Dolly Saxena
Tel:440-***-****
E-mail: abmqoo@r.postjobfree.com
Summary
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
(CFAI)
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
database/software.
Month-end, quarter-end and year-end reporting pertaining to financial asset
management.
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
research.
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
Deloitte
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
assignments.
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.
Education
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
References
To be provided on request