Ajay Jakkula
London
Summary
Highly skilled finance professional with extensive expertise in budgeting processes, bank reconciliations, and forecasting techniques. Demonstrates proficiency in performance analysis, bookkeeping, and month-end procedures, ensuring accurate financial reporting and analysis of cash flows. Adept at using advanced Microsoft Excel, SQL, Power BI, and Tableau for financial modelling and variance analysis. Proven track record in client relationship management, prioritization, and meeting deadlines while maintaining confidentiality. Committed to enhancing revenue strategies and delivering exceptional customer-focused solutions. Career goal: To leverage analytical skills and management expertise to drive financial success within a dynamic organisation.
Overview
6
6
years of professional experience
4
4
years of post-secondary education
Work history
Finance Assistant
Future Connect Accountants
London
10.2024 - 09.2025
- Company Overview: Chartered Accountant Firm
- Maintained accurate purchase and sales ledgers, and performed thorough bank reconciliations, ensuring smooth monthend closings and preserving financial accuracy.
- Resolved account discrepancies and reconciled supplier statements, improving cash flow visibility and strengthening relationships with vendors.
- Oversaw fixed asset management, tracking acquisitions, disposals, and monthly depreciation to support audit readiness and strategic financial planning.
- Extracted and analyzed data using SQL and MySQL, improving reporting efficiency by 30%, reducing the time required for data extraction and report generation.
- Created impactful financial visualizations with Power BI and Tableau, increasing stakeholder understanding by 20%, as demonstrated by more informed decision-making and faster approvals.
- Chartered Accountant Firm
Finance Intern
Upskills
08.2022 - 10.2022
- Company Overview: India
- Monitored market trends, improving investment decision accuracy by 15%, as validated by post-investment performance metrics and predictive analytics.
- Collaborated with the finance team to optimize customer service processes, contributing to a 20% boost in customer satisfaction, as measured by feedback surveys and Net Promoter Score (NPS).
- Prepared detailed analytical reports for senior leadership, supporting data-driven decisions that led to a 10% increase in project efficiency, based on quarterly performance reviews.
- India
Business Analytics Intern
Upskills
08.2022 - 10.2022
- Company Overview: India
- Mastered business analytics fundamentals and utilized tools like Excel, Power BI, and Tableau, resulting in a 20% improvement in team-wide data-driven decision-making.
- Delivered high-quality customer service, resolving 95% of issues on first contact and consistently maintaining a customer satisfaction rating above 90%, even under pressure.
- India
Finance and Investment Market Intern
KS Business Solutions
06.2022 - 07.2022
- Improved team communication by initiating regular status meetings and collaborative discussions, leading to a 25% increase in project efficiency, reflected in faster completion rates and enhanced teamwork scores.
- Prepared comprehensive, data-driven reports, accelerating senior management decision-making by 80%, which enabled quicker responses to strategic opportunities and operational challenges.
Financial Assistant
Vinayaka Goats and Sheep’s
06.2019 - 12.2021
- Analyzed financial transactions to uncover cost-saving opportunities, leading to a 12% reduction in expenses and contributing directly to increased profitability and operational efficiency.
- Developed dynamic Excel charts to visualize profit and loss trends, enhancing the owner's financial insights and supporting a 10% improvement in strategic decision-making efficiency.
- Forecasted future financial trends using historical data and predictive modeling, resulting in a 20% improvement in resource utilization and more accurate budget forecasting for upcoming quarters.
Education
Masters - Finance
Cardiff University
09.2023 - 09.2024
Bachelors - Commerce
Hansraj College
06.2020 - 05.2023
Skills
- Budgeting Process
- Bank Reconciliations
- Forecasting Techniques
- Performance Analysis
- Bookkeeping
- Month End Procedure
- Analyzing Cashflows
- Adjusted Trial Balance
- Strategies for Revenue Enhancement
- Financial Reporting
- Microsoft Excel Advanced
- Excellent Communication
- Customer Focus
- Adaptability and Problem-solving
- Time Management
- Confidentiality
- Meet Deadlines
- Client Relationship
- Prioritization
- Management Skills
- Administrative Tasks
- Advanced SQL
- Power BI
- Tableau
- Accounts opening
- Adjustments
- Financial Statements
- Aged debtor & analysis
- Variance Analysis
- Financial Modelling
- Balance Creditor
- Quick Books
- Xero software
Custom
Available upon request
Timeline
Finance Assistant
Future Connect Accountants
10.2024 - 09.2025
Masters - Finance
Cardiff University
09.2023 - 09.2024
Finance Intern
Upskills
08.2022 - 10.2022
Business Analytics Intern
Upskills
08.2022 - 10.2022
Finance and Investment Market Intern
KS Business Solutions
06.2022 - 07.2022
Bachelors - Commerce
Hansraj College
06.2020 - 05.2023
Financial Assistant
Vinayaka Goats and Sheep’s
06.2019 - 12.2021
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