PRIYANKA UPPILI
Wolverhampton ,England
Summary
Accomplished professional with expertise in financial analysis, research, and strategic thinking. Demonstrates proficiency in financial modelling and data analysis, driving informed decision-making and problem-solving. Adept at senior leadership and interpersonal communication, fostering collaboration and adaptability in dynamic environments. Committed to leveraging skills for impactful contributions to organisational success.
Overview
7
7
years of professional experience
2017
2017
years of post-secondary education
Work history
Senior Executive – Financial Planning
AccSource KPO Company
Bangalore
10.2023 - 05.2025
- Review financial statements, complete cost and revenue analysis, and accomplish finance reporting including P&L and Tax Projections.
- Collect, Organise and analyse financial data and develop weekly & monthly finance reports.
- Translate financial data into detailed presentations and easy-to-understand financial reports by using excel and Power BI.
- Improved operational efficiency by streamlining processes.
- Facilitated efficient team communication to improve workflow and project completion timelines.
- Handled administrative tasks, ensuring smooth office operations.
Executive – Financial Planning
Befree Business resourcing LLP
Bangalore
07.2021 - 10.2023
- Attend clients meetings, obtain required documents, update clients records and perform required administration tasks result from meetings.
- Ensure to get required information, complete technical research for funds including Super, Pension, Investments and Insurance.
- Conduct variance analysis as per the objectives and provide the modelling to the clients.
- Conduct modelling with the help of software and prepare Statement of Advice (SOA), Record of Advice (ROA) and ensure all client work is compliant.
Associate Financial Planning
Valenta BPO Solutions
Visakhapatnam
08.2018 - 07.2021
- Understand the process, key areas and procedure of financial planning.
- Prepare consolidated portfolio reporting for client meetings.
- Locating and analysing banks statements or filing documents and entering data into internal digital systems.
- Maintaining the proper organisation of client files and also implement client information into spreadsheets.
- Collating research and analysis into reports for Financial Advisers to present to the clients.
Education
MBA - Finance
Andhra University
05.2020 - 05.2023
Bachelor Degree - Commerce
Andhra University
03.2013 - 05.2016
Intermediate - Maths, Economics, Commerce
Sri Chaitanya Jr College
CBSE (Class - X) -
Kendriya Vidyalaya Waltair
Skills
- Financial Analysis
- Research
- Financial Modelling
- Data analysis
- Problem solving
- Adaptability
- Strategic thinking
- Interpersonal-Communication
- Senior leadership
LANGUAGES
English
Telugu
Hindi
TOOLS
- Power BI
- Excel
- PowerPoint
- MS Word
- SQL
Timeline
Senior Executive – Financial Planning
AccSource KPO Company
10.2023 - 05.2025
Executive – Financial Planning
Befree Business resourcing LLP
07.2021 - 10.2023
MBA - Finance
Andhra University
05.2020 - 05.2023
Associate Financial Planning
Valenta BPO Solutions
08.2018 - 07.2021
Bachelor Degree - Commerce
Andhra University
03.2013 - 05.2016
Intermediate - Maths, Economics, Commerce
Sri Chaitanya Jr College
CBSE (Class - X) -
Kendriya Vidyalaya Waltair
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