Davinder Dosanjh
Birmingham,West Midlands
Summary
Highly skilled professional with extensive expertise in MS Office suite, advanced Excel skills, and immediate VBA coding. Demonstrates advanced MS Access skills and proficient knowledge of Cognos & CODA. Adept in budgeting and forecasting, including model building, with strong problem-solving, critical thinking, and analytical abilities. Proven leadership and teamwork skills complemented by active listening, communication, organisation, adaptability, resilience, and dedication. Experienced in budget management and financial analysis.
Overview
19
19
years of professional experience
Work history
Financial Analyst
Wesleyan Assurance Society
2016.01 - 2026.03
- Assist in analysing financial data to identify trends, patterns, and strategies for reporting purposes.
- Support development of financial analysis reports and presentations by applying financial principles.
- Help generate profit and loss statements to detail company revenues and expenses accurately.
- Liaise with auditors to assist in completion of annual audits and maintain compliance.
- Aid in the production of annual budgets and forecasts while highlighting risks and opportunities.
- Conduct quarterly balance sheet reconciliations to ensure key balances agree and documentation is complete.
Project Finance Analyst (18-month secondment)
Wesleyan Assurance Society
2011.06 - 2012.12
- Assisted in building and implementing management information and analytic systems.
- Extracted, integrated, and processed large datasets from various sources.
- Created and implemented an automated testing tool for scripts, reducing manual intervention and increasing time efficiencies.
- Led training sessions for BAU staff on new systems, reporting, and business processes.
Senior MI Income Administrator
Wesleyan Assurance Society
2009.01 - 2011.05
- Assisted in monitoring weekly revenue performance against targets and provided analysis of key variances.
- Supported improvement of system efficiency by reviewing existing data inputs and streamlining processes.
- Aided in preparing automated reconciliations to mitigate revenue discrepancies and ensure report accuracy.
- Contributed to challenging current processes and identifying opportunities for continuous improvement.
- Acted as deputy for MI income manager as required.
MI Income Administrator
Wesleyan Assurance Society
2007.01 - 2008.12
Education
ACCA Qualification -
Kaplan
BirminghamBA (Hons) - Accountancy
Staffordshire University
Stoke - On - Trent, StaffordshireGCSEs - GNVQ Business Studies
Bristnall Hall High School
Oldbury, West MidlandsSkills
- MS Office suite
- Advanced Excel Skills
- Immediate VBA Coding
- Advanced MS Access Skills
- Proficient Knowledge of Cognos & CODA
- Budgeting & Forecasting (including model building)
- Problem Solving
- Critical Thinking
- Analytical Thinking
- Decision Making
- Leadership Skills
- Teamwork Skills
- Active Listening
- Communication
- Organisation
- Adaptability
- Resilience
- Dedication
- Budget management
- Financial analysis
Timeline
Financial Analyst
Wesleyan Assurance Society
2016.01 - 2026.03
Project Finance Analyst (18-month secondment)
Wesleyan Assurance Society
2011.06 - 2012.12
Senior MI Income Administrator
Wesleyan Assurance Society
2009.01 - 2011.05
MI Income Administrator
Wesleyan Assurance Society
2007.01 - 2008.12
BA (Hons) - Accountancy
Staffordshire University
GCSEs - GNVQ Business Studies
Bristnall Hall High School
ACCA Qualification -
Kaplan