Financial Analyst Customer Service

RADHIKA SURU

Toronto, Ontario. 647-***-****

*******.******@*****.*** www.linked.com/in/radhikasuru

BUSINESS SKILLS

Budgeting ~ Forecasting ~ Variance Analysis ~ Management Reporting ~ Time Management ~ Collaboration ~ Project Management ~ CFO Support ~ Goal Oriented ~ Client Engagement ~ Problem Solving

SOFTWARE SKILLS

Excel ~ PowerPoint ~ Word ~ Oracle Hyperion Essbase ~ SmartView ~ Business Object ~ Global Expense Management ~ ASAP Utilities ~ SAP ~ Tableau ~ Strategic Dimension Maintenance ~ CYMA Accounting.

PROFESSIONAL EXPERIENCE

JP Morgan Chase & Co. Mumbai, India Dec 2015-Apr 2019 Financial Analyst

Produced headcount reports, executive management reports and MIS decks for direct and indirect expenses.

Assisted in the yearly budgeting and monthly forecasting exercise for businesses.

Analyzed variances to understand key drivers and provide commentaries to facilitate better decision making for business managers.

Collaborated with CFOs to understand business requirements and provide customized functional hierarchy.

Maintained organizational hierarchy by creating and moving cost centers under Corporate LOB.

Awards & Recognition:

Received “Quarterly excellence Award” for leading a project on automation of vendor management in January 2018. Macro was used to auto-populate vendor names across 5 businesses, thus saving 400 hours annually.

Recognized for dedicated contribution to a team project on automation of headcount reports. This project standardized reports of 14 businesses, thus reducing manual hours and increasing productivity.

ACCU Staffing Services, Cherry Hill, NJ, United States Oct 2014-Aug 2015

Accounting Specialist

Verified and posted AP journal entries and reconciled receivables against invoices for adjusting entries.

Processed expenses incurred by ACCU and its different entities by printing checks.

Processed invoice payments from customers via checks and credit cards and posted AR accounting entries.

Prepared weekly accounts receivable customer aging reports and summary.

Collected payments on overdue bills and resolved client queries.

Brockett Tamny & CO. Los Angeles, CA, United States Mar 2014-Jun 2014

Financial Analyst Intern

Contributed to industry research related to equity firms that managed more than 100 million in funds.

Prepared reports on the various investment strategies adopted by private equity groups.

Intelenet Global Services (Barclays MLS), Mumbai, India. Nov 2010-Jun 2011 Customer Service Representative /Mortgage Underwriter

Analyzed mortgage applications of fast-track lending cases by evaluating client creditworthiness.

Sanctioned mortgage applications based on company policies and procedures.

Executed review survey tasks to get exact property valuations.

Verified financial documents such as pay slips and bank statements to validate income of customers.

Awards & Recognition:

Top Performer of June 2011 for Data entry, Assessment and Customer Support.

EDUCATION

University of California Los Angeles Extension (UCLA) Jan 2013-Jun 2014

Business Administration with concentration in Finance, GPA 3.74

Winner of the 2013 Laurel Hummel Scholarship for International Students

Mumbai University, Maharashtra, India Jun 2007-Jun 2010

Bachelor of Arts in Philosophy, First Class

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