Bharti Peshwani is seeking a position as a financial analyst with experience in futures brokerage receivables and payables. She currently works processing monthly trade details, reconciling data, and resolving rejection issues to improve broker settlement rates. Previously, she analyzed financial statements and coordinated banking activities as a finance associate. Peshwani has a Master's in finance and marketing and a Bachelor's in business administration, along with additional certifications in financial markets.

1. BHARTI PESHWANI
Mobile: +91-9096734916 | Email: bharti01peshwani@gmail.com
PROFESSIONAL EXPERIENCE
e-Clerx Financial Services Ltd Mumbai, India
Financial Analyst, [Futures Brokerage- Receivables and Payables] April 2014 – Present
• Handling the brokerage receivables and payables for futures trades for client
• Processing the monthly trade details and reconciling the data with the internal trade data
• Following up with brokers to identify the possible rejection details of receivables
• Attending & resolving the rejection issues with broker to order to improve the settlement percentage of
trades on the exchange
• Flagging the fund in the system to determine the total amount to be received and paid to broker.
• Posting journals in the system for final allocation of funds & preparing monthly MIS for GPS system
ascertain the financial performance of money flow.
• Preparing & reviewing comparison charts to identify changes on settlement percentage of receivables.
• Review of manual payments, trigger payments by setting up swift details in system
• Follow up with brokers and internal team for release of payment details and swift message
• Preparing the Cover sheet for Manual payment, reconciling the Client Invoices with the Brokers Statements.
• Coordination with the Static Team for Rates of brokerage.
• Checking the Egus Agreements for Rates of brokerage to be reconciled for Payables and Rate issue if any
• Preparation of Monthly Business Review Monthly Deck
ZIM Laboratories Ltd NAGPUR, India
Finance Associate September 2012 – March 2014
• Review financial statement and analyzing sales, expenses, of all business units of the company
• Analyze data in Excel to highlight trends and make insightful conclusions
• Coordinated for Disbursement and documentation of ECB Loan and other banking activities
• Coordination with Sigma Inc. Mumbai for TEV Report (Techno Economic Viability repot) of the company
• Financial reporting to Finance Director and Managing Director for onward reporting to Investors (Private
Equity) and Board.
• Calling and attending consortium meeting with all the bankers in assistance of Board of director’s
• Crisil Reporting: Revising SME and Basal II rating of the company. Answering other queries related to
upgrading rating
• Generating reports from ERP and Updating Business Plan on monthly basis
• ESOP Reporting: Coordination with KPMG Mumbai queries
Summer Projects: NAGPUR, India
Summer Intern Trainee, [HDFC Bank Ltd] June 2011– July 2011
• Asset Liability Management Analyssi of HDFC Bank
Summer Intern Trainee, [Religare Securities Ltd] June 2010– July 2010
• Technical and Fundamental Analysis in stock market

2. ACHIEVEMENTS
• Winner of Finance Business Game “Investment Mandi”
• Organised, promoted and coordinated central India’s mega youth fest Crescendo for TIME for consecutive 3 years
• Appreciation letter for the work of College magazine(Illuminist)
• Runner-up of intra college business plan competition (2011-2012)
EDUCATION
SRKNEC Institute of Management, Nagpur University Nagpur, India
Master of Business Administration in Finance/Marketing 65.0% May 2012
Tirpude Institute of Management, Nagpur University Nagpur, India
Bachelor of Business Administration 71.0% May 2010
Sindhi Hindi Junior College, Nagpur 71.0% Nagpur, India
Higher Secondary Certificate, Maharashtra May 2007
ADDITIONAL SKILLS
• Attended the workshop on “Corporate Credit Risk Assessment –A Practical Approach to assign ratings”
at Crisil Limited Mumbai”.
• Completed NSE’s certification in FINANCIAL MARKETS(NCFM)
• Certificate course in French (R.T.M.N.U)
• Completed Additional Bachelors of Arts in English Literature (R.T.M.N.U).
• Application Familiar with:
1. Intellisuit Match 2. GPS 3. Egains 4. Winscp
5. Fbos.Net Live 6. GMI 7. Edoc 8. Payment Application(PTM)
9. Egus 10. MS-Excel, MS-Word, MS- Power Point
ACTIVITES & INTERESTS
Languages:
Fluent in English, Hindi & Sindhi; Conversational Proficiency in Marathi, French
Activities:
Participated in Curious 2012, Indira college Pune , National Case Study Competition,
Treasurer of the Department magazine (IIUMNARE)
Participated in International Research Conference Jan’2013 at Jamnalal Institute of Management,
Mumbai for presenting Research paper,
Winner of Inter-collegiate “Fashion Show “organized by Nagpur University (2010)
Interests:
Travelling,
Tracking economic events and business deals
Learning New Languages