Akshat Goenka
Kolkata
Summary
Aim to upgrade professional knowledge and skills through practical exposure and opportunities. Seeking to gain work ethics, analytical skills and expertise in financial markets. Adept at working efficiently and quickly mastering new skills.
Overview
5
5
years of professional experience
2
2
Languages
Work History
Rating Analyst
CRISIL Ratings Limited
9 2023 - Current
- Asset Reconstruction Company (ARC) Rating: Conducted comprehensive analysis of financials, valuations reports, expected recoveries and operational effectiveness for rating ARCs.
- Monitoring Agency Reports: Conducted thorough analysis of transactions, Auditor's certificate and other supporting documents, and identified issues, for monitoring of utilization of funds raised via IPO, FPO, Rights issue, Preferential issue, and QIP.
- Presented product solutions to key decision-makers at major clients.
- Met with representatives from several high-profile companies to discuss their fundraising needs and how the monitoring agency can assist them.
- Prepared timely reports summarizing rating changes and associated implications for internal stakeholders.
- Prepared article on fundraising and spending strategies for FY 2023-2024.
Investment Banking Analyst
Gretex Corporate Services Limited
01.2023 - 08.2023
- Reviewed costs, expenses and revenues associated with construction projects.
- Utilized financial analysis to prepare PITCH DECKS for investment in SME IPOs.
- Informed investment decisions by analyzing financial information to forecast business, industry or economic conditions.
- Illustrated concepts with charts and graphs showing historical and forecasted trends.
- Presented plans to client with smooth and professional presentations to enhance buy-in chance and promote collaboration.
Accounts Executive
Mejor IT Services
09.2019 - 08.2020
- Prepared purchase/sales bills
- Prepared, checked and approved entries in Tally Erp 9.
- Processed general and health insurance for customers.
- Coordinated with clients for insurance leads.
Education
Chartered Financial Analyst – CFA All Levels Cleared -
CFA Institute
Bachelor of Commerce - Accounts And Finance
Bhawanipur Education Society College
Intermediate - Commerce
Shri Ram Narayan Singh Memorial High School
Skills
Knowledge of Word & Excel – Pivot tables, charts, conditional formatting, etc
Skilled in PowerPoint Presentation
Knowledge of TallyErp9
Good communication skills, leadership qualities and ability to negotiate deals
Deals Execution
Accomplishments
- First runner up in Billiards tournament at college.
- Member of webinar on Spectrum of Digital Finance at college.
- Certified in Abacus at various levels.
- Volunteer at Rotaract Club of Calcutta Victoria (NGO) and Little Sister of the Poor (NGO).
Timeline
Investment Banking Analyst
Gretex Corporate Services Limited
01.2023 - 08.2023
Accounts Executive
Mejor IT Services
09.2019 - 08.2020
Rating Analyst
CRISIL Ratings Limited
9 2023 - Current
Chartered Financial Analyst – CFA All Levels Cleared -
CFA Institute
Bachelor of Commerce - Accounts And Finance
Bhawanipur Education Society College
Intermediate - Commerce
Shri Ram Narayan Singh Memorial High School
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