Financial Analyst Accounting

Vanita Taneja

Qualifications Summary

Financial Analyst with a robust educational background, with a specialization in Financial Accounting (FA), Business Analytics (BA), and Economics for Managers (EFM) from the prestigious Harvard Business School. Complementing this is an MBA (Finance & Marketing) and a Bachelor's degree in Accounting, Statistics, Economics, Auditing, and Financial Management from Kurukshetra University. I am equipped with hands-on experience in quantitative and statistical analysis, budgeting, accounting, and forecasting, ready to deliver high-caliber financial insights.

● Knowledge of accounting principles and practices and the analysis and reporting of financial data

● Strong analytical skills; support operations through analysis of key performance indicators and trends

● Evaluate the financial health of a business using financial statements

● Implement analytical techniques in Excel

● Well versed with how balance sheets, income statements, and cash flow statements are developed

● Predict future revenue, expenses, and cash flow by using the financial statements

● Knowledge of General Ledger, Accounts Reconciliation, and Account Analysis

● Skilled in dealing with financial and numeric data

● Rapidly adapt to new technologies and possess expertise with MS Word, PowerPoint, Excel, Access

Core Competencies

● Strategy Development ● Risk Management ● Corporate Finance

● Effective Communication ● Relationship Management ● Concept Implementation

● Financial Accounting ● Documentation & Reporting ● Creative Problem Solving Professional Experience

Sr. Financial Analyst: Aug 2005 - Apr 2007

Kotak Life Insurance Karnal, Haryana, India

Conducted quantitative analysis of financial data to forecast revenue, identified future trends, and assessed risk associated with capital expenditures, acquisitions. Compiled and reviewed complex data to assess multimillion-rupee accounts and business units. Developed comprehensive reports, abstracts, and charts to present data and guide investment strategies. Performed ad-hoc analysis and reporting. Consolidate and analyze monthly results and budgets

Financial Analyst: Aug 2004- July 2005

Kotak Life Insurance Kaithal, Haryana, India

Assisted with financial analysis, forecasting, and risk assessment. Supported and collaborated with Senior Financial Analyst in process. Education

School Harvard Business School Online

Dates Attended 2023-2024

Degree CORe - Credential of Readiness

Field of Study FA (Financial Accounting)

BA (Business Analytics)

EFM (Economics for Managers)

School UGC (University Grants Commission)

Dates Attended 2004

Degree NET (National Eligibility Test)

Field of Study Business Administration for Assistant Professor & Junior Research Fellowship

School AIMT, Kurukshetra University, Kurukshetra

Dates Attended 2002-2004

Degree Master of Business Administration

Field of Study Finance & Marketing

School RKSD College, Kurukshetra University, Kurukshetra Dates Attended 1999-2002

Degree Bachelor of Commerce

Field of Study Financial & Cost Accounting, Economics, Business Statistics, Auditing

Volunteer Experience

• Department of Economic Security

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