Jyothsna Bhandary
Dubai
Summary
Enterprising Financial Analyst with proven success at managing multiple priorities with a positive attitude. Leveraging strong analytical skills to support operations. Willing to take on added responsibilities to meet organization goals. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Analyst
Incubayt Investments - DIFC
05.2023 - Current
- Develop and maintain financial models to evaluate potential investment opportunities.
- Played a key role in annual audits by preparing detailed schedules, supporting documentation, and assisting auditors throughout the process.
- Collaborated with cross-functional teams to optimize budgets, resulting in improved resource allocation.
- Initiated process improvements that increased the efficiency of budgeting cycles while maintaining accuracy standards.
- Conduct thorough due diligence on potential investments, including financial, legal, and operational aspects.
- Provide strategic and financial support to portfolio companies, including guidance on budgeting, forecasting, and financial planning.
- Prepare and present detailed reports to senior management and investors on investment performance, portfolio updates, and market conditions.
- Maintain accurate and up-to-date documentation of all investment activities, financial analyses, and decision-making processes.
Financial Analyst
AFEA POWER
10.2021 - 04.2023
- Assisted in the preparation of financial models to assess potential investments and identify potential risks.
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Strengthened financial operations by conducting bank reconciliations and financial reporting.
- Assisted in budget preparation and forecasting to control expenditure and maximize profitability.
- Participated in the Investment Committee meetings to discuss financial analysis and investment strategies.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts
- Promoting company's reputation and attractiveness as good employment opportunity
- Use multi channel approach to recruit and evaluate which sources bring best candidate
Tax Analyst
KPMG
08.2018 - 01.2020
- Prepare and review Individual Tax returns, tax work papers for calculation of tax payers taxable income, Audited client financial records to determine tax liability.
- Conducted tax reviews and compilations to identify potential exposure areas and provided suggestions
- Analyze information provided to ensure accuracy and draft further information request to the onshore team
- Good working knowledge of tax technological applications used in day to day activities and contribute to the development of Team's acumen
- Train, mentor and supervise newly joined staff members
- Leveraged spreadsheets and databases to provide supporting documentation for schedules and journal entries.
- Communicated complex tax issues and terminology with others by explaining in easily-understood terms.
Education
Certified Management Accounting - USA (Pursuing) -
Institute of Management Accountants
MBA - Finance
PES University
2018
Bachelors of Commerce - Finance
Mangalore University
2015
Skills
- Financial Modeling
- Cash Flow Management
- Due diligence
- Investment Valuation
- Intuit QuickBooks
- Zoho Books
- Research and Data Analysis
- MS Office Suite
- Pitchbooks
- Financial and operational reporting
- Interpersonal and Communication Skills
- Time Management
Certification
- Financial Management|LISRC,UAE|CPD & KHDA
- Certified Advance Accounting|LISRC, UAE|CPD & KHDA Certified
- Thriving in the Digital Economy “SMAC” |IIT Madras, India
Accomplishments
- Received a "RISING STAR " award from KPMG Bangalore,India.
Languages
Hindi
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)
kannada
Bilingual or Proficient (C2)
Additional Information
- D.O.B - 08.03.1994 |Nationality – India
Timeline
Financial Analyst
Incubayt Investments - DIFC
05.2023 - Current
Financial Analyst
AFEA POWER
10.2021 - 04.2023
Tax Analyst
KPMG
08.2018 - 01.2020
Certified Management Accounting - USA (Pursuing) -
Institute of Management Accountants
MBA - Finance
PES University
Bachelors of Commerce - Finance
Mangalore University
- Financial Management|LISRC,UAE|CPD & KHDA
- Certified Advance Accounting|LISRC, UAE|CPD & KHDA Certified
- Thriving in the Digital Economy “SMAC” |IIT Madras, India
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