Summary
Overview
Work History
Education
Skills
Noteworthy Projects
Extra Curricular Activities
Timeline
Generic

Shalini Pandey

Detroit,Michigan

Summary

Senior Financial Analyst with a proven excellence of 8 years in financial planning, analysis, and strategic decision making. Possesses a keen eye for detail and proficient in interpreting intricate financial data. Adept at providing actionable insights that drive business growth and profitability. Recognized for strong analytical prowess to data, identify patterns, and draw data-driven conclusions. A collaborative approach to work with cross-functional global teams to bridge gaps between departments and foster a cohesive working environment. Successful at managing multiple assignments while meeting tight deadlines.

Overview

10
10
years of professional experience

Work History

Senior Financial Analyst

Norton Lifelock
09.2022 - 05.2023


  • Working capital management - performed a regular check on the department's liquidity and creditworthiness, reported any discrepancies found in ARs, APs, Inventory, and short-term debts.
  • Managed territories spending (OPEX), headcount resource planning (Comp & Ben), driven expense control (Adv & Prom for marketing team)
  • Weekly collaboration with the sales and marketing team to secure budget approvals and oversee expenditures
  • Conducted meetings with regional directors to analyze spending and ROI for further budget approvals
  • Generated sell-through/sell-out reporting, and inventory monitoring dashboards to facilitate weekly forecasting and reviews for sales departments
  • APAC and Japan billings and bookings report analysis - Weekly/monthly/quarterly
  • Assisted territory controllers in performing month-end/quarter-end closing activities including reconciliation, accruals, and journal adjustments.

Financial Analyst

Honeywell Automation
05.2018 - 05.2022


  • Collaborated on treasury projects within the controllership team, identified and successfully resolved open-ended bank guarantees, resulting in 40% cost savings related to bank charges.
  • Developed MIS dashboards on Tableau for senior leadership, offering insights into the performance of bank guarantees. These dashboards were created by leveraging data from multiple banks and in close collaboration with technical teams, facilitating informed decision-making.Managed month-end close, including calculations and submissions in HFM for key financial metrics
  • Analyzed quarterly foreign exchange impacts for SAP and Oracle entities and performed IOS reserve calculations.
  • Strengthened SOX compliance and provided support for internal audits.
  • Maintained relationships with stakeholders, LOB Leaders, and BU Finance for data and reporting.
  • Utilized financial systems like Hyperion Essbase for efficient data retrieval and analysis

Financial Consultant

Birla Sunlife Insurance Co. Ltd.
05.2017 - 09.2017


  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on individual needs.

Articled Assistant

Kakani & Co. (Chartered Accountants)
02.2013 - 02.2016
  • Performed Statutory Audits of Nationalized Banks as per Indian GAAP, quarterly reviews compliant with SEBI guidelines, and Tax Audits as per the Income Tax Act
  • Managed accounting, bookkeeping, and tax audits for various companies, including stock and promotional audits for major retail chains like Walmart and Reliance Fresh
  • Controlled full audit cycle including risk management and control management over operations - effectiveness, financial reliability, and compliance with all applicable directives & regulations.

Education

MBA - International Finance

Kirloskar Institute of Advanced Management Studies
Harihar, Karnataka
03.2018

Chartered Accountant - Accounting, Auditing, Financial Management

Institute of Chartered Accountants of India
India
02.2016

Bachelor of Commerce - Accounting And Finance

MKHS Gujarati Girls College
India
06.2012

Skills

  • Financial Analysis & Reporting
  • Revenue & Expense Analysis
  • Advanced Excel - VBA/Macros/Pivots/V look up
  • Hyperion essbase
  • Oracle PeopleSoft
  • SAP
  • Tableau dashboards
  • MS Office Suite

Noteworthy Projects

  • Strategic Management: A Study of Nokia Ltd.: Travails of a Market Leader
  • Marketing Management, Marketing Analysis of a New Product named “Intelonite”, fusion of Samsonite and Intel for Smart Luggage Bags
  • Financial Accounting, A Business Plan for starting a Boutique in New Delhi
  • Structured Industrial Analysis, Analysis of Marketing Strategies and Competitive Strategies of Deloitte
  • Tableau MIS dashboard focused on open-ended bank guarantees, resulting in a significant 40% reduction in bank charges

Extra Curricular Activities

  • Troop Leader in Scouts & Guides for five consistent years
  • State Level Volleyball player
  • Theatre artist

Timeline

Senior Financial Analyst

Norton Lifelock
09.2022 - 05.2023

Financial Analyst

Honeywell Automation
05.2018 - 05.2022

Financial Consultant

Birla Sunlife Insurance Co. Ltd.
05.2017 - 09.2017

Articled Assistant

Kakani & Co. (Chartered Accountants)
02.2013 - 02.2016

MBA - International Finance

Kirloskar Institute of Advanced Management Studies

Chartered Accountant - Accounting, Auditing, Financial Management

Institute of Chartered Accountants of India

Bachelor of Commerce - Accounting And Finance

MKHS Gujarati Girls College
Shalini Pandey