CHANDANA B
Financial advisor- Certified Investment Banking Operations Professional
- Highly skilled professional with over four years of experience and expertise in Stakeholder Engagement, Financial Analysis, Accounts Payable Management, Financial Planning, Tax Filing, and Problem-solving
- Proven expertise in validating global financial transactions, reconciling fees and commissions, and contributing to significant projects like CSDR with effective backlog resolution.
- Adept at presenting key performance indicators, identifying billing and collection risks, and offering actionable insights; advanced proficiency in MS Excel and PowerPoint, coupled with fundamental SQL skills.
- Demonstrated commitment to providing high-quality customer service, including managing retail account operations, resolving disputes, and consistently maintaining compliance with evolving policies.
- Highly effective decision-making, problem-solving, and organizational skills combined with excellent interpersonal and communication skills, both oral and written.
| Last Resume Update | January 3, 2024 |
| Address | Banglore, India |
| chandanab.work@gmail.com | |
| Phone Number | 09886881476 |
Experience
financial advisor
• Currently serving as the primary point of contact and providing advisory services on the financial performance of projects to senior leadership and key internal stakeholders.
• Collaborating with Partners, MDs, and senior stakeholders to maximize earnings growth and value for the firm.
• Leading discussions with more than 5 Deloitte Partners, presenting KPI Metrics of their Book of Business, discussing potential Billings and Collections risk, and identifying areas requiring logistical support or specific actions.
• Accountable for managing project management office functional tasks, tracking expenditures, and handling client bill and receivable collection functions.
• Participating in a pilot team to roll out the practice's service delivery model to Deloitte Israel.
• In charge of conducting periodic forecasting for all projects.
Fees & Commissions Analyst
• Validated monthly fees and commissions charged by Agent Banks, Clearing houses, and Depositories globally by reconciling them with internal trade data.
• Contributed to the CSDR Project and resolved clearing backlogged invoices totaling over $4 million within a couple of weeks.
• Evaluated and validated commission and fee invoices to ensure correctness and completeness.
• Managed the accurate and timely processing of over 80 monthly invoices, in addition to daily, weekly, and monthly tasks, while effectively managing email communications.
• Maintained a 99% accuracy rate in internal validation against vendor charges.
• Monitored vendor payments for savings opportunities and resolved accounts payable discrepancies.
• Collaborated with the Month-end forecasting team by preparing necessary data.
Education
Master in business administration