Financial Analyst Management

Shruti Bajaj

**** ******** ** *** * Charlotte ***62 • 980-***-**** • ****************@*****.***

PROFESSIONAL SUMMARY:

8.5 years of corporate experience, with 5+ years working in Financial Planning and Analysis (FP&A) in Manufacturing industry. I have extensive experience in financial control; hands on knowledge of GAAP & IFRS and am well versed with financial statements preparation & processes, such as actual, budgets and forecasts and monthly / quarterly closing activities. I have enjoyed performing roles as a team player with a strong work ethic and have also taken up additional responsibilities to achieve desired results for my employer and my own growth as a professional.

SKILLS:

Financial Reporting and analysis

MS Excel, Business Objects

Budgeting and forecasting

SAP Financial Systems, Hyperion/Essbase

General accounting and GAAP compliance

Team operations & management

EXPERIENCE:

Uttaranchal Industries Noida, India

Financial Analyst Sept 2015- Sept 2016

Profitability analysis for any new launches/ Undertake cost benefit analysis for new projects such as product launches.

Prepare monthly financial reports.

Process improvements geared towards streamlining of operations and cost effectiveness.

Preparing presentations and reporting to senior management.

Valeo Inc. Pune, MH, India

Management Controller Jan 2013-Nov 2014

Prepare P&L, Headcount and activity reports.

Prepare bi-annual budget, monthly forecasts and weekly Estimate of financials, and analyze variances of actual performance against budget and forecast.

Validation of savings implemented by various departments.

Evaluate investment needs by performing payback analysis and understanding IRR and NRV for the investments.

Determine standard material, labor and overhead rates and calculated purchase variance to increase inventory accuracy.

Valeo Inc. Greensburg, IN, USA

Financial Analyst Mar 2011- Dec 2012

Prepare monthly internal reports and analysis of financial results for management.

Monitor and analyze monthly operating results against budget and forecast reports.

Establish and maintain internal controls for sales, Overhead and inventory.

Bi-Annual Sales/Overhead budget preparation and related reports for the management.

Track and examine costs, Bill of Materials and routings on monthly basis and check for high variances with respect to standard costs from previous months.

Cook Medical Inc. Bloomington, IN, USA

Financial Analyst (contract) July 2010-Mar 2011

Assist in month end closing, analyze financial statements and assess company’s monthly & quarterly performance.

Perform reconciliation of general ledger account to ensure accurate balances are reflected in financial statements.

Prepare and present analysis of Key performance indicators.

Prepare monthly financial reporting package for senior management and provide consolidated financial information and financial statements.

Circle K Columbus, IN, USA

Financial Analyst (contract) Apr –July 2010

Compared data contained in a variety of financial records in order to detect errors/discrepancies affecting A/R and A/P settlements with joint venture partners.

Reconciled accounts by reviewing fund balances & analyzing overages/shortages in order to identify additional revenue.

Examined invoices and other source documents to verify obligations and post appropriate records.

Merrill Lynch Miami, FL, USA

Analyst Intern Oct – Nov 2008

Assisted in compiling and analyzing research data, conducted analysis of statements.

Analyzed various stocks, mutual funds, and other financial investment using Thompson Financial.

Infosys Technologies Ltd India

Team Lead/Software Engineer Nov 2004 – July 2007

Interacted closely with client Subject Matter Experts to collect and analyze the project requirements & processes

Led an offsite team of four in the successful reengineering of AT&T’s Customer Master Application

Day to day management of project team, including effort estimation, Sarbanes Oxley compliance planning, risk assessment, resource planning, and billing for AT&T Ops migration project

CERTIFICATIONS:

Pursuing IMA Certified Management of Accounting New Delhi, IN

Part II cleared, Part I in progress Oct 2016

Investment Banking Institute Chicago, IL

Intensive 4-week financial modeling and valuation training program Jan –Feb 2010

EDUCATION:

Florida International University Miami, FL

Dual Degree – MBA & MS Finance Dec 2008

Mumbai University Mumbai, India

Bachelor’s in Electronics Engineering June 2004

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