mansi khanna

Angestellt, Senior Financial Analyst, Generali

Munich, Deutschland

Über mich

A competent and committed Finance postgraduate with several years of experience in various field of Finance like Fund Research, Investment Research, Reporting and Pricing. Also have hands on experience in Underwriting and Commercial Lending. Working knowledge of Essbase for extracting financial data for analysis. Preparation of presentation materials for clients based on qualitative and quantitative research. Preparation of due diligence call with the clients whenever needed Hands on experience on research tool like Essbase, Longview and Tableau Possessing excellent communication skills and having the ability to communicate professionally with clients and colleagues on detailed financial issues. Easy going by nature, and able to get along with work colleagues and managers

Fähigkeiten und Kenntnisse

Analytical thinking
Detail orientation
Financial Analysis
Account Management
Investment Banking
Investment Research
Customer Services
Pitchbook Reporting
Financial reporting
Microsoft Excel
SQL
MS PowerPoint
team-working skills
Longview
Tableau
Pricing

Werdegang

Berufserfahrung von mansi khanna

  • Bis heute 2 Jahre und 1 Monat, seit Mai 2022

    Senior Financial Analyst

    Generali

    • Involved in designing the reporting structure on Vitality Product which involves collecting, analyzing the financial data to create meaningful reports. • Understanding and monitoring customer behavior and how this translates into company financials. • Working cross teams to develop a planning, forecasting model in order to increase the predictability of our Reward costs. • Testing data end to end between different systems to ensure the data base on which we base key financial decision is accurate

  • 3 Jahre und 7 Monate, Mai 2019 - Nov. 2022

    Credit Analyst

    PayPal Inc.

    • Have hands on experience in conducting the deep dive analysis on the intent of the risk event and using the correct investigational technique to mitigate the risk. • Assessing the PayPal exposure in relation to the identified risk. • Have eye to detail in analyzing the financial, bank and processing statements to assess the credit worthiness of the merchants • Using analytical approach in Identifying fraud patterns through monitoring of suspicious activity in merchant's account.

  • 2 Jahre und 2 Monate, März 2017 - Apr. 2019

    FP&A Analyst

    State Street Bank International GmbH

    I was involved in completion of high-quality deliverables vary by BU focus but typically relate to; Month/quarter/year-end closing and forecast. • Annual operational planning process (budget). • I was involved in Completion of Monthly Business Review decks. • Have hands on experience in Preparation of Direct and Indirect P&L by BU. • Variance analysis along with preparation of management presentations describing insights. • Served as a subject matter expert to determine analysis approach.

  • 4 Monate, Okt. 2016 - Jan. 2017

    Research Analyst

    Moody's Investors Service

    Adept with fixed income and equity valuation and having a knowledge of Corporate Actions. • Conducting qualitative and quantitative research analysis at asset and portfolio level. • Report writing providing analysis on portfolio performance and deviation from the historical results. • Preparation of factsheets for hedge funds launched on Managed account platform of one of the largest European Investment banks.

  • 2 Jahre und 7 Monate, März 2014 - Sep. 2016

    Research Analyst

    BlackRock, Inc.

    Conducting NAV processing, calculation of NAV and performance valuation for institutional separate accounts. • Analyzing the financial statements – Income statement, Balance sheet and cash flow statement and conducting ratio analysis. • Supporting portfolio managers, as needed, regarding valuation and performance related queries involving detailed quantitative analysis. • Advising investment strategists on historical performance and other news that can affect the bond’s performance.

Ausbildung von mansi khanna

  • 2 Jahre und 10 Monate, 2012 - Okt. 2014

    Master of Business Administration

    JRE School of Management

  • 3 Jahre und 10 Monate, 2009 - Okt. 2012

    Bachelor of Commerce

    University of Lucknow

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