Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Languages
Hobbies and Interests
Timeline
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ANMOL BHAMBRI

Faridabad

Summary

Highly motivated and goal-driven Finance Professional with expertise in collecting, monitoring, and studying data for financial analysis and audits. Experience includes qualitative and quantitative analysis, contract management, and forecasting. Proficient in Excel, accounting, and financial management software. Strong attention to detail and passion for accuracy. Committed to delivering insightful financial insights and contributing to organizational success.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Associate

RSM US LLP
10.2024 - Current



  • Analyzed trends in financial data to investigate fluctuations.
  • Performing substantive analytical procedures for audit areas such as Debt,PPE, Cash and cash equivalents, Equity, Payroll,Accounts Receivables, Revenue, Search for unrecorded liabilities, Operating expenses, as well as disclosure checklists to ensure adequate disclosures amongst others
  • Supervised and developed associates and oversaw auditing activities across operational, personnel utilization and excessive billing areas.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Performed strategic planning, execution and finalization of audits.
  • Performed extensive analysis of assets, liabilities and equity to verify accuracy in financial reports.
  • Organized training for cross-functional teams to achieve greater performance and results.

Audit Associate

BakerTilly Pie
07.2022 - 10.2024
  • Company Overview: Audit firm providing services to various US clients in multiple industries
  • Performing audit of various US clients operating in industries such as Chemicals, Food and Beverages, Ticket brokerage and resale, Hospitality and Defined Benefit and Contribution Plans (EBP)
  • Performing substantive analytical procedures for audit areas such as PPE, Cash and cash equivalents, Accounts Receivables, Revenue, Search for unrecorded liabilities, Operating expenses, as well as disclosure checklists to ensure adequate disclosures amongst others
  • Preparing financial statements of Limited Liability Companies and 401k Plans.
  • Prepared an extensive technical analysis and assessment memo of debt modification under ASC 470 (borrower's accounting)
  • Conducted multiple training sessions for my teammates on topics majorly relating to audit of employee benefit plans
  • Efficiently handling client communications and meeting deadlines

Education

MBA - FINANCE

Swami Vivekananda Shubharti University
Meerut, India
12-2025

Chartered Financial Analyst Level 1 -

CFA Institute
USA
11-2025

CA Intermediate - Both Groups -

Institute of Chartered Accountants of India
New Delhi
01-2023

BACHELORS OF COMMERCE - Financial And Corporate Accounting, Business Laws

Shaheed Bhagat Singh College, Delhi University
New Delhi, India
07-2022

Skills

  • MS Excel
  • Cash flow management
  • Risk assessment analysis
  • Financial statements expertise
  • Investment Analysis
  • Variance analysis
  • Financial Management
  • Teamwork
  • Time Management
  • Leadership
  • Effective Communication

Certification


  • Certification by Jobaaj Learnings (Nishtya Infotech Private Limited), 01/01/24, Present

Accomplishments

  • Secured 1st position in Skating at National Level championships
  • Vice President (2020-21) at Shaheed Bhagat Singh College (DU)
  • Part of Core Team at the commerce society during college tenure

Languages

English
Hindi

Hobbies and Interests

  • STOCK MARKETS
  • PORTFOLIO MANAGEMENT
  • WEIGHT-LIFTING
  • SKATING
  • DRAWING

Timeline

Associate

RSM US LLP
10.2024 - Current

Audit Associate

BakerTilly Pie
07.2022 - 10.2024

MBA - FINANCE

Swami Vivekananda Shubharti University

Chartered Financial Analyst Level 1 -

CFA Institute

CA Intermediate - Both Groups -

Institute of Chartered Accountants of India

BACHELORS OF COMMERCE - Financial And Corporate Accounting, Business Laws

Shaheed Bhagat Singh College, Delhi University
ANMOL BHAMBRI