Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
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Mansi Khanna

Mansi Khanna

Summary

Highly proficient financial professional with Senior Financial Analyst background skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.

Overview

11
11
years of professional experience
5
5
years of post-secondary education

Work History

Senior Financial Analyst

Generali
05.2022 - Current
  • Involved in designing the reporting structure on Vitality Product which involves collecting and analyzing the quantitative financial data to create meaningful reports.
  • Understanding and monitoring customer behaviour and how this translates into company financials.
  • Own the financial planning process: plan, budget, forecast, as well as tracking actual performance and decision support analysis.
  • Working on the the cash flow management process to ensure the liquidity position of the company is stable at any point in time.
  • Collaborate closely with our Accounting Service Centre, providing guidance and support from a business perspective.
  • Working cross teams to develop a planning, forecasting model of our partner benefits in order to increase the predictability of our Reward costs.
  • Experience on working on scenarios related to Product Pricing changes.
  • Testing data end to end between different systems to ensure the data base on which we base key financial decision is accurate and reliable.
  • Developing and testing the management reports from a functional and business perspective in coordination with all service providers.
  • Developing (financial) models and templates in alignment with Global HQ for all forecasting activities, including strategic planning and cash management.
  • Act as a Finance business partner across all key business areas in the company ensuring that each initiative is financially sound backed up by a business case taking into consideration risk and liquidity planning.
  • Deliver high-impact presentations to Generali and Discovery top managers, providing insightful and detailed analysis of the financial performance and strategic objectives.

Credit Risk Analyst

PayPal
05.2019 - 12.2021
  • Involved in conducting the risk view of PayPal sellers through assessing, taking decisions, communicating, and delivering the risk mitigations on timely manner.
  • A comprehensive review on every account which involves assessing and analyzing the identity, intent, business model and financial stability of the merchant.
  • 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.
  • Handled escalations for complex situations and high exposure cases whenever necessary.
  • Using analytical approach in Identifying fraud patterns through monitoring of suspicious activity in merchant's account.
  • Conducting merchant's refund and chargeback analysis and working closely with them to compliant with internal policies.
  • Working closely with CSM, Sales and other risk teams to obtain necessary information and clarification required to complete the risk review.
  • Analyzed applicants' financial status and credit and property evaluations to determine loan feasibility.
  • Devised collection recovery strategies to resolve customer issues and delinquent cases.
  • Obtained and reviewed credit reports, credit references, credit insurance and financial statements to establish credit limits for new accounts.

Financial Analyst

State Street
08.2017 - 05.2019
  • 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).
  • Have handson experience 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.
  • Involved in Budgeting and Forecasting the various financial Instruments of Global Market which is the biggest profit driven business of State Street.
  • Served as a subject matter expert and collection of information and analytical needs from management to determine analysis approach.
  • Acted as a mentor to provide guidance to less seasoned Analyst.
  • Performed complex financial and budget analyses to determine requirements and justify requested funding.
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
  • Used relevant financial technology to generate reports and recommended courses of action to upper management.

Research Specialist

Moody's Analytics
10.2016 - 08.2017
  • 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.
  • Monitored research data to assess accuracy, validity and integrity.
  • Adapted work process and methods based on findings and literature review with limited supervision.
  • Preparation of Preparing the monthly presentation for Fund of Funds showing the performance of the constituent funds, historical performance.
  • Preparation of due diligence call with the clients whenever needed. Hands on experience on research tool like Bloomberg, Morningstar
  • Pitch book reporting involving performance evaluation at portfolio.

Research Analyst

Blackrock
05.2014 - 09.2016
  • 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 involving various qualitative aspects.
  • Pitch book reporting involving performance evaluation at portfolio and asset level and evaluating the reason for deviations.
  • Creating Green Package ensuring the accuracy of analytics of fixed income and equity products to support clients and portfolio managers in measuring portfolio exposure, strategy, risk and returns.
  • Conducting Asset and NAV Reconciliation for custodian banks and accounting agents and reviewing the reconciliation done by off shore team.
  • Managing the migration between two systems where funds shifted from one to another platform. Doing parallel accounting and find out the deviation and fixing the same.
  • Communicating with portfolio managers, investment strategists, performance analysts, broker dealers, vendors, equity managers, and research providers to perform portfolio management.
  • Prepared detailed reports summarizing research findings and recommendations for further action.

Summer Intern

Ricoh USA, Inc.
04.2013 - 06.2013
  • Analyzing risk and the position of the firm with respect to attributes such as types of debt and sources of raising the fund.
  • Calculated the correlation amongst these attributes and researched their combined effect to improve overall debt management.
  • Diligently analyzing customer handling and team management to provide enhanced customer experience.

Education

Master of Business Administration - MBA - Finance And Financial Management Services

Jre Group Of Institution
India
03.2012 - 05.2014

BCom - Bachelor of Commerce - Accounting and Finance

National PG College
India
01.2009 - 04.2012

Skills

  • Financial Reporting
  • SAP
  • SAC
  • Tableau
  • Process automation
  • Excellent Attention to Detail
  • IFRS Compliance
  • Customer relation management
  • Hyperion Essbase
  • Financial and operational reporting
  • Financial Statement Analysis
  • Report Writing
  • Strategic problem-solving
  • Strategic Planning

Accomplishments

  • Mansi Khanna - PayPal ( Behaviour and Value Award ) Year 2021
  • Mansi Khanna - BlackRock ( Best Employee of the Month ) Year 2015

Languages

German
Elementary (A2)

Timeline

Senior Financial Analyst

Generali
05.2022 - Current

Credit Risk Analyst

PayPal
05.2019 - 12.2021

Financial Analyst

State Street
08.2017 - 05.2019

Research Specialist

Moody's Analytics
10.2016 - 08.2017

Research Analyst

Blackrock
05.2014 - 09.2016

Summer Intern

Ricoh USA, Inc.
04.2013 - 06.2013

Master of Business Administration - MBA - Finance And Financial Management Services

Jre Group Of Institution
03.2012 - 05.2014

BCom - Bachelor of Commerce - Accounting and Finance

National PG College
01.2009 - 04.2012

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Mansi Khanna