Rashi Sharma
Bloomington
Summary
Influential Senior Financial Analyst eagerly pursuing Senior Financial Analyst role within dedicated financial team. Skilled in developing annual budgets and using key performance indicators to evaluate productivity and profitability.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Financial Analyst
Impel
10.2021 - 10.2024
- Tackled both annual and quarterly budget management tasks and developed financial models from benchmarking.
- Reviewed financial reports and streamlined operations to increase productivity and company profits.
- Enhanced budget management by implementing expense tracking and cost reduction strategies.
- Led meetings with directors to analyze spending and provide financial recommendations.
- Enabled informed decision-making by presenting key findings from complex data sets in clear, concise formats for senior leadership team members.
- Provided valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.
- Improved budget forecasting through meticulous monitoring of expenses and revenue streams.
- Developed comprehensive financial models that informed strategic decision-making for the organization.
- Developed Cash flow for board meeting review & senior leadership for tracking outflows & Inflows for Cash.
- Provided Compliance Bank reporting process on monthly, Quarterly & Annual Process.
- Participated actively in M&A processes included analysis and review of valuation modelling.
Budget Analyst/Financial Analyst
Easterseals
10.2019 - 10.2021
- Reviewed monthly operations to assess compliance with budgets and determine necessary adjustments for future plans.
- Generated annual budget forecasting information for executive and corporate reports.
- Monitored and reported budgetary discrepancies to corporate senior management to maximize reporting efficiency and finalized spending plans.
- Recommended financial solutions to corporate management based on detailed financial analysis.
- Created and updated expenditure reports in MIP Fund Accounting.
- Monitored contracts and analyzed expenses to facilitate financial objectives.
- Supported executive decision-making by providing accurate financial forecasts and recommendations.
- Evaluated project proposals for potential risks, ensuring alignment with corporate objectives and long-term sustainability.
- Conducted rigorous cost-benefit analyses for departmental projects, leading to optimized resource allocation.
Relationship Manager, Banking Operations
HDFC BANK
05.2017 - 07.2018
- Worked with departments to facilitate communication and deliver personalized solutions to customers.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
- Worked with clients to address and respond to client and partnership management issues.
Accounting & Finance Intern
BISLERI INTERNATIONAL PVT LTD
04.2017 - 06.2017
- Supported monthly reporting analysis to achieve validation of internal reports and to reconcile production operations and general ledger.
- Reviewed accounting structures and procedures on regular basis to identify areas in need of improvement.
- Evaluated and improved accuracy and completeness of financial records.
- Reconciled accounts and reviewed expense data, net worth and assets.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and cash and banking reconciliations.
Education
Master of Science - Finance
Virginia Commonwealth University
Richmond, VA, USA05.2019
MBA - Finance
CHRIST UNIVERSITY
Karnataka, Bengaluru, India05.2019
Bachelor Of Commerce - Accounting And Finance
THE IIS UNIVERSITY
Jaipur, Rajasthan, India05.2017
Skills
- Sage 50 Accounting Software
- Financial Modeling
- Revenue trend analysis
- Variance reporting
- Account Reconciliation
- Financial Oversight
- Financial and Operational Reporting
- Income Statements
- Advanced Financial Analysis
- Budgeting and Variance Analysis
- Scenario analysis
- Monthly Close Reporting
- Cash Flow Reporting
- Budgeting and Planning
- Annual budgets
- KPI Management
Accomplishments
- Formally recognized for excellence achieved in financial analysis, budgeting & forecasting
Certification
- Advanced Excel - Financial Reporting & Forecasting Modelling
- Banking, Insurance & Equity
- Financial Funds
- Risk Analysis & Insurance Planning - CFP Certification
- Diploma in Project Management
Timeline
Senior Financial Analyst
Impel
10.2021 - 10.2024
Budget Analyst/Financial Analyst
Easterseals
10.2019 - 10.2021
Relationship Manager, Banking Operations
HDFC BANK
05.2017 - 07.2018
Accounting & Finance Intern
BISLERI INTERNATIONAL PVT LTD
04.2017 - 06.2017
- Advanced Excel - Financial Reporting & Forecasting Modelling
- Banking, Insurance & Equity
- Financial Funds
- Risk Analysis & Insurance Planning - CFP Certification
- Diploma in Project Management
Master of Science - Finance
Virginia Commonwealth University
MBA - Finance
CHRIST UNIVERSITY
Bachelor Of Commerce - Accounting And Finance
THE IIS UNIVERSITY
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