Summary
Overview
Work History
Education
Skills
Timeline
Generic

Naveen Reddy Kolli

Finance Analyst

Summary

Dynamic and professional finance analyst with over 4 years of experience in analyzing financial data, managing operational risk, preparing detailed reports, and providing actionable insights for strategic decision-making. Expertise in budgeting, forecasting, financial modeling, and performance monitoring to optimize financial outcomes. Proven ability to interpret complex data, perform variance analysis, and recommend cost-effective solutions that consistently enhance profitability. Adept at collaborating with cross-functional teams and senior management to develop and implement financial strategies aligned with business objectives.

Overview

6
6
years of professional experience

Work History

Technology Analyst (Finance)

TRIZAG Technologies
11.2020 - 04.2023
  • Monitored key financial metrics such as revenue, expenses, and cash flow, ensuring alignment with company targets and market conditions to support strategic planning
  • Created dashboards and reports on operational risk for senior management, identifying key trends and offering practical advice
  • Running highly efficient credit function, this includes preparation of credit applications (through CARM software) and financial statements spreading
  • I assisted relationship managers in assessment of lending proposition and help them calculating the financial ratios through Moody's Risk Analyst (MRA) My work role involves analysis of Audited Financial Statements, generating reports through MRA tool and writing justification based on coverage ratios
  • Conducted risk assessments to identify and document operational risks across business processes, ensuring alignment with the enterprise risk framework
  • Monitoring Customers account for possible Money Laundering situations
  • I've been Using ERP systems for conducting financial analysis, including revenue forecasting, expense tracking, and variance analysis
  • Worked closely with cross-functional teams such as IT Infrastructure team and ABAP developers in order to resolve issues quickly and efficiently.
  • Configured financial accounting and controlling components such as General Ledger Accounting, Accounts Payable, Accounts Receivable, Asset Accounting, Cost Element Accounting, Cost Center Accounting, Profit Center Accounting and Internal Orders.
  • Validated data migration from legacy systems into SAP FI and CO environment through LSMW tool.
  • Developed and implemented business process designs in the areas of FI and CO, using best practices.
  • Configured and optimized SAP FI modules for General Ledger, Accounts Payable, Accounts Receivable, and Asset Accounting, improving month-end closing processes
  • Revenue recognition, financial statement analysis for accounting purposes
  • Used V lookups, pivot tables and formulas in excel for reconciliation.

Company Secretary Internship Trainee

ASN Associates
03.2017 - 01.2018
  • I've gained valuable experience in corporate governance, compliance, and regulatory affairs
  • Throughout my training, I've developed a solid understanding of company law, including drafting legal documents, maintaining statutory records, and ensuring compliance with relevant legislation
  • Comprehensive knowledge of Basel Committee on Banking Supervision (BCBS) 239 principles and OCC Heightened Standards, guaranteeing conformity with shifting regulatory needs
  • Developed procedures to improve the precision and dependability of risk data while making sure that the data aggregation and reporting guidelines set forth in BCBS 239 were carried out
  • I've also honed my communication and interpersonal skills through liaising with various stakeholders, including board members, senior management, and external regulatory bodies
  • Additionally, my role has involved assisting in the organization of board meetings, preparing agendas, minutes, and resolutions
  • Updates payroll records by entering changes in exemptions and deductions
  • Prepared and filed statutory reports, returns, and disclosures with regulatory authorities, ensuring timely submission and maintaining transparent communication with stakeholders
  • Drafting of various agreements
  • Facilitated efficient collaboration among board members by coordinating meeting schedules, agendas, and materials in advance.

Education

Masters in technology -

University of Central Missouri
Missouri, MO
12-2024

Masters in Business Administration -

Andhra University
10-2020

Company Secretary Executive -

Institute Of Company Secretaries of India

Bachelor of Commerce -

TSR & TBK College
08-2017

Skills

  • Financial accounting and analysis
  • Operational Risk Management
  • SQL
  • Capital Budgeting
  • MS Office
  • Inventory management
  • SAP S/4 HANA
  • SAP FICO
  • Oracle ERP
  • GAAP Principles
  • NetSuite ERP
  • Tableau
  • Cash Management
  • Audit Trials
  • HTML
  • Report writing
  • Financial statement analysis
  • Project planning
  • Cost-benefit analysis
  • GAAP and statutory reporting
  • Git hub
  • JIRA

Timeline

Technology Analyst (Finance)

TRIZAG Technologies
11.2020 - 04.2023

Company Secretary Internship Trainee

ASN Associates
03.2017 - 01.2018

Company Secretary Executive -

Institute Of Company Secretaries of India

Masters in technology -

University of Central Missouri

Masters in Business Administration -

Andhra University

Bachelor of Commerce -

TSR & TBK College
Naveen Reddy Kolli