Arushi Srivastav
Senior Financial Executive
Lucknow
Summary
Motivated Finance enthusiast having skillset for research and data collection. With more than 5 years of experience in finance and accounts industry have deep knowledge in valuation and models. As a finance coach have experience in guiding clients on budgeting, taxation and diversification of investments. With patience being my strength wish to work with dedication for my organization. Further an enthusiastic speaker ready for leadership roles.
Overview
12
12
years of professional experience
16
16
years of post-secondary education
4
4
Certifications
Work History
Senior Financial Research Analyst (Full Time)
Research Monkey Solutions
Noida
05.2021 - Current
- Analyzed financial statements against forecasts to prepare high-level variance analysis.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Collecting market data related to bond,stocks, other financial instruments.
- Assisting in the financial project by doing research and extracting data.
- Handling financial projects related to cash flows.
- Collecting information for financial derivatives.
- Making financial models, DCF, Stock valuation, Interpretation of ratio trends
Finance Coach (Contractual Role)
Task Human
California (Remote)
09.2021 - Current
- Collaborated with team members to achieve target results.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Advising and coaching client on budgeting, money management, investment, finance planning and savings.A freelance work for US based application to provide 1:1 Financial solutions across 20+ countries and advising on investments.
- Group session for companies like zoom, juniper networks, BTS India on financial wellness
Subject Matter Expert (Freelance)
Chegg India
New Delhi
09.2020 - Current
- Developed and presented business cases, presentations and reports to senior management.
- Representative for Finance knowledge area.
- Providing academic content writing
- Application of expertise in finance topics(DCF, Bond Valuation, Regression, Portfolio Management, Derivatives, Financial Modelling etc) to support the strategic direction of the organization.
- Online answering through Microsoft Office such as Excel, Word and other applications.
- Authoring Solutions for advanced questions on finance topics like portfolio, forex, risk management, investment, capital budgeting , dividend decision and other finance topic.
- Using advanced excel functions for calculation of advanced finance solutions, depiction through charts, data analysis etc.
- Assisting client and providing support through online portal in assignment, dissertation, and other academic content
Audit Assistant
Kavita Kapoor and Company
New Delhi
04.2018 - 04.2021
- Performed auditing work in accordance with rigorous auditing standards and principles.
- Worked audit engagements for industries in engineering, manufacturing, non-profit and human resources.
- Handled planning and budgeting for audit engagements.
Articled Assistant
Alok Sharma& company
Varanasi
04.2014 - 04.2016
- Compiled general ledger entries on short schedule with 100% accuracy.
- Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.
- Tax Audit
- Bank Audits
Articled Assistant
Singh Agarwal and Associates
Lucknow
04.2013 - 04.2016
- Provided journal entries and performed accounting on accrual basis.
- Maintained up-to-date knowledge of tax codes, legislation and tax programs.
- Used accounting software to issue tax returns and prepare consolidated reports.
- Facilitated financial and operational audits, working with internal and external managers to communicate recommendations or issues surrounding audits.(Major Client like Scheduled bank audit, Tanishq Stock Audit)
Education
CA (Final)
Institute of Chartered Accountants of India
New Delhi 01.2016 - Current
Master of Commerce -
IGNOU
Lucknow 01.2020 - Current
Bachelor of Law (LLB) -
University of Lucknow
Lucknow 08.2016 - 06.2019
IPCC - Accounts, Finance, Tax , Law
ICAI
New Delhi 06.2012 - 11.2012
Bachelor of Commerce - Accounts, Finance, Tax
University Of Lucknow
Lucknow 08.2010 - 04.2013
CPT -
ICAI
New Delhi 01.2011 - 01.2011
Intermediate - Commerce
Loreto Convent Intermediate College
Lucknow 04.2001 -
High School - Science And Maths
Loreto Convent Intermediate College
Lucknow 04.2007 - 03.2008
Skills
Personal Finance
Accounting and finance
Corporate finance
Preparing models
Data Collection & Research
Financial statements expertise
Certification
Certified Spiritual Coach
Timeline
Finance Coach (Contractual Role)
Task Human
09.2021 - Current
Senior Financial Research Analyst (Full Time)
Research Monkey Solutions
05.2021 - Current
Subject Matter Expert (Freelance)
Chegg India
09.2020 - Current
Certified Reiki Practitioner
09-2020
Certified Spiritual Coach
08-2020
Master of Commerce -
IGNOU
01.2020 - Current
Audit Assistant
Kavita Kapoor and Company
04.2018 - 04.2021
Bachelor of Law (LLB) -
University of Lucknow
08.2016 - 06.2019
CA (Final)
Institute of Chartered Accountants of India
01.2016 - Current
Advanced Information technology Skills
05-2015
Articled Assistant
Alok Sharma& company
04.2014 - 04.2016
Advanced General Management and communication skills
01-2014
Articled Assistant
Singh Agarwal and Associates
04.2013 - 04.2016
IPCC - Accounts, Finance, Tax , Law
ICAI
06.2012 - 11.2012
CPT -
ICAI
01.2011 - 01.2011
Bachelor of Commerce - Accounts, Finance, Tax
University Of Lucknow
08.2010 - 04.2013
High School - Science And Maths
Loreto Convent Intermediate College
04.2007 - 03.2008
Intermediate - Commerce
Loreto Convent Intermediate College
04.2001 -