Priti Rai
Houston,United States
Summary
Financial Analyst with 5 years of experience in financial planning, reporting, cost analysis, budgeting, accounting, and financial forecasting. Analyse important performance indicators and trends to support operations.
Overview
5
5
years of professional experience
Work History
Financial Analyst
DELOITTE CONSULTING INDIA PRIVATE LIMITED
11.2020 - 11.2021
- Perform various financial analysis for internal and external clients.
- Worked on creation of WBS (Work breakdown structure) for engagement received and process their completion time using SWIFT software.
- Help in forecasting and budgeting the project.
- Responsible for execution and closure of project budgets.
- Conduct in-depth financial analysis to support business decisions, including trend analysis and variance analysis. Identify key performance indicators (KPIs) and provide insights into financial performance to aid management's understanding. Plan and manage engagement, keep track of project finances and customer invoicing.
- Review and investigate if the details imputed by the project team matches with firm guidelines.
- Analyzing the performance and propose action plans to improve profitability and cash generation as well as corrective action plans as needed.
- Detecting and signaling flaws in approaches, methods, procedures, and processes and suggesting improvements.
- Handling communication with direct colleagues and the business about data gathering and analysis.
- Reporting KPIs to operations/management and ensuring understanding of metrics.
- Setting up of financial tracker and share it with the team from time to time.
- Basics of Accounts (Accounting Principles), knowledge of Cash flows, Accounts Payable, Accounts Receivable, Balance Sheet and Cash Entries.
- Prepare documentation for Bills discounting, Bank Negotiation and Bills Collection (LC, Open Accounts and Advance Payments.
- Contribute to the growth and development of the overall Project Controller Practice through active involvement in one or more practice initiatives.
- Helped clients make optimal decisions on amounts and timing of capitalization.
Analyst
AUSTRALIA & NEW ZEALAND BANK
09.2016 - 11.2020
- Dealing with Trade Finance Operations, Payments, Settlements and Rollover.
- Documentation for Export shipments (Pre and Post Shipments).
- Customer Fulfillment.
- Monitoring and handling SWIFT messages pertaining to loan, Reimbursements and following up with banks via SWIFT messages for pending charges and other queries.
- Import and Export L/C payments.
- Screening transaction for sanctioned parties based on sanctioned countries, individuals & Products and ensuring compliance to the banking rules and regulations.
Education
MBA - Finance
University of Houston - Victoria
Victoria, TX12.2023
Bachelor's in Commerce - Finance
BANGALORE UNIVERSITY-INDIA
India05.2016
Skills
- Microsoft office (Word, Excel, PowerPoint)
- Investment Management
- Communication Skills Cash flow statement
- Leadership & Team Collaboration
- Public speaking
- Time Management
- Business Tracking
- Balance Sheet
Accomplishments
- Successfully completed the MBA program in an accelerated timeframe of 1.5 years, showcasing dedication, time management skills, and a commitment to academic excellence.
- Awarded Spot Award within 3 months of working for being fast processor.
- Awarded For outstanding performance with Zero Hero 1 time (without a single error for 4 months) from ANZ.
Timeline
Financial Analyst
DELOITTE CONSULTING INDIA PRIVATE LIMITED
11.2020 - 11.2021
Analyst
AUSTRALIA & NEW ZEALAND BANK
09.2016 - 11.2020
MBA - Finance
University of Houston - Victoria
Bachelor's in Commerce - Finance
BANGALORE UNIVERSITY-INDIA
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