Saraswati Sapkota
Las Vegas,NV
Summary
Analytical and insightful Financial Services Analyst known for exceptional productivity and efficiency in task completion. Specialize in financial modeling, risk assessment, and regulatory compliance, ensuring thorough analysis and strategic planning. Excel in communication, problem-solving, and adaptability, leveraging these soft skills to navigate complex financial landscapes and deliver actionable insights.
Overview
10
10
years of professional experience
Work History
Financial Services Analyst
Keurig Dr Pepper
02.2019 - Current
- Identify new prospects based on spending trends
- Work alongside direct sales team to provide requested reports on accrual patterns
- Research and analyze the root cause for any over or under accrual
- Adjust for inaccurate accruals per request from the Account Executives
- Recognize revenue and analyze aging report
- Provide data for journal entry and passed adjustment to perform month end close
- Coordinate with sales to make check payments to the customer upon reaching the target of trades
Business Analyst
American Savings Bank
02.2018 - 09.2018
- Provided Analytical Support to the Cash Management Team
- Assisted Cash Management Team with researching, analyzing, and developing new processes to consistently improve efficiency
- Coordinated with the IT department to submit the team's request for continuous improvement of Cash Management job
- Worked closely with the Manager and Operations Manager to help define issues with Cash Management system and implement the fix to achieve end-result desired
- Worked on a project to implement Teller Scan for a client while coordinating with Fiserv
Audit Specialist
Dr Pepper Snapple Group
12.2015 - 01.2018
- Analyzed deductions to make sure of its validity for shortage/damage, price discrepancy or taxes
- Identified root cause and worked on resolving the issue
- Worked professionally with customers if the deduction was invalid and ensured payment is received
- Applied revenue received to the correct G/L code
- Ensured accurate and efficient reconciliation and reporting of all open and resolved deductions through SAP
- Attended RCI sessions to improve the process of working deductions faster and more efficiently
- Used pivot table and V-lookup for efficiency and organized result
- Used critical thinking expertise to find out the source of the monetary transaction
- Ensured timely research and resolution of customer deductions with a strong focus on accurate Financial Reporting using SAP
- Effectively analyzed deductions to identify root cause and work with cross-functional teams to reduce/eliminate recurring deductions
- Reconciled deductions to settlements to ensure accuracy within established trade spend policies
- Ensured that the Audit is done accurately and in a timely manner
Senior Accounting Specialist
First Data
Omaha, NE
09.2014 - 12.2015
- Analyzed disputed transactions to ensure the validity
- Used decision making expertise to resolve the case
- Followed rules set by Visa and Master Card to proceed working with disputed cases
- Updated Card Holders about the status of disputed transactions
- Met deadlines to prevent any liabilities to the company
Associate Contact Center Technical Specialist
First Data
- Assisted with troubleshooting malfunctioning terminal devices
- Helped downloading software in the terminals for updates
- Provided with important information to the business owner that helps grow their business
- Helped customers balance the batch of transactions that are unbalanced
- Resolved any transaction or terminal issues to help customers run the business smoothly
- Promoted to Senior Accounting Specialist
Education
Master's - Business Analytics
BELLEVUE UNIVERSITY
Bellevue, NE08.2024
Bachelor of Science - Accounting
LINDENWOOD UNIVERSITY
Saint Charles, MO05.2012
Skills
- Data interpretation
- Complex Problem-solving
- Budgeting and forecasting
- Data mining techniques
- Analytical thinking
- Financial management
- SAS programming
- Research and analysis
- Account reconciliation
- Root-cause analysis
- Finance
- MS Excel
Timeline
Financial Services Analyst
Keurig Dr Pepper
02.2019 - Current
Business Analyst
American Savings Bank
02.2018 - 09.2018
Audit Specialist
Dr Pepper Snapple Group
12.2015 - 01.2018
Senior Accounting Specialist
First Data
09.2014 - 12.2015
Associate Contact Center Technical Specialist
First Data
Master's - Business Analytics
BELLEVUE UNIVERSITY
Bachelor of Science - Accounting
LINDENWOOD UNIVERSITY
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