Summary
Overview
Work History
Education
Skills
Certification
Projects
Positions Held And Achievements
Personal Information
Timeline
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Anmol Gupta

Mumbai

Summary

Banking and Investment Management aspirant pursuing Chartered Financial Analyst (CFA) designation, equipped with strong business acumen and proven success in high-pressure environments. Technical proficiency in financial tools has driven significant growth in previous roles. Exceptional analytical and critical thinking skills facilitate effective performance in data-driven settings. Consistently exceeds expectations through collaboration and a proactive approach.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Taxation Intern

Nouryon Chemicals India Private Limited
04.2024 - 06.2024
  • Calculated the consolidated statements for GSTR, TDS filing, and reconciliation statements each month.
  • Summarized findings, and prepared detailed statutory audit report and compliance-related documents.
  • Coordinated with external consultants and auditors for internal and external audits.
  • Assisted the payments team with compliance payments, i.e. GSTR, TDS, professional taxes, etc.
  • Monitored Tax Winman, traces E-filing, and SAP tax GL for compliance and necessary corrective measures.
  • Reviewed and audited the summarized reports with internal auditors for further statutory assent.

Finance Manager

JL Logistics
05.2022 - 05.2023
  • Implemented tax slabs for direct tax computations while calculating indirect taxes.
  • Achieved annual cost reductions between 20-25% and increased business revenue.
  • Administered cost-cutting strategies focused on profit maximization.
  • Established strong customer relationships to enhance stakeholder satisfaction.
  • Estimated total costs and identified unnecessary expenditures.

Education

Chartered Financial Analyst -

CFA Institute
02-2026

MBA - Finance/Strategy and Consulting

K J Somaiya Institute of Management
Mumbai
04-2025

B.Com(Hons) -

Narsee Monjee Institute of Management Studies
Bengaluru
05-2022

HSC - Commerce

KIIT International School
Bhubaneshwar
04-2019

SSC -

KIIT International School
Bhubaneshwar
04-2017

Skills

  • Financial analysis and trend analysis
  • Tax compliance
  • Strategic planning
  • Multitasking and organization
  • Adaptability and flexibility
  • Microsoft Office Suite proficiency
  • Audit preparation
  • Spreadsheet tracking
  • Data management
  • Analytical mindset

Certification

  • Accounting fundamentals, Corporate Finance Institute (2023)
  • Commercial Banking Virtual Experience, J.P. Morgan Chase & Co., Forage (2023)
  • Corporate finance fundamentals, Corporate Finance Institute (2023)
  • Excel fundamentals – formulas for finance, Corporate Finance Institute (2023)
  • Stock markets and finance, MyCaptain (2020)

Projects

Financial modeling, 5 months, 2022

  • Projected and forecasted financials for Savita Oils for the financial year 2022–2025
  • Extracted financial reports and assessed investors, stakeholders, and other financial aspects
  • Formulated different data to analyze the profitability, valuations, and other important ratios
  • Developed models to simulate various scenarios and assess the impact on the firm

Entrepreneurship and business plan, 3 months, 2022

  • Planned and developed a full-fledged business model
  • Forecasted and evaluated financials year over year, and the growth perspective of the proposed business model
  • Conceptualized, researched, and marketed the product using a need and innovation strategy

Positions Held And Achievements

  • Delegate, Model United Nations, KIIT International School, 2018
  • First runners-up, Business Standard Quiz, Business Standard, 2018
  • Certificate of Merit, Central Board of Secondary Education, 2017
  • Certificate of Merit, International Mathematics Olympiad, Science Olympiad Foundation, 2016
  • Awarded a 40% scholarship for achieving first rank in the +2 entrance at KIIT International, 2017
  • UDream Football, U Sports, and TSG 1899, 2014, state-level football, KIIT Odisha, 2013
  • Organizing committee member and volunteer, Model United Nations, 2013

Personal Information

Date of birth: 06/05/2001

Nationality: Indian

Timeline

Taxation Intern

Nouryon Chemicals India Private Limited
04.2024 - 06.2024

Finance Manager

JL Logistics
05.2022 - 05.2023

Chartered Financial Analyst -

CFA Institute

MBA - Finance/Strategy and Consulting

K J Somaiya Institute of Management

B.Com(Hons) -

Narsee Monjee Institute of Management Studies

HSC - Commerce

KIIT International School

SSC -

KIIT International School
Anmol Gupta