Preetam Solanki
@preetamsolanki
Passionate financial analyst with expertise in treasury and process optimization.
What I'm looking for
I am a detail-oriented Financial Analyst with a strong background in investment banking and corporate treasury. My experience includes managing financial operations, optimizing processes, and ensuring compliance with regulatory requirements. I have a proven track record of achieving high transaction accuracy rates and streamlining reconciliation processes, which has significantly improved productivity in my previous roles.
With an MBA in Finance and certifications in financial modeling, I bring a comprehensive understanding of financial analysis, variance reporting, and risk management. I thrive in collaborative environments and am eager to contribute to the growth of financial services through innovative solutions and strategic initiatives.
Experience
Work history, roles, and key accomplishments
Operations Assistant
Bike Club
Oct 2024 - Present (7 months)
Improved stock accuracy by 15% by managing and recording 300 stock entries per week and reconciling inventory. Assisted in optimising inventory flow by handling returns, tracking shipment and reducing discrepancies. Handled ongoing accounting tasks such as managing mail, processing invoices, bank payment transactions, and reconciling open items.
Regulatory Control Analyst
Deutsche Bank
May 2023 - Sep 2023 (4 months)
Managed the reconciliation of over 100 Nostro and Depo accounts daily, achieving a 99% transaction accuracy rate by leveraging data and variance analysis techniques to minimise discrepancies. Awarded for streamlining the reconciliation process, reducing month-end activities from 10 business days to just 5, resulting in a 50% improvement in productivity and overall efficiency.
Treasury Associate
Wells Fargo
Sep 2020 - Nov 2022 (2 years 2 months)
Oversaw financial operations for 14 accounts on a daily basis, ensuring smooth trade processing, general ledger accounting, reconciliation, and detailed reporting. Facilitated month-end and quarter-end closings by processing 1,000–1,500 transactions in collaboration with the Credit Loan Obligation to ensure timely and accurate information. Led the team in successfully onboarding a new client, acti
Operation Intern
Xuper App
Jun 2019 - Jul 2019 (1 month)
Served as an Operations Intern. Gained experience in the operations of an online price comparison platform.
Sentiment Analysis Team Intern
Gfactors
Apr 2019 - Jun 2019 (2 months)
Participated as an intern in the Sentiment Analysis Team. Gained experience in data annotation systems.
Education
Degrees, certifications, and relevant coursework
IU International University of Applied Sciences
Masters in Business Administration, Finance
Focused on advanced financial concepts, strategic management, and corporate finance. Studied topics including financial modeling, investment analysis, and international finance.
St.Joseph's College of Commerce
Bachelors of Commerce, Accounting and Finance
Gained a foundational understanding of accounting principles, financial management, and business operations. Covered subjects such as financial accounting, corporate finance, and taxation.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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