Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Mehwish Khan

Boston,MA

Summary

Accomplished finance professional with a proven track record at BIDMC, enhancing financial accuracy through advanced analysis and GAAP proficiency. Expert in forecasting and risk management, I've led initiatives that significantly improved internal controls and financial reporting processes. My strategic approach and leadership skills have consistently driven organizational growth and efficiency.

Overview

19
19
years of professional experience

Work History

Senior Accountant

BIDMC
04.2022 - Current
  • Managed financial operations, month-end reporting, financial schedules, and reconciliations.
  • Managed and prepared journal entries and reconciliations to support monthly general ledger closing activities.
  • Completed month-end and year-end close procedures and reconciled bank accounts.
  • Performed general ledger account reconciliations and generated updated financial documents.
  • Conducted variance analysis on income statement items to identify trends or anomalies in spending patterns.
  • Generated ad hoc reports as requested by the executive management team.
  • Researched complex accounting topics as needed to ensure accurate reporting of financial data.
  • Reconciled bank statements to general ledgers every month.
  • Ensured compliance with all applicable laws, regulations, policies, procedures, and standards of generally accepted accounting principles.
  • Analyzed general ledger accounts for accuracy and completeness regularly.
  • Monitored accounts payable activity to ensure accuracy and timeliness of payment processing.

Finance Analyst

TD Bank
08.2021 - 03.2022
  • Developed comprehensive financial models for forecasting, budgeting and variance analysis.
  • Provided support on monthly, quarterly and annual closing activities.
  • Conducted extensive research on industry trends and competitive landscape.
  • Prepared detailed reports of financial results for senior management review.
  • Assisted in the preparation of presentations for board meetings and investor relations events.
  • Monitored performance metrics, identified areas of improvement and suggested corrective measures.
  • Performed complex financial analyses to assess risk associated with potential investments or business decisions.
  • Collaborated with accounting team to ensure accuracy of financial statements and compliance with applicable regulations.
  • Reviewed existing processes and recommended improvements to enhance efficiency and effectiveness.
  • Developed pricing strategies based on market conditions, customer segments, customer needs and competitive environment.
  • Created ad-hoc reports as needed by upper management.
  • Maintained up-to-date knowledge of relevant laws, regulations, standards, best practices.
  • Helped establish and prepare annual budgets.
  • Maintained current accounting systems, reconciled accounts and resolved discrepancies.
  • Collaborated with professionals to prepare month-end and year-end financial statements.
  • Assisted professionals with preparing presentations, analyses, and reports for stakeholders.
  • Analyzed financial data to identify trends, patterns and strategies.
  • Collaborated with senior management to develop and monitor key financial performance indicators (KPIs).
  • Coordinated with cross-functional teams to gather financial data and insights for comprehensive reports.
  • Trained junior analysts on financial analysis techniques and best practices.
  • Utilized financial software and advanced Excel functions to streamline data analysis and reporting processes.
  • Monitored regulatory compliance in financial reporting and ensured adherence to accounting standards.
  • Performed risk analysis on potential investments and provided recommendations based on financial standing and market conditions.
  • Developed financial models to forecast company revenue and expense trends.

Analyst

TD Bank Group
09.2016 - 07.2021
  • Compiled and analyzed data to provide insights into operational performance, customer satisfaction, and other key metrics.
  • Coordinated cross-functional teams to meet deadlines for product launches or marketing campaigns.
  • Performed data analysis using various statistical tools such as Excel or SPSS.
  • Monitored KPIs regularly to assess progress towards organizational objectives.
  • Streamlined tasks and eliminated redundancy by verifying accurate data tracking of account records.
  • Identified operational and performance issues and worked with managers to resolve concerns.

Senior Finance Analyst

First Women Bank Ltd
02.2006 - 07.2015
  • Developed annual financial plans and forecasts by corporate guidelines.
  • Reviewed monthly financial results against budget and prior year performance, identified variances, and recommended corrective action to management.
  • Performed complex financial analysis on various projects, including cost-benefit analysis, market trends, rate of return, profitability, and capital requirements.
  • Provided guidance to business units on all aspects of finance such as forecasting and budgeting, revenue recognition, pricing strategy, cost controls and cash flow management.
  • Conducted detailed reviews of contracts for accuracy and completeness before approval by senior management.
  • Created ad-hoc reports for executive review summarizing key financial metrics across multiple departments.
  • Prepared presentations for board meetings outlining current financial performance and projections.
  • Analyzed data from multiple sources to identify discrepancies or inaccuracies between budgets, actuals and forecasted numbers.
  • Implemented new processes to improve efficiency in the preparation of quarterly and annual reports.
  • Designed sophisticated models using advanced spreadsheet software to project future cash flows based on various scenarios.
  • Evaluated potential investments in order to determine their impact on organizational objectives.
  • Collaborated with other departments in order to ensure accurate reporting of revenue and expenses according to GAAP principles.
  • Maintained relationships with external auditors during audit process ensuring timely completion of audits.
  • Developed policies and procedures related to finance operations that comply with company standards and regulations.
  • Led initiatives aimed at improving internal control framework over financial reporting systems and processes.
  • Identified opportunities for cost savings through changes in operational workflows and process improvements.
  • Drafted presentations for senior management detailing research project findings and providing improvement recommendations.
  • Monitored industry trends and developments that may affect the organization's ability to meet its strategic objectives.
  • Coordinated cross-functional teams responsible for developing long-term strategies that support the organization's growth goals.
  • Assisted in preparing monthly cash flow forecasts and analyzed actual results versus forecasted amounts.
  • Analyzed current market conditions to determine the most cost-effective investment strategies for short-term funds.
  • Performed detailed analysis of treasury related accounts such as bank fees, foreign exchange rates, and interest rate fluctuations.
  • Monitored daily liquidity positions and worked with other departments to ensure sufficient funding was available for operations.

Education

MBA -

Cornell University
Ithaca, NY
05-2025

Master of Science - Finance

University of Northampton
02-2014

Skills

  • Financial statement review
  • GAAP proficiency
  • Internal controls implementation
  • Tracking optimization
  • General ledger updates
  • Recordkeeping
  • Journal entry review
  • Month-end closing management
  • Accounts payable management
  • Financial statement preparation senior
  • ERP systems proficiency
  • Liability management
  • GL account management
  • Investment strategies
  • Forecasting
  • Comparative analysis
  • Advanced financial analysis
  • Quantitative Analysis
  • Cash Flow Management
  • Risk Management
  • Credit analysis
  • Corporate finance

Accomplishments

  • Chevening Scholar, 2012-2013, awarded by the British Government
  • Consecutive four-quarter merit award winner by TD Bank

Timeline

Senior Accountant

BIDMC
04.2022 - Current

Finance Analyst

TD Bank
08.2021 - 03.2022

Analyst

TD Bank Group
09.2016 - 07.2021

Senior Finance Analyst

First Women Bank Ltd
02.2006 - 07.2015

Master of Science - Finance

University of Northampton

MBA -

Cornell University
Mehwish Khan