Simran Chawla

Operations Associate

Noida, Uttar Pradesh, India8 yrs 1 mo experience

Key Highlights

ACCA student with expertise in audit and financial reporting
Proven track record in operational efficiency and project management
Strong leadership skills demonstrated through team management roles

Stackforce AI infers this person is a Finance and Operations professional with expertise in Audit and Financial Management.

Contact

chawlasimran13@gmail.com LinkedIn

Skills

Core Skills

Operational AnalysisProject ManagementBusiness Relationship ManagementMortgage UnderwritingFinancial AnalysisFinancial AuditsFinancial Statement AnalysisEntrepreneurship

Other Skills

Advanced excelAuditingAutomationB2B lendingBusinessBusiness AnalysisBusiness ManagementBusiness OperationsBusiness ProcessBusiness RequirementsBusiness StrategyBusiness-to-Business (B2B)CommunicationConfidentialityConsolidated Financial Statements

About

ACCA Student : F8 - Cleared (Audit and Assurance) F7 - Cleared (Financial Reporting)

Experience

8 yrs 1 mo

Total Experience

1 yr 2 mos

Average Tenure

1 yr 7 mos

Current Experience

Betterinvest

Senior Manager Finance Operations

Sep 2024 – Present · 1 yr 7 mos · Chennai, Tamil Nadu, India · On-site

1. Oversaw day-to-day operations, ensuring smooth execution of performance marketing strategies and alignment with organizational goals.
2. Developed and implemented strategic initiatives to enhance process efficiency and elevate customer satisfaction.
3. Acted as point of contact (POC) for clients and internal stakeholders, ensuring clarity in campaign execution and high service delivery.
4. Prepared comprehensive documentation (SOPs and Reports) and reporting to support leadership decision-making.
5. Lead or collaborate in the design and enhancement of operational processes to drive efficiency, minimize errors, improve SLA turnaround times, and elevate the client experience.
6. Collaborated across departments to identify process gaps and implement effective solutions.
7. Created and enforced comprehensive policies and procedures to standardize and optimize operational workflows.

Operational AnalysisService-Level Agreements (SLA)Data ManagementCross-functional Team LeadershipBusiness Relationship ManagementPerformance Metrics+37

Klub

Senior Associate - Repayments & Disbursments

Jun 2022 – Sep 2024 · 2 yrs 3 mos · Bengaluru, Karnataka, India · On-site

1. Managed and mentored analysts & senior analyst, overseeing disbursements & repayment operations and ensuring accuracy in loan assessments.
2. Led automation projects to improve workflow efficiency and reduce turnaround times (TAT).
3. Led a cross-functional project to design and implement an end-to-end automated workflow, collaborating with Product and Tech teams to create a transaction roadmap and PRD.
4. Utilized CRM systems such as Airtable to manage client data and track deal flow.
5. Built strong relationships with external stakeholders like banking partners and NBFCs to address issues or obstacles that may arise.
6. Built and enhanced internal tools for fund performance reporting and portfolio monitoring.
7. Optimized loan disbursement and repayment operations by overseeing processing, authentication, setup, compliance, and disbursal, enhancing efficiency and ensuring regulatory compliance.

Operational AnalysisRequirements GatheringData ManagementCross-functional Team LeadershipBusiness Relationship ManagementAdvanced excel+54

Better.com

Underwriting Analyst

Jan 2021 – May 2022 · 1 yr 4 mos · Gurugram, Haryana, India

Review/ Analysis of the loan files (Conforming and Amex) submitted to ensure file meets loan program requirements. It includes individual analysis of loan application, credit report, debt and assets, income/ financial statements, loan values (HTI, DTI)/ LTV, collateral and
supporting documentation.
Identified and designed new operational workflows and improvements to existing processes.
Demonstration of the follow-ups from borrowers, their attorneys, E2E coordinators, loan processors and management at different phases of
the loan file.

File ManagementMortgage UnderwritingCustomer Relationship Management (CRM)Pivot TablesExcel FormulasFinancial Analysis+12

Kpmg

Audit Associate

Oct 2019 – Jan 2021 · 1 yr 3 mos · Gurgaon, India

Performed statutory audit by setting up different workpapers for UK
based entities. Assisted UK on-shore team with different areas of audit such as cash, PPE, Equity FX, etc. Experience in working independently with clients.
Analyzed the financial statement of the organization for both group and
stat audit.

Financial AccountingInternal AuditsPivot TablesExcel FormulasTransaction MonitoringFinancial Audits+7

Cyber group inc.

Finance Intern

Jul 2019 – Sep 2019 · 2 mos · Noida Area, India

Conducted account analysis of the general ledger and internal audit.
Good working knowledge of Sage Intacct.
Assisted with month-end TDS and GST payments using spreadsheets

Excel Formulas

Entrepreneurship development cell, shivaji college

2 roles

President

Promoted

Jun 2018 – May 2019 · 11 mos

EntrepreneurshipEntrepreneurship DevelopmentYouth Entrepreneurship

Secretary

Aug 2017 – May 2018 · 9 mos

Itc limited

Human Resources Intern

May 2018 – Jul 2018 · 2 mos · Noida Area, India

Made the centralized data of the Hotel.
Invited some popular food and fashion bloggers to review the hotel’s food festival and promote it.
Organized and managed the Annual Day and the monthly meeting held at the hotel’s premises