Summary
Overview
Work History
Education
Skills
Certification
Projects
Timeline
Generic

Reshma Syed

Kansas City,MO

Summary

Organized and reliable finance professional with over five years of experience handling invoices, budget tracking, reconciliations, and compliance reporting. Skilled at coding payments accurately, managing multi-source funding, preparing corrective entries, and keeping records audit-ready. Known for working closely with staff, vendors, and finance teams to solve issues quickly, and keep payments on track. Proficient in Excel, FactSet, data visualization tools, and other budget systems, with a focus on accuracy, meeting deadlines, and following state and federal financial regulations.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Financial Assistant

FactSet
Hyderabad, India
08.2022 - 01.2024
  • Designed and automated financial dashboards using Excel, FactSet FQL/FDS, and PowerPoint, improving report generation time by 40%.
  • Conducted financial statement analysis (P&L, balance sheets, cash flow), and presented insights to senior stakeholders for investment decisions.
  • Created estimates for the future to assist in financial planning using different ratios, and analyzed financial performance to identify trends.
  • Presented the findings and estimates to the clients, management, and cross-functional teams, impacting quarterly forecasting decisions.
  • Supported ROI evaluation of client partnerships, and created predictive models for scenario planning and risk mitigation.
  • Trained 6+ new hires on financial systems and reporting tools, reducing onboarding time by 25%.
  • Provided technical assistance to team members on financial policies, expense reporting, and system usage.
  • Transformed analytical insights into narrative decks, and presented findings to clients, supporting investment decisions.

Project Financial Analyst

Accenture Solutions pvt ltd
Hyderabad, India
05.2021 - 08.2022
  • Created and maintained budget trackers, dashboards, and financial reports to monitor engagement health (revenue, expenses, margins).
  • Supported transformation initiatives by identifying automation opportunities in compliance reporting and documentation.
  • Worked with engagement leads to review actuals vs. Forecast and investigate financial variances.
  • Partnered with cross-functional teams to implement process automations in compliance tracking, cutting report preparation time by 35%.
  • Collaborated on project setup, contract documentation, and compliance reviews to support project lifecycle management.
  • Delivered weekly reports to senior leadership, and conducted variance analyses to provide actionable insights.
  • Reviewed all invoices related to a project prior to payment processing by finance team.

Accounting Associate

Lifeline Medicure Hospital
Hyderabad, India
05.2019 - 03.2021
  • Processed vendor invoices and employee travel claims, ensuring accurate and timely payment.
  • Performed monthly reconciliations of ledger accounts, resolving discrepancies to maintain compliance with audit requirements.
  • Improved invoice processing turnaround time by 30% by automating recurring entries and optimizing workflows.
  • Handled tax documentation, statutory compliance, and reconciled bank statements to prevent payment errors.
  • Prepared and reviewed monthly and quarterly financial statements, and supported year-end audits with complete documentation.
  • Monitored statutory compliance deadlines for tax submissions, and supported year-end tax audit preparation by compiling and validating financial records, improving audit efficiency and accuracy.
  • Educated department staff on updated financial policies and payment procedures to maintain adherence to regulations.

Education

Finance Masters -

University of Missouri Kansas city
Kansas City, Missouri
07.2025

Finance MBA -

Vishwa Vishwani Business School
Hyderabad, India
08.2021

Business Management PG Diploma -

PGRRCDE - Osmania University
Hyderabad, India
07.2019

Skills

  • PowerPoint
  • Tableau
  • Power BI
  • Tally ERP9
  • Microsft (Word, Excel, PowerPoint, Outlook)
  • Data reconciliation and cleansing
  • Financial Modeling & Valuation
  • FactSet Terminal Tools - FQL, FDS, and screening codes
  • Financial statement Analysis
  • Corporate finance
  • Financial Planning
  • Fast-paced environment
  • Data visualization tools
  • Stakeholder communication
  • Invoice processing and coding
  • Budgeting and planning
  • Reconciliation
  • Interdepartmental coordination and vendor communication

Certification

  • CA Foundation (CA-CPT) - Institute of Chartered Accountants of India (ICAI)
  • CA Intermediate(CA-IPCC) - Institute of Chartered Accountants of India (ICAI)
  • C+ Certification - SIST Academy

Projects

CBRE Group Strategic Analysis, Analyzed CBRE Groups financial performance, business model, and real estate market trends. Evaluated CBREs financial performance and real estate market strategy to identify macroeconomic risks and investment recommendations. Delivered key findings in a professional presentation format for stakeholder review. Snowflake Stock Analysis, Conducted in-depth equity research on Snowflake Inc., analyzing financials, valuation metrics, and industry position in the cloud data market. Assessed risks, growth potential, and competitive advantages. Performed equity valuation, risk assessment, and competitive analysis for Snowflake, highlighting multi-cloud positioning and investment potential.

Timeline

Financial Assistant

FactSet
08.2022 - 01.2024

Project Financial Analyst

Accenture Solutions pvt ltd
05.2021 - 08.2022

Accounting Associate

Lifeline Medicure Hospital
05.2019 - 03.2021

Finance Masters -

University of Missouri Kansas city

Finance MBA -

Vishwa Vishwani Business School

Business Management PG Diploma -

PGRRCDE - Osmania University

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Reshma Syed