Senior Financial Advisor
AlPrime Capital for Financial & Economic Advisory
Total years of experience :11 years, 5 Months
Helping multiple clients with accounts receivables and payables; and
maintaining bookkeeping using various cloud accounting software.
On boarding new clients and coordinating to get requirements to set
up the system.
Reviewing clients' contracts regarding financial plans and objectives.
Writing financial statements and consolidations, and reconciling bank
statements for monthly closures.
Partnering with auditors to track errors and add contributions to
maintain accuracy.
Recommending strategies to increase sales, decrease costs, ratio
analysis, and to expedite filing projects.
Contributed to hiring, training and development of accounting teams.
Improving accounting systems and processes to meet business needs
and maximize operational success.
Working on necessary software/systems to smoothen workflow and
exchange of required documents.
Supporting the audit process and upholding compliance with all
applicable laws.
Created budgets and forecasts for the management to meet regular
accounting deadlines.
Completed daily functions like handling receivables and payables,
account tracking, payroll and wage allocations, budgeting, donating
and cash and banking reconciliations.
Handled day-to-day accounting processes to drive financial accuracy.
Supported monthly reporting analysis to achieve validation of internal
reports and to reconcile operations and general ledger.
Identified and investigated variances to optimize financial plans and
forecasts, and assisted the team with analysis of work in progress.
Helped the company move from an Excel-based accounting system to
an ERP system (Tally).
Leveraged finance knowledge to strengthen controls and improve
transparency.
Gathered financial information, prepared documents and closed
books.
Prepared a team cost analysis for the purpose of planning future
growth and expansion of the team.
Dealing with Large Quantities of Financial Data,
Project Accounting, Vat Returns and Filing, Supplier Payment Approvals
(Procurement and Services), Budget Preparation, Account Receivables
and Payables, Corporate and Financial Planning Initiatives, Auditing, MIS,
GOSI and Tax Related Matters, Finance Team Training And Mentoring,
Payroll Preparation and Periodic Reporting, Petty Cash Handling, Project
Reconciliation, Updating the ERP System with Contract Details, Liaise with
Top Management of Saudi Electricity, Variance Calculation against Actual
Operating Expenses Versus Budget, Company (SEC), DOOSAN for Invoicing
and Payment Follow Ups, Process Improvement, Bank Reconciliation
Statements and Document Submissions for Compliance.
Training and Leading the Team, Legal
Documentation like Interest Rate Swaps (IRS), Forward Rate Agreements
(FRA), Cap, Floor, Collar, Overnight Index Swap, Swaption, Inflation, etc.,
Cross Functional Team Coordination, Root Cause Analysis, Process
Improvements, EOD Report Reviews for Clients and Management,
Enhancing Team Metrics, SOP, Weekly, Monthly and Quarterly Business
Review Reports (WBR, MBR and QBR), User Acceptance Testing of Software
Applications, Help in Reducing Time Consumed and Improve Quality.
Recognition:
Awarded “Spot Reward” in March 2014 for Excellence in Quality, Training
& Contribution to the process by effectively managing a team of
freshers.
Recognized and appreciated by the inbound process manager for
quickly responding to queries and dispatching complex trades.
1) Company: Maxval Technologies Pvt. Ltd., Belapur
Designation: Support Executive
Duration (in months): 17 months (29 July 08 to 25 December 09)
Nature of Work Done: a) Assisted Project Manager (India and Pittsburgh, USA), Head of Department, Managing Director and CEO of Vectre (Detailing Department) with
Process Management and Client Management
b) Prepared the Quality Bulletin for the Week stating the Do's and Don'ts of the projects in hand.
c) Assisted and kept a check on the Information, Drawings etc. received if has been passed on to the right individual appointed for the job.
d) Edited and Updated the Checklists maintained for the different clients of the company.
e) Updating And Maintaining Prospects and Bookings and Profitability Analysis
MBA in Finance with percentage of 70+ Recipient of Free Press Journal Scholarship 2011
Completed by Bachelors of Commerce in Accounting and Finance, with the final year average as 84.43%