A finance professional with 4+ years of comprehensive finance experience across diverse industries, including a US-based software firm, credit rating firm, paraplanning services firm and a car rental firm. Proven expertise in financial planning, budgeting and forecasting, and strategic analysis. Seeking opportunities to apply my skills and drive financial excellence.
Conducted in-depth analysis of financial statements to identify trends, and variances, to improve the financial performances
Developed and managed the budget and forecasts and monitored actual performances to ensure the resources were allocated efficiently
Monitored the key performance indicators to evaluate the financial performance and identify the areas of improvement
Performed variance analysis and provided financial insights to support decision-making and identified potential risks and opportunities that may have impacted company performance
Collaborated with cross-functional teams by business partnering to gather and analyse data to improve the efficiency within the functions
Prepared monthly, quarterly, and yearly financial reports and presentations to communicate the financial results and future trends to shareholders.
Financial Analyst
Lanka Rating Agency
05.2021 - 09.2022
Prepared detailed analysis of the company’s financial statements including ratio analysis, trend analysis, forecasting of financial performance and stress testing
Conducted Industry research based on the growth potential, vulnerability of industry factors, entry barriers, and level of competition in the respective industry
Evaluated the business risks, market risks, and operating risks of the company to place the company in a suitable position within its industry
Applied in-depth knowledge of the regulatory framework of the banking, finance, insurance, and primary dealer sectors in credit analysis
Met senior management of companies to gain insight into the company’s strategies
Drafted detailed credit rating rationales based on the analysis and participated in internal brainstorming sessions to come to conclusions on the recommended rating
Presented the rating report to the rating committee (which comprises senior industry professionals in Sri Lanka and Pakistan) and discussed the salient rating factors to finalize the rating process.
Financial Analyst – Trainee
Planlogic
12.2020 - 04.2021
Preparation of Statement of Advice for Financial Advisers/Planners in Australia
Conducted product research and financial modelling and collaborated closely with Financial Advisers/Planners to develop strategies and advice
Maintained compliance and learned the relevant legislation and financial planning standards
Developed an understanding of financial planning process, client needs, software, investment, and insurance products.
Accounts Payable Administrator
Thrifty Car Rental – New Zealand
05.2018 - 08.2020
Managed the accurate and Timely processing of up to 3500 invoices per month including International Vendors, ensuring the creditors’ ledger reflects the company’s true position
Reconciled all Supplier statements, investigating and rectifying any discrepancies
Expert User of Expensify – Reconciling company Credit card transactions
Provided accurate Accruals every month
Managed the transition from using paper to paper-free effectively and reduced paper usage by 95%
Expert user of the Accounting System TIMS
Trained new users to use TIMS and Expensify
Delivered Balance Sheet and Cash Flow Reconciliations
Reconciled the AP Ledger to the General Ledger.
Education
Level I Passed -
CFA Institute
11.2022
Bachelor of Commerce - International Business
University of Canterbury
06.2017
Advanced Diploma in Business -
NCC Education (UK)
12.2015
Passed Finalist -
Chartered Institute of Management Accountants (CIMA)
08.2015
Foundation course on Multimodal Transport and Logistics -
Academy of International Trade and Transport
01.2013
Diploma in General Psychology -
Colombo Institute of Research and Psychology
06.2011
Beginners Level French Language Course -
Bandaranaike Centre for International Studies
01.2011
Skills
Financial Analysis
Quantitative and Analytical skills
Excel
Variance Analysis
Forecasting and Modelling
Python
Headcount Planning
Budgeting
SQL
Attention to detail
Leadership Skills
Teamwork
Language Skills
Problem-solving skills
Time management
Adaptability
Certification
University of Waterloo, Introduction to Databases, 12/2023
Centre for Open and Distance Learning -University of Moratuwa, Python for Beginners, 08/2023
University of Colorado - Coursera, The Structured Query Language, 07/2022
Macquarie University - Coursera, Excel Skills for Business – Essentials, 07/2020
Accomplishments
First in the World and Asia award for both the Diploma and Advanced Diploma in Business – NCC Education (UK)
Bronze award for Best Professional Development Project for ‘Envision your future with IT’ at the Rotaract District 3220 Assembly
Professional Development Director of Rotaract Club of Achievers Lanka Business School
Publications
Economic Overview – September 2021, https://storage.googleapis.com/production-bluehost-v1-0-3/523/940523/hDv3jrPV/a27b956a53db4ebaa881225aad9356de?fileName=Economic-report.pdf
Economic Update – February 2022, https://lra.com.lk/wp-content/uploads/2022/02/Economic-Update-Feb-2022.pdf