Aarushi Anand
Toronto,ON
Summary
Versatile Financial Analyst with exceptional success at leading both businesses and individuals into unprecedented financial growth. Expands and allocates business assets for maximum profit and meets needs of individuals via expert insights into current and future performance of stocks and bonds. Researches tirelessly using latest technology and decisively guides clients in financially sound directions.
Overview
4
4
years of professional experience
3
3
Certification
Work History
Project Manager
Cloud Maven, Inc
Toronto, ON
01.2022 - Current
- Identified plans and resources required to meet project goals and objectives.
- Managed projects from procurement to commission.
- Developed and initiated projects, managed costs, and monitored performance.
- Achieved project deadlines by coordinating with contractors to manage performance.
- Wrote and maintained technical and functional specifications to document database intentions and requirements.
- Tested programs and databases to identify issues and make necessary modifications.
- Analyzed key aspects of business to evaluate factors driving results and summarized into presentations
Investment Analyst
Genpact India Private Ltd
New Delhi
06.2019 - 01.2021
- Conducted detailed investment analysis, calculations, and reports.
- Developed spreadsheet models for diverse projects and analysis.
- Monitored and analyzed financial, statistical, and operational data trends.
- Process improvement with Lean Six Sigma, and advanced Excel analysis yielded 25% cost savings.
- Consolidated financial data and materials for key leadership meetings.
- Reviewed monthly requisitions for accuracy and completeness, reconciled transactions and determined payment approval statuses.
- Supported senior financial planners with tax planning duties such as monitoring changes in tax legislation on weekly basis
Senior Financial Analyst
Trilok Engineering Works
New Delhi
12.2018 - 06.2019
- Managed banking reconciliations and monthly balance sheet statements.
- Managed journal entries, collection efforts, reconciliations and payroll processing.
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Used MS Excel to organize company data and budget reports into detailed pivot tables
Financial Analyst
SMC Global Securities
New Delhi
09.2016 - 09.2017
- Managed process re-engineering project to improve and consolidate end-to-end service processes; restructured communication flow among 10 departments and cut down paperwork by 75%.
- Participated in senior management meetings to give opinions on company strategy and challenges concerning SOX compliance
- Communicated and coordinated at all levels – within team, different departments, and external company for smooth and effective working of SOX compliance; reviewed internal company processes to suggest changes and improvements, if any
- Prepared Analytical Review Documents required by external auditors, while also making discussion points in this regard
- Prepared IFRS 7 reports and other documentation to support licensed auditor's opinions.
Education
Master of Science - Investment Management
University of Reading
Reading, UK12.2018
Bachelor of Science - Financial & Investment Analysis
University of Delhi
New Delhi, IN07.2015
Skills
- Business Forecasting
- Business Strategies
- Financial Modeling
- Statistical Trends
- Financial Oversight
- Salesforce Lightning
- User Acceptance Testing (UAT)
- Salesforce Dashboard Design
- Salesforce Setting Up Profiles
- Artificial Intelligence
- Statistical Reporting
- SQL
Certification
- CFA Level 1, CFA Institute - 2018
- Bloomberg Market Concepts (BMC), Bloomberg - 2018
- Global Financial Markets Professional Program, BSE Institute Private Ltd. - 2016
Timeline
Project Manager
Cloud Maven, Inc
01.2022 - Current
Investment Analyst
Genpact India Private Ltd
06.2019 - 01.2021
Senior Financial Analyst
Trilok Engineering Works
12.2018 - 06.2019
Financial Analyst
SMC Global Securities
09.2016 - 09.2017
Master of Science - Investment Management
University of Reading
Bachelor of Science - Financial & Investment Analysis
University of Delhi
- CFA Level 1, CFA Institute - 2018
- Bloomberg Market Concepts (BMC), Bloomberg - 2018
- Global Financial Markets Professional Program, BSE Institute Private Ltd. - 2016
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