Phebe MATHEW

 Assigned:
• Working as Process Specialist for Financial Services Client.BSFI(Banking, Financial Services &
Insurance) sector for one of the leading Global Financial Service Provider BLOOMBERG.
• Extracting the financial measures, analyzing them, and assigning them appropriate attributes
from the broker research report (Annual and Interim Data, Company Financial, Press
Release, 10K, 10Q, 8K).
• Preparing Template (Income Statement, Balance Sheet, and Cash Flow Statement.
from the extracted financial measures for Client viewpoint.
• Standardizing of financial statements for providing financial insights on the companys
performance to the clients end customers.
• Access the data cleanliness and completeness of the extracted data for consensus mgmt
through bucketing review, business rule queries checks etc.
• Analysing & Reporting CompanyFinancial, Key Proformance Indicators(KPI),
• Responsible for training new joiners and handling their queries.

• Office Documentation.
• Attendance Follow up and Payroll & Salary Management.
• Daily Manpower Update and Daily Progress Collection from site. Letter Drafting, emails,
Quotations Preparation, offer letter, Invoicing and LPO preparation. Participating and
Managing Administrative activities.
• Debtors Reconciliation, Payment Collection & Maintaining Banks Expenses, Rectification JV
Passing If Required. Entries in Tally (sales, purchase, cash & Bank)