Yakshita Lohar

Yakshita Lohar

Financial Analyst @ Confidential

About

I am a results-driven Financial Analyst with hands-on experience in cash flow optimization, financial reporting, and process automation. I enjoy working at the intersection of finance and data, turning complex numbers into insights that support faster and better business decisions. 🔹 CURRENT ROLE - Financial Analyst | HTL Aircon Pvt. Ltd. (July 2025 – Present) - Improved cash flow by 30% through detailed analysis of payment terms for 600+ vendors - Built a fully automated Excel salary cost model for 600 employees, eliminating manual intervention - Automated 5+ MIS and financial reports using BI tools, reducing reporting time from 2 days to 20 minutes - Led project data migration to Kytes software with an Excel-based financial carry-forward model - Prepared Quarterly Financial Statements including P&L and Balance Sheet - Managed corporate banking setup, compliance, and procurement for Refrigreen (HTL subsidiary) - Conducted 45+ hours of cross-functional workshops across 10+ departments to address process gaps 🔹 PREVIOUS EXPERIENCE Financial Analyst Intern | Business Quant - Extracted and structured KPI data for 50 companies - Performed stock analysis, SWOT, and prepared research reports Accounts & Finance Intern | Society Tea - Supported AR, AP, and banking operations within a 20-member finance team - Achieved 25% reduction in invoice and payment processing time - Conducted competitor analysis and studied valuation methodologies I’m continuously learning and looking to grow in FP&A, Corporate Finance, and Analytics-driven roles, where data-backed insights create real business impact. 📊 Interests: Financial Analysis | Automation | Business Intelligence | Decision Support 🤝 Open to collaboration and challenging finance opportunities

Country

India

City

Mumbai

Industry

Financial Services

Skill

Advance excel, Easy report BI tool, KPI Reporting, Financial Modeling, Equity Research, Budgeting, Accounting, Financial Analysis, Account Reconciliation, Accounts Payable (AP), Accounts Receivable (AR), Teamwork, Finance, Problem Solving, Communication, brainstroming, creativity, Data Visualization, Data Storytelling, Exploratory Data Analysis

Experience

Confidential

Financial Analyst

Confidential

LinkedIn
2025-7 - Present · 1 yr 3 mos

Andheri

Vitta Vibhava (UG Finance and Investment Cell) of SVKM’s Nmims Bangalore

Senior Member

Vitta Vibhava (UG Finance and Investment Cell) of SVKM’s Nmims Bangalore

LinkedIn
2023-7 - Present · 3 yrs 3 mos

Bengaluru, Karnataka, India

Vitta Vibhava (UG Finance and Investment Cell) of SVKM’s Nmims Bangalore

Executive member

Vitta Vibhava (UG Finance and Investment Cell) of SVKM’s Nmims Bangalore

LinkedIn
2022-9 - 2023-6 · 10 mos

Bengaluru, Karnataka, India

Business Quant

Financial Analyst

Business Quant

LinkedIn
2025-1 - 2025-2 · 2 mos

Extract, curate and store 50 company KPI data into Excel files Analyze stocks (financial modelling, SWOT analysis) and document your findings in research reports.

Society Tea

Finance and accounting Intern

Society Tea

LinkedIn
2024-5 - 2024-7 · 3 mos

Mumbai, Maharashtra, India

-Acquainted with internal processes of A/c receivables, A/c Payables and Banking Dept. -Coordinated with the respective team effectively. -Analysed competitor report and studied concepts of valuation

Rotaract NMB

Executive Member

Rotaract NMB

LinkedIn
2022-9 - 2023-6 · 10 mos

Bengaluru, Karnataka, India

Afsan

Executive member

Afsan

LinkedIn
2022-9 - 2023-6 · 10 mos

Bengaluru, Karnataka, India

Education

SVKM's Narsee Monjee Institute of Management Studies (NMIMS), Bangalore

SVKM's Narsee Monjee Institute of Management Studies (NMIMS), Bangalore

LinkedIn

Business/Commerce, General

2022 - Present · 4 yrs

Yakshita Lohar's Contact Information

Email

******@***.com

Phone

(**) *** ****

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