Pooja S. Ghate

Bridgewater, NJ *****

801-***-**** acy97h@r.postjobfree.com

FINANCIAL ANALYST

Finance professional with four years experience in a multi-national financial company. Strong analytical abilities

and a passion for identifying and implementing process improvements. Knowledge and experience includes:

FINANCE: Investment analysis and portfolio management. Risk analysis and management. Preparing

presentations for senior and executive management, Data collection and analysis, Financial planning and analysis

(FP&A). Financial forecasting. Financial statement analysis. Variance analysis. Business plans, cash flow

statements, financial models, analyzing business scenarios.

ACCOUNTING: General accounting principles and practices, financial accounting, U.S. income tax preparation,

ERISA reporting, experience actively participating in internal and external audits.

SOFTWARE: Operating Bloomberg Terminal. Proficient in Microsoft Office applications including Excel (VLOOKUP,

pivot tables), Word and PowerPoint.

EDUCATION

Master of Science in Finance, Southern New Hampshire University, Manchester, New Hampshire, 2016

Outstanding Student Award: Recognized for outstanding performance; final GPA of 4.0/4.0

Master of Commerce, Business Administration, University of Pune, Pune, Maharashtra, India, 2005

Bachelor of Commerce, University of Pune, Pune, Maharashtra, India, 2002

PROFESSIONAL EXPERIENCE

Bank of New York Mellon, Pune, India 2005 - 2008

Analyst (2007-2008)

Analyzed, inspected and corrected client financial statements, and monthly reports for middle

market/pension fund accounting. Assisted in internal and external audits

Prepared and produced management 14-day reconciliation reports (variance analyses)

Achieved 50%-time savings by redesigning a reconciliation process (received Kaizen Wave award for

process improvement by time saving redesign of a process)

Supervised and trained support staff. Conducted and led team meetings in team leaders absence

Developed and presented reference guide/training materials of operating policies and procedures

Developed performance measurement plan for team, to assist team leader in setting staff goals

Implemented training for all staff members

Operations Executive (Mellon India Pvt. Ltd., 2005-2007)

Prepared monthly client financial reports, inspected and rectified report entries as required

Analyzed and communicated variances to management by creating 14-day reconciliation report

Calculated accrued income for securities on client statements and entered into system

Assisted in internal and external audits

Reconciled month to month discrepancies on statement securities

Mphasis BPO, Pune, India 2004 - 2005

Tax Executive

Prepared and filed tax returns for US clients and reviewed returns prepared by junior tax executives

Saved time in referencing lengthy procedures by creating a quick reference guide notes for preparers

D. S. Agencies, Pune, India 2002 2003

Accounting Assistant

Performed journal posts, general ledger entries, and A/R (billing and preparing invoices)

Pooja S. Ghate, page 2

Assisted in annual budget process, expenses, and inventory management

Executed month-end closing and year-end closing activities, performance reporting, decision support

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