Nancy Pujara

About Nancy Pujara

Versatile and accomplished Financial Analyst with specialized skills in accurately evaluating and codifying financial statements and strategically acquiring precision data for senior decision makers, presently seeks an opportunity as a Financial Adviser or Lead Analyst with an ambitious organization wherein the experience and qualification gained over the years can be better utilized for the betterment of the company.E X E C U T I V E S U M M A R Y• Analytical and performance-driven financial professional possessing over 3 years’ of diversified experience in corporate finance, financial analysis, projections, and investments; Currently associated with Ameriprise Financials, India as Financial Analyst• Expert in investment strategies, asset valuation, and portfolio management combined with exposure to US market insurance and investment products• Seasoned professional with expertise in strategic pricing, business development, loan structuring, capital leases, asset recovery and ad hoc analysis• Qualified and technically-proficient individual portraying excellent communication skills and sound experience resulting in better financial performance and enhanced systems for higher performance of team• Possess large spectrum of experience in financial markets, corporate finance, and treasury finance with proven success in developing and supervising insurance producers and financial planners• Proficient at performing Fundamental & Ratio analysis and deriving Risk and Return of a portfolio using statistical concepts• Proven expertise in Financial & Alternative Investment Products with basic & fundamental knowledge on Financial market• Familiar with overall functioning of processes & implementing processes in line with the pre-set guidelines• Proficient in managing & leading teams for running successful process operations & experience of developing procedures, service standards for business excellence

Experience

1. Sr Lead Financial Planning

   Ameriprise Financial Services, LLC

   Jul 2014 — Present · Gurugram, IN

Education

• Lovely Professional University

  Bachelor's Degree, Bachelor Business Administration Honours

  2008 — 2011

• Doon Business School

  Post Graduation Diploma in Managemant, Finance and International Business

  2012 — 2014

Skills

• Teamwork
• Team Management
• Business Strategy
• Strategic Planning
• Business Development
• Cost Savings
• Research
• Business Process Improvement
• Management
• Financial Models
• Customer Service
• Customer Relationship Management (Crm)
• Powerpoint
• Microsoft Excel
• Microsoft Word
• Team Leadership
• Microsoft Office
• Financial Statement Analysis
• Financial Planning & Analysis
• Crm
• Training
• Statistical Concepts of Finance
• Leadership
• Data Analysis