SWARALI KULKARNI
Chicago, IL 312-***-**** ***********@****.***.*** https://www.linkedin.com/in/swaralik/ SUMMARY
Detail-oriented finance professional with extensive experience in accounts payable, financial analysis, and month-end closing procedures. Skilled in financial reconciliations, vendor management, and automation tools to improve efficiency in financial operations. Strong technical background in Excel, SQL, Alteryx, and VBA macros, with a track record of optimizing processes and reducing operational risks. Currently pursuing a Master's in Finance at Stuart School of Business, Chicago.
EDUCATION
Illinois Institute Of Technology, Chicago, IL
Master of Science in Finance, GPA: 3.22 January 2024 - December 2025 MIT School Of Business, Pune, India
PGDM Finance, GPA: 3.0 June 2016 - June 2018
Modern College Of Arts, Science And Commerce, Pune,India Bachelors, Cost and Works Accounting, GPA: 3.0 June 2013 - April 2016 SKILLS
Analysis, Financial Modelling, Cash Flow Analysis, Liquidity Analysis, Long Term Solvency Analysis, Market Analysis, Investment Research, Portfolio Management.
MS Office, MS Excel, MS Word, PowerPoint, VBA Macro, SQL, Alteryx, CI Tool.
Project Management: Data Analysis, Operational Risk Management, Cross-functional Collaboration.
Research & Analysis: Trend Identification, Data-driven Decision Making, Risk Assessment, Client Reporting, Monitoring Investment Managers,Critical thinking,Workflow Planning & Goal Alignment
Cross-Functional Collaboration: RM Relations, Reporting, Client Communications,Planning,Sales and Training, Business Strategy, Operational Process Coaching for New Staff, Team Mentorship & Workflow Training. WORK EXPERIENCE
BNY Mellon International Operations, Pune, India
Senior Analyst, Pune,India March 2018 - January 2024
Led automation projects using Excel VBA, SQL, and Alteryx, reducing manual reporting efforts by 20%.
Utilized advanced Excel features, VBA, SQL, and Alteryx to analyze and interpret documents, leading to a 10% reduction in operational risk events.
Collaborated closely with cross-functional teams to develop financial strategies align with both onshore and offshore objectives.
Prepared and presented reports (unbilled, client inquiry, aged ECRM cases), enhancing accuracy and timeliness.
Engaged with leading clients across Luxembourg, Dublin, and Germany, providing tailored operational solutions.
Engaged in analyzing operational risk events, completing relevant documents for root cause analysis and decreasing revenue leakage.
Utilized VBA Macros, SQL, Oracle, CI tool, and Alteryx for BAU activities, enhancing process efficiency.
Received three "WOW" awards for revamping operational efficiency and delivering solutions quickly.
Recognized for operational excellence, demonstrating capability in managing and presenting large datasets effectively.
Co-ordinated in month-end closing procedures, ensuring timely financial reporting and revised cash flow analysis. Hyundai Construction Equipment India Pvt Ltd
Intern, Pune,India January 2017 - March 2017
Gained knowledge of finance administration and technological approaches for project analysis and implementation.
Analyzed company's cash flows, liquidity, and long-term solvency, contributing to improved financial decision-making.
Demonstrated proficiency in MS Office and MS Excel for financial operations-related tasks.
Navigated on SAP functionality including inventory verification and posting bills using MIRO per purchase orders. PROJECTS
Build a Budget for an Early-Stage Startup(The Build fellowship) Entrepreneurial Interest
Construct a Pro-Forma financial model for a software startup(The Build fellowship) VOLUNTEER AND LEADERSHIP
Finance Head: Product Management club at Illinois Institute of technology
Organized campaigns for the Rotary club at MIT school of Business, India.
Collaborated with cross-functional teams on BNY Mellon's CSR initiatives, coordinating donation drives and community outreach activities- resulting in an increase in employee volunteer participation