Barkha Agarwal
Rourkela
Summary
I am a bonafide finance professional with a proven track record at Kaplan Professional Middle East, specializing in content development, financial education, and project management. Successfully spearheaded the creation and delivery of varied training programs, demonstrating expertise in financial modeling, critical thinking, and curriculum design. Also known for fostering cross-functional collaboration and driving operational efficiency.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Content Development Executive
Kaplan Professional Middle East
Dubai
02.2022 - Current
- Developed a comprehensive learning journey and content on banking and capital markets for a leading bank in Saudi Arabia, contributing to the achievement of the first-ever Level 6 Diploma in Banking in the Middle East.
- Designed content on finance, investment avenues, and business management for the Sovereign Wealth Fund of Saudi Arabia, facilitating the achievement of a master's qualification from Dublin Business School.
- Conducted an assessment on International Financial Reporting for over 900 participants at HSBC India, enabling the organization to segment candidates and provide tailored learning and development opportunities, strategically.
- Successfully managed multiple projects, ensuring timely achievement of milestones, and effectively addressing the needs of all stakeholders in a prompt and efficient manner.
- Collaborated with cross-functional teams to develop solutions for repetitive processes, creating a streamlined framework that enhanced efficiency and saved time.
Articleship Trainee
Agarwalla Santosh & Co.
Rourkela
09.2017 - 08.2020
- Oversaw the full accounting cycle and prepared applicable financial statements.
- Assisted in the preparation of income tax returns for individuals and businesses.
- Assisted with audits by collecting digital and physical records and conducting both manual and computer-assisted reviews.
- Reviewed draft financial statements and reports to check accuracy and consistency.
- Ensured timely completion of annual ROC filings on the MCA portal, maintaining compliance with statutory requirements.
Education
Chartered Accountant -
The Institute of Chartered Accountants of India
11-2024
Bachelor of Accounting -
Municipal College
Rourkela, India06-2018
Skills
- Knowledge of financial statements
- Advanced Excel skills
- Data analysis and interpretation using Power BI
- Budgeting and forecasting
- Financial modeling
- Clear presentation and reporting
- Attention to detail
- Problem Solving and Critical Thinking
Accomplishments
- First Rank for presentation skills in Advanced(ICITSS) MCS - Issued by EIRC of ICAI · Dec 2019
Certification
- Certificate in International Public Sector Accounting Standards - Issued by ACCA (September 2022)
Languages
Hindi
First Language
English
Proficient (C2)
C2
Timeline
Content Development Executive
Kaplan Professional Middle East
02.2022 - Current
Articleship Trainee
Agarwalla Santosh & Co.
09.2017 - 08.2020
- Certificate in International Public Sector Accounting Standards - Issued by ACCA (September 2022)
Chartered Accountant -
The Institute of Chartered Accountants of India
Bachelor of Accounting -
Municipal College
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