Vani Kulkarni
Charlotte,NC
Summary
Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.
Overview
18
18
years of professional experience
Work History
Finance Analyst
Wells Fargo
05.2022 - Current
- Joined as Intern Analyst(Spring Glide Program - 2022)
- Facilitated smooth month-end deliverables processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Conducting month-end and year-end closing processes, including journal entries, accruals and adjustments.
- Developed and maintained SOW's related to consulting expenses which are complex to breakdown monthly payments organizing and making it simple to understand.
- Assisted in preparing forecast reports, including forecast month end variances to senior management.
- Prepared monthly financial reports and conducted variance analysis to identify trends and opportunities for improvement.
- Collaborated with cross functional teams for preparing Desktop Procedures- for all COO and CAO groups as RCSA has required to maintain framework of control procedures.
- Accomplished in preparing financial decks of COO and CAO groups by collaborating with team members by gathering information on how they accomplished their finance goals.
Deputy Manager/Financial Analyst
Axis Bank
01.2008 - 05.2012
- Gathering and collecting company's historical financial reports and accounting data
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio
- Evaluated investment potential of companies with thorough assessments of historical data, operational activities, and future objectives
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
- Developing and managing budgets for operational related expenses, monitoring costs, and implementing cost saving measures.
- Reviewed and analyzed project spending throughout project life cycle
- Analyzing financial data and preparing accounting and other required reports and projections based on analysis performed.
- Leading and managing team of operation's staff including setting goals and providing training and development to new joinees.
- Collaborating with other teams such as audit, trading, marketing, risk management, pension and compliance to achieve organizational goals and objectives.
- Overseeing delivery of exceptional customer service, handling escalated customer issues and implementing measures to enhance customer satisfaction.
Business Finance Analyst
Centurion Bank (HDFC Bank)
01.2007 - 12.2007
- Perform complex financial analysis monitored and analyzed market and customer trends and identified potential business opportunities.
- Worked on development of new reporting templates, researched investment opportunities, and presented ideas to senior leaders to increase revenue and reduce cost
- Analyze financial data and provide forecasting support
- Prepare financial decks, reports and projections based on financial data
- Deep understanding of Core Banking and Cash management products including deposits, cards, and account features
- Reviewed files, records, and other documents to obtain business information and key data informing responses to development requests
- Participated in team-building activities to enhance working relationships.
Business /Underwriter Analyst
ICICI Prudential Life Insurance
06.2006 - 12.2006
- Basic or first level of underwriting of Insurance proposal form
- Analyze applicant's data
- Assess applicant's risk
- Operate underwriting software
- Evaluate software-based recommendations and research applicant, as necessary
- Decide whether to offer Insurance
- Determine coverage and premiums
- Ensure achievement of daily productivity target and maintaining highest quality
- Resolved conflicts and negotiated mutually beneficial agreements between parties
- Resolved problems, improved operations, and provided exceptional service
- Created spreadsheets using Microsoft Excel for daily, weekly, and monthly reporting
- Worked within applicable standards, policies, and regulatory guidelines to promote safe working environment
- Improved operations through consistent challenging work and dedication.
Education
MBA - Accounting And Finance
ICFAI NATIONAL COLLEGE
Hubli, Karnataka- India05.2006
Bachelor of Commerce - Accounting and Finance
Karnataka University Dharwad
Hubli, Karnataka- India05.2004
Skills
- Financial Analysis
- Financial Reporting
- Financial Accounting
- Financial Modeling and Forecasting
- Data Analysis
- Risk Management
Work Authorization
H4 EAD
Timeline
Finance Analyst
Wells Fargo
05.2022 - Current
Deputy Manager/Financial Analyst
Axis Bank
01.2008 - 05.2012
Business Finance Analyst
Centurion Bank (HDFC Bank)
01.2007 - 12.2007
Business /Underwriter Analyst
ICICI Prudential Life Insurance
06.2006 - 12.2006
MBA - Accounting And Finance
ICFAI NATIONAL COLLEGE
Bachelor of Commerce - Accounting and Finance
Karnataka University Dharwad
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