Dhanashree Warke

Angestellt, Associate - Investment Banking, Morgan Stanley
Mumbai, Indien

Fähigkeiten und Kenntnisse

MS Office
Project Management
Consulting
Business Development
Business Contacts
Microsoft Power BI
Alteryx
UiPath
Tableau
Python
Automation
Data Management
Data Analysis
Data Governance
investment banking operations
Digital transformation
Accounting
Asset Management
Investment
Tax returns
Budget
Tax audit
Annual financial statement
Compliance
Consolidated financial statement
Management Reporting
Dashboards
Macros
Data Quality
Reconciliation
Visual Basic for Applications
KPI
Financial Controlling
Investment management
Business Economics
Customer Support
Support
Audit
Team work
Communication skills
Reliability
Negotiation skills
problem solving skills
Customer orientation
ability to work under pressure

Werdegang

Berufserfahrung von Dhanashree Warke

  • Bis heute 2 Jahre und 9 Monate, seit Okt. 2023

    Associate - Investment Banking

    Morgan Stanley

    • Based on securities or products, opening accounts and maintaining the records for institutional clients. • Process corporate actions and validation. • Partner with stakeholders to ensure compliance and data quality. • Managing team coordination across the regions. • Ensuring data governance with use of digital transformation tools like Power BI Dashboards, Alteryx and UiPath • Involved in testing and process modernisation/Automation process

  • 2 Jahre und 5 Monate, März 2021 - Juli 2023

    Data Research Analyst

    Morningstar

    • Collect and analyse financial data from authorised sources for institutional and Equity clients • Ensure data quality and compliance with policies - Basel III/ Earning Report/Quarter and Annual Report. • Create Power BI dashboards and VBA macros for process streamlining.

  • 4 Monate, Sep. 2020 - Dez. 2020

    Management Associate

    BNP

    • Budgeting month-end closing activities. • Monitoring data inputs and ensure alignment with targets

  • 6 Monate, Nov. 2019 - Apr. 2020

    Tax Associate

    Datamatics global services limited (KPO)

    • Bookkeeping and preparation of U.S. individual tax returns. • Filing of US and Canadian tax returns and reviewing the same.

  • 1 Jahr und 5 Monate, Juni 2018 - Okt. 2019

    Intern

    K.P. Dodecha & Co. (Chartered Accountants Firm)

    • Preparation of Financial Statements for firms, limited companies, and non-profit organisations. • Accounting and financial entries, bank reconciliation. • Worked on Cash Flow Statements, Capital Budgeting, and Cost of Capital. • Working capital management. • Significant exposure to Internal Audit and Statutory Audit.

Sprachen

  • Englisch

    C2 (Verhandlungssicher / Muttersprachlich)

  • Deutsch

    A1-A2 (Grundkenntnisse)

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