SAKSHI JAIN
Gurgaon,Haryana
Summary
Results-driven Financial Analyst with a solid foundation in financial operations, sales strategy, and business performance optimization. Experienced in preparing and analyzing financial reports, budgets, and forecasts to support strategic planning and resource allocation. Proficient in financial modeling, cost analysis, and identifying profitability trends to drive data-backed decisions. Adept at interpreting complex sales data and collaborating with cross-functional teams to improve efficiency and revenue outcomes. Known for enhancing financial controls, streamlining processes, and delivering actionable insights to leadership. Passionate about leveraging financial acumen and business understanding to support sustainable growth.
Overview
5
5
years of professional experience
5
5
years of post-secondary education
Work history
Financial Analyst
Trueblue India LLP
04 2024 - 01 2025
- Prepared, analyzed, and presented monthly, quarterly, and annual financial reports to senior management, ensuring accuracy and alignment with company goals for an entire department for daily, weekly and monthly reporting consisting of 72 reports every month.
- Assisted in the development of annual budgets and quarterly forecasts, tracking performance against budget and forecast.
- Performed variance analysis to identify discrepancies between actual and expected financial performance, and communicate insights to management for corrective actions.
- Build and maintain financial models to support decision-making, such as revenue projections, payroll, strategic accounts.
- Gather, compile, and cleance large sets of financial data from various internal systems, ensuring data accuracy and completeness.
- Work closely with operations, HR, and other departments to provide financial insights that drive business decisions, while ensuring financial compliance with corporate policies and industry standards.
- Track and report on key performance metrics for business units, contributing to performance improvement strategies and decisions.
- Provide ad-hoc financial analysis to support strategic initiatives, including profitability assessments, created 10 ad hoc files that helped the revenue reporting to be more efficient.
- Recommend and Implement process improvements for financial reporting and analysis procedures to enhance efficiency and accuracy by automating B manual reports.
Financial Advisory Support
Ameriprise India LLP
2021.10 - 2023.12
- Explained services or policies to clients, such as debt management program rules, the advantages and disadvantages of using services.
- Developed financial plans based on analysis of clients' financial status, and discuss financial options. Conducted thorough financial needs assessments for clients to understand their financial goals, risk tolerance, and Investment preferences. Provided personalized recommendations on investment products, insurance policies, retirement plans, and other financial services.
- Performed comprehensive analysis of client financials and help the advisory team to make informed investment decisions through regular forecasting reports.
- Supported 20 plus Advisors Practice in U.S. by delivering unique client servicing experience which includes preparing Financial Plans, conducing investment research on tools like Thomson One and Morning Star and completing transactions and paperwork.
- Leveraging CRM (Salesforce) to create new clients and prospects, send emails to clients and prepare certain reports for better tracking and practice management.
- Created daily ops email for a smooth onboarding process of clients, and increased the efficiency of operations office. Now there is a 20% decrease of dropping clients because the emails now helps every 1 operations employee to deal with 20 clients instead of 15 every month.
- Helped to open more than 1200 accounts per year by exceeding the target by almost 200-300 accounts.
- Prepared meeting prep for 200 clients about the financial planning discussions with the advisors.
Learning Consultant
Great Learning
2020.11 - 2021.05
- Acted as the primary point of contact for students enrolled in various programs. Provided timely and personalized support to address their queries, concerns, and challenges.
- Made them understand the curriculum and course content thoroughly to effectively guide students through their learning paths. Offered advice on course selection, study strategies, and additional resources to enhance their learning experience.
- Gathered feedback from students regarding their learning experience and convey it to the appropriate teams for continuous improvement of courses and programs. Proactively identified areas for enhancement and suggested solutions to address them.
- Collaborated with the sales team to understand student requirements and provide pre-sales support by showcasing the value proposition of Great Learning's programs.
Senior Sales Consultant
Policy Bazaar
2018.07 - 2020.02
- Used various channels such as inbound inquiries, outbound calls, referrals, and online marketing campaigns to generate leads. Engaged with potential customers to understand their insurance needs and preferences.
- Educated customers about the features, benefits, and coverage options of different insurance policies available on the Policybazaar platform. Customized product presentations based on the specific requirements and budget constraints of individual customers.
- Set ambitious sales targets and worked diligently to achieve or exceed them on a regular basis. Monitored sales performance metrics such as conversion rates, average transaction value, and customer retention to track progress towards goals.
- Supervised and managed a team of sales professionals, including recruitment, training, performance evaluation, and career development. Provided coaching and feedback to team members to help them improve their sales skills and achieve their targets.
- Developed and implemented sales strategies and tactics to maximize sales opportunities, increase conversion rates, and drive revenue growth. Collaborated with senior management to set ambitious sales targets and align team goals with organizational objectives.
- Monitored and analyzed key performance metrics such as sales targets, conversion rates, average transaction value, and customer satisfaction scores. Identified areas of improvement and took corrective actions to address performance gaps.
- Managed the sales pipeline and ensured timely follow-up on leads and opportunities. Coordinated with marketing and lead generation team to ensure a steady flow of qualified leads for the sales team to pursue.
Education
Bachelor - Commerce
International College for Girls
Jaipur, Rajasthan 2015.01 - 2018.01
High School Diploma - undefined
DAV Public School
Hazaribagh, Jharkhand 2013.01 - 2015.01
Skills
- MSExcel
- Tableau
- SQL
- PowerBI
- Analytical Skills
- Communication
- Financial reporting
- Business development
- Research abilities
- Financial trend analysis
Languages
English
Hindi
Personal Information
Title: FINANCIAL ANALYST
Timeline
Financial Advisory Support
Ameriprise India LLP
2021.10 - 2023.12
Learning Consultant
Great Learning
2020.11 - 2021.05
Senior Sales Consultant
Policy Bazaar
2018.07 - 2020.02
Bachelor - Commerce
International College for Girls
2015.01 - 2018.01
High School Diploma - undefined
DAV Public School
2013.01 - 2015.01
Financial Analyst
Trueblue India LLP
04 2024 - 01 2025