Management Manager

EDUCATION

MBA in Financial Management- September 2008

Pace University, Lubin School of Business - New York

Bachelor in Business Administration - June 2005

Visva Bharati University - Shantiniketan, India

EXPERIENCE

Union Square Financial Partners, New York (Previously known as MSL

Financial Services)

Financial Coordinator, October 2008 - till present

. Working with top management in estate planning and wealth management for

high net worth individuals.

. Building financial models in Excel to prepare client investment proposals

using Discounted Cash Flow analysis, Relative Valuation analysis

and Financial Statement Analysis.

. Performing technical and fundamental research on various life insurance

products.

. Creating periodic client service reports based on changes in interest

rates and other risk factors. Designed the client service solution model

to automate the process for all old and new clients.

. Preparing, tracking and reconciling commissions and annual bonuses from

insurance carriers, strategic alliances & producers using extensive Excel

databases.

. Financial reporting to the senior management on a monthly basis.

. Managing cash flow, A/R & A/P, forecasting and budgeting.

. Licensing and contracting for the firm, producers and strategic partners.

MSL Financial Services, New York

Financial Coordinator Intern, August 2007 - October 2008

. Created financial reports and business valuations for upcoming mergers

and acquisitions of the company.

. Managed cash flow, P&L and working capital on a daily basis.

. Prepared annual and quarterly projections and budgets and analyzed the

financial performance of the firm.

. Prepared, tracked and reconciled commissions from insurance carriers,

strategic alliances & agents.

. Created excel models for tracking productions and allocating annual

bonuses.

Pace University, Lubin School of Business, New York

Graduate Assistant, Communications and External Relations, September 2006 -

July 2007

. Organized special events to increase industry interaction and to generate

funds.

. Managed print and web-based publications for the business school.

. Assisted in maintaining financial and budget reports for the department.

Monster.com India Pvt. Ltd., Noida, India

Corporate Relationship Manager, June 2005 - June 2006

. Interacted directly with corporate clients to understand recruitment

needs.

. Conducted need analysis for clients' hiring plans and recruitment budget.

. Achieved consistent revenue targets and secured repeat business from

clients.

. Presented to clients and conducted online demonstrations on various

recruitment and visibility options.

. Maintained credit reports of all clients. Updated and maintained weekly

and quarterly forecast reports.

Standard Chartered Bank, New Delhi, India

Management Trainee, May 2004 - June 2004

. Promoted and sold company's products and services.

. Maintained internal financial database and generated weekly and monthly

reports for new clients.

. Compared the services provided by Standard Chartered with those of its

competitors.

. Critically analyzed the strategies of business acquisition used by the

bank.

MERITS

. Graduate Assistantship at Pace University: September 2006 - July 2007

. 100% Scholarship from Visva Bharti University: June 2002 - June 2005

. Active participant of Beta Alpha Psi and Pace Finance Club

. President of the Pace Indian Student Association

COMPUTER PROFICIENCY

. Microsoft Office - Advanced Excel, PowerPoint, Word, Publisher, Access.

. Working knowledge of Eviews, Stattools, and Bloomberg.

. Intermediary Financial Modeling and @Risk simulation.

. Basic knowledge of MS Visio and MS Project.

. Proficient in Smartoffice and QuickBooks.

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