Financial Analyst, Budgteing, Forecasting, Plannig & MIS (Reporting)

BINDIYA PANJWANI

**** ******** ***** *****, ********* 28217, North Carolina

Cell: 704-***-****; E-Mail: acn2xo@r.postjobfree.com

QUALIFICATIONS SUMMARY

. MBA- Finance with more than 7 years of experience, primarily in Financial

Service Industry

. Diversified and progressive experience in the area of

. Data Analysis & Research (Industry and Competitor Analysis, Trend

Analysis, Trading Data Analysis etc.)

. Planning & Forecasting

. Budgeting

. Strategy Development

. Operations (Corporate Office & Branch Office)

. Customer Management including Customer Service

. Project Management

. MIS & Documentation

. Detailed knowledge of Capital markets and Financial products; certified

with National Stock Exchange of India (NSE Certifications)

. Advance knowledge and experience in working with MS Office : Excel,

PowerPoint and Word

. Strong logical, assessment and interpretation skills

. Experienced in working at fast-paced, high volume settings environment

and posses ability to meet tight deadlines

. Valid Employment Authorization Document (EAD) to work in United States

PROFESSIONAL EXPERIENCE

MOORE AND VAN ALLEN, CHARLOTTE, NORTH CAROLINA, US

EXCEL DATA ANLAYST

(Nov 2014 - Present)

Extensive data cleansing using pivot tables, formulas (v-lookup and others),

data validation, conditional formatting, and graph and chart manipulation

Analyzing, interpreting and drawing conclusions from the data

Creating reports and presenting analysis and observation in relevant formats

e.g. MS PowerPoint

STAR UNION DAI-ICHI LIFE INSURANCE, NAVI MUMBAI, INDIA

DEPUTY MANAGER

(Apr 2012 - Jul 2014)

Prepared and presented companies long term Business Plans to management for

future growth (revenue, expenses and manpower and estimated profit)

Aided team in the Financial Planning of the company (break-even,

profitability analysis)

Analyzed budget proposals from departments and develop recommendations for

budget allowances

Monitored budgets to ensure proper allocation of budgeted funds on a monthly

basis

Assisted management in company level strategy and planning by providing

industry analysis, relative comparison of peer companies etc.

Published reports on variance analysis along with the corrective/alternative

action plan

Analyze and interpret monthly variances and trends between budgets, actual

and prior results in developing projections and forecast

Reviewed and presented key performance indicators (KPIs) of the company and

industry to management

Prepared and generated reports on monthly basis on the financial performance

and sales trend

Was part of a team that was responsible for developing significant plans for

future company expansion (Vision 2020)

Worked closely with departments managers to maintain budget numbers and find

ways to be more financially efficient

BINDIYA PANJWANI

Page 2

STAR UNION DAI-ICHI LIFE INSURANCE, NAVI MUMBAI, INDIA

SENIOR EXECUTIVE

(Jan 2010 - Mar 2012)

Prepared and presented reports to management on strategies and policies

adopted by the competitors and market leaders for growth

Analyzed industry sales trend and shared recommendation with the management

Formulated the structure and designed parameters for measuring the

performance of various departments

Published reports on a weekly, fortnightly and monthly basis, detailing the

achievement of the targets for the Board of Directors and Executive

Leadership Team.

Handled strategic projects for business development and quality improvement

ICICI PRUDENTIAL LIFE INSURANCE, MUMBAI, INDIA

PROCESS LEADER

(Oct 2009 - Dec 2009)

Developed new process and re-engineered old process to mitigate errors in

processes and increase process efficiency

Worked on company level project on customer insights

Managed the companies web reputation through blogs

Suggested avenues for enhancing customer service and proliferating revenues

ICICI PRUDENTIAL LIFE INSURANCE, MUMBAI, INDIA

ASSOCIATE

(Apr 2008 - Sep 2009)

Worked as a member of grievance cell and handed grievances escalated to top

management and IRDA (insurance regulatory body of India)

Performed root cause analysis on the service gaps and presented solutions to

plug the gaps

Managed a high-volume workload within a deadline-driven environment

ICICI PRUDENTIAL LIFE INSURANCE, NEW DELHI, INDIA

EXECUTIVE

(Jun 2007- Mar 2008)

Handled Walk-ins (Customers and Advisors) - Attend to their requests,

complaints and queries

Performed premium/payment reconciliation process

Analyzed and underwritten life insurance proposals

EDUCATION

MBA - Finance, Bharati Vidyapeeth University, Pune, India (2007)

Bachelors - Commerce, Delhi University (2005)

ADDITIONAL QUALIFICATIONS

NSE's Certification in Financial Markets(NCFM), National Stock Exchange of

India

AMFI (Mutual Funds),Capital Markets Modules, Derivatives, Option Trading

Strategies and FEDAI-NSE

Currency Futures (Basic) (all expired)

Computer Awareness Program - CMC Ltd.

US WORK AUTHORIZATION

Valid Employment Authorization Document (EAD)

Free to work with any employer in United States

No sponsorship required

Contact this candidate