Financial Analyst
Resume:
PANKAJ VATANI
Finance Professional
Detailed oriented finance professional with 7+ years of experience analyzing and creating financial statements for a diversified set of clients. Specializes in financial analysis, risk analysis and financial modeling.
linkedin.com/in/pvatani
******.******@*****.***
39 Chelsea St, Apt 1, Boston, MA
Work Experience
Accounts Payable Coordinator
Hyatt Regency
February 2020 – Present
Cambridge, Massachusetts
Verify and input various vendor invoices in M3 accounting software
Match vendors’ purchase orders and codes in Birch street systems
Monthly preparation & review of client reports
Audit invoices, codes and tax rates
Reconcile accounts for accurate monthly close
Review all vendor transactions to ensure their accuracy
Financial Analyst
Boston Convenience
June 2019 – January 2020
Boston, Massachusetts
Regularly maintain and update all data on sales, purchases, income, expenses, and assets and liabilities in Quick Books
Prepare monthly, quarterly, and year-end financial reports based on financial reconciliations
Create forecasting and budget models of Financial Ratios & Products Price using excel formulas, pivot tables, VBA macros, SQL & Hyperion Financial Reporting Software.
Advise management on issues relating to increase in expenses and suggest ways to reduce them
Review all financial statements to ensure their accuracy
Oversee daily transactions related to cash and check deposits
January 2019 – May 2019
Medical Leave
Finance Manager
N.S. Rathi & Associates Chartered Accountants
July 2017 – December 2018
Mumbai, India
Created and maintained monthly, quarterly, and year-end client financial statements and management reports
Assisted in the filling of tax returns for large trading houses, manufacturing companies, and high net-worth individuals
Audited and reconciled financial transactions using client account payables and receivables
Developed and maintained analytic reporting tools for accounting and finance groups
Assisted in establishing procedures and controls for financial reporting
Financial Manager
Karuna Steel Trading Company
June 2015 – May 2017 Dubai, UAE
Reviewed client profit and loss accounts and balance sheets to ensure financial strength before providing them with steel products on credit terms
Financial Reporting of Products Current and Projected Price and demand through TM1 Software.
Executed and maintained daily transactions of company account payables and receivables
Oversaw daily bank transactions such as cash deposits, issuances, and deposits of checks
Reviewed all financial transactions monthly to ensure their accuracy
Financial Account Administrator
Saudi Investment Bank
March 2012 – March 2015 Riyadh, Saudi Arabia
Calculated financial ratios from client statements for lending decisions
Prepared write-ups on balance sheet ratios for the purpose of lending
Assisted relationship managers in the preparation of credit proposals & financial reports for corporate clients with revenues within the range of USD13Million to USD3.7Billion
Assisted relationship managers in generating leads and opening new corporate/SME sector accounts
Analyzed contract status reports to ensure that the approved financing ratios and coverages were met
Assisted the senior relationship manager in maintaining all aspects of customer relationships
Executed all transactions on a day-to-day basis for loan drawdowns, loan rollovers, trade products transactions, FX transactions, remittances, etc
Monitored all accounts to ensure satisfactory usage of facilities within approved lines
Ensured that all credit renewals and approvals were completed on a timely basis
Supervised facility documentation and prepared line inputs in accordance with approved facilities
Education
MBA in Finance and Marketing
Birla Institute of Technology
September 2008 – July 2010
Ranchi, India
Bachelor of Commerce
Mulund Commerce College
September 2005 – July 2008
Mumbai, India
Certificates
Financial Modeling
EduPristine
January 2019 – March 2019
Mumbai, India
SQL and VBA
Aptech Computer Education
May 2018 – December 2018
Mumbai, India
Skills
Analyzing financial statements
Auditing financial reports
Modeling financial data in Excel using VBA Macros, Vlookups and Pivot tables
Building, managing, and querying SQL databases
Financial reporting using Hyperion
SAP ERP Modules Verification
Creative thinking and problem solving
Multitasking
Good team player
Attention to detail
Strong work ethic
Ability to work under pressure
U.S. Green Card Holder
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