Yash Katre
Financial Analyst | 2+ Yrs Experience in Financial Reporting, Reconciliation & Forecasting | Proficient in Excel, Power BI, Financial Modelling (DCF, LBO) | Strong Analytical & MIS Skills | Client Reporting
- Role
- Financial Analyst at Northern Trust
- Location
- Pune, IN
- LinkedIn followers
- 500 followers
About Yash Katre
MBA graduate in Banking and Finance with 2+ years of hands-on experience in investment…
Experience
Financial Analyst
Nov 2023 — Present · Pune, IN
Managed monthly reconciliation of 20+ broker invoices, reducing errors and enhancing vendor relationships- Reconciled broker invoices monthly, identified and resolved discrepancies, ensured accurate financial reports, enhanced broker relationships and prevented payment delays- Automated recurring MIS reports, increasing reporting efficiency by 20% and reducing manual errors- Supported budgeting, forecasting, and variance analysis processes with clean, structured data - Led timely disbursements through the Procure-to-Pay (P2P) system, ensuring adherence to finance policy- Collaborated with operations and finance teams to streamline monthly reconciliations and improve reporting timelines
Education
Symbiosis University of Applied Sciences
Master of Business Administration - MBA, BFSI
Softvision College & Research Institute
Bachelor of Business Administration - BBA, Finance, General
2017 — 2020
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