Budget Accountant
Al Salam International Hospitals Group
Total years of experience :15 years, 10 Months
Daily and Monthly revenue Analysis for the hospital.
Daily and monthly revenue analysis as a part of budget procedures.
Processing of Petty Cash for departmental petty Cash holders.
General ledger and assisting in closing of financials.
Dash Board Preparation - Entire Hospital related
Supplier handling and reconciliation of Accounts
Submit draft budgets for review by CFO, prior to submission to Director General.
Prepare draft annual operating budget and capital expenditure budget.
Coordinate and progress the budget preparation cycle so that the budgets are prepared according to the agreed timetable.
Issue approved consolidated budgets for executive management and individual departmental budgets for respective budget holders.
Supervise the preparation of budgets, financial projections, and ad hoc management information. Perform detailed review of all budget versions and instruct any required amendments.
Prepare monthly budget performance reports including summary reports for executive management and detailed reports for budget holders.
Budget Monitoring and Control on a daily basis.
Preparation of Cheque as per aging Report.
Monitoring the manpower additions and staff movements on a monthly basis.
Budget vs. GL - Actual and Variance.
Capitalization of Fixed Assets.
Approval of Purchase Orders.
Year End Inventory finalization - Actual Stock with Books.
Responsible for managing one of the largest Regions (in terms of Assets under Management) in the Country & increasing the market share of Reliance Mutual Fund.
Relationship Management across the spectrum of Pvt. Wealth Management/Banks/Independent Consultants/Corporate Distributors.
Actively involved in advising Treasury teams of large corporate’s and update them on the developments on Fixed income segment share the views of Fund Management team.
Sales & Relationship management with treasury teams of Institutional Investors.
Conduct training programs for Pvt Bankers, Sr. Wealth Managers & Financial advisors on a regular basis to ensure constant knowledge sharing with top distributors.Handling the entire operations for the branch - Direct link to all the banks for various investments and day to day running of the branch.
Coordinating with all the banking teams to drive business for Reliance Mutual fund.
Managing all segments in banking channel from Direct Sales team to Regional heads
Portfolio Management for major HNI and NRI’s.
Coordinating with key banks and their high-net worth client for smooth business and ensuring speedy closure of business.
Educating and organizing Investor Awareness Programs.
Conducted sessions for major IT firms for Investments to enlarge customer base.
Effective management of customer relation operations and ensuring maximum customer satisfaction by providing timely clarification of queries.
Ensuring smooth back end operation and after sale service for client contentment
• PGDM (Finance & Marketing) from School of Communication & Management Studies from Kochi in 2008.
• B.Com. (Taxation) from Mar Ivanios College in 2004.
• 12th from St.Thomas Residential School ISC in 2001.
• 10th from St.Thomas Residential School ICSE in 1999.