Equity Research Analyst

• Jun 2023 - Present

Relationship Manager

• May 2022 - Present

Monitored client queries and reached out to provide immediate resolution and maintain satisfaction Monitored client queries and reached out to provide immediate resolution and maintain satisfaction

Finance Executive

• Sep 2020 - Apr 2022

Data Entry & Analysis Bank Reconliation Raising Purchase & Sales Invoices Performing Monthly Inventory Reconciliation Preparing Quarterly GST Returns MIS Reporting ( on a weekly & monthly basis) Assisted in the transition of accounting system Tally ERP 9 to Microsoft Dynamics Data Entry & Analysis Bank Reconliation Raising Purchase & Sales Invoices Performing Monthly Inventory Reconciliation Preparing Quarterly GST Returns MIS Reporting ( on a weekly & monthly basis) Assisted in the transition of accounting system Tally ERP 9 to Microsoft Dynamics

Finance Analyst

• Sep 2018 - Jan 2020

Assisted in publishing financial statements for 9 companies. Raised Development Finance for 2 Real Estate development projects. Raised Mezzanine Finance for 1 Real Estate development project. Raised a VAT Bridge Loan to assist with the purchase of a development site. Create and maintain various spreadsheets to provide a clear interpretation of data. Performed bank reconciliations, created bills and invoices, submitted quarterly VAT returns Developed a system to account for financial transactions by establishing a chart of accounts Performed Variance Analysis to document the difference between budgeted and actual performance Show less