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Work experience

Jan 2013Present

Senior Financial Planning Analyst

 Ameriprise India Pvt. Ltd.


  • Support other analysts in financial data comprehension

  • Analyze and document financial plans based on the client information

  • Perform activities related to financial plan preparation process within the defined turnaround and quality matrixes

Nov 2011Jan 2013

Processor Advance

Aon Hewitt


  • Major client handling and looking after their requirements by interacting with them through client service applications. Also, taking feedback from them and implying effective measures.

  • Ensuring regular and stringent quality processing, high level of compliance to accuracy guidelines as per quality benchmark and executing tasks under defined turnaround time to achieve agreed business objectives.

  • Handled the most critical and influential clients which involve taking client calls with presentations and interacting with the client teams on a regular basis to make the process more robust and vigorous.


Jul 2009Jun 2011


Lucknow University

Finance & Control

Jul 2006Jun 2009


Kanpur University



Financial data
  • Conducting financial needs analysis and assist financial advisors through planning for clients.
  • Variance analysis: identifying causes of variations between established standards and performance results for financial periods.
  • Highly focused with a comprehensive knowledge and understanding of financial management and accounting practices
  • Excellent communication skills, both written and verbal, for preparation of and delivery of reports and analyses.
  • Positive and constructive outlook, with powerful analytical thinking and problem solving skills.
  • Clearly demonstrated highest quality and productivity amongst the peers with the ability to perform equally well during pressure and maintained standards
  • Resourceful and able to work alone, but fully able to provide input to executive team decision making processes

Text section

Dynamic professional poised to leverage education and experience for seeking a career as a Senior Financial Analyst with a company seeking an articulate team player committed to supporting objectives.

Personal Details

DOB - 09-06-1989

Nationality - Indian

Phone - +91-9717581919


May 2013Jun 2014

Advanced Diploma in Management Accounting