Sign in

Manager Financial

Cleveland, Ohio, 44130, United States
May 30, 2010

Contact this candidate
Sponsored by:
Post Jobs to
Multiple Job Boards &
Get more Candidates
Try it Free!
Start your 30-day
Free Trial

Dolly Saxena




More than 5 years of experience in financial services with key skills in the areas

of financial statement analysis, financial modeling, valuation, forecasting,

variance analysis and auditing. Proficient with Microsoft suite of applications like

Word, Excel, Power-point and working knowledge of various financial software

like Business Objects, SAP.

Professional Qualifications

Associate Member of The Institute of Chartered Accountants of India (ICAI)

CFA level III passed, Charter awaited - Chartered Financial Analyst Institute


Professional Experience

Federal Realty Investment Trust (REIT)

Financial Analyst (Contract) Sep 2008 - Feb 2009

Analysis of variances between actual, budgeted and forecasted numbers.

Review and analysis of prospective tenants for eligibility and creditworthiness.

Creating and maintaining financial models and updating financial


Month-end, quarter-end and year-end reporting pertaining to financial asset


B&K Securities, Broking and Advisory Services

Research Analyst, Equity Research May 2006 - Feb 2008

Fundamental research on Indian Companies.

Meeting and interacting with the management of the company under


Financial Modeling, projections and estimations directed towards forecasting

of financial statements.

Valuation of stock using various methodologies like DCF approach, PE

Multiple, Net Asset Value.

Writing Research reports and making presentations to clients.

Meeting specific client requirements


Assistant Manager, Audit & Assurance Sep 2004 - Apr 2006

Article Trainee, Audit and Assurance Aug 2000 - Jul 2003

Performing statutory audits, internal audits and due diligence reviews for

various clients.

Managing the engagement team and ensuring timely completion of


Servicing the client by timely resolution of any professional, technical or client

service problem or request.

Discussing issues with the client, preparation of draft reports for Partners

review, submission of final report to the client.

Carrying out analytical reviews of various areas and comparing the

performance of the company vis-a-vis previous year as well as the budgets.

Identifying the key indicators of variance and analysing the impact of the

same on the financial statements.

Maintaining and building on client relationships, which include engagement

management and assessments.

Key Assignments/Projects Undertaken:

Undertook statutory and tax audits and limited reviews of leading

companies engaged in various sectors of economy.

Due diligence done on behalf of merchant bankers for a leading

manufacturing organization in Steel Industry. My primary responsibilities

included review of financial statements, assessing the key performance

indicators like sales trends to determine overall company performance and

analyzing/benchmarking the same against competition and industry trends.

Undertook a project with GE-SBI, GE Consumer Finance, Credit Card

Division, involving identification and analysis of costs pertaining to IT

Application Support with the objective of driving cost awareness and making

recommendations for better cost control.

Worked as part of the world-wide Deloitte Financial Advisory Services

(“Deloitte FAS”) team, to assist the United Nations Development Programme

(UNDP) by providing a variety of focused advisory services to UNDP Country

Offices, post-tsunami. Undertook review and assistance activities with respect

to procurement and recovery programme at UNDP Maldives CO, as a part of

the assignment.


Year of

Qualification passing Institute

CFA (Level 3) Jun 2009 CFA Institute (AIMR)

Chartered Accountant May 2004 The Institute of Chartered Accountants of India

Bachelors (Finance) Jun 2000 Delhi University, India


To be provided on request

Contact this candidate