financial statements and estimated Weighted average cost of capital (WACC)
Certification
● Certification for Power BI from Udemy, January 2024
● Received certificate for National Institute of Securities Markets stock exchange through the Securities Exchange Board of India examination, Mumbai, India, January 2017
● Obtained Post Graduate Diploma in Banking certification upon completion of course conducted by NIIT’S BFSI arm, IFBI, Thane, Maharashtra, India, September 2016
● Completed Tally ERP9 certificate program hosted by Accord Institute of Art & Printing, Mumbai India, April 2015
● Acquired advanced certification in Finance & Banking via the Indian Merchant Chamber, India, September 2015
Timeline
Financial Analyst
Shriram Transport Finance Company
06.2017 - 07.2022
Financial Analyst Intern
NKGSB CO-OP Bank
12.2015 - 06.2016
Masters in Finance - Finance
University of Dayton
Bachelors in Commerce -
Mulund College of Commerce, Mumbai University
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