Ambitious business and leadership student with masters degree and 4+ years work experience in finance;
2.5+ years as a finance analyst with JPMorgan & Chase. Possess excellent budgeting, forecasting, reporting
and analytical skills. Superior problem-solving and organization skills with demonstrated history of using
financial expertise to produce accurate reports.

Volunteered to teach finance concepts to all age groups via interactive online sessions such as reading
financial statements, understanding ratios, time value of money.
•	Created engaging and error-free reading content by utilizing exceptional writing and proofreading skills.
•	Utilized innovative methods of instruction and activities to teach group discussion and presentation skills.

Lecturer in Finance

•	Performed financial forecasting, budgeting and analysis of financial statements. Prepared, tracked and reported timely actuals, forecast and budget data.
•	Generated consolidated reports to facilitate executive level analysis on a monthly, quarterly and annual basis.
•	Monitored key performance indicators, highlighting trends and analyzed causes of unexpected variance in areas of revenue and expense.
•	Liaised with technology and project team for automation of financial statements from Citrix to Cognos.
Standardized business reports
•	Worked with cross functional teams to improve hierarchy process with in-depth analysis and proactive
recommendations.
•	Led UK hierarchy migration initiative from Oracle to SAP from the investment banking division.
•	Conducted ad hoc analysis and provided an insightful use of financial analysis tools and concepts to support
decision making.

Finance Analyst

•	Worked closely with general insurance sales department and bank relationship managers to identify conflicts
•	Built rapport with clients to facilitate a trusting relationship and provide setting conducive to growth of insurance in bank branches

Intern

Worked in various departments to gain hands-on experience, including the Fixed deposits department, Check
reconciliation and the wire transfer department.
•	Maintained friendly and professional customer interactions.

Graduate Trainee

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Urja Gala: in Santa Clara

Urja Gala

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