Summary
Overview
Work History
Education
Skills
Timeline
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Saraswati Sapkota

Austin

Summary

Analytical and insightful Financial Services Analyst known for exceptional productivity and efficiency in task completion. I 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

ROBO Financial Analyst

Hilton Grand Vacation
  • Support Resort Operations by preparing and analyzing detailed financial statements for operational insight.
  • Conduct variance analysis and forecasting to aid strategic planning across multiple resort units.
  • Collaborate with resort management to streamline financial reporting and enhance data accuracy.
  • Prepare monthly income statements, cash flow statement, and prepare budgets.
  • Develop and maintain financial models to predict revenue trends and expense behaviors.

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.

Financial Services Analyst

Keurig Dr Pepper
02.2019 - 02.2025
  • 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.
  • 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
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.

Education

Bachelor of Science - Accounting

Lindenwood University
Saint Charles, MO
05.2012

Master’s - Business Analytics

Bellevue University
Bellevue, NE
08.2024

Skills

    Data interpretation

    Complex Problem-solving

    Budgeting and forecasting

    Data mining techniques

    Analytical thinking

    Financial management

    SAS programming

    SAP

    Research and analysis

    Account reconciliation

    Root-cause analysis

    MS Excel

Timeline

Financial Services Analyst

Keurig Dr Pepper
02.2019 - 02.2025

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

ROBO Financial Analyst

Hilton Grand Vacation

Associate Contact Center Technical Specialist

First Data

Master’s - Business Analytics

Bellevue University

Bachelor of Science - Accounting

Lindenwood University

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Saraswati Sapkota