Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic

KINNARI GANDHI

Vancouver,BC

Summary

Experienced accountant and financial analyst with a versatile background encompassing accounting, financial modeling, and market analysis. Proficient in dissecting financial statements and conducting thorough variance analysis. Skilled in managing accounts payable/receivable and adept at resolving discrepancies. Currently advancing expertise in investment analysis and portfolio management through pursuing the CFA certification. Experienced in utilizing analytical tools like Power Query for data manipulation and Bloomberg Terminal for market research. A strong communicator and team player, thriving in fast-paced environments. Open to relocate for the right opportunity.

Overview

10
10
years of professional experience

Work History

Accountant

FYI Eye Care Services & Products Inc.
05.2023 - Current
  • Analyzing and interpreting monthly financials, including income and expense fluctuations, while maintaining lead sheets for sales, expenses, tax, and bank statements
  • Reconciling inter-company orders using RxU and NetSuite, addressing discrepancies in inventory management, and tracking inventory in transit through Excel spreadsheets
  • Managing Accounts Payable and Receivables by reconciling clinic and head office records, recording inter-company transactions, and preparing discount summaries on NetSuite
  • Efficiently resolving queries from clinics regarding invoices, credit notes, and payments, while optimizing data handling through compressing and automating large files using Power Query.

Senior Analyst - Managed Service Operation

FIS Global Business Solutions India Private Limited
11.2021 - 09.2022
  • Facilitating top-day clearing for APAC exchanges (Korea, Taiwan, Malaysia, Thailand, and India) and ensuring timely delivery of daily clearing activities in adherence to SLAs
  • Coordinating with the management team and other departments to rectify SLA breaches or performance issues promptly, while ensuring regular reporting submission to exchanges before daily deadlines
  • Successfully managed internal movements of trades, internal crosses, and settled Futures and Options contracts weekly, resulting in a seamless transition of deliverables and maintaining accurate books of accounts.

Associate

InSync Analytics (India) Private Limited
10.2019 - 11.2021
  • Preparing financial models from scratch based on the latest audited financial statements of the investee company along with its financial plans for the future, tracking company news, financial performances, and conducting industry and market research
  • Conducting variance analysis on revenue drivers and key metrics to derive various credit metrics and ratios for a detailed understanding of the financial statements of various industries including telecommunication, technology, pharmaceuticals, and consumer staples
  • Examining sector-specific companies using sell-side broker models and analyzing various GAAP and non-GAAP values.

Analyst

InSync Analytics (India) Private Limited
02.2018 - 09.2019
  • Gathering the information relevant for financial analysis of investee company through press releases to determine the overall financial stability and investment prospects
  • In-depth analysis and examination of the prospective investee company's financial statements by calculating the growth rates and profit margins
  • Facilitating clients for forecasting data models by interpreting financial statements.

Accountant

Platinum Fabrics Private Limited
07.2014 - 04.2016
  • Managing daily transactions in Tally ERP 9, finalizing the book of accounts, and executing end-to-end sales and purchase transactions, including order preparation, verification, and reconciling inventory with invoices
  • Handling bank reconciliation, effectively managing payables and receivables, and preparing monthly statements for profitability and inventory management
  • Interacting with customers and suppliers to address queries or concerns, ensuring effective communication and resolution of issues.

Education

Master Of Business Administration (MBA) in Finance and Business Analytics -

University Canada West
Vancouver, British Columbia
12.2023

Post Graduation Diploma in Management (PGDM) in Finance and International Business -

Aditya Institute of Management Studies and Research
Mumbai, Maharashtra
04.2018

Bachelors In Commerce (B.Com) in Financial Accounting and Auditing -

University of Mumbai
Mumbai, Maharashtra
03.2014

Skills

  • Analytical thinker and problem solver with a strong background in financial analysis
  • Knowledge of Power BI, Power Query, Tableau, and Python
  • Well-versed with Microsoft Office suite
  • Ability to work independently, and adapt to new environments, software, and processes
  • Strong interpersonal and communication skills
  • Efficient team player with the ability to work under pressure in a fast-paced environment
  • Financial statement analysis, Financial modelling, Forecasting, Global markets and Portfolio management
  • Experience using Bloomberg and Thomson Reuters platform

Websites

Timeline

Accountant

FYI Eye Care Services & Products Inc.
05.2023 - Current

Senior Analyst - Managed Service Operation

FIS Global Business Solutions India Private Limited
11.2021 - 09.2022

Associate

InSync Analytics (India) Private Limited
10.2019 - 11.2021

Analyst

InSync Analytics (India) Private Limited
02.2018 - 09.2019

Accountant

Platinum Fabrics Private Limited
07.2014 - 04.2016

Master Of Business Administration (MBA) in Finance and Business Analytics -

University Canada West

Post Graduation Diploma in Management (PGDM) in Finance and International Business -

Aditya Institute of Management Studies and Research

Bachelors In Commerce (B.Com) in Financial Accounting and Auditing -

University of Mumbai

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